Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

E Split Corp T.ENS

Alternate Symbol(s):  ENSPF | T.ENS.PR.A

The objective of the Class A shares is to provide holders with non-cumulative monthly cash distributions and the opportunity for capital appreciation through exposure to the portfolio. And The investment objectives for the preferred shares is to provide holders with fixed cumulative preferential quarterly cash distributions and return the original issue price of 10.00 Dollars to holders upon maturity. The Company has a portfolio comprised primarily of common shares of Enbridge Inc. Enbridge, a North American oil and gas pipeline, gas processing and natural gas distribution company the Enbridge Common Shares or the Portfolio and intends to purchase Enbridge Common Shares from time to time in the market or through participation in future public offerings by Enbridge. The Advisor believes that the Company offers investors an opportunity to gain exposure to Enbridge, one of the worlds largest energy infrastructure companies.


TSX:ENS - Post by User

Comment by Experiencedon Jun 12, 2024 9:35pm
113 Views
Post# 36086265

RE:RE:RE:RE:Divergence

RE:RE:RE:RE:Divergence  I suspect that Obscure would have the detailed information/historical numbers but there is a simple explanation for the divergence and it relates directly to a point I have made here many times regarding buying splits like ENS at a premium to NAV.

Over the time period that you are talking about a couple of related things have happened.  The first is  that in the past ENS has consistently traded at a significant premium to NAV (IMO due to dumb people paying too much).  The high premium allowed Middlefield to take advantage and do a number of raises.

For various reasons - people peedoff with Middlefield doing the raises and the education course provided by Obscure has lead to ENS trading in a small range plus or minus of NAV.  The decline in trading from a premium in the mid to high teens to essentially zero accounts for alot of the divergence.

So while most investors would look at this and decide not to buy ENS, the exact opposite is true for pragmatic investors since it is unlikely that the discount to NAV is increase in a meaningful way but there is a potential for it to rise PLUS ENB as discussed here by Obscure and myself (and others) has signiciant growth potential.
<< Previous
Bullboard Posts
Next >>