Pembina: Do Not Sleep On This Boring Buy

Impact · against what's priced in

Pembina's solid Q2 results and long-term growth targets provide fundamental support but lack a sharp immediate catalyst. The 5%-7% growth target through 2030 offers long-term visibility that likely outweighs the neutrality of maintained full-year guidance.

PBA+0.40

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In context

The target of 5%-7% annual fee-based EBITDA per-share growth through 2030, supported by projects like Cedar LNG and Heartland Extraction, provides a concrete long-term growth trajectory beyond current quarterly performance.

Read from the article alone

• earnings▲4%
• guidance
• PBA
• ebitda
• energy infrastructure
• lng
• midstream
• pipelines

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