TRUST POWER

[huxley]

Behind a pay wall on both The Australian and the NBR, but it seems TPW is more likely to be successful in purchasing Vocus NZ

[Cricketfan]

Looks like nobody will be purchasing Vocus NZ: https://www.asx.com.au/asxpdf/201804...jnv6r0lk0x.pdf

[stealthmaster]

making big gains recently

[Hectorplains]

making big gains recently

Yielding 4.6%. There have been good gains for all the dividend paying infrastructure stocks.

[RTM]

http://nzx-prod-s7fsd7f98s.s3-websit...592/303488.pdf

Not ideal. Topped up a few weeks ago @ 691. Thought I was clever until today.

[RTM]

Hopefully it continues to be a boring steady as you go component of my portfolio.
2.76% of my portfolio.

[peat]

How does it compare in its types and %'s of generation to Contact
Contact had a poor interim result out today. They are blaming NZ aging gas infrastructure and associated price rises.
And yet they have over 80% renewable energy supplies. So one might think this wouldn't hurt them so much!

[RTM]

https://www.trustpower.co.nz/our-ass...wer-generation

Nearly all Hydro. Yes, the contact result was a wee bit concerning.

[turnip]

How does it compare in its types and %'s of generation to Contact
Contact had a poor interim result out today. They are blaming NZ aging gas infrastructure and associated price rises.
And yet they have over 80% renewable energy supplies. So one might think this wouldn't hurt them so much!

I think TPW and CEN have both had the same basic problem: lower than expected hydro generation. To cover customer commitments TPW had to buy on the market at a time when prices were high, and CEN had to run its gas generation at a time when fuel prices were high.

[winner69]

Profit downgrade #2 this time around

http://nzx-prod-s7fsd7f98s.s3-websit...483/316826.pdf