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To: E_K_S who wrote (60398)10/14/2024 3:20:16 PM
From: Johnny Canuck  Read Replies (1) | Respond to of 68461
 
I own KMI and WMB from years ago, but based on the yield they don't meet my criteria to add at this point. Chowder's rule of yield plus growth in yield being 13 or more is still a decent rule of thumb.

At the current yield a lot of expectation is being built in due to perceive demand from energy from AI centers and lower interest rates. TLT chart is indicating too many interest rate cuts may have been priced in.



To: E_K_S who wrote (60398)10/3/2025 4:01:14 PM
From: E_K_S  Read Replies (2) | Respond to of 68461
 
Re: Pembina Pipeline Cor (PBA) 42.12 +2.42 (+6.10%)

Meta, Pembina near deal to build massive Alberta AI data centre

The facility would run on natural gas-generated electricity, a key selling point in Alberta’s pitch to hyperscalers hungry for computing power

CALGARY — Energy infrastructure firm Pembina Pipeline is close to announcing a deal to build a massive AI data centre northeast of Edmonton for the tech giant Meta, three sources familiar with the project have told The Logic.

The arrangement would mark a huge stride in Alberta’s effort to become a data hub for some of the world’s largest AI hyperscalers, in part by leveraging the province’s natural gas resources as a way to generate power.

Pembina will work with fellow Calgary company Kineticor, which provides power generation facilities, to supply natural gas-fired electricity to the project, according to two sources. Beacon AI, a Calgary-based data centre company, was also involved in the deal, one source told The Logic. Definitive terms of the deal were still being worked out, but some regulatory aspects of the development could be announced as early as Friday, sources said. Meta, Pembina, Kineticor, Beacon AI and the Alberta premier’s office did not immediately respond to questions.