AGL agl energy limited.

Is a demerged AGL retail a takeover target for a telco, page-16

  1. ew1
    241 Posts.
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    Page 18 of the annual report you will see fuel cost. this excludes fixed generation costs.

    It has the lowest cost generation fleet and coal supply in the entire NEM.

    apart for some inflation led repricing of the coal contracts that i keep talking about here, it will stay below $25 per MWH-

    converting this at a coal price equivalent you get about 50-60$ per tonne (using 0.45 tonnes per MWH efficiency of a coal power station) ... we all know coal is currently > $300 tonne
    https://hotcopper.com.au/data/attachments/4879/4879891-e1844313f6c856208353006a1e6f2178.jpg
 
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