Gibson Energy Inc T.GEI

RE: RBC commentary

[downwithdotcom1]

"we position Gibson Energy's stock as our "dark horse" Canadian Midstream pick for 2025."
 
pretty compelling words along with the fact that the trailing DCF is below their payout range all but guarantees another divi increase early next year..meanwhile another juicy ex div date mere days away...happy holidays everyone...dwdc

[Detailoriented1]

Anyone else think "dark horse" also refers to probability of being a takeover target? Lots of FCF for the acquired and it trades below the industry average so you make an offer at 40 percent premium to current price which is really only a 10 percent premium to industry average.  A cheap way to grab some great assets. GLTA

[downwithdotcom1]

All 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

[gassygeezer]

Agree, the recent acquisition/diversification in USA may prove timely into Trump admin..