I agree with this. I would also add, it’s becoming clear that poles and wires are a major blocker to replacement capacity (supply constraints and not enough skilled workers).
AGL’s has prime real estate in NSW, VIC and SA - which are all grid connected, places them in ‘pole position’ to help other companies get renewables connected rapidly (ie energy hubs) - without bearing all the capital cost.
I look at AGL’s market cap/EV compared to what Brookfield valued Origin and shake my head that there is no way AGL is worth only $6.4b and Origin is $15b, APA is $12b etc
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Last
$10.47 |
Change
0.070(0.67%) |
Mkt cap ! $7.040B | |||
| Open | High | Low | Value | Volume |
| $10.50 | $10.58 | $10.42 | $5.376M | 513.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 43 | 7938 | $10.46 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.47 | 2539 | 28 |
View Market Depth
| Last trade - 13.24pm 18/06/2025 (20 minute delay) ? |
| AGL (ASX) Chart |