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Activist pressure for a spin-off can prompt near-term volatility but also a potential valuation unwind if a clear plan emerges; historically, credible spin-offs tied to activist campaigns can re-rate a company if the strategy aligns with growth and risk reduction.
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Activist investor Voss Capital is pressing Sempra to spin off Oncor, a Texas-regulated electricity unit, to form a high-growth, Texas-focused utility. The proposal could unlock hidden value and alter Sempra's mix of regulated assets, potentially reducing California regulatory exposure and reallocating capital toward Texas growth opportunities.
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