Ausnet owns the Victorian transmission network as well as one of the Victorian electricity networks and one of the Victorian gas networks. It has a market capitalisation of about $6 bn and an enterprise value of $12 bn.
Alistair discusses Ausnet’s recent “investor day”, the review of the “limited merits appeal regime” currently underway, ring fencing, Ausnets prototype “mini grids”, the potential for batteries to enhance network services and some discussion of new transmission investment opportunities in the NEM.
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David Leitch is a regular contributor to Renew Economy. He is principal at ITK, specialising in analysis of electricity, gas and decarbonisation drawn from 33 years experience in stockbroking research & analysis for UBS, JPMorgan and predecessor firms.