AGL - Down, Not Out. Tight Coal Vs FIDs. And MCB Waiting_老虎社区_美港股上老虎 - 老虎社区

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AGL - Down, Not Out. Tight Coal Vs FIDs. And MCB Waiting

Smartkarma
2022-07-15

AGL has lost a bit of its froth and that is a good thing. In August and Sep we get more visibility, but European winter and lack of nationwide consensus on new transition means MCB will likely wait.

In the last six weeks, AGL Energy Ltd (AGL AU) has fallen and is now at the low end of its post-Brookfield bid trading range. Now below the A$8.25 bid.
AGL has one generator down - the Loy Yang A Unit 2 - which will be back in late Sep. Guidance is left... unguided. There will be a related loss.
In the meantime, the rest of the producing assets have probably been having a field day. But given shareholder structure, we're still in limbo.

Full analysis here:- https://www.smartkarma.com/insights/agl-down-not-out-tight-coal-vs-fids-and-mcb-waiting?utm_source=tiger_community

By Travis Lundy, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/travis-lundy?utm_source=tiger_community

On AGL Energy Ltd (AGL AU):- https://www.smartkarma.com/entities/agl-energy-ltd?utm_source=tiger_community

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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