Mercury: Navigating Volatile Waters
MercuryNavigating Volatile Waters NEUTRAL Mercury (MCY) had a solid 3Q21, although it has had to draw on stored water to achieve that outcome as...
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Power Points: Pressures Rising — April 2021
Power PointsPressures Rising — April 2021 We see increasing pressures in the electricity sector with hydro storage levels declining to their...
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Mercury: Taking a Tilt at Wind
MercuryTaking a Tilt at Wind NEUTRAL In one fell swoop, once it has acquired Tilt Renewables' (TLT) New Zealand assets, Mercury (MCY) will become...
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Infratil: Great Exit, Now for the Hard Part
InfratilGreat Exit, Now for the Hard Part NEUTRAL Tilt Renewables (TLT) have announced they have entered a Scheme Implementation Agreement (SIA)...
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Power Points: Drying Out — March 2021
Power PointsDrying Out — March 2021 Wholesale electricity market conditions are tight, with gas availability issues and well below average hydro...
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