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21-01-2015, 06:23 PM
#1051
Originally Posted by Paper Tiger
It is a current problem, as you should well know as you claimed elsewhere that you do the research.
Best Wishes
Paper Tiger
Not a problem I'm worried about personally so I'll leave the worrying to you (Not sure if Tigers worry or not) Cheers
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21-01-2015, 06:48 PM
#1052
Originally Posted by Paper Tiger
Consider the [negative] impact on Genesis having long term contracts on Gas...
Best Wishes
Paper Tiger
Consider the positive impact on Genesis of having secure long term gas supply at a fixed price. Pretty handy in a dry year, (of which there seem to be many), I would have thought
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21-01-2015, 08:00 PM
#1053
Edit: going quietly rather than storming out
Last edited by Bobdn; 21-01-2015 at 08:07 PM.
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21-01-2015, 09:57 PM
#1054
Originally Posted by Paper Tiger
Consider the [negative] impact on Genesis having long term contracts on Gas...
Best Wishes
Paper Tiger
I did say cheaper fuel rather than gas.
Some of the Huntly generators can use coal.
I am not privy to the gas supply contracts.I guess the increased demand will mean genesis will be buying on the spot market if cheaper than coal.
However if genesis can expect to pay 16c dividends plus imps in an average year with expected reduced demand and we now have increased demand but reduced hydro please consider the likely result
You have to consider the implications also to other power companies.
Your posts about mrp are very positive-and they have done well-but will this continue in a dry year-last time I looked at mrp it looked as if they had no flexibility and relied on hydro from the taupo catchment and some geothermal.How will they fare in a dry year with increased demand?
My choices of power companies are cen and gen because they imho have the best flexibility of low priced generation.
Low energy prices should stimulate the economy and coupled with a growing population will increase demand.
Time will tell and I will sit back and be patient.
disclosures-I am writing this in an air-conditioned room-now indispensable for me- and have substantial shareholdings in nzo(big mistake in hindsight),cen,gen and chorus-a lot bought at $1-40 to $1-70-my gut feeling was that the commerce commission was very wrong and chorus would achieve a better more reasonable price.
Hopefully I am learning from my mistakes but I don't have time to personally research as much as I would like.
best wishes
Last edited by fish; 21-01-2015 at 10:02 PM.
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22-01-2015, 07:41 PM
#1055
When does Genesis produce its next Quarterly Report? Must be soon. Hope they haven't lost too many more customers.
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22-01-2015, 09:24 PM
#1056
Member
Originally Posted by Bobdn
When does Genesis produce its next Quarterly Report? Must be soon. Hope they haven't lost too many more customers.
Hi, market share stats are publicly available here:
http://www.emi.ea.govt.nz/Reports/Da...text=Dashboard
GNE cust nos slightly down to 525K
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22-01-2015, 10:52 PM
#1057
Originally Posted by Traderx
Thanks for link, that's an excellent dashboard.
Last edited by Bobdn; 22-01-2015 at 10:56 PM.
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23-01-2015, 11:11 AM
#1058
Just broke through upper Bollinger band
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23-01-2015, 11:23 AM
#1059
Originally Posted by couta1
Just broke through upper Bollinger band
What 'timeframe' and 'Std Dev period' settings are you using? A default setting is usually 20, 2 which puts the upper band at $2.20 currently. TIA.
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23-01-2015, 11:39 AM
#1060
Originally Posted by Baa_Baa
What 'timeframe' and 'Std Dev period' settings are you using? A default setting is usually 20, 2 which puts the upper band at $2.20 currently. TIA.
Yep 20,2 and its now at $2.21, I just extrapolated off yesterdays close
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