ORG- What fugazi is going on, page-117

Additionally a wind farm coming online at stockyard hill.

AGL on the other hand has Liddell station penciled to halt operations and the market is waiting for the split in the company. If I was AGL I would do this quickly and quickly buy Genex Power before it becomes very expensive. But it’s hard not for the share price continue to deteriorate when there is no much uncertainty, no clear view on how much money it will have to buy new assets and a Liberal government in NSW not completely behind clean energy and willing to support it.

Note also as coal power stations diminish Origins coal power stations become even more valuable. So Origin needs to just continue to diversify. AGL is much more uncertain.