#54449
Re: Impresiones resultados Teekay
mi lectura del ID es que lo de los IDR no va a pasar hasta despues de 2 años, y concluyo esto combinando esto:
- "I think we see a benefit, we absolutely believe that there is value in the ideas. We also acknowledge that having come out of a season where we cut our dividend to fund the growth. We need to do a clear path of the earnings sustainability that we have and therefore the dividend capacity that we have in the group."
con esto:
- "I think what I would say is that we understand that we are an MLP, therefore, we do have an obligation to distribute all of our cash flow. Next year we see DCF being in the mid range. But at this time, we're not prepared to provide guidance beyond 2020. We're really looking at taking a conservative approach to our overall capital allocation policies prioritizing debt paydown. And as Mark showed earlier that we do expect to be within our range later this year and towards the lower end of our range over the next couple of years. And really what this does is, it provides us with capacity -- allocating capital to -- I think at that point the question was also raised, is it buybacks and I think that what we'll be looking at is really -- what is the best return on allocating that capital is buybacks continued debt pay down or is it growth. So I think really we want to continue to look at all avenues for us, but in the primary next couple of years -- delevering."
lo cual coincide con el vencimiento de los bonos de TK, asi que a mi me cuadra todo.
