Video: AGL Energy (ASX:AGL) and Origin Energy (ASX:ORG), Max Vickerson, Analyst By Max Vickerson 29 September 2020, 10:00 AM I provide an update on the implications for AGL Energy (ASX:AGL) and Origin Energy (ASX:ORG) with respect to the federal governments potential intervention in the electricity market. Read more...
Energy retailers: Don't worry the Feds are here to help By Max Vickerson 21 September 2020, 8:50 AM The government is looking to extend the heads of agreement with LNG producers designed to increase gas supply to the domestic market. Read more...
Domestic Gas: Prices weaker but seasonal demand will peak By Max Vickerson 30 March 2020, 2:40 PM Domestic gas markets have seen a fall in prices since November 2019 driven by weaker international LNG spot prices. Read more...
AGL Energy: Resilience in troubled times 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. Read more...
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...