Brookfield/Cannon-Brookes Lowball Bid for AGL (AGL AU) Likely to Get the Kibosh.
Brookfield and billionaire Mike Cannon-Brookes presented a bid to buy out AGL; the Board met Sunday. I expect it gets no play, but recent coal...
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Australia and New Zealand Candidates for Placement
Over the past two weeks, Australia and New Zealand have collectively seen over ten placements/entitlement offerings, of which we have covered...
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Perpetual Angles For A Bump In ERM Power
On the 22 August, Australian energy company Erm Power Ltd (EPW AU) entered into a Scheme Implementation Deed (SID) with Shell Energy Australia...
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Shell's ERM Power Play
Australian energy company Erm Power Ltd (EPW AU) has entered into a Scheme Implementation Deed with Shell Energy Australia under which Shell...
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Don't Write off Further Aussie LNG Supply Growth: Positive for WPL AU; Negative for US LNG Players
We think the market is underestimating global LNG supply in the early to mid-2020s from current facilities: initially we look at Australia, which...
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