Q: Hi 5i
Currently own both but I intend to sell AQN to top up PSI or release funds for something new.
My question is relating to the likelihood of AQN suddenly gaining attention and being re-rated to the upside, effectively making this a timing question.
Thanks
Currently own both but I intend to sell AQN to top up PSI or release funds for something new.
My question is relating to the likelihood of AQN suddenly gaining attention and being re-rated to the upside, effectively making this a timing question.
Thanks
5i Research Answer:
It is not something we would really expect. An activist investor is still making waves (Starboard) and owns 9%. The stock might respond to interest rate cuts, were they to occur. It reports on May 10. But nothing really suggests an imminent re-rating, in our view.