Meridian Energy - Margins Beating Costs—1Q24 Op Stats
Meridian Energy's (MEL) 1Q24 is best described as solid, with continued strong retail margins partially offset by rising opex costs that on...
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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...
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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...
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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...
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Power Points - Costs Crescendo — September 2023
August 2023 share price performance for most of the generator/retailers was weak, resulting in dividend yield spreads climbing off record lows.
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