All posts by Max Vickerson
Analyst
Sectors Covered: Industrials, New Energy
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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By Max Vickerson
22 February 2019, 9:57 AM
Low dividend yield now but guidance likely to improve
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