Tilt Renewables: Tilting Up, Up and Away
Tilt RenewablesTilting Up, Up and Away NEUTRAL Infratil's strategic review has concluded with the expected sale of Tilt Renewables (TLT), but for...
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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)...
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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...
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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...
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Electricity Sector: ETFs Trumped Fundamentals, Temporarily
Electricity SectorETFs Trumped Fundamentals, Temporarily We expect the wild Exchange Traded Fund (ETF) flow driven stock price movements for...
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