AUSTRALIAN FINANCIAL REVIEW | Origin has made more from the tight market than AGL, whose generation volumes have actually declined about 6 per cent from two halves ago, noted Vertium Asset Management portfolio manager Jason Teh. “It’s good that Origin is capitalising on higher electricity prices because they need to: they’ve got a whole bunch of debt […]
AUSTRALIAN FINANCIAL REVIEW | “Origin year-on-year is increasing generation volumes mainly through Eraring to capitalise on higher electricity prices while AGL’s generation versus previous years is actually lower,” said Vertium Asset Management’s Jason Teh. “Obviously the retail environment is tougher,” he said, while adding that Origin’s customer losses had turned around since December. Read full […]
AUSTRALIAN FINANCIAL REVIEW | “I’m just assuming the board will be rational about it. They had a rough plan sorted out for the post-Liddell world anyway for replacing that capacity. I suspect it will be further tweaking of that plan,” said Jason Teh, Chief Investment Officer at Vertium Asset Management. Read full article in the Australian […]
