目前没有买AGL，但看见坛子里这个股票讨论比较多，也关注了。
首先说下41C 的枫红， 注意了FRANKING 是 0% （不是100%），就是说你只能收到41C中的一部分，而这41C要计入你的年度收入。这股票在24/02号大概率会跌破10块。
然后说现状，最近换了个RETAILER，电费可以便宜200块一年，就和签个宽带一样方便，在VIC和SA的同学可以省更多，AGL有400万客户，每户省100，效果惊人，更别说工商业大客户呢。而且据说电价还会跌。
最后说个前景，毕竟是澳洲最大，总是可以赚钱的估计总是有分红，目前的盈利模式有质疑。
我觉得离底部不远了，但目前看不到会大涨。
纯属个人观点。
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长线也许可以考虑
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看到AGL经营活动净现金流量下降了不少，感觉这个公司真是有点问题，需要重新估值。
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如果真有心买AGL，看看这个公司什么时候大裁员，裁员消息出来前后的大跌才是进场的机会。
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不用等24号，明天就破10块了，按照这趋势月底破9块。
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市场永远不会像你想象的运作，不跌怎么会有恐慌，没有恐慌散户怎么会丢筹码，没人丢筹码怎么建仓。没有波动，机构怎么赚钱
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就怕现在买了，到时候股息还补不上掉下来的差价。看看接下来一个月能掉多少再说吧。虽然没在它身上亏，但是看着这下跌趋势心累，每隔几天来个52周最低警报。
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关注AGL 和 ORG很长时间了，一直没有下手，前景不妙。
SYDNEY--AGL Energy Ltd. reported a deep half-year net loss and signaled a potential business overhaul after absorbing around 2.69 billion Australian dollars (US$2.08 billion) of one-off charges amid a severe downturn in wholesale energy prices.
Chief Executive Brett Redman said the company is actively assessing its business model and capital structure to maximize shareholder value and to adapt to changes in the energy market, without being more specific.
AGL reported a net loss of A$2.29 billion in the six months through December, compared to a A$323 million profit a year earlier. The result was dragged down by charges including A$1.92 billion in provisions for onerous contracts, largely tied to wind farm offtake agreements that were sealed between 2006 and 2012 to support the development of the renewables sector.
A large statutory loss was expected after AGL last week outlined the one-off charges, which also included a A$1.11 billion increase in environmental restoration provisions and an A$532 million impairment charge against its generation fleet.
Stripping out these one-off items, AGL reported an underlying profit of A$317 million, down 27% on A$432 million a year ago. Revenue fell by 14% to A$5.41 billion.
Directors of the company declared a A$0.31/share ordinary dividend and A$0.10/share special dividend for a total half-year payout of A$0.41/share. That was below the A$0.47/share dividend at the corresponding stage of fiscal 2020.
Shares in AGL have fallen more than 40% in value over the past year as headwinds to power generators and retailers stiffened. Wholesale energy prices fell as Australia entered a recession for the first time in 29 years as the pandemic forced the temporary closure of whole swaths of commerce not long after the economy was damaged by the impact of devastating bushfires.
More recently, wholesale energy prices have been dragged lower by the New South Wales government's intention to underwrite 12 gigawatts of new renewable capacity over the next 10 years. That plan led AGL to suspend plans for a 250-megawatt gas fired generator in Newcastle and a 500MW battery park at the site of the ageing Liddell power station.
AGL has also suffered operational setbacks. A fire in the generator transformer of Unit 3 at the Liddell plant in December will keep it offline for some months, and contributed to AGL lowering its annual profit guidance just before Christmas.
"We are on track to deliver A$150 million of operating cost reductions, in addition to offsetting inflation, in FY 2022 and we are targeting a A$100 million reduction in sustaining capital expenditure across the company," Mr. Redman said.
AGL expects an underlying profit of between A$500 million and A$580 million in the 12 months through June. That was down from prior guidance of A$560 million-A$660 million.
Management also provided guidance for annual earnings before interest, tax, depreciation and amortization of between A$1.585 billion and A$1.845 billion.
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还是会有散户买进的
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别人恐慌你要贪婪
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AGL的EPS是负的，Operating Expense很高。有了解AGL的兄弟知道是什么情况造成的么？
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机构建仓是个漫长痛苦的过程
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今天又入了2000股
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派息日估计还得跌
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价格趋势
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破10了，不对，这样说不好听
应该是进9了
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Hotcopper 上还有一群打鸡血的散户等着8-9块左右抄底。你就知道这股离底部还早着呢。
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真英明 13快时扔了
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