Video – AGL Regulatory Risks Overstated

By Luke Sinclair | More Articles by Luke Sinclair

Proudly Australian, with more than 180 years’ experience, AGL (ASX:AGL) operate the country’s largest electricity generation portfolio, and are the largest ASX-listed investor in renewable energy, and have more than 3.6 million customer accounts.

Key points in the video:

• Market expectations for power pricing may be too low
• Strong retail footprint
• Regulation risk may be overstated
• AGL’s scale advantages

To see the returns on the Ironbark Karara Australian Share Fund click here:

Luke Sinclair

About Luke Sinclair

Luke has over 24 years investment experience and is a founding Director of Karara. Prior to the formation of Karara Luke worked at Invesco Australia for eight years. From 2001 he co-managed the Australian equity portoflio alongside Rohan Walsh. Prior to Invesco Luke was an Investment Manager at Jardine Fleming Australia with reponsibilities for an award winning Australian equity portfolio within the regional team. Luke holds a BSc(Hons) from Canterbury University, an MA from the University of British Columbia and is a Chartered Financial Analyst (CFA).

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