Post by
stocktalk on Oct 04, 2022 10:28am
Kaps Update
On time and on budget, CAGR money maker.
The missing link to Asia.
Comment by
Puma1back on Oct 08, 2022 10:28am
it is interesting how quiet the sale of the other half has progressed. My guess is that potential purchasers have been demanding too large a discount relative to the remainder % of completion. Probably trying to juice up the risks story around cost expansion so PPl group are sitting tight until pricing is more realistic?
Comment by
stocktalk on Oct 12, 2022 10:36am
Pembina is the natural suitor, as everything is linked directly or indirectly to ppl. Takes months for negotiations, lots of issues both labor and management etc. Just look at the Interpipeline and Brookfield deal. Best to buy on the dips collect the divy and enjoy the ride. imho
Comment by
Puma1back on Oct 12, 2022 10:40am
Pembina is the vendor as part of their deal with the US investor announced long time ago. Might be KKR?