AGL Energy’s Demerger Booklet Provides an Underwhelming Justification
While the IFA supports the demerger, the report is light on qualitative analysis. Mike Cannon-Brookes continues to gain retail support for a NO...
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AGL Energy’s Demerger Vote in the Balance with Grok Ventures’ Move
Mr Cannon-Brookes (11.28% stake) will vote against the demerger scheme on 15 June. The rationale for the demerger remains unconvincing. Our SoTP...
294 Views
Trustpower: Further Downward Revisions
TrustpowerFurther Downward Revisions UNDERPERFORM Trustpower's (TPW) update ahead of its metamorphosis into Manawa Energy has resulted in further...
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Power Points: Interest Rate and Hydro Squeeze — April 2022
Power PointsInterest Rate and Hydro Squeeze — April 2022 Rising interest rates squeeze dividend spreads to record lows, March movements indicate...
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Power Points: Back to the Futures — March 2022
Power PointsBack to the Futures — March 2022 February 2022 was a strong month in the market for electricity stocks, with all of the big four...
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