All posts by Max Vickerson
Analyst
Sectors Covered: Industrials, New Energy
By Max Vickerson
02 August 2022, 10:30 AM
Origin Energy’s (ASX:ORG) 4Q highlighted the continuing trend for strong APLNG performance while the Energy Markets business struggles.
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By Max Vickerson
21 July 2022, 8:00 AM
Allkem (ASX:AKE) delivered record operating cash flow in 4Q22 as contract prices rose, as expected, in a very tight market for lithium.
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By Max Vickerson
08 July 2022, 10:30 AM
Electricity markets continue to be extremely tight with QLD approaching the cumulative price cap again and baseload futures at over $100/MWh or above out to FY24.
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By Max Vickerson
14 June 2022, 8:30 AM
AGL Energy (ASX:AGL) now expects its unit outage at Loy Yang A to extend until the second half of September and a number of units in NSW are also out for short durations.
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By Max Vickerson
02 June 2022, 8:00 AM
The squeeze in the wholesale market continues as electricity futures surge to new record highs.
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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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