RE:RE:RE: RBC commentaryAll excellent assets like GIBSON that might interest a pension fund etc will get more scrutiny than others but saying that their latest update gives clarity to increasing profits/revenues in a very reliable manner. Add on that interest rates are falling while their payout ratio is below the targetted range means another divi increase is all but certain in early 2025.
My take is RBC is saying that its clear GIBSON is firing on all engines and with that has the most upside potential...a buyout is possible but its not needed for this stock to advance materially...dwdc