MEL - Meridian Energy

[horus1]

Good article but that includes 50 MW of base load at Tiwai at about 5.5C/Kwhr that all domestic customers in NZ are subsidising . Tiwai has not been in the national interest for a long time .

[bull....]

happy chappie i am brought more on the close yesterday , rediculous sell down on such good numbers

[percy]

happy chappie i am brought more on the close yesterday , rediculous sell down on such good numbers

Well done.
I could not understand the way the market reacted to the result.
I thought it was excellent.

[Beagle]

Must admit I was scratching my head at yesterday's SP reaction too.

[horus1]

The EPR was not very nice to the Grenerators

[Hectorplains]

The EPR was not very nice to the Grenerators

You've pedelled this line earlier without explanation. Care to elaborate where you see the proposals being, "not very nice" to gentailers? For mine there's sod all in the second report that's of any deep concern.

[horus1]

Have a look at the market sections,disclosure of generation and retail reporting etc.

[Hectorplains]

Have a look at the market sections,disclosure of generation and retail reporting etc.

Remember it's an "Options Paper" and these are preliminary views. The BIG win for Gentailers is that the panel does not recommend retail price caps or prohibiting vertically integrated companies. I don't know what you're reading in the disclosure and reporting that could be significant issues? The market thinks the same, nothing to see here ... Gentialer prices up post announcement.

[Jantar]

Remember it's an "Options Paper" and these are preliminary views. The BIG win for Gentailers is that the panel does not recommend retail price caps or prohibiting vertically integrated companies. I don't know what you're reading in the disclosure and reporting that could be significant issues? The market thinks the same, nothing to see here ... Gentialer prices up post announcement.

The only part of the review that may have an affect on the wholesale market is the requirement for generators to be more proactive in notifying any outages. However most do this already via Transpower's POCP website.

[bull....]

looking very good for a shot at 4 im hoping