
TSE:KEY
This summary was created by AI, based on 12 opinions in the last 12 months.
Keyera Corp (KEY-T) is viewed positively by several experts, highlighting its solid growth prospects and stable cash flows derived from its midstream operations in the natural gas sector. The recent Plains transaction is noted as a potential catalyst for future performance, with some analysts emphasizing its competitive valuation compared to peers, trading at a 15.5x PE ratio with an anticipated growth rate of 18%. Concerns have been raised regarding the ongoing probe into the proposed acquisition and exposure to fluctuating oil prices, which could impact its stock performance. Despite a perception that the stock may no longer be a bargain, many experts see it as a worthwhile investment for those lacking energy infrastructure exposure. Overall, there is recognition of Keyera's strategic position in the growing LNG market and its long-term growth potential.
He's very positive about LNG Canada, not because gas prices will shoot to the moon, but due to gas volumes, if they ever or when they finish the Coastal Gaslink. After a decade or more, Canada is finally selling nat gas abroad. Finally. Really likes Keyera. Infrastructure in western Canada is underpriced considering opportunities in the coming years.
Through its investments, has shown itself to be much more than a conventional pipeline company. Held up better than others in the space. Good things for the future. Happy to hold.