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Parkland Corp T.PKI

Alternate Symbol(s):  PKIUF

Parkland Corporation is an international fuel distributor, marketer and convenience retailer with operations in 26 countries across the Americas. The Company’s segments include Canada, International, USA and Refining. Its retail network meets the fuel and convenience needs of everyday consumers. It also provides a range of choices to help them lower their environmental impact. These include renewable fuel sourcing, manufacturing and blending, carbon and renewables trading, solar power, and ultra-fast electric vehicle charging. With approximately 4,000 retail and commercial locations across Canada, the United States and the Caribbean region, it has developed supply, distribution and trading capabilities. Its commercial business provides commercial, industrial and residential customers with the essential fuels, propane, lubricants and services they need. Its Burnaby Refinery plays a critical role in supplying its customers in British Columbia with conventional and low-carbon fuels.


TSX:PKI - Post by User

Post by TimeBuilderon Mar 22, 2023 2:04pm
145 Views
Post# 35354164

MORE = Comments copy from TDWBDI :>O

MORE = Comments copy from TDWBDI :>O

UPDATE 1-Engine Capital urges Parkland to consider sale, spinoff of non-core assets

(Adds shares, Parkland's comment)

March 22 (Reuters) - Activist investor Engine Capital on Wednesday urged fuel marketer Parkland Corp to look at strategic alternatives including the sale or spinoff of non-core assets to become a more focused fuel and convenience retailer.

Shares of Parkland surged more than 9% to C$31.98.

"If the board is unwilling to optimize the business in the public market, we believe the board should consider a sale of the entire company to either private equity or strategic buyer," Engine Capital, which owns about 2% of Parkland, said in a letter.

Parkland has accumulated a range of assets that are not typically owned by pure-play fuel and convenience operators, said Engine Capital.

"We believe these assets create significant complexity and detract from the company's underlying valuation leading investors to view Parkland as a conglomerate with disparate assets, instead of a pure play convenience retailer."

Engine added it was "particularly troubled by Parkland's staggering underperformance" compared with Canadian convenience retailer Alimentation Couche-Tard.

"The letter has been circulated by management to the board of the company for its review and consideration," Parkland said in an e-mailed statement.

The activist investor added that Parkland could be worth C$45 per share if the board follows Engine's recommendations, which also include adding directors with convenience merchandising and capital allocation experience.

Engine also urged the company to improve its compensation framework to better align management's incentives with shareholder interests. (Reporting by Arunima Kumar in Bengaluru; editing by Eileen Soreng and Devika Syamnath)


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