Post by
Cheadle12 on Oct 22, 2022 1:13pm
When do these guys
hike their divvy? Q1 ? Their condensate infra project should bring in a lot more revenue I would presume.
What's the thesis on this one? M&A with Pembina
Comment by
MisterK25 on Oct 22, 2022 2:25pm
The last divvy hike was August 2019, so we're long overdue for one.
Comment by
SargeX on Oct 24, 2022 1:08pm
Of our 16 stock holdings, I'm only worried about a potential divy cut from 4 of them - NWH.UN, DIR.UN, AQN, and KEY (in that order). Anyway, I think a divy cut isn't actually likely BUT I think it is more likely than an increase and I think it would be bad management to increase at this time. Maybe after KAPS is fully onstream and the sale of KKR's share is done and settled.
Comment by
Quintessential1 on Oct 22, 2022 9:41pm
I think the accepted thesis is that you are a DF, cheese needle D!