The strong run up for AGL maybe a start of something.
Normally a bid for a competitor flushes out suitors as analysts start comparing businesses and work out fair value for a target and a competitor company.
AGL’s coal contracts are advantageous enabling it to run at $20-25/MWH for fuel costs making it the lowest cost producer in the NEM at time when futures Prices are at all time highs.
It would be impossible for a new entrant such as Telstra to build a low cost hedge book in the current environment at any scale with current prices and therefore much cheaper and quicker to take out AGL on the cheap.
Is a demerged AGL retail a takeover target for a telco, page-8
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 (20min delay)
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Last
$9.77 |
Change
-0.015(0.15%) |
Mkt cap ! $6.566B | |||
| Open | High | Low | Value | Volume |
| $9.77 | $9.79 | $9.71 | $6.626M | 680.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 36 | 7948 | $9.76 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $9.77 | 9812 | 23 |
View Market Depth
| Last trade - 14.40pm 28/07/2025 (20 minute delay) ? |
| AGL (ASX) Chart |