Electric Utilities

GNE

GNE: Integrated Gentailer - Flexibility's the Name, Transition's the Game

Updated 24 Oct 2025

Genesis Energy (NZX:GNE) fair value NZ$3.61 vs current AUD$2.07 (NZ$2.18), 66% upside. Quality score 8.2/10, wide moat, strong execution. ROIC 8.5%, 12.8% EBITDA margin, 6.6% yield.

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cen

CEN: Renewable Energy Transformer - Power Play or Pipeline Peril?

Updated 8 Oct 2025

Hold rating with $7.80 fair value vs $8.14 current price. 98% renewable portfolio, 20% market share, 8.4% revenue CAGR, but execution risks from $3.1bn concurrent initiatives.

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