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Gold/Mining/Energy : Big Dog's Boom Boom Room
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22jt
To: 22jt who wrote (179972)8/9/2013 12:37:51 AM
From: Biomaven1 Recommendation  Read Replies (1) of 206203
 
Thanks for the Canaccord report on Veresen. Kind of what I would expect from a solid utility analyst, especially given this stock is basically a utility. But I'm a biotech guy, and so I live in a world of optionality and risk, and I am prepared to look beyond next quarter or even the next year or two and make some reasonable assumptions and predictions about what is likely to happen.

So my 2-3 year predictions are as follows:

1. Jordan Cove will get approved, and they will find a decent partner to fund the project.

2. Alliance recontracting will go well - better than everyone is predicting.

3. Ethane rejection will either be gone or will be clearly seen to be about to end. Propane prices too will be higher, driven by exports.

4. They will maintain the dividend, with some potential for increases a year or two out.

Check back in a few years to see how I did. :)

Peter
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