Genex’s Offer of A$0.23 from Skip Capital Likely Won’t Cut It
At first glance, the A$0.23 offer looks generous. Benchmarking the precedent transaction multiples suggests that Genex’s existing portfolio is...
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Electricity Sector: Wholesale Changes
Electricity SectorWholesale Changes After a decade of new generation costs falling, the last 18 months has seen that reverse with commodity...
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Power Points: Taking a Peak at Demand — July 2022
Power PointsTaking a Peak at Demand — July 2022 June 2022 saw a small reversal of recent trends — hydro storage was up +22bp to 93% of average,...
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Contact Energy: Operating at a Lower Ebb
Contact EnergyOperating at a Lower Ebb NEUTRAL What a difference a couple of months can make — Contact Energy's (CEN) FY22 earnings have taken a...
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Power Points: Solar Still Shining Bright— June 2022
Power PointsSolar Still Shining Bright— June 2022 May 2022 saw recent trends continue — hydro storage declined (down -8pp to 73% of average),...
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