Well after the SA news and todays Snowy news - seems like...

Well after the SA news and todays Snowy news - seems like regulatory risks are much higher than a week ago. Governments are intervening, and I suspect they will be soon focusing on the margin problem identified in the Grattan report too.

I'll be very surprised if the DUE takeover goes ahead and surprised if the Alinta goes ahead as well.

Would be silly to ignore so much market power (get it ) being located in HK/China too.

Already the markets appear to be pricing in a 35% chance of DUE not going ahead roughly.