Manawa Energy - Capex Reversal — 1H24 Result
Capex guidance cuts and more projects were the main features of Manawa Energy's (MNW) 1H24 result. Revised capex guidance effectively reversed...
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Power Points - Developing Ventures Jointly—October 2023
October 2023 saw the electricity sector start to show some value with share price declines. However, that has been short-lived, with the first week...
250 Views
Electricity Sector - Sector Set for an Electric Shock
The electricity sector appears to have defied gravity over the past two years, generally tracking sideways despite interest rates steadily rising...
345 Views
Manawa Energy - Having Hydro Helps—1H24 Op Stats, Preview
We are expecting Manawa Energy's (MNW) 1H24 result to be a step-up on 1H23 aided by hydro generation volumes that are up +13% on a difficult prior...
358 Views
Power Points - El Niño Blows Into Town — September 2023
September 2023 was a typical El Niño month resulting in record wind generation and strong hydro generation conditions for the lower South Island...
538 Views