AGL 2.29% $10.70 agl energy limited.

AGL Future Earnings, page-139

  1. 393 Posts.
    lightbulb Created with Sketch. 59
    Thats how i read it yes.
    Where it might get a bit tricky is seeing the peakiness of pricing. I.e morning and afternoon spikes and very low/negative day prices. But overall these prices reflect volume weighted fwd prices. Ill have to overlay the $300 cap prices to see if that tells me anything.

    Origin guided to fy22 being thier base year as well (noteworthy they gave a 2 year outlook), but AGL have far more generation and presumably a different hedging strategy, so its hard to know. AGL have a lot going on.

    ugly ugly day in the markets, hopefully some buying ops!
 
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