Pembina Pipeline Corp T.PPL

so who are these guys taking out?

[Cheadle12]

Keyera?  IPL?

Can't just sit and sleep.. plus their Jordan Cove LNG is on hold forever it seems..

So sleepy.. make a move Pembina or my money, moves to another name..

[micromike]

You call this sleepy. Feb 26 the price was $32.40. Three weeks later we're at $37.40. Make a move?  The anal-ist say 35 – 42. I figure 2019 prices of 46-50 range. MM

[RayDonovan78]

Yeah, And collecting a NICE divy too in this "sleepy" time.

[Cheadle12]

If you hold the E&P's, they've gapped up 40-200% in the same time frame.. Sleepy is probably overcooking it, but yes, this should have been back above $42 by now.. so doesn't matter the recent rise, needs to get back to pre-covid levels as their business has not been materially impacted.

[sclarda]

Cheadle12  wrote If you hold the E&P's, they've gapped up 40-200% in the same time frame.. Sleepy is probably overcooking it, but yes, this should have been back above $42 by now.. so doesn't matter the recent rise, needs to get back to pre-covid levels as their business has not been materially impacted.

[sclarda]

Cheadle12 wrote Keyera?  IPL? Can't just sit and sleep.. plus their Jordan Cove LNG is on hold forever it seems.. So sleepy.. make a move Pembina or my money, moves to another name.. -------------------------------------------------------------------- Why should they take anyone out?  Pembina is bringing in  nearly $2.3 billion in cashflow per year as it stands. They

[Rocko58]

Yes, the propane plant (Watson Is Export Terminal) is expected to start shipping in early April. there is a small LPG tanker headed that direction now. the PERTUSOLA is scheduled to arrive at the Port of Prince Rupert late this month.   There are lots of opportunities in LPG exports and lots of room for expansion on Watson Island.   I'm buying stock every extra $$ I make!!&

[Cheadle12]

It's such a small export facility, what does it even add to FCF?  

[fauxtomato]

>>PERTUSOLA Thanks for this! Was just wondering about the status of their LPG export facility and nice to get some quick information here. Will be good for all WCSB producers to have the additional pull on propane as the two BC export docks ramp up (ALA still hasn't hit full permitted capacity, I don't think). I sold half of my PPL at $36 a couple weeks ago but like trading it on

[LeanneR]

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[SargeX]

Hey Sclarda How she go? Very well said. I've always thought very highly of Pembina's management. They almost always seem to do the right thing. The only time Ive questioned them is being so stubborn on Jordan Cove (which was sort of a Vereseen hangover thing) I'm not too sure on thie Cheadle guy. I've run into him on the Keyera board as well. I'm not too sure he has much of

[autofocus111]

SargeX Do you think PBA made the right move mothballing the plastics project? I was honestly a bit surprised they pulled out on a multiyear project so quickly. And when would be the right time to make the call to revive it or kill it off forever?

[SargeX]

Hey Auto How she go? I personally think it was a good move to write it off. It doesn't necessarily mean that it won't eventually get done. There's now no pressure one way or the other. I also thought it was a good move to clean up the books and write a few other things off (like Jordan Cove) all in one big scoop. I actually never did like JC and it always seemed just a carry-over

[RedDeerPlow]

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