Would be a smart move by KKR. When I iniatilly invested in ORG I...

Would be a smart move by KKR. When I iniatilly invested in ORG I believed in the synergic benefits of combining Intergretated Gas with Energy Markets. However, there seems a shift of customers demanding not only green energy but also perfect moral behaviour of their energy supplier.

Of course fracking fragile ecosystems does not fit the bill, despite ORG being a very decent operator. Even if Canning is as good as advertised, developing it will cause a more and more negative press, scaring customers on the retail side away. ORG has gotten away with it for a long time, but the list of alternatives that do not frack or burn coal (themselves) is growing. After the demerger is finished, I expect AGL Australia to make an aggressive push for ORG’s customers