Two stellar track records and a potential M&A target
Here are two established and stellar track records and one potential M&A target that we thought You Should Know about today:
Established track record - Exhibit A: I spent Tuesday walking around Calgary with CEO Pat Carlson and CFO Jakub Brogowski of Kiwetinohk Energy (KEC-T $12.80 Mkt Cap $558 million). You’re going to be hearing a lot more about this company from us in the weeks and months ahead, believe me.
Why is that? Because this is an outstanding story that leverages KEC’s natural gas assets in Alberta with a portfolio of seven green power projects in the province. Oh, and there’s also this little thing about Pat Carlson’s track record - check this out, and let me know if you’d like to meet this amazing man when we come to your city:
2. Established Track Record - Exhibit B: Kelsey Dunwoodie and Dillon Cameron of Deans Knight Capital Managemement Ltd. continue to knock it out of the park with their high yield income and resource sector funds respectively.
Check out these performance numbers below from their June 30th Q2 reports, and let me know if you’d like to chat with them. If you don’t know these managers yet, you should.
3. Is H2O Innovation in play? That’s a question we hear a lot, and something I highlighted in an email this morning to everyone in our network who has met with the management of H2O Innovation (HEO-T $2.81 Mkt Cap $248 million).
In the note I sent, I name some of the key acquirers of water assets in the global water industry, why H2O would be an attractive target for any of them, and highlight a number of things that H2O is doing to put itself on the front stage of the global water industry.
If you’d like a copy of my note, let me know.
Thanks for your continued interest and support.
Rick Peterson (He/him)
Chair