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AltaGas Ltd T.ALA

Alternate Symbol(s):  ATGFF | T.ALA.PR.A | ATGPF | T.ALA.PR.B | T.ALA.PR.G | ATGAF

AltaGas Ltd. is a Canada-based energy infrastructure company that connects natural gas and natural gas liquids (NGLs) to domestic and global markets. The Company’s segments include Utilities and Midstream. Its Utilities segment owns and operates franchised, rate-regulated natural gas distribution and storage utilities, which includes four utilities that operate across five United States jurisdictions. It Utilities segment also includes storage facilities and contracts for interstate natural gas transportation and storage services, as well as the affiliated retail energy marketing business. Its Midstream segment includes global exports, which includes its two LPG export terminals; natural gas gathering and extraction, and fractionation and liquids handling. Its Midstream segment also consists of natural gas and NGL marketing business, domestic logistics, trucking and rail terminals, and liquid storage capability. Its subsidiaries include Wrangler 1 LLC, WGL Holdings, Inc. and others.


TSX:ALA - Post by User

Bullboard Posts
Comment by FreddieMacon Jun 22, 2020 10:23pm
203 Views
Post# 31179218

RE:Note the change

RE:Note the changeBut you're on record as saying it would be at $24 before end of 2020.....

Here's a suggestion.....  go and read all of the recent (like last 10 days) RBC report.

Don't read it for the conclusion or their price target, BUT DO READ IT FOR THE ANALYSIS OF THE DEBT and LEVERAGE LEVELS.     

So while RIPET is a nice area of positive news, KEEP IN MIND IT IS LESS THAN 10% OF EBITDA.    So not really a major needle mover for overall valuation.

The bottom line is this:  Former management paid  WAY TOO MUCH for  WGL,  loaded this thing up with debt that they could not service, then had to jettison assets like  AltaGas Canada for WAY less than it was worth, all just to right the ship.

This turn-around will take  YEARS, not months or quarters.  

Just remember:   The stock is now LOWER than it was AT ANY POINT in  2013, 2014, 2015, 2016 or 2017.   For the thousandss of shareholders who bought it during any one of those 5 years this has been an unmitigated DISASTER.     Folks are down close to 50% on their capital and their dividends have been cut by more than 2/3rds....     

Yet, if you go back and read the posts from years ago ( like 2016, 2017 and 2018), almost all you see is just pumpers, saying glorious days of continuously higher share prices (and dividend raises) were just around the corner.    Go back and check....   it's a one way echo chamber...

Just a dose of reality that is sorely missing from many posts on here.... 
Bullboard Posts