All posts by Max Vickerson
Analyst
Sectors Covered: Industrials, New Energy
By Max Vickerson
26 October 2021, 10:30 AM
Origin Energy (ASX:ORG) is selling 27% of its stake in APLNG (10% of total APLNG equity) to EIG for $2.1bn.
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By Max Vickerson
29 September 2021, 8:00 AM
Beach Energy (ASX:BPT) has set a modest benchmark for FY24 production that excludes exploration success and growth programs that aren’t already committed to.
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By Max Vickerson
10 September 2021, 8:00 AM
Novonix (ASX:NVX) has rallied strongly over the last month and has approached our previous bull case target.
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By Max Vickerson
20 August 2021, 8:30 AM
Origin Energy's (ASX:ORG) FY21 underlying net profit was stronger than expected (+28% on Morgans forecast and +18% on consensus).
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By Max Vickerson
13 August 2021, 9:00 AM
AGL Energy's (ASX:AGL) FY21 underlying EPS of 86.2cps was in-line with expectations.
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By Max Vickerson
02 August 2021, 8:00 AM
Origin Energy (ASX:ORG) is writing off c.$1.6bn from its generation fleet and has guided for significantly lower Energy Markets EBITDA in FY22. However, the strength of APLNG’s cashflows is also requiring it to book additional future tax charges.
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By Max Vickerson
18 April 2021, 4:30 PM
Origin Energy (ORG) has announced an 8% drop in its guidance for FY21 Energy Markets EBITDA due to increased gas prices and ongoing electricity weakness.
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By Max Vickerson
18 April 2021, 9:00 AM
Genex Power (GNX) is raising $115m in new equity to be ready to reach financial close on the Kidston Hydro project without needing a JV Partner.
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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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