Beach Energy: Valuation upside looking more attractive By Max Vickerson 19 February 2020, 11:00 AM The ongoing impact from the coronavirus has given the market a buying opportunity for BPT. Read more...
AGL Energy: Sheltering from the headwinds 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). Read more...
Origin Energy: Energy markets performance will drag 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. Read more...
Origin Energy: Default pricing is depressing energy markets By Max Vickerson 11 June 2019, 11:00 AM We think there's still value but the potential returns are lower Read more...
Origin Energy: Gas lifts H1 profit By Max Vickerson 22 February 2019, 9:57 AM Low dividend yield now but guidance likely to improve Read more...