Top member reports
Company Report
Last edited 8 months ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#17
Performance (72m)
16.2% pa
Followed by
234
Straws
Sort by:
Recent
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
#Bull Case
stale
Added 8 months ago

One I'm currently researching on as it has largely escaped the recent market rout and because of the recent talk on "Gas Reservation" during the election

Here's a report extract from RBC. Mainly got gas assets on the East Coast and a couple of small renewable projects in the Pilbara which are not significant to the top line right now.

54adf9111d4db7b9c8b154b453da87a884ef5f.png

Maybe someone here with Gas and Energy experience can shed some light on APA and whether this is hidden gem or a "value trap".

My only concern is future gas supply on the east coast (Melb and Syd) which seems to be running out int eh distant future. They will need to tap new supply from "somewhere". Perhaps Queensland or, highly unlikely, the west.