Power Points: Lakes and Valuations Full— September 2022
The big wet hit August 2022, resulting in hydro storage hitting an all time high (170% of average) for this time of year, which in turn suppressed...
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Mercury: Smaller Step Change than Hoped — FY22 Result
Whilst Mercury is delivering the expected step-change in earnings and dividend, FY23 guidance is below where we had hoped
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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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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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