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Campaigns / Starboard Value → Algonquin Power & Utilities Corp.
Starboard Value vs. Algonquin Power & Utilities Corp.

Algonquin Power & Utilities Corp. · AQN

1 deck published between 2023-07-06 and 2023-07-06 — 3 pages, 3 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2023-07-06 initial thesis

    2023 07 Starboard_Value_LP_Letter_to_AQN_Board_07.06.2023

    3pp · letter

    Starboard, now AQN's largest holder at 7.5%, says selling the unregulated renewables fixes leverage and the payout ratio, leaving a greener regulated utility worth a peer-premium re-rating.