AGL has benefited from not being as exposed in the upstream part of the business and doing very well because of that is my guess, I was buying in the $12-$13 range. Its been one of the shining lights in amongst my otherwise beaten up portfolio.
ORG is also a vertically integrated company but alas has some exposure to the upstream drilling/resource cycle.
At the end of the day ORG are mainly a utilities company (that's their mindset at least) and not an oil and gas explorer like the rest and should be valued accordingly in due course.
I've been soaking a few more up at these prices. I hope in hindsight its the right thing.
Time will tell.
AGL has benefited from not being as exposed in the upstream part...
-
- There are more pages in this discussion • 126 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 ORG (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$10.60 |
Change
0.180(1.73%) |
Mkt cap ! $18.00B | |||
| Open | High | Low | Value | Volume |
| $10.50 | $10.60 | $10.44 | $23.80M | 2.483M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 20 | 15840 | $10.59 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.60 | 75104 | 44 |
View Market Depth
| Last trade - 12.49pm 21/06/2024 (20 minute delay) ? |
| ORG (ASX) Chart |