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Bullboard - Stock Discussion Forum Kinder Morgan Canada Ltd - Ordinary Shares (Restricted Voting) KMLGF

Kinder Morgan Canada Ltd operates as an integrated network of pipeline systems and terminal facilities in Canada. The business activities are carried out through two segments namely Pipelines and Terminals. The Pipelines business unit is composed of the Trans Mountain pipeline system, the Canadian portion of the Cochin pipeline system, the Puget Sound pipeline system, and the Jet Fuel pipeline... see more

OTCPK:KMLGF - Post Discussion

Post by JTDOUBLE on Jul 23, 2018 12:01pm

Cash is King!!!

Most likely the best options is Special Dividend..

KML can't just sit on the money

Once the sale of Trans Mountain closes later this year, Kinder Morgan Canada will consist of some pipelines and terminal assets in Canada and CA$12 per share in cash, which is more than 70% of the company's current market cap. While that large cash balance is a nice problem to have, "We generally don't view it as attractive to Kinder Morgan Canada shareholders for us to sit on a big pile of cash while management hunts around for a transaction to use it on," said to CEO Steve Kean on the second-quarter call. Because of that, the company strongly indicated that it intends on looking for the best way to return that cash to shareholders.

It has several options, including:

  • Paying a special dividend.
  • Initiating a stock repurchase program.
  • Taking Kinder Morgan Canada private.
  • Selling Kinder Morgan Canada to another company.
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