All posts by Max Vickerson
Analyst
Sectors Covered: Industrials, New Energy
By Max Vickerson
30 March 2021, 3:20 PM
AGL is investigating splitting into separate retail and generation focused businesses.
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By Max Vickerson
15 February 2021, 12:30 PM
Beach Energy's (BPT) 1H21 underlying EBITDA was slightly below our expectations while NPAT was significantly ahead. Uncertainty on the performance of BPT’s Bauer oil field looks to be weighing on the share price.
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By Max Vickerson
29 September 2020, 10:00 AM
I provide an update on the implications for AGL Energy (ASX:AGL) and Origin Energy (ASX:ORG) with respect to the federal governments potential intervention in the electricity market.
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By Max Vickerson
21 September 2020, 8:50 AM
The government is looking to extend the heads of agreement with LNG producers designed to increase gas supply to the domestic market.
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By Max Vickerson
30 March 2020, 2:40 PM
Domestic gas markets have seen a fall in prices since November 2019 driven by weaker international LNG spot prices.
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By Max Vickerson
16 March 2020, 12:30 PM
AGL has fallen 19% from its post reporting season high in the midst of the broader market selloff on concerns over the corona virus. Following the sharp falls in AGL’s share price we see the stock trading below fair value.
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By Max Vickerson
19 February 2020, 11:00 AM
The ongoing impact from the coronavirus has given the market a buying opportunity for BPT.
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By Max Vickerson
14 February 2020, 1:25 PM
The first half result surprised to the upside but a weaker second half is implied by AGL’s updated guidance ($820m-$860m underlying net profit).
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By Max Vickerson
04 November 2019, 2:15 PM
Our long-term view of upside in the Brent oil price hasn’t changed but we think there’s not enough upside in our valuation to warrant buying the stock here.
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By Max Vickerson
11 June 2019, 11:00 AM
We think there's still value but the potential returns are lower
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