Genex Gets an Improved A$0.25 Offer, Headcount Test a Risk, Board Hoping for an Auction
Maintain holding or buy with the view of a potential rival bid or that the risk of the headcount test forces Skip/Stonepeak to further bump their...
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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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Mercury: Sitting Pretty With a Full Lake to Begin FY23
MercurySitting Pretty With a Full Lake to Begin FY23 NEUTRAL Following a run of challenging quarters Mercury (MCY) reported an improved set of...
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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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