I am fully aware of what LT fundamentals are.
point still stands that Agls strengths are being diminished - continuously. Telstra will not be the best retailer... but it is the increased competition that will harm the future earnings of demerged agl retail arm... reducing the long term value of this business
combine that will the loss of vertical integration of energy generation and retailing, reduced profitability of coal plants and risk of further impairment on ppas on renewable output as increased supply enters market... It paints a poor picture for agl now and in the future demerged situation.
the board are just letting it happen
News: AGL Alcoa to restart long idled capacity at Australian aluminium smelter, page-33
-
- There are more pages in this discussion • 23 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
$11.98 |
Change
-0.110(0.91%) |
Mkt cap ! $8.059B | |||
| Open | High | Low | Value | Volume |
| $12.10 | $12.10 | $11.88 | $20.53M | 1.716M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 191 | $11.97 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $11.98 | 13553 | 4 |
View Market Depth
| Last trade - 16.10pm 27/09/2024 (20 minute delay) ? |
| AGL (ASX) Chart |