ASX Announcements
Market Sensitive
Strategic partnership and equity investment in Kaluza
Asset Acquisition, Progress Report
- Jun 11, 2024
- 2 pages
Presentation to Macquarie Australia Conference
Company Presentation, Chairman's Address to Shareholders
- May 8, 2024
- 12 pages
This Month
- Exclusive
- Emissions
NSW coal power stations put on notice over CO₂ limits
The new licence conditions come amid a resurgence in coal power generation in the state and across the National Electricity Market in the June quarter.
- Angela Macdonald-Smith
Why overseas money is pouring into Australian green energy
The country’s electricity generation sector is being radically reshaped, and there is hardly a household name among the big participants in solar, wind and batteries.
- Angela Macdonald-Smith
Power prices to surge amid sluggish rollout of clean energy: UBS
Wholesale power prices could be almost 50 per cent higher than last year, the investment bank’s analysts warn, as renewables project development has stalled.
- Angela Macdonald-Smith
June
Money from Mike Cannon-Brookes has so much energy
Through Boundless, the software billionaire’s donations find their way into interesting places.
- Mark Di Stefano
Can investors de-risk the energy transition? It depends who you ask
Energy companies and big investors are pivoting to projects that can skirt the transition roadblocks, cut carbon and make money for shareholders.
- Ben Potter
Ausbil’s Xiradis more bullish than most on ASX growth stocks
The 45-year market veteran is considering whether to back Guzman y Gomez’s IPO, saying the fast-food chain will “capture the imagination” of investors.
- Alex Gluyas
AGL Energy says investment case for wind and solar is ‘tricky’
But Macquarie Asset Management’s head of green investment sees plenty of opportunities for investors willing to “face into” these challenges.
- Hannah Wootton
Labor’s flagship emissions scheme a ‘headwind’ for gas: Engie
Labor’s flagship renewable energy scheme could undermine the economics of gas power in the National Electricity Market.
- Elouise Fowler
Origin Energy to trim green assets to boost returns
Origin Energy chief executive Frank Calabria says the country’s largest electricity utility will minimise the company’s ownership of wind and solar generation assets as part of a strategy to boost investor returns.
- Kylar Loussikian
- Exclusive
- Energy
Warning on Labor’s flagship emissions scheme
The CEO of a major coal and gas utility says the government’s flagship policy could be too slow in supporting the developments needed to hit emission reduction targets.
- Kylar Loussikian and Elouise Fowler
Why a tech bet could transform AGL Energy
The big utilities, AGL Energy and Origin Energy, are trading companies. Now they’re acquiring the tools to better manage customer demand.
- Anthony Macdonald
- Updated
- Energy
AGL goes big on ‘smart’ energy platform with $150m Kaluza stake
Its major rival, Origin Energy, has made a highly successful investment in a similar business, Octopus Energy. The platform co-ordinates supply and billing.
- Updated
- Kylar Loussikian
May
L1 Capital says banks pose risk to ASX, but it likes AGL
The Melbourne fund manager is warning that the dream run for retailers and the big banks will come to an end and weigh markets down.
- Jonathan Shapiro
Confession season kick-off fails to derail ASX run
Fund managers say this year’s Macquarie Australia Conference was among the least eventful in recent memory – and that may be a good sign for investors.
- Joshua Peach
How Sage Capital is making money from other investors’ panic
Veteran hedge fund manager Sean Fenton has no qualms going against the crowd, buying ResMed after its collapse in 2023.
- Joanne Tran
Offshore Gippsland licences to unlock $100b of generation
The winners of a dozen offshore wind licences are preparing for offtake auctions that seek to harness world-class resources.
- Ben Potter
Why AGL’s staff are happier after a major plant closure
AGL will use the Liddell decommissioning as a blueprint for plant shutdowns, after it managed to move 100 per cent of workers into new roles.
- Agnes King
April
- Opinion
- Australian economy
Let’s not waste the green energy opportunity
The government’s industry policy is not some throwback to the Deakinite settlement. It’s quite the opposite.
- Chris Bowen
Why AGL chairman Patricia McKenzie couldn’t get a job in a law firm
She almost didn’t take up legal studies in the first place, but didn’t expect to find job hunting so difficult.
- Sally Patten
- Opinion
- Chanticleer
‘Big Short’ hero’s new big idea is one Aussie investors can ride
Famed US investor Steve Eisman says that when things are good, markets trade on stories. But there’s one theme that stands out from the rest.
- James Thomson