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Campaigns / Sandell → TransCanada Corp
Sandell vs. TransCanada Corp

TransCanada Corp · TRP

1 deck published between 2014-11-01 and 2014-11-01 — 17 pages, 17 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. 2014-11-01 initial thesis

    2014 11 Sandell TransCanada Presentation Nov 2014

    17pp · full_deck

    TransCanada is an undervalued conglomerate; spinning off Energy and doing an all-in dropdown into TCP — Spectra-style — re-rates the parts to roughly $75/share.