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
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Last
$10.60 |
Change
-0.015(0.14%) |
Mkt cap ! $7.124B | |||
| Open | High | Low | Value | Volume |
| $10.68 | $10.72 | $10.59 | $1.664M | 156.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 12 | 1726 | $10.59 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.60 | 1208 | 12 |
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| Last trade - 11.07am 06/11/2024 (20 minute delay) ? |
| AGL (ASX) Chart |