Power Points Index Opportunities — January 2025
2024 ended with index considerations influencing short-term share prices, such that we have downgraded Contact Energy (CEN) to NEUTRAL and...
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Power Points - Looking Ahead to the New Year — Dec 2024
Continued strong hydro inflows and remarkably strong electricity demand growth were the key take outs from November 2024.
649 Views
Manawa Energy - Disappointment Double Down — 1H25 Result
While the dividend also disappointed, and FY25 guidance contained an implicit downgrade, the current value of MNW remains tied to that of Contact...
525 Views
Power Points - Hydro Recovery Continues — November 2024
October 2024 was another strong hydro inflow month, with lake levels rising well above average, helping to suppress wholesale electricity prices...
295 Views
Manawa Energy - Clearance Confidence Climbing
We estimate there is a 70% chance that Contact Energy (CEN)'s takeover of Manawa Energy (MNW) will be approved, up from 50%.
342 Views