Author: James Gerrish
The Australian Energy Regulator (AER) recently announced its draft decision not to recommend heavier South West QLD pipeline regulation. This is a positive outcome for APA, but UBS is concerned about broader funding and commercial challenges irrespective of the regulatory outcome.
In August, MFG announced the acquisition of a 29.5% stake in Vinva for $138.5m. This is an interesting deal for MFG on several levels given that Vinva is not your traditional fund’s management business.
We have been bullish on the copper (Cu) theme throughout 2024 with SFR up +47% year-to-date. This was Shawns No 1 pick at the start of the year, so he’s keen to lock some in!
