-- 蒙特利尔银行(BMO)将Exchange Income (EIF.TO)的目标股价上调11.00加元至111.00加元，以反映更高的市场估值倍数，同时维持“与市场表现一致”的评级。 分析师迈克尔·戈尔迪(Michael Goldie)认为，能源价格上涨的宏观环境对该公司目前的盈利前景影响“有限”。他补充道：“尽管飞机销售和租赁业务存在一些潜在风险，但我们认为海峡需要更长时间的关闭，并且客户航班活动才会下降。” 戈尔迪预计，地缘政治局势只会进一步推动全球国防开支的增长趋势，从而提振Exchange的航空航天业务前景。
Price: $103.43, Change: $-2.26, Percent Change: -2.14%
Black Diamond Group's (BDI.TO) secured, asset-based, revolving credit facility has been upsized to C$550 million from $425 million, the company said Monday.The uncommitted accordion of $75 million, the interest rate pricing grid and other major terms including financial covenants remained unchanged, Black Diamond said."Upsizing our asset-based credit facility provides us with additional liquidity to continue pursuing our accretive growth objectives as we scale the business," Chief Financial Officer Toby LaBrie said.Black Diamond is an industrial services and asset management company that operates in Canada, U.S. and Australia through its modular space solutions and workforce solutions business units.
Global Power Solutions (PWER.V) entered into a non-binding Letter of Intent (LOI) with 2782404 AB LTD to evaluate the potential development of a modular hydrogen-powered energy project, it said Monday.The parties, under the terms of the LOI, will undertake a technical, commercial, and regulatory feasibility review to evaluate the potential development of one or more modular facilities with a potential aggregate capacity of up to about 100 megawatts. The proposed project, if advanced following feasibility review and definitive agreements, could be developed in phased stages."This LOI represents an opportunity to evaluate a potential application of modular hydrogen-powered energy systems within a decentralized generation framework," said Global Power Solutions Chief Executive Peter Medved. "The feasibility process will allow both parties to assess technical configuration, commercial structure, and regulatory considerations before determining whether to proceed toward definitive agreements."The company may establish project-level special purpose entities (SPEs) for the development, ownership, financing, and operation of any project facilities. 2782404 is expected to provide site access information, operational requirements, and anticipated power demand profiles to support the feasibility assessment, while Global is expected to lead the technical evaluation and project development planning.The parties also anticipate that the feasibility process will include engineering studies, site suitability assessments, preliminary financial modeling, and evaluation of hydrogen production, storage, and power generation configurations. If the project proceeds beyond feasibility, the parties, it added, may negotiate a long-term power purchase agreement under which electricity generated by the project could potentially be supplied to 2782404 under a defined commercial framework.Shares of the company closed up 10% to $0.32 on Friday on the TSX Venture Exchange.
TD Securities lowered its price target on Brookfield Asset Management Ltd. (BAM.TO, BAM) to US$69 from US$75 on Monday.Analyst Cherilyn Radbourne maintained a Buy rating on shares of the Toronto-based global alternative asset manager ahead of its Q1 results on May 8."Amid cautious investor sentiment on the alt managers, BAM offers a highly resilient/diversified FRE-driven earnings profile, anchored in real assets," Radbourne said in a note to clients."BAM has minimal software exposure, and meaningful scale/experience in power, which enables it to offer a truly differentiated AI backbone solution," the analyst said."Upcoming first closes on three flagship funds offer potential catalysts."(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)