Forum Topics ORG ORG Financials

Pinned straw:

Added 3 months ago

Broker report from ORG

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ORG is one I'm really interested in because of their investment in Kraken

And I think other people are interested in also.

Shares have held up pretty strong and Ausbiz thinks ORG is now trading at a premium, attracting only a hold from both analysts last week

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Of course Octopus has a few problems which may benefit competitor products like Hansen and Gentrack

But I think Octopus is large enough to get through their problems and hold firm. The acquisition of former customers on Powercloud to Kraken is already one example

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Above is the meaty valuation on Kraken of 3.8bn!


edgescape
Added 2 months ago

Origin gave me a letter today they are going to replace my current meter with a new smart meter.

Bodes well for Kraken and appears there could be a long runway for growth. But at the cost of a 2 hour power outage.

Wonder what will happen when Kraken finally lists on one of the major stock exchanges such as NASDAQ.

Does appear fully valued here compared to AGL, HSN or GTK but not if Kraken goes public.

[held]

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edgescape
Added 2 months ago

Smart meter took less than 30 mins to install

Bodes well for Kraken/ Octopus, Kaluza/AGL and Gentrack

Not sure about Hansen/power cloud though as they have no exposure in Australia for smart meters

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