Power Points: Treading Water — May 2021
Power PointsTreading Water — May 2021 As winter approaches hydro lake storage remains well below normal at 61% of average, albeit it did not...
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Tilt Renewables: FY21 Winds Down With Weak Wind
Tilt RenewablesFY21 Winds Down With Weak Wind NEUTRAL Tilt Renewables (TLT) 4Q21 wind generation was well below average due to a combination of...
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Tilt Renewables: Mercury/PowAR's Bump Heads Off Third-Party Bidders
Trading tight at a 1.8%/6.0% gross/annualised spread. You could buy here for the spread, and the outside chance a superior Offer does indeed emerge.
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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...
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AGL Energy (AGL AU): Carbon/Zero-Carbon Split
The demerger announcement provides shareholders with a carbon exposure choice. Arguably, the split should be positive for forward growth for both...
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