ATCO Ltd.
ATCO Ltd. is a Calgary, Alberta-based diversified holding company whose subsidiaries operate in energy (electric and natural gas transmission, distribution, and power generation), modular buildings and workforce housing, and facilities and operational support services for government, defence, and commercial clients in Canada, Australia, and other countries.www.atco.com
60
MENTIONS
23
EPISODES
18
PODCASTS
Search complete. 60 mentions across 23 episodes found for "ATCO Ltd.".
Oct 10, 2026
Jenny YeremiyGUEST
And mo-- either this water is either sitting in tailings ponds or it's being reinjected into formations and removed from our water table.
Jenny YeremiyGUEST
Um, and, and then so if you look at the existing electri-electricity generation numbers in Alberta, so between Enmax, ATCO, and TransAlta, we have about thirty-five billion liters that we're using.
Jenny YeremiyGUEST
So you can imagine a few billion liters to that.
Jenny YeremiyGUEST
You'd, any- you'd be looking at a, a huge amount of water that would be associated with that, um, that generation itself.
KenPANELIST
We'll, we'll have to see if, if that is to happen, but, but a really interesting time and perhaps some time to take some somatic exposure maybe in Latin America or in just emerging markets as a whole.
KenPANELIST
This is just a chart of ATCO, Canadian utility provider.
KenPANELIST
ATCO and Emera, uh, agreed on a, uh, deal this week where Emera's gonna basically acquire the Canadian utility provider that ATCO owns, which is called Canadian Utilities.
KenPANELIST
And then ATCO's gonna spin the rest of their company off into a new company, which is gonna focus on defense, infrastructure, energy projects, and have no utility exposure.
KenPANELIST
That-- So that part of the business has grown earnings per share by twenty-five percent in terms of a CAGR for the last five years.
KenPANELIST
Forward P/E ratio sitting about fifteen point four per, uh, times earnings.
KenPANELIST
Obviously, this, this just got announced this week, so we're still going through it.
KenPANELIST
Stock's already up forty-five percent year to date.
Daniel VandersteenHOST
Grimsby has a growing industrial sector.
Daniel VandersteenHOST
We recently welcomed ATCO, and the Anatolia Business Park has broken ground on the service road.
Daniel VandersteenHOST
How would you build Grimsby's industrial and large business economy, and what actions would you take to encourage industrial development in Grimsby?
Jeff JordanGUEST
Well, I, I certainly, um, agree that, uh, since 2018 we're on the right track.
Jeff JordanGUEST
Um, Anatolia was a great example.
Jeff JordanGUEST
Uh, Grimsby Powers added, um, a higher, uh, voltage power line to that Anatolia site.
Jeff JordanGUEST
ATCO's another one where we were able to do that, and these, these are businesses that want to locate in Grimsby for the, um, workplace-life balance, and, and they see that Grimsby's a place where people want to be, people want to raise their family, and if they can, uh, work where they live, it's huge.
Jeff JordanGUEST
And, uh, I'm really happy that our, our QEW corridor is actually becoming home to light industrial and commercial.
Daniel VandersteenHOST
Grimsby has a growing industrial sector.
Daniel VandersteenHOST
We recently welcomed ATCO, and the Anatolia Business Park has broken ground on the service road.
Daniel VandersteenHOST
How would you build Grimsby's industrial and large business economy, and what actions would you take to encourage industrial development in Grimsby?
Simon DuongGUEST
I think industrial, uh, developments are good 'cause, 'cause a l- a lot of times residents m- might not know, but the re- the businesses, uh, pay a lot of property tax.
Daniel VandersteenHOST
Grimsby has a growing industrial sector.
Daniel VandersteenHOST
We recently welcomed ATCO, and the Anatolia Business Park has broken ground.
Daniel VandersteenHOST
How would you build Grimsby's industrial economy, and what actions would you take to encourage industrial development in Grimsby?
Michelle SeabornGUEST
I like the, uh, fact that we've got so much industry and manufacturing coming to Grimsby because they are, they are a great source of, uh, taxes.
Daniel VandersteenHOST
Grimsby has a growing industrial sector.
Daniel VandersteenHOST
We recently welcomed ATCO and the Anatolia Business Park has broken ground.
Daniel VandersteenHOST
How would you build Grimsby's industrial economy and what actions would you take to encourage industrial development in Grimsby?
Veronica CharroisGUEST
I would go straight to the business owners and ask them what they need.
Amanda LangHOST
Meanwhile, and not unrelated, Canada will see the creation of a new electricity generation giant.
Amanda LangHOST
Alberta's ATCO is merging its utility business with Nova Scotia's AMERA.
Amanda LangHOST
It creates a utility that's worth about $72 billion and puts it in the top 20 of utilities on the continent.
Amanda LangHOST
This, of course, at a time when Canada is pursuing massive growth in grid capacity.
Mike HerouxHOST
Uh, for my DSR members, you will get an extended version of this, uh, podcast.
Mike HerouxHOST
Plus, I did a complete report showing you a one-pager, the full analysis, and then also what's going to happen with ATCO.
Mike HerouxHOST
Um, so I'm curious, uh, do you own Canadian Utilities, ATCO, Emera? Are you excited about this merger of equal? I think it's kind of like a good news, but of course, going forward, you'll have to, um, verify the balance sheet moving forward.
Mike HerouxHOST
You will have to verify the, um, the integration and how the CapEx plan is going along.
Mike HerouxHOST
Uh, for Canadian Utility, uh, Utilities shareholders, there's one thing that sucks for the next 12 months, is the value of CU is going to depend on the value of Emera, 'cause the deal is likely c- going to close.
Mike HerouxHOST
There's, like, no major obstacle.
Mike HerouxHOST
So probably that you are going to just wait and see.
Mike HerouxHOST
So just to give you an idea, um, after, uh, Tues- on Tuesday's close, uh, when the announcement happened, Emera was down 3%, CU was down 2%, and ATCO was up 9%.
Jacki VauseHOST
That's Coke.
Jacki VauseHOST
Atco is a Canadian utility company built on natural gas and electricity and run by billionaire Nancy Southern.
Jacki VauseHOST
Now, according to my dear friend Paula Froelich on her sub stack and founder of the Order of the Lobster, whose pin I proudly wear, Atco is stepping up for Birmingham too.
Jacki VauseHOST
And that part is official.
Jacki VauseHOST
In May, Invictus named ATCO as its international flag partner, backing the flag's journey to Birmingham through sailing, mountaineering and cycling challenges for veterans.
Wayne HillierHOST
Uh, one of them, we should be getting permits approved any day now.
Wayne HillierHOST
And, um, they are just waiting to hear from, uh, is it Epcor or Atco? Um, they're gonna be doing some work on the gas line, um, to get that all set up.
Wayne HillierHOST
But once we get the permits approved, we're gonna have to excavate into the basement, um, from the main line, uh, sewer line, and then connect the, the, the, the plumbing there.
Wayne HillierHOST
And so, um, yeah, that's what's gonna happen there.
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