4 Comments

I guess the gas price issue is not just a halo effect. It's likely to result in renegotiated hedge contracts. Yes I know that shouldn't happen but it does, the legal punishment for breaking the hedge being much lower than the gains made by buying elsewhere, hence the 2022 $100m adjustment. It's an El Nino winter effect, but takes no account of the potential for export demand at these prices. It's a wait and see for sure.

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House Democrats open probe into $DEC. Hard to predict what that means for the SP in the near future...

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Surely if these figures are correct ish - then at this SP DEC must be a prime take over target.

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You are the Sherlock Holmes of accounting! Awesome brilliant research!

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