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...
535 Views
Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
825 Views
Record 1H for Mercury; Stock Looks Relatively Attractive After Dip
Narrow-moat-rated Mercury NZ Ltd (MCY NZ) posted record first-half EBITDA of NZD 301 million, up 11% on the same period last year. The firm...
155 Views
Performance Goes from Good to Better; We Increase Mercury's FVE to NZD 3.60
Weather conditions remain highly favourable for narrow-moat Mercury NZ, which is benefiting from plenty of rain while major competitors face dry...
160 Views