AUSTRALIAN FINANCIAL REVIEW | Vertium Asset Management portfolio manager Jason Teh said investors would be keen to see the shape of the to-be-floated Viva company, and to discover the motivation for an IPO, whether to raise capital for future funding or to exit the business. “As long as you’ve got consistent growing earnings I think […]
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 | “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 […]
