Power Points: Lakes and Valuations Full— September 2022
The big wet hit August 2022, resulting in hydro storage hitting an all time high (170% of average) for this time of year, which in turn suppressed...
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Meridian Energy: Costs, Costs and More Costs — FY22 Result
Rising capital and operating costs was the main theme from Meridian Energy's (MEL) FY22 result, and we have reduced our target price -10cps (-2.2%)...
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Power Points: Lakes Enjoy a Timely Top Up — August 2022
Lifting hydro storage +30pp to 123% of average; GNE and MCY reported solid sets of 4Q22 operating statistics; CEN and MEL posted decent finishes to...
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Meridian Energy: Closing Out a Solid FY22
Meridian EnergyClosing Out a Solid FY22 NEUTRAL We calculate that Meridian Energy (MEL) had a solid finish to FY22, boosted by a record future...
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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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