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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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征文 -- 一封写给我2003那年的我的信 (2008-11-23) MingDeng 
发表于 2021-2-18 13:04
