Power Points: Treading Water — May 2021
Power PointsTreading Water — May 2021 As winter approaches hydro lake storage remains well below normal at 61% of average, albeit it did not...
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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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Tilt Renewables: Mercury/PowAR's Bump Heads Off Third-Party Bidders
Trading tight at a 1.8%/6.0% gross/annualised spread. You could buy here for the spread, and the outside chance a superior Offer does indeed emerge.
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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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