I'm wondering whether anyone has considered the impact of the Thwaites Review recommendations on ISU? Specifically, the review effectively recommends that the VIC energy market be re-regulated, meaning that there will not be any difference in price across retailers and therefore nothing to compare.
I'm not sure what portion of energy revenue comes from VIC specifically, but you'd think that if the reviews recommendations are adopted by VIC gov, then there would be an impact on ISU earnings in the energy vertical because price comparison would be redundant in this market?
Keen to hear people's thoughts.
Hoops
ISU Price at posting:
$1.50 Sentiment: None Disclosure: Not Held
