Power Points: Pressures Rising — April 2021
Power PointsPressures Rising — April 2021 We see increasing pressures in the electricity sector with hydro storage levels declining to their...
691 Views
Mercury: Taking a Tilt at Wind
MercuryTaking a Tilt at Wind NEUTRAL In one fell swoop, once it has acquired Tilt Renewables' (TLT) New Zealand assets, Mercury (MCY) will become...
670 Views
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)...
637 Views
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...
428 Views
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...
656 Views