AGM :"Our more focussed corporate strategy was demonstrated by...

AGM :"Our more focussed corporate strategy was demonstrated by the acquisition of the US electricity retailing business, Source Power and Gas, the divestment of gas exploration and production assets and withdrawal from new gas-fired generation development. This included the sale of the Western Australian gas interests, exit from a proposed power station and pipeline development project in Wellington New South Wales (NSW), and the sale of NSW gas exploration licences back to the State Government."

I have not seen gas mentioned other than they have not told us they are no longer piloting Gas sales and distribution.
They are not developing any clean gas generation developments. As I understand it in the USA the company they acquired sells gas as well but the target for 2018 is only measured in TWh - I dont see Gas as critical but ancillary.

AGM:"We anticipate load of about 8 to 11 TWh by 2018 for our US business. Source is licensed to operate in the ERCOT (Texas) market and in PJM which encompasses Pennsylvania, New Jersey, Delaware, Washington DC, Maryland and parts of Illinois. PJM and ERCOT are approximately 2.5 times the size of the Australian National Electricity Market in terms of load. Our expectation is that success in PJM and ERCOT would lead to expansion into other US markets, which would further expand the opportunity available to ERM Power. "

They are also looking to manage the energy costs via technology and the latest acquisition makes some inroads into that.

I would personally be cautious - I am not sure about renewables - I think that was the last CEO. They - my opinion - are looking to leverage the customer base to do the best deal for the company - they seem to be indicating that they want to supply energy solutions to their customers - recently I have heard that that can include providing the solar installation as part of the deal but I dont see them looking into an Infigen type opportunity. What they do there is put the solar in and charge a charge per Kwh used but its lower than what they currently charge as costs have come down

Just my take on it.

I am holding as i see the opportunity in the USA given these guys customer rating as huge, plus I think we are all looking at energy as a solution rather that an individual issue - I have a back-up diesel generator and I can run it cheaper than using supply with the current prices - If I add gas and energy storage - my solution becomes more complex but logical to my energy needs - I think the software they have acquired may be able to programmaticlly manage my solution better than I currently have - I think it is a comprehensive solution these days.

They are not like other energy companies and that's the edge - in a declining market the customer service and price is king being smaller is better in my opinion and flexibility to provide a solution without have vested interests is critical. Owning coal fired power-stations is - in my opinion - far more risky than you think.