
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.
ENB vs. Keyera for dividend safety They pay the same yield. FMV of Keyera is 14% higher and Enbridge is 13.4% than current stock prices. Keyera has resistance at $36 (sell at this point). The big difference is, the balance sheet of Enbridge is slipping away, while Keyera's is rising, so he mildly prefers Keyera. Both have limited upside.