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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Tilt Renewables: Mercury/PowAr's Big Blow
This is a done deal, and trading tight at a 2.5%/6.1% gross/annualised spread, assuming five months to complete. Given the low float - ~14% - Tilt...
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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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Mercury: Turitea Turbulence Shrugged Off —1H21 Result
MercuryTuritea Turbulence Shrugged Off —1H21 Result UNDERPERFORM Mercury's (MCY) 1H21 result was a good one given low generation volumes, although...
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Electricity Sector: Index Weighting Changes Confirmed
Electricity SectorIndex Weighting Changes Confirmed S&P has confirmed its changes to the Global Clean Energy Index (GCEI) that will result in...
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