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$2.43 erm power limited

2016 Guidance Affirmed, page-16

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gttrain

9,422 Posts.

4

21/06/16

11:00

Post #: 18081574
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Originally posted by joewolf ↑

Add to that the real facts as follows:

1. Generating profits have been under pressure as excess capacity in generation.
2. The promised 2017 return to volume growth has now been offset by renewal losses so new contracts only hold the sales volumes.
3. Reducing margin on entire sales is dramatic - my estimation around 25%
4. USA business a bright point but really needs to get to same size as Oz to offset the lost margin.
5. No comment on SME business which is at much better margins - is that because its appearing harder to grow these...

Could be a great investment if you were new to this stock but now it just looks like a dog if you own it...

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Thanks Joe .........a great balanced view and very informative.

yield looks okay but I wonder how they will go as wholesale gas prices increase further.

EPW Price at posting: $1.07 Sentiment: None Disclosure: Not Held
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0 Great analysis

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