RE:3rd qtrIf the $350 mil. break fee shows up on this quarter's statement it should be a good one IMO, market likes to see a high net profit. If there's a decent bounce on share price because of it I may sell.
I don't see too much else changing, but I'm not really in tune with detailed stuff like NG frac spreads or how much Pembina is exposed so maybe somebody else with more knowledge could comment. Their presentation says 90% fee based EBITDA and 77% take-or-pay contracts for 2021 so that tells me they don't have much exposure to what happens in the markets..