AGL 0.19% $10.26 agl energy limited.

Ann: FY22 Results Presentation, page-27

  1. 3,878 Posts.
    lightbulb Created with Sketch. 408
    I think mid 5s to early 6s would provide a yield (based off recent dividend) that would justify risk (3.2% pa) ...

    They have said that their hedging process will take a few months yet to roll off so we can see cash return reflects the current market spot price... so I don't think it is unreasonable to expect dividend to increase above 0.10 per share twice yearly...

    I am also very much on the record saying that they need to provide a solid plan for investment in transition assets and that will require capital - which I am more than happy to see a dividend maintained with surplus going into investment - rather than a high utilization of debt - or capital light investment - PowAR Co & EIP owner / build (and exposure to PPA impairment / write back yo-yo's)
 
watchlist Created with Sketch. Add AGL (ASX) to my watchlist
(20min delay)
Last
$10.26
Change
-0.020(0.19%)
Mkt cap ! $6.902B
Open High Low Value Volume
$10.25 $10.31 $10.21 $13.33M 1.299M

Buyers (Bids)

No. Vol. Price($)
2 7367 $10.25
 

Sellers (Offers)

Price($) Vol. No.
$10.27 10000 1
View Market Depth
Last trade - 16.10pm 30/07/2024 (20 minute delay) ?
AGL (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.