Monday's results call with DM will be very interesting, there are lots of detailed questions on Orbost, just not sure how many DM is allowed/keen to answer if APA is genuinely making COE 'whole' via the Transition Agreement (TA).
It would be helpful to understand how the TA operates, as in the absence of facts you have interpretation. Why did we pay $9m to fix APA's problem? Perhaps APA is covering our biggest downside risk (being short) during the TA?
With a benign Vic gas spot price @ ~$5.50/GJ, it's not costing anyone big bucks operationally. But the sentiment is key for COE as it's killing the SP.
AEMO reading, page-4
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21.5¢ |
Change
0.015(7.50%) |
Mkt cap ! $567.6M | |||
| Open | High | Low | Value | Volume |
| 20.5¢ | 22.0¢ | 20.5¢ | $951.4K | 4.503M |
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| No. | Vol. | Price($) |
|---|---|---|
| 2 | 21919 | 21.0¢ |
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| Price($) | Vol. | No. |
|---|---|---|
| 21.5¢ | 578771 | 5 |
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| Last trade - 16.10pm 05/07/2024 (20 minute delay) ? |
| COE (ASX) Chart |