Energy Community
Our community narratives are driven by numbers and valuation.
Energy Investing Ideas
Long Term Jet Fuel Infrastructure Expansion Will Support Future Earnings Stability
Channel Infrastructure NZ is betting that more fuel storage and long-term contracts at Marsden Point, plus growing travel through Melbourne Airport, can make its earnings steadier over time. The key question is whether big, slow-moving projects like the energy precinct and biorefinery arrive on time—and whether jet fuel demand stays strong enough to fill the new capacity.Read more
AN
NZ$3.75
13.3% undervalued intrinsic discount
Fair Value
Revenue
8.14% p.a.
Profit Margin
23.48%
Future PE
46.75x
Price in 2029
NZ$4.65
Future Fuel Storage Contracts Will Support Long Term Earnings Resilience
Catalysts About Channel Infrastructure NZ Channel Infrastructure NZ operates nationally critical fuel storage and terminal infrastructure that underpins New Zealand's transport and energy supply chains. What are the underlying business or industry changes driving this perspective?Read more
AN
NZ$2.72
19.5% overvalued intrinsic discount
Fair Value
Revenue
8.33% p.a.
Profit Margin
22.01%
Future PE
34.93x
Price in 2028
NZ$3.34
