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  1. #2691
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    Quote Originally Posted by Snoopy View Post

    The Kupe field is in decline and I think they are pumping out as much oil as they can already. The NZOG plan in the day certainly showed declining production each year into the future.

    SNOOPY
    The venture is considering installing onshore compression, which Adelaide-based Beach describes as a “low-risk, high-value” project to extend Kupe’s production plateau and field life.

    http://www.scoop.co.nz/stories/BU181...r-drilling.htm
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  2. #2692
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    Quote Originally Posted by bull.... View Post
    Snoopy wrote "There has to be something in it for Tilt to have done the deal."

    must have been something in it for genesis too ... surely?
    The 'thing in it' for Genesis is not having to come up with a whole lot of new capital to build a new wind farm (rather obviously)! The downside for Genesis that as wholesale power prices rise in the future, then the increase in capital value of the Waverley Wind Farm will strengthen the balance sheet of the Waverley windfarm owner Tilt, not Genesis. That adds to the short medium and long term downside for Genesis of paying more for the energy generated from Waverley in perpetuity.

    SNOOPY
    Watch out for the most persistent and dangerous version of Covid-19: B.S.24/7

  3. #2693
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    Quote Originally Posted by Snoopy View Post
    The 'thing in it' for Genesis is not having to come up with a whole lot of new capital to build a new wind farm (rather obviously)! The downside for Genesis that as wholesale power prices rise in the future, then the increase in capital value of the Waverley Wind Farm will strengthen the balance sheet of the Waverley windfarm owner Tilt, not Genesis. That adds to the short medium and long term downside for Genesis of paying more for the energy generated from Waverley in perpetuity.

    SNOOPY
    the contract is a fixed price for 10yrs and the last 10yrs of the 20yr contract allow for updates to what gne pay. so within the first 10yrs as i alluded to allows for gne to on sell the generation at higher prices for better cash flows.

    as for the balance sheet hopefully they will develop castle hill them selves , thats why they did this arrangement.
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  4. #2694
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    Quote Originally Posted by stealthmaster View Post
    undervalued compared to other gentailers? has not increased as much as other gentailers
    playing catch up slowly still lagging the others though

    last mth

    mcy 6%
    mel 4.17%
    cen 5.8%
    gne 3.83%

    as of yest

    obviously these stocks are of great interest to overseas investors at the moment there yields are very high compared to negative yields else where. why im expecting gne to out perform the others in time due to its higher yield still available.
    Last edited by bull....; 19-06-2019 at 09:51 AM.
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  5. #2695
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    really under performing the other gentailers this mth

    mcy 12%
    mel 8.5%
    cen 4.45%
    gen 2.86%
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  6. #2696
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    might be finally moving , really lagging the likes of mcy up prob 14% now this mth alone. makes the laggard look value like i guess for a catchup
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  7. #2697
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    Quote Originally Posted by bull.... View Post
    might be finally moving , really lagging the likes of mcy up prob 14% now this mth alone. makes the laggard look value like i guess for a catchup
    is it playing catchup? yield still over 5% isnt it
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  8. #2698
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    “It will pave the way for technologies such as price-responsive demand systems, battery storage and electric vehicles.”The authority says the change should also help the transition to a low-emissions economy by improving system flexibility to handle more variable types of supply, such as wind and solar.

    http://www.sharechat.co.nz/article/0...h-in-1996.html
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  9. #2699
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    Fundamentals have to mean something still. Morning Star gives a 2019 PE of 50 compared to CEN at 30.7. An attractive yield is one thing but I cannot see growth that justifies this PE. Even MEL is on 41.6 and MCY at 36.3.

  10. #2700
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    Quote Originally Posted by SilverBack View Post
    Fundamentals have to mean something still. Morning Star gives a 2019 PE of 50 compared to CEN at 30.7. An attractive yield is one thing but I cannot see growth that justifies this PE. Even MEL is on 41.6 and MCY at 36.3.
    if interest rates move lower and stay low for lets use 10yrs as a guess what is more important div yield from reliable div payers eg gentailers or pe? thats why all gentailers have high pe income is more important. bye the way gne pe should fall again after next results


    should put in there all stocks like gentailers etc ( bond proxies) will re rate down one day when interest rates start to move back up. but when is the million dollar question dont see it on my horizon


    returns for the mth

    mcy 20%
    mel 12%
    gne 11%
    cen 9%

    clearly investors want income over pe
    Last edited by bull....; 01-07-2019 at 09:58 AM.
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