ORG 0.33% $10.65 origin energy limited

ORG a shorting victim after STO, page-49

  1. 1,583 Posts.
    AGL has benefited from not being as exposed in the upstream part of the business and doing very well because of that is my guess, I was buying in the $12-$13 range. Its been one of the shining lights in amongst my otherwise beaten up portfolio.

    ORG is also a vertically integrated company but alas has some exposure to the upstream drilling/resource cycle.
    At the end of the day ORG are mainly a utilities company (that's their mindset at least) and not an oil and gas explorer like the rest and should be valued accordingly in due course.
    I've been soaking a few more up at these prices. I hope in hindsight its the right thing.
    Time will tell.
 
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