re: Ann: ACCC to not oppose ERM Power / Macqu...
GP
It will be interesting who gets it.
The fact a few have dropped out already means that it will not be as high as NSW wants.
It is only a deal at the right price, and I think all 3 players have enough discipline not to overpay. It will be who can get the greatest leverage. I think we are in a good position given load growth to extract more than the others. Time will tell.
Baraka
EPW Price at posting:
$2.48 Sentiment: Buy Disclosure: Held
