Q: Hi Peter,
Why has AQN done so poorly ? Your previous comments indicate its sector weakness, but could you explain this. Is it due to the cost of their debt financing ? Valuation ? What would you expect from AQN longer term and would you have a strong preference for an alternative name (FTS ? H ?); thank you.
Why has AQN done so poorly ? Your previous comments indicate its sector weakness, but could you explain this. Is it due to the cost of their debt financing ? Valuation ? What would you expect from AQN longer term and would you have a strong preference for an alternative name (FTS ? H ?); thank you.