Im a non-holder but am interested in AGL from a value perspective. I think the split move is a great idea for value creation as the green side of the business should get a decent multiple repeating upwards. Furthermore I can't see the multiples on the legacy 'dirty' businesses going much lower than the current combined entity.
Selling out now, for basically no premium, would be a big mistake in my opinion. Brookfield is just going to end up eventually dividing the business up anyway and either flipping or closing the coal and gas assets.
Brookfield, Cannon-Brookes in joint bid for AGL Energy, page-11
-
- There are more pages in this discussion • 451 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add AGL (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$11.34 |
Change
0.070(0.62%) |
Mkt cap ! $7.581B | |||
| Open | High | Low | Value | Volume |
| $11.27 | $11.34 | $11.27 | $1.259M | 111.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 5710 | $11.32 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $11.34 | 4374 | 5 |
View Market Depth
| Last trade - 10.06am 28/08/2024 (20 minute delay) ? |
| AGL (ASX) Chart |