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Past, present and future: AGL is making a mess of its clean energy transition


29 April 2021
Over the years I’ve seen lots of demergers by listed companies and most have been more or less successful at creating value. AGL’s effort so far is a case study in how to stuff it up.
Seemingly no agreement between Board and management.
Premature announcement with close to zero useful information for investors and their army of advisors.
No commitment to separate listing, which is the most fundamental rationale for doing it.
Captain and the ship part company mid journey.
At this rate AGL will almost single handedly give demergers a bad name. Having said that we’d be the first to accept Brett Redman’s comment: It’s hard. Still that’s all the more reason for working out the details first. ....

Liverpool Plains , New South Wales , Barker Inlet , South Australia , Rye Park , Michael Fraser , Graeme Hunt , David Leitch , Brett Redman , Transfield Services , Macquarie Bank , Jerry Maycock , Ord Minnett , Southern Hydro , Default Market Offer , State Govt , Coopers Gap , லிவர்பூல் சமவெளி , புதியது தெற்கு வேல்ஸ் , பர்கர் நுழைவாயில் , தெற்கு ஆஸ்திரேலியா , கம்பு பூங்கா , மைக்கேல் ஃப்ரேசர் , கிரேம் வேட்டை , டேவிட் லீச் , ப்ரெட் ரெட்மேன் ,