Issue 34- Pembina Makes the First Move

Canadian energy is ready for consolidation, as the first transaction was announced on August 21st,2019. Palos is expecting many more consolidations in the coming months, as evaluations have hit all time lows. I’m of the opinion that the stronger energy companies, pension plans, activists, and private equities are all looking at this space.


Disclaimer: Palos Funds are shareholders of PPL.

By Charles Marleau, CIM & Joany Pagé, CFA

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By Charles Marleau, CIM & Joany Pagé, CFA


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By Hubert Marleau


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By Robert Mendel


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By William Mitchell

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