All posts by Max Vickerson
Analyst
Sectors Covered: Industrials, New Energy
By Max Vickerson
09 May 2022, 9:00 AM
AGL Energy’s (ASX:AGL) demerger scheme details were released Friday and our view of the company hasn’t significantly changed.
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By Max Vickerson
03 May 2022, 9:00 AM
AGL Energy (ASX:AGL) has lowered its guidance for FY22 underlying profit after tax by $55m (-18%) largely as a result of the Loy Yang Unit 2 outage.
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By Max Vickerson
02 May 2022, 8:00 AM
Energy Markets is benefitting from increased electricity sales volumes but we remain concerned about rising fuel costs depressing FY23 earnings.
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By Max Vickerson
19 April 2022, 9:00 AM
Allkem's (ASX:AKE) 3Q sales at Mt Cattlin were softer than we’d hoped with delayed shipments from the December quarter having less impact than expected.
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By Max Vickerson
06 April 2022, 8:30 AM
Following last night’s release of substantial upgrades to its lithium resources Allkem (ASX:AKE) is targeting higher production from Sal de Vida and flagged an eventual stage 3 expansion for Olaroz.
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By Max Vickerson
05 April 2022, 9:00 AM
NSW electricity futures have continued to climb with FY23 at $152/MWh, almost three times the price from 12 months ago.
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By Max Vickerson
05 April 2022, 8:30 AM
Allkem (ASX:AKE) upgraded guidance for lithium prices by 40% for carbonate and doubled our expectations for spodumene in the June quarter.
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By Max Vickerson
10 March 2022, 11:00 AM
Origin Energy (ASX:ORG) announced an on-market share buyback of up to $250m of the company’s stock likely to commence in April.
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By Max Vickerson
08 March 2022, 11:00 AM
Genex Power (ASX:GNX) is now funded for and committed to the 50MW / 100MWh Bouldercombe Battery Project (BBP) with Tesla.
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By Max Vickerson
18 February 2022, 1:00 PM
1H22 underlying net profit of Origin Energy (ASX:ORG) was less than we’d expected with no skew to 1H Energy Markets earnings and some hedging and trading losses in the Integrated Gas business.
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