J, Well said, I couldn’t agree more.
AGL will hold and sell electricity from the green assets and Accel will hold the dirty ones and sell to Wholesale and large user markets.
The exciting part is what Accel will do with the existing generation site, as part of the energy hubs. The sites are obviously well connected to the grid, and there are a lot of renewable options they could develop and plug straight in.
The current market cap is $4.6B, split that in 2 at $2.3B each. I know it would be, and even spilt, and I like to see an independent valuation of the New AGL and Accel if anyone has one. But to $2.3B looks cheap??!
Some advice to AGL shareholders, page-83
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Last
$10.75 |
Change
0.090(0.84%) |
Mkt cap ! $7.232B | |||
| Open | High | Low | Value | Volume |
| $10.62 | $10.76 | $10.61 | $21.42M | 1.998M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 11253 | $10.68 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.75 | 13122 | 9 |
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| Last trade - 16.10pm 08/08/2024 (20 minute delay) ? |
| AGL (ASX) Chart |