The NEG however it is recut will create problems for the industry.
IMHO AGL and ORG will oscillate due to their current SP positions and the impact of the NEG.
The NEG will cause the upstream producers some problems with WPL, STO, OSH, BPT and SXY probably on the very top of their SP Crest.
AGL (and ORG] and HK listed CLP SPs might benefit IMHO just not yet.
Rally to continue ??, page-4
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