APA Group（APA）株式概要APAグループはオーストラリアでエネルギー・インフラ事業に従事している。 詳細APA ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績3/6財務の健全性0/6配当金3/6報酬当社が推定した公正価値より58.1%で取引されている 収益は年間21.16%増加すると予測されています 今年は黒字化を達成 リスク分析利払いは収益で十分にカバーされない 5.53%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない すべてのリスクチェックを見るAPA Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$10.2725.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-46m4b2016201920222025202620282031Revenue AU$3.7bEarnings AU$188.7mAdvancedSet Fair ValueView all narrativesAPA Group 競合他社Origin EnergySymbol: ASX:ORGMarket cap: AU$18.8bKunlun EnergySymbol: SEHK:135Market cap: HK$63.2bGAIL (India)Symbol: NSEI:GAILMarket cap: ₹1.1tPETRONAS Gas BerhadSymbol: KLSE:PETGASMarket cap: RM 33.6b価格と性能株価の高値、安値、推移の概要APA Group過去の株価現在の株価AU$10.2752週高値AU$10.7452週安値AU$8.08ベータ0.261ヶ月の変化3.01%3ヶ月変化12.00%1年変化26.95%3年間の変化1.68%5年間の変化11.27%IPOからの変化52.83%最新ニュースお知らせ • Jan 15APA Group to Report First Half, 2026 Results on Feb 19, 2026APA Group announced that they will report first half, 2026 results on Feb 19, 2026Board Change • Dec 24High number of new directorsIndependent Director Varya Davidson was the last director to join the board, commencing their role in 2025.お知らせ • Dec 19A fund managed by Stonepeak Partners LP and Stonepeak (Australia) Pty Ltd entered into a definitive agreement to acquire GDI (EII) Pty Limited from Marubeni Corporation (TSE:8002), APA Group (ASX:APA) and SAS Trustee Corporation.A fund managed by Stonepeak Partners LP and Stonepeak (Australia) Pty Ltd entered into a definitive agreement to acquire GDI (EII) Pty Limited from Marubeni Corporation (TSE:8002), APA Group (ASX:APA) and SAS Trustee Corporation on December 17, 2025. As part of consideration, APA Group will receive AUD 64 million as proceeds for 20% stake in GDI (EII) Pty Limited. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is in the first half of 2026. Gresham Partners Limited acted as financial advisor for Stonepeak Partners LP. Allens acted as legal advisor for Stonepeak Partners LP.お知らせ • Dec 11APA Group, Annual General Meeting, Oct 22, 2026APA Group, Annual General Meeting, Oct 22, 2026.お知らせ • Sep 01APA Group Announces the Resignation of Amanda Cheney as Company Secretary of APA Group Limited, Effective August 31, 2025APA Group announced the resignation of Ms. Amanda Cheney as Company Secretary of APA Group Limited, with effect from 31 August 2025. Ms. Bronwyn Weir continues as Company Secretary. In accordance with ASX Listing Rule 12.6, Bronwyn Weir is now the person responsible for communication with the ASX in relation to ASX Listing Rule matters.Reported Earnings • Aug 20Full year 2025 earnings releasedFull year 2025 results: Revenue: AU$2.71b (down 12% from FY 2024). Net income: AU$129.0m (down 87% from FY 2024). Profit margin: 4.8% (down from 32% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Global Gas Utilities industry.最新情報をもっと見るRecent updatesお知らせ • Jan 15APA Group to Report First Half, 2026 Results on Feb 19, 2026APA Group announced that they will report first half, 2026 results on Feb 19, 2026Board Change • Dec 24High number of new directorsIndependent Director Varya Davidson was the last director to join the board, commencing their role in 2025.お知らせ • Dec 19A fund managed by Stonepeak Partners LP and Stonepeak (Australia) Pty Ltd entered into a definitive agreement to acquire GDI (EII) Pty Limited from Marubeni Corporation (TSE:8002), APA Group (ASX:APA) and SAS Trustee Corporation.A fund managed by Stonepeak Partners LP and Stonepeak (Australia) Pty Ltd entered into a definitive agreement to acquire GDI (EII) Pty Limited from Marubeni Corporation (TSE:8002), APA Group (ASX:APA) and SAS Trustee Corporation on December 17, 2025. As part of consideration, APA Group will receive AUD 64 million as proceeds for 20% stake in GDI (EII) Pty Limited. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is in the first half of 2026. Gresham Partners Limited acted as financial advisor for Stonepeak Partners LP. Allens acted as legal advisor for Stonepeak Partners LP.お知らせ • Dec 11APA Group, Annual General Meeting, Oct 22, 2026APA Group, Annual General Meeting, Oct 22, 2026.お知らせ • Sep 01APA Group Announces the Resignation of Amanda Cheney as Company Secretary of APA Group Limited, Effective August 31, 2025APA Group announced the resignation of Ms. Amanda Cheney as Company Secretary of APA Group Limited, with effect from 31 August 2025. Ms. Bronwyn Weir continues as Company Secretary. In accordance with ASX Listing Rule 12.6, Bronwyn Weir is now the person responsible for communication with the ASX in relation to ASX Listing Rule matters.Reported Earnings • Aug 20Full year 2025 earnings releasedFull year 2025 results: Revenue: AU$2.71b (down 12% from FY 2024). Net income: AU$129.0m (down 87% from FY 2024). Profit margin: 4.8% (down from 32% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Global Gas Utilities industry.お知らせ • Aug 19Australian Gas Infrastructure Group agreed to acquire APA AM (Allgas) Pty Ltd and Tamworth gas distribution network from APA Group (ASX:APA) for AUD 47 million.Australian Gas Infrastructure Group agreed to acquire APA AM (Allgas) Pty Ltd and Tamworth gas distribution network from APA Group (ASX:APA) for AUD 47 million on August 19, 2025. A cash consideration of AUD 47 million will be paid by Australian Gas Infrastructure Group. As part of consideration, AUD 47 million is paid towards None of APA AM (Allgas) Pty Ltd / Tamworth gas distribution network. The transaction is expected to complete in the second quarter of FY26, subject to satisfaction or waiver of certain conditions precedent. APA will provide certain post-handover services under a Transitional Services Agreement for a period of up to 18 months from completion (unless extended by up to a further six months).Board Change • Aug 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Varya Davidson was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 26APA Group Announces Dividend for the Six Months Ending June 30, 2025, Payable on September 10, 2025APA Group announced ordinary dividend of AUD 0.30000000 per share for the six months ending June 30, 2025. Record date is June 30, 2025, Ex date is June 27, 2025 and payment date is September 10, 2025.お知らせ • Jun 24APA Group (ASX:APA) completed the acquisition of Atlas to Reedy Creek gas transmission Pipeline located near Wandoan in Queensland from Senex CSG Assets Pty Ltd.APA Group (ASX:APA) agreed to acquire Atlas to Reedy Creek gas transmission Pipeline located near Wandoan in Queensland from Senex CSG Assets Pty Ltd for AUD 110 million on June 18, 2025. A cash consideration of AUD 110 million will be paid by APA Group. As part of consideration, AUD 110 million is paid towards common equity of ARC Pipeline Pty Ltd. Purchase price excluding stamp duty and transaction costs which are currently estimated to be approximately AUD 7 million. The transaction will be financed through existing balance sheet capacity. The expected completion of the transaction is on June 2025. APA Group (ASX:APA) completed the acquisition of Atlas to Reedy Creek gas transmission Pipeline located near Wandoan in Queensland from Senex CSG Assets Pty Ltd on June 24, 2025.お知らせ • Jun 20APA Group (ASX:APA) agreed to acquire ARC Pipeline Pty Ltd from Senex CSG Assets Pty Ltd for AUD 110 million.APA Group (ASX:APA) agreed to acquire Atlas to Reedy Creek gas transmission Pipeline located near Wandoan in Queensland from Senex CSG Assets Pty Ltd for AUD 110 million on June 18, 2025. A cash consideration of AUD 110 million will be paid by APA Group. As part of consideration, AUD 110 million is paid towards common equity of ARC Pipeline Pty Ltd. Purchase price excluding stamp duty and transaction costs which are currently estimated to be approximately AUD 7 million. The transaction will be financed through existing balance sheet capacity. The expected completion of the transaction is on June 2025.お知らせ • Feb 24Apa Group Announces Ordinary Dividend for the Financial Reporting or Payment Period Ending Ended/Ending (Date) December 31, 2024, Payable on March 17, 2025APA Group announced ordinary dividend of AUD 0.27000000 per share for the financial reporting or payment period ending ended/ending (date) December 31, 2024. Record date is December 31, 2024 Ex date is December 30, 2024 and payment date is March 17, 2025.Upcoming Dividend • Dec 24Upcoming dividend of AU$0.27 per shareEligible shareholders must have bought the stock before 30 December 2024. Payment date: 17 March 2025. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 7.7%. Within top quartile of Australian dividend payers (6.1%). Higher than average of industry peers (4.4%).お知らせ • Dec 10+ 1 more updateAPA Group, Annual General Meeting, Oct 22, 2025APA Group, Annual General Meeting, Oct 22, 2025.お知らせ • Oct 24+ 1 more updateAPA Group Approves Board ChangesAPA Group held its AGM on 24 October 2024. Samantha Lewis and David Lamont have been appointed as Non-Executive Directors, effective from 1 October 2024. Both are standing for election at today's meeting, and you'll hear from each of them later in the meeting. Debbie Goodin and Peter Wasow will be retiring from the Board. Peter at the conclusion of today's meeting and Debbie at the end of February 2025. Debbie, who will be standing for re-election, has agreed to stay on until February to ensure a smooth transition of her role as Chair of the Audit and Finance Committee and thank her for that.お知らせ • Sep 26APA Group Limited and APA Infrastructure Limited Appoints Varya Davidson as Non-Executive Director, Effective 1 March 2025APA Group Limited announced the appointment of Varya Davidson to its Board of Directors. Ms. Davidson will join the company as a Non-Executive Director of APA Group Limited and APA Infrastructure Limited. Ms. Davidson has deep energy, sustainability and transformational change experience. She led PwC Australia's Energy Transition business and is a Partner of Strategy&, which is part of the PwC network. Ms. Davidson has more than 25 years' consulting experience, working primarily with public and private energy and resources organizations across Europe, the Americas, the Middle East and the Asia Pacific. Ms. Davidson's appointment will be effective from 1 March 2025 following the completion of her service with PwC and she will stand for election as a Non-Executive Director at APA's Annual Meeting in October 2025.Reported Earnings • Aug 28Full year 2024 earnings released: EPS: AU$0.79 (vs AU$0.22 in FY 2023)Full year 2024 results: EPS: AU$0.79 (up from AU$0.22 in FY 2023). Revenue: AU$3.06b (up 5.2% from FY 2023). Net income: AU$978.0m (up 272% from FY 2023). Profit margin: 32% (up from 9.0% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Global Gas Utilities industry. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Aug 28+ 2 more updatesAPA Group Announces Board ChangesOn 28 August 2024, the Board of APA Group announced the retirement of Debra Goodin and Peter Wasow and the appointment of Samantha Lewis and David Lamont as Directors of APA. The appointment of Samantha Lewis and David Lamont will be effective 1 October 2024. To ensure a smooth transition, Debra Goodin will remain on the Board until late February 2025. Peter Wasow will retire at the conclusion of the Annual Meeting in October 2024. Lewis is a highly experienced Non-Executive Director having served on a number of boards of both ASX-listed and unlisted companies, across a range of industries, including CSL Limited, Australia Pacific Airports Corporation Limited and Aurizon Holdings Limited. Prior to becoming a Non-Executive Director, Ms. Lewis had a long career at Deloitte, including 14 years as a Partner and was an advisor on the listing of APA in 2000. She is a chartered accountant with broad experience in accounting, finance, auditing, risk management, corporate governance, capital markets and due diligence. Lamont has extensive global financial experience working across a range of industries, including mining, resources and manufacturing. He has served as Chief Financial Officer at some of Australia's largest companies, including BHP Group Limited, CSL Limited, MMG Limited and OZ Minerals Limited. He is a chartered accountant with deep financial management and capital markets experience. Ms. Lewis and Mr. Lamont's positions on the Board will be effective from 1 October 2024 and both will stand for election as Non-Executive Directors at APA's Annual Meeting in October 2024. Ms. Goodin is due to stand for re-election at the Annual Meeting and will do so in order to ensure an orderly transition of the role as Chair of the Audit and Finance Committee. Ms. Goodin then intends to retire from the Board at the end of February 2025 following the release of the FY2025 half year results. Mr. Wasow intends to retire at the conclusion of the Annual Meeting in October 2024.お知らせ • Jul 24APA Group Estimates Ordinary Dividend for the Six Months Ended 30 June 2024, Payable on September 18, 2024APA Group announced an estimated ordinary dividend of AUD 0.29500000 per security for the six months ended 30 June 2024. Record date is 28 June 2024; Payment date is 18 September 2024. Ex Date is 27 June 2024.Declared Dividend • Jun 24First half dividend increased to AU$0.29Dividend of AU$0.29 is 1.7% higher than last year. Ex-date: 27th June 2024 Payment date: 18th September 2024 Dividend yield will be 6.7%, which is higher than the industry average of 4.4%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but not covered by cash flows (dividend approximately 9x free cash flows). The dividend has increased by an average of 4.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 76% over the next 3 years. Since a fall of 34% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.Reported Earnings • Feb 23First half 2024 earnings released: EPS: AU$0.84 (vs AU$0.15 in 1H 2023)First half 2024 results: EPS: AU$0.84 (up from AU$0.15 in 1H 2023). Revenue: AU$1.52b (up 1.1% from 1H 2023). Net income: AU$1.04b (up 482% from 1H 2023). Profit margin: 69% (up from 12% in 1H 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Global Gas Utilities industry. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Feb 22APA Group Announces Interim Distribution for the Six Months Ended 31 December 2023, Payable on 14 March 2024APA Group announced interim distribution of 26.5 cents per security for the six months ended 31 December 2023 with an Ex Date of 28 December 2023. Record Date is 29 December 2023 and Payment Date is 14 March 2024.お知らせ • Jan 25APA Group, Annual General Meeting, Oct 24, 2024APA Group, Annual General Meeting, Oct 24, 2024.Upcoming Dividend • Dec 21Upcoming dividend of AU$0.27 per share at 6.3% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 14 March 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.3%. Lower than top quartile of Australian dividend payers (6.7%). Higher than average of industry peers (4.4%).お知らせ • Dec 13APA Group Announces Estimates Interim Distribution for the Six Months Ending 31 December 2023, Payable on 14 March 2024; Provided Dividend Guidance for the Year 2024APA Group announced an estimated interim distribution of 26.5 cents per security for the six months ending 31 December 2023. This represents a 1.9% increase over the FY23 interim distribution of 26.0 cents per security. Securities trade ex-distribution 28 December 2023, record date is 29 December 2023 and payment date is 14 March 2024.Consistent with previous guidance, total distributions for FY24 are expected to be 56.0 cents per security, inclusive of the distribution of 26.5 cents per security for the six months ending 31 December 2023.お知らせ • Nov 03APA Group (ASX:APA) completed the acquisition of Alinta Energy Pilbara Holdings Pty Ltd and Alinta Energy (Newman Storage) Pty Ltd from Alinta Energy Development Pty Ltd and Alinta Power Cat Pty Ltd.APA Group (ASX:APA) entered into a share sale agreement to acquire Alinta Energy Pilbara Holdings Pty Ltd and Alinta Energy (Newman Storage) Pty Ltd from Alinta Energy Development Pty Ltd and Alinta Power Cat Pty Ltd. for an enterprise value of AUD 1.7 billion on August 23, 2023. Enterprise value of AUD 1.722 billion is the sum of the purchase price (excluding stamp duty and transaction costs) and existing net debt of AUD 65 million. The transaction will be funded by raising AUD 675 through fully underwritten institutional placement and a non-underwritten Security Purchase Plan to raise AUD 75 million. The balance of the purchase price will be funded by new debt facilities AUD 993 million. The transaction is expected to close in fourth quarter of 2023 and is expected to be free cash flow per security accretive in its first full financial year of ownership and value accretive. Goldman Sachs acted as financial advisor to Alinta Energy Development Pty Ltd. Morgan Stanley (NYSE:MS) and Barrenjoey acted as financial advisors to APA Group. Craig Rogers, Gareth Howe, Mandy Tsang, Luke Woodward, Vishal Ahuja, Will Heath and Jack Hill of King & Wood Mallesons, Australia Branch acted as legal advisor to APA Group.APA Group (ASX:APA) completed the acquisition of Alinta Energy Pilbara Holdings Pty Ltd and Alinta Energy (Newman Storage) Pty Ltd from Alinta Energy Development Pty Ltd and Alinta Power Cat Pty Ltd. on November 1, 2023.お知らせ • Aug 25APA Group has completed a Follow-on Equity Offering in the amount of AUD 675.000003 million.APA Group has completed a Follow-on Equity Offering in the amount of AUD 675.000003 million. Security Name: Stapled Units Security Type: Common Stock Securities Offered: 79,411,765 Price\Range: AUD 8.5 Discount Per Security: AUD 0.10625 Transaction Features: Subsequent Direct Listingお知らせ • Aug 24APA Group Announces Final Distribution for the Year 2023, Payable on 13 September 2023; Provides Dividend Guidance for the Year 2024APA Group announced the Directors have resolved to pay a final distribution for FY23 of 29.0 cents per security bringing total distributions to 55.0 cents per security. This represents a 3.8% increase on the FY22 final distribution of 53.0 cents per security. The 29.0 cent final distribution is comprised of a distribution of 21.66 cents per security from APA Infrastructure Trust and a distribution of 7.34 cents per security from APA Investment Trust. The APA Infrastructure Trust distribution represents a 6.64 cents per security unfranked profit distribution and a 15.02 cents per security capital distribution. The APA Investment Trust distribution represents a 1.00 cents per security unfranked profit distribution and a 6.34cents capital distribution. The final distribution is expected to be paid on 13 September 2023.Based on current available information, FY24 distributions are expected to be 56.0 cents per security, an increase of 1.8% on FY23.New Risk • Aug 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 247% Dividend per share is over 26x cash flows per share. Minor Risk Shareholders have been diluted in the past year (6.7% increase in shares outstanding).お知らせ • Aug 24APA Group to Report First Half, 2024 Results on Feb 22, 2024APA Group announced that they will report first half, 2024 results on Feb 22, 2024お知らせ • Aug 23APA Group Reconfirms Distribution Guidance for the Fiscal Year 2024APA Group reconfirmed distribution guidance for the fiscal year 2024. The company’s fiscal year 2024 distribution guidance is reconfirmed at 56 cents per security.Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.49 (vs AU$0.20 in FY 2022)Full year 2023 results: EPS: AU$0.49 (up from AU$0.20 in FY 2022). Revenue: AU$5.83b (up 113% from FY 2022). Net income: AU$526.0m (up 128% from FY 2022). Profit margin: 9.0% (up from 8.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 24% p.a. on average during the next 3 years, while revenues in the Global Gas Utilities industry are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jul 12APA, Fortescue Reportedly Lead Race as Alinta Raises the Stakes in Asset SaleAlinta Energy Pty Limited is now understood to be set on selling all of the West Australian assets it has on offer, rather than just 80% stakes, and the understanding is that offers have landed between $1 billion and $1.5 billion. APA Group and Fortescue Metals are in the final stage of the race. There have been suggestions that Macquarie Capital and joint venture partner BP have fallen away. There may also be some other players in contention, with possibilities being I Squared Capital, Atco or TransAlta. It is understood most of the value of the offering is in the two power stations being sold by Alinta in WA - Port Hedland and Newman, a distillate power station with a battery storage system. The latter provides energy via a 220 kilovolt transmission line to the Roy Hill mine site in the Pilbara. The Port Hedland station has five 42 megawatt gas-fired turbine units, providing electricity to the Pilbara region. Some have estimated that the 11.8% stake in the 1,380km Goldfields gas pipeline, which transports natural gas from Carnarvon basin producers in the northwest of the state to Kalgoorlie in the Goldfields, is worth between $100m and $200m. APA owns the remainder of the pipeline and has pre-emptive rights to buy Alinta's interest. The remote energy grid would be worth about $50m at best. It is understood APA, advised by Barrenjoey and Morgan Stanley, is throwing everything at the contest and is the party to beat. Final bids are understood to be due in the middle of next month. Alinta is believed to have carried out management presentations to four parties in the second stage of the competition about three weeks ago. But now there is some talk that only Fortescue, advised by Citi, and APA are left in the race. Alinta's main customers in the WA mining region are Hancock, BHP and Fortescue. The offering has been described as highly complex. Alinta is working with investment bank Goldman Sachs on its offer. Analysts at Macquarie recently said APA had about $2bn of debt capacity, reducing the need to raise equity. Buying the Alinta assets would lift APA's capability in transmission management, with a transmission network of about 200km and scope for expansion and acquisition.お知らせ • Jul 07Macquarie Reportedly No Longer in the Final Stages of the Competition for Alinta and Weighing Options to Partner with Another ContenderThere could be a sudden turn of events in the contest for the West Australian energy assets of Alinta Energy Pty Limited. Speculation is mounting that Macquarie Group Limited (ASX:MQG) is no longer in the final stages of the competition and is weighing options to partner with another contender. One suggestion is that it is looking to join forces with APA. APA does not need Macquarie as its funding partner, but that is not to stop the Australian investment bank from trying. Final bids for Alinta are understood to be due in the middle of next month. About three weeks ago, Alinta was believed to have carried out management presentations to four parties in the second stage of the competition. But now there is talk that only Fortescue Metals Group Limited (ASX:FMG) and APA Group (ASX:APA) are left in the race. Investment bank Citi is working with Fortescue Metals, while Barrenjoey and Morgan Stanley are advising APA Group. Alinta is selling a stake of 80% or more in a selection of assets. These include its Newman Power Station and a remote energy grid in the Pilbara that includes a gas and distillate power station with a battery storage system. It provides energy via a 220 kilovolt transmission line to the Roy Hill mine site in the Pilbara. Also on offer is its Port Hedland Power Station with five 42 megawatt gas-fired turbine units providing electricity to the Pilbara. Alinta is also selling its 11.8% stake in the 1380km Goldfields Gas Pipeline, which transports natural gas from Carnarvon basin producers in the northwest to Kalgoorlie in the Goldfields. APA owns the remainder of the pipeline and has pre-emptive rights in place to buy Alinta's interest. Macquarie Capital was said to be working on an acquisition with BP, through the pair's Asian Renewable Energy Hub, of which BP is a 40.5% owner. The venture has a project in the Pilbara that it hopes can supply renewable power to local customers. It is working to support the development of 26 gigawatts of combined solar and wind power generating capacity. Sources say Fortescue was initially out of the running after round one, but re-entered when it adjusted its offer. They add that should suitors bid what the company has outlined in the information memorandum, the price would be well above $1 billion.Board Change • Jul 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Director Rhoda Phillippo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 23APA Group Estimates Final Distribution for the Six Months Ending 30 June 2023, Payable on 13 September 2023APA Group announced an estimated final distribution of 29.0 cents per security for the six months ending 30 June 2023. The key dates for the distribution are: Securities trade ex-distribution is 29 June 2023; Record date is 30 June 2023; Payment date is 13 September 2023.お知らせ • May 19APA Group Completes Laboratory Testing of Parmelia Gas Pipeline Materials in a Pressurised Hydrogen EnvironmentAPA Group announced that it has successfully completing laboratory testing of Parmelia Gas Pipeline materials in a pressurised hydrogen environment. APA's research is testing the ability of a 43-kilometre section of the Parmelia Gas Pipeline in WA to carry up to 100% hydrogen. Completion of the second phase of research, partly funded by the WA Government's Renewable Hydrogen Fund, has successfully shown the existing 43-kilometre section of steel transmission pipeline can technically transport pure or blended hydrogen through the pipeline without reducing the operating pressure.Recent Insider Transactions • Mar 04Independent Director recently bought AU$66k worth of stockOn the 2nd of March, Rhoda Phillippo bought around 6k shares on-market at roughly AU$10.79 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$86k more in shares than they have sold in the last 12 months.Reported Earnings • Feb 24First half 2023 earnings released: EPS: AU$0.15 (vs AU$0.12 in 1H 2022)First half 2023 results: EPS: AU$0.15 (up from AU$0.12 in 1H 2022). Revenue: AU$1.50b (up 8.3% from 1H 2022). Net income: AU$178.8m (up 29% from 1H 2022). Profit margin: 12% (up from 10.0% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Global Gas Utilities industry. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Jan 11APA Group to Report First Half, 2023 Results on Feb 23, 2023APA Group announced that they will report first half, 2023 results on Feb 23, 2023Upcoming Dividend • Dec 22Upcoming dividend of AU$0.26 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 16 March 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (3.6%).Reported Earnings • Aug 25Full year 2022 earnings released: EPS: AU$0.20 (vs AU$0.036 loss in FY 2021)Full year 2022 results: EPS: AU$0.20 (up from AU$0.036 loss in FY 2021). Revenue: AU$2.73b (up 4.9% from FY 2021). Net income: AU$230.6m (up AU$272.7m from FY 2021). Profit margin: 8.4% (up from net loss in FY 2021). The move to profitability was primarily driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 1.3% growth forecast for the Gas Utilities industry in Australia. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Board Change • Aug 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Rhoda Phillippo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 25First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.13 (up from AU$0.013 loss in 1H 2021). Revenue: AU$1.38b (up 6.9% from 1H 2021). Net income: AU$155.6m (up AU$171.1m from 1H 2021). Profit margin: 11% (up from net loss in 1H 2021). Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 1.9%, compared to a 6.2% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Upcoming Dividend • Dec 23Upcoming dividend of AU$0.25 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 17 March 2022. The company is paying out more than 100% of its profits and is paying out 97% of its cash flow. Trailing yield: 5.1%. Lower than top quartile of Australian dividend payers (5.6%). Higher than average of industry peers (3.2%).お知らせ • Aug 31APA Taps Macquarie, King & Wood Mallesons for Looming Basslink DealAPA Group (ASX:APA) has tapped investment bank Macquarie and law firm King & Wood Mallesons as part of its efforts to buy the Basslink Interconnector. APA is understood to be in talks with the owner of the undersea cable, Keppel Infrastructure Trust (SGX:A7RU), after DataRoom revealed it was in the crosshairs of a suitor, tipped to be APA. The group confirmed in a statement to the ASX on August 31, 2021 that it was in exclusive talks to buy the interconnector. "APA has submitted a confidential, conditional and incomplete proposal to Keppel Infrastructure Trust regarding the potential acquisition," it said. "While APA is in exclusive discussions, those discussions are ongoing and incomplete and no definitive agreement has been reached between the parties in relation to any transaction".お知らせ • Aug 30APA May Reportedly Pursue Basslink Interconnector in the Hunt for Higher MarginsAPA Group (ASX:APA) is understood to be looking at the acquisition of an undersea cable, and some think it might be the Basslink Interconnector. Owners of the 290 kilo meter underwater cable between Tasmania and Victoria had been looking to refinance debt in a process overseen by Citi but are understood to have dropped the plan. DataRoom understands that the reason was that a suitor interested in buying the asset, or the owners, were considering a different capital structure. Whether the undersea cable that APA is interested in acquiring is Basslink or another asset in the US or elsewhere remains unclear.Reported Earnings • Aug 27Full year 2021 earnings released: EPS AU$0.003 (vs AU$0.26 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: AU$2.61b (flat on FY 2020). Net income: AU$3.68m (down 99% from FY 2020). Profit margin: 0.1% (down from 12% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Jun 05Independent Non Executive Director recently sold AU$932k worth of stockOn the 27th of May, Steven Crane sold around 100k shares on-market at roughly AU$9.32 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$855k more than they bought in the last 12 months.Reported Earnings • Feb 25First half 2021 earnings released: AU$0.01 loss per share (vs AU$0.15 profit in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and control over costs. First half 2021 results: Revenue: AU$1.30b (down 1.4% from 1H 2020). Net loss: AU$11.7m (down 107% from profit in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 25Revenue misses expectationsRevenue missed analyst estimates by 3.9%. Over the next year, revenue is forecast to grow 1.1%, compared to a 9.2% growth forecast for the Gas Utilities industry in Australia.お知らせ • Feb 18Emperor Energy Limited Announces Completion of Pre-Feed for Judith Gas Field ProjectEmperor Energy advised that APA Group has completed the Pre-Front End Engineering Design (Pre-FEED) for the provision of midstream infrastructure and services related to gas that will potentially be produced from the Judith Gas Field in the 100% Emperor Energy owned VIC/P47 Permit in the offshore Gippsland Basin, Victoria. The Pre-FEED documents and Summary Report have been received by Emperor Energy and subsequently accepted by the Emperor Energy Board of Directors. The design basis for the Pre-FEED has been 80MMscfd (90TJ/day) of sales gas across a 25-year project life with gas processing to meet the AS4564 gas sales specification. This is based on 4 x initial production wells with a 5th well introduced in Year 15 to maintain delivery pressures. Well delivery rates are based on Gas Reservoir Dynamic Modelling previously completed by Independent Reservoir Engineering Consultants engaged by Emperor Energy. The subsea design allows for flexible jumper lines to transport raw gas from each well head to a six-slot manifold where all gas is collected and delivered in a single stream to the Pipeline End Termination. The Pipeline End Termination provides the interface to a 40km x 300mm nominal bore pipeline delivering raw gas to the proposed Judith Processing Plant. The 300mm pipeline selection provides a suitable balance between friction loss, economics, slugging and ramp up rates. A 40 km subsea control Umbilical from subsea wells to the proposed new Judith field gas processing train at the site of the existing Orbost Gas Processing Plant runs in parallel to the pipeline. The design of the Judith processing plant is based on using available space adjacent to the existing Orbost Gas Processing Plant to construct a separate gas train tailored to the Judith gas composition. There will be operating synergies with the existing gas plant. Sales gas would be delivered through an 11km x 250mm Nominal Bore export pipeline running in parallel with the existing Orbost export pipeline. This would then deliver gas to an upgraded Newmerella gas metering station connecting into the Eastern Gas Pipeline. The Eastern Gas Pipeline is a key gas supply artery between the Gippsland Basin in Victoria and NSW. The Eastern Gas Pipeline transports natural gas to demand centres in Sydney, Canberra and Wollongong as well as a number of regional centres.お知らせ • Feb 10+ 1 more updateAPA Group, Annual General Meeting, Oct 21, 2021APA Group, Annual General Meeting, Oct 21, 2021.お知らせ • Feb 09APA Group to Report Fiscal Year 2021 Results on Aug 25, 2021APA Group announced that they will report fiscal year 2021 results on Aug 25, 2021Is New 90 Day High Low • Jan 13New 90-day low: AU$9.65The company is down 12% from its price of AU$10.95 on 16 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Gas Utilities industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$15.30 per share.Is New 90 Day High Low • Dec 22New 90-day low: AU$10.09The company is down 6.0% from its price of AU$10.70 on 24 September 2020. The Australian market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Gas Utilities industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$16.09 per share.お知らせ • Sep 24+ 1 more updateAPA Group (ASX:APA) completed the acquisition of Darling Downs Solar Farm from Origin Energy Limited (ASX:ORG).APA Group (ASX:APA) agreed to acquire Darling Downs Solar Farm from Origin Energy Limited (ASX:ORG) on May 1, 2017. APA will fund the acquisition and development costs for the Darling Downs Solar Farm project of approximately AUD 200 million with currently available cash and operating cash flows, and a AUD 20 million grant from the Australian Renewable Energy Agency (ARENA) Advancing Renewables Programme. The transaction is expected to complete in May 2017. Peter Davis, Toby Anderson, John Angus, Brodie Same, Daniel Ficyk, Peter Ip and Lan Wei of Herbert Smith Freehills acted as legal advisors to APA Group. APA Group (ASX:APA) completed the acquisition of Darling Downs Solar Farm from Origin Energy Limited (ASX:ORG) in the period ending June 30, 2017.お知らせ • Aug 22APA Group to Report Fiscal Year 2020 Results on Aug 26, 2020APA Group announced that they will report fiscal year 2020 results at 10:00 AM, AUS Eastern Standard Time on Aug 26, 2020株主還元APAAU Gas UtilitiesAU 市場7D-2.8%0.5%0.08%1Y26.9%11.9%3.1%株主還元を見る業界別リターン: APA過去 1 年間で11.9 % の収益を上げたAustralian Gas Utilities業界を上回りました。リターン対市場: APA過去 1 年間で3.1 % の収益を上げたAustralian市場を上回りました。価格変動Is APA's price volatile compared to industry and market?APA volatilityAPA Average Weekly Movement2.5%Gas Utilities Industry Average Movement5.0%Market Average Movement10.4%10% most volatile stocks in AU Market17.6%10% least volatile stocks in AU Market4.4%安定した株価: APA 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: APAの 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイトn/a2,700Adam Watsonwww.apa.com.auAPAグループはオーストラリアでエネルギー・インフラ事業に従事している。エネルギー・インフラ事業、アセット・マネジメント事業、エネルギー投資事業を通じて事業を展開している。ガス送電パイプライン、送電網の相互接続、ガス火力発電所、送電網の相互接続、太陽光発電所、風力発電所、蓄電システム、ガス貯蔵・処理・圧縮設備の運営を行っている。また、約1万5,000キロメートルのガス送電パイプライン、約2万9,500キロメートルのガス本管およびパイプライン、150万件のガス消費者接続の権益も保有している。また、エネルギー投資先や第三者に資産管理や運営サービスを提供し、エネルギー・インフラへの投資も行っている。本社はオーストラリアのシドニー。もっと見るAPA Group 基礎のまとめAPA Group の収益と売上を時価総額と比較するとどうか。APA 基礎統計学時価総額AU$13.63b収益（TTM）AU$162.00m売上高(TTM)AU$3.20b84.2xPER（株価収益率4.3xP/SレシオAPA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計APA 損益計算書（TTM）収益AU$3.20b売上原価AU$95.00m売上総利益AU$3.10bその他の費用AU$2.94b収益AU$162.00m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.12グロス・マージン97.03%純利益率5.07%有利子負債／自己資本比率475.1%APA の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.5%現在の配当利回り463%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 04:31終値2026/05/22 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋APA Group 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17 アナリスト機関Dale KoendersBarrenjoey Markets Pty LimitedReinhardt van der WaltBofA Global ResearchAndrew ScottCGS International14 その他のアナリストを表示
お知らせ • Jan 15APA Group to Report First Half, 2026 Results on Feb 19, 2026APA Group announced that they will report first half, 2026 results on Feb 19, 2026
Board Change • Dec 24High number of new directorsIndependent Director Varya Davidson was the last director to join the board, commencing their role in 2025.
お知らせ • Dec 19A fund managed by Stonepeak Partners LP and Stonepeak (Australia) Pty Ltd entered into a definitive agreement to acquire GDI (EII) Pty Limited from Marubeni Corporation (TSE:8002), APA Group (ASX:APA) and SAS Trustee Corporation.A fund managed by Stonepeak Partners LP and Stonepeak (Australia) Pty Ltd entered into a definitive agreement to acquire GDI (EII) Pty Limited from Marubeni Corporation (TSE:8002), APA Group (ASX:APA) and SAS Trustee Corporation on December 17, 2025. As part of consideration, APA Group will receive AUD 64 million as proceeds for 20% stake in GDI (EII) Pty Limited. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is in the first half of 2026. Gresham Partners Limited acted as financial advisor for Stonepeak Partners LP. Allens acted as legal advisor for Stonepeak Partners LP.
お知らせ • Dec 11APA Group, Annual General Meeting, Oct 22, 2026APA Group, Annual General Meeting, Oct 22, 2026.
お知らせ • Sep 01APA Group Announces the Resignation of Amanda Cheney as Company Secretary of APA Group Limited, Effective August 31, 2025APA Group announced the resignation of Ms. Amanda Cheney as Company Secretary of APA Group Limited, with effect from 31 August 2025. Ms. Bronwyn Weir continues as Company Secretary. In accordance with ASX Listing Rule 12.6, Bronwyn Weir is now the person responsible for communication with the ASX in relation to ASX Listing Rule matters.
Reported Earnings • Aug 20Full year 2025 earnings releasedFull year 2025 results: Revenue: AU$2.71b (down 12% from FY 2024). Net income: AU$129.0m (down 87% from FY 2024). Profit margin: 4.8% (down from 32% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Global Gas Utilities industry.
お知らせ • Jan 15APA Group to Report First Half, 2026 Results on Feb 19, 2026APA Group announced that they will report first half, 2026 results on Feb 19, 2026
Board Change • Dec 24High number of new directorsIndependent Director Varya Davidson was the last director to join the board, commencing their role in 2025.
お知らせ • Dec 19A fund managed by Stonepeak Partners LP and Stonepeak (Australia) Pty Ltd entered into a definitive agreement to acquire GDI (EII) Pty Limited from Marubeni Corporation (TSE:8002), APA Group (ASX:APA) and SAS Trustee Corporation.A fund managed by Stonepeak Partners LP and Stonepeak (Australia) Pty Ltd entered into a definitive agreement to acquire GDI (EII) Pty Limited from Marubeni Corporation (TSE:8002), APA Group (ASX:APA) and SAS Trustee Corporation on December 17, 2025. As part of consideration, APA Group will receive AUD 64 million as proceeds for 20% stake in GDI (EII) Pty Limited. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is in the first half of 2026. Gresham Partners Limited acted as financial advisor for Stonepeak Partners LP. Allens acted as legal advisor for Stonepeak Partners LP.
お知らせ • Dec 11APA Group, Annual General Meeting, Oct 22, 2026APA Group, Annual General Meeting, Oct 22, 2026.
お知らせ • Sep 01APA Group Announces the Resignation of Amanda Cheney as Company Secretary of APA Group Limited, Effective August 31, 2025APA Group announced the resignation of Ms. Amanda Cheney as Company Secretary of APA Group Limited, with effect from 31 August 2025. Ms. Bronwyn Weir continues as Company Secretary. In accordance with ASX Listing Rule 12.6, Bronwyn Weir is now the person responsible for communication with the ASX in relation to ASX Listing Rule matters.
Reported Earnings • Aug 20Full year 2025 earnings releasedFull year 2025 results: Revenue: AU$2.71b (down 12% from FY 2024). Net income: AU$129.0m (down 87% from FY 2024). Profit margin: 4.8% (down from 32% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Global Gas Utilities industry.
お知らせ • Aug 19Australian Gas Infrastructure Group agreed to acquire APA AM (Allgas) Pty Ltd and Tamworth gas distribution network from APA Group (ASX:APA) for AUD 47 million.Australian Gas Infrastructure Group agreed to acquire APA AM (Allgas) Pty Ltd and Tamworth gas distribution network from APA Group (ASX:APA) for AUD 47 million on August 19, 2025. A cash consideration of AUD 47 million will be paid by Australian Gas Infrastructure Group. As part of consideration, AUD 47 million is paid towards None of APA AM (Allgas) Pty Ltd / Tamworth gas distribution network. The transaction is expected to complete in the second quarter of FY26, subject to satisfaction or waiver of certain conditions precedent. APA will provide certain post-handover services under a Transitional Services Agreement for a period of up to 18 months from completion (unless extended by up to a further six months).
Board Change • Aug 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Varya Davidson was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 26APA Group Announces Dividend for the Six Months Ending June 30, 2025, Payable on September 10, 2025APA Group announced ordinary dividend of AUD 0.30000000 per share for the six months ending June 30, 2025. Record date is June 30, 2025, Ex date is June 27, 2025 and payment date is September 10, 2025.
お知らせ • Jun 24APA Group (ASX:APA) completed the acquisition of Atlas to Reedy Creek gas transmission Pipeline located near Wandoan in Queensland from Senex CSG Assets Pty Ltd.APA Group (ASX:APA) agreed to acquire Atlas to Reedy Creek gas transmission Pipeline located near Wandoan in Queensland from Senex CSG Assets Pty Ltd for AUD 110 million on June 18, 2025. A cash consideration of AUD 110 million will be paid by APA Group. As part of consideration, AUD 110 million is paid towards common equity of ARC Pipeline Pty Ltd. Purchase price excluding stamp duty and transaction costs which are currently estimated to be approximately AUD 7 million. The transaction will be financed through existing balance sheet capacity. The expected completion of the transaction is on June 2025. APA Group (ASX:APA) completed the acquisition of Atlas to Reedy Creek gas transmission Pipeline located near Wandoan in Queensland from Senex CSG Assets Pty Ltd on June 24, 2025.
お知らせ • Jun 20APA Group (ASX:APA) agreed to acquire ARC Pipeline Pty Ltd from Senex CSG Assets Pty Ltd for AUD 110 million.APA Group (ASX:APA) agreed to acquire Atlas to Reedy Creek gas transmission Pipeline located near Wandoan in Queensland from Senex CSG Assets Pty Ltd for AUD 110 million on June 18, 2025. A cash consideration of AUD 110 million will be paid by APA Group. As part of consideration, AUD 110 million is paid towards common equity of ARC Pipeline Pty Ltd. Purchase price excluding stamp duty and transaction costs which are currently estimated to be approximately AUD 7 million. The transaction will be financed through existing balance sheet capacity. The expected completion of the transaction is on June 2025.
お知らせ • Feb 24Apa Group Announces Ordinary Dividend for the Financial Reporting or Payment Period Ending Ended/Ending (Date) December 31, 2024, Payable on March 17, 2025APA Group announced ordinary dividend of AUD 0.27000000 per share for the financial reporting or payment period ending ended/ending (date) December 31, 2024. Record date is December 31, 2024 Ex date is December 30, 2024 and payment date is March 17, 2025.
Upcoming Dividend • Dec 24Upcoming dividend of AU$0.27 per shareEligible shareholders must have bought the stock before 30 December 2024. Payment date: 17 March 2025. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 7.7%. Within top quartile of Australian dividend payers (6.1%). Higher than average of industry peers (4.4%).
お知らせ • Dec 10+ 1 more updateAPA Group, Annual General Meeting, Oct 22, 2025APA Group, Annual General Meeting, Oct 22, 2025.
お知らせ • Oct 24+ 1 more updateAPA Group Approves Board ChangesAPA Group held its AGM on 24 October 2024. Samantha Lewis and David Lamont have been appointed as Non-Executive Directors, effective from 1 October 2024. Both are standing for election at today's meeting, and you'll hear from each of them later in the meeting. Debbie Goodin and Peter Wasow will be retiring from the Board. Peter at the conclusion of today's meeting and Debbie at the end of February 2025. Debbie, who will be standing for re-election, has agreed to stay on until February to ensure a smooth transition of her role as Chair of the Audit and Finance Committee and thank her for that.
お知らせ • Sep 26APA Group Limited and APA Infrastructure Limited Appoints Varya Davidson as Non-Executive Director, Effective 1 March 2025APA Group Limited announced the appointment of Varya Davidson to its Board of Directors. Ms. Davidson will join the company as a Non-Executive Director of APA Group Limited and APA Infrastructure Limited. Ms. Davidson has deep energy, sustainability and transformational change experience. She led PwC Australia's Energy Transition business and is a Partner of Strategy&, which is part of the PwC network. Ms. Davidson has more than 25 years' consulting experience, working primarily with public and private energy and resources organizations across Europe, the Americas, the Middle East and the Asia Pacific. Ms. Davidson's appointment will be effective from 1 March 2025 following the completion of her service with PwC and she will stand for election as a Non-Executive Director at APA's Annual Meeting in October 2025.
Reported Earnings • Aug 28Full year 2024 earnings released: EPS: AU$0.79 (vs AU$0.22 in FY 2023)Full year 2024 results: EPS: AU$0.79 (up from AU$0.22 in FY 2023). Revenue: AU$3.06b (up 5.2% from FY 2023). Net income: AU$978.0m (up 272% from FY 2023). Profit margin: 32% (up from 9.0% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Global Gas Utilities industry. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Aug 28+ 2 more updatesAPA Group Announces Board ChangesOn 28 August 2024, the Board of APA Group announced the retirement of Debra Goodin and Peter Wasow and the appointment of Samantha Lewis and David Lamont as Directors of APA. The appointment of Samantha Lewis and David Lamont will be effective 1 October 2024. To ensure a smooth transition, Debra Goodin will remain on the Board until late February 2025. Peter Wasow will retire at the conclusion of the Annual Meeting in October 2024. Lewis is a highly experienced Non-Executive Director having served on a number of boards of both ASX-listed and unlisted companies, across a range of industries, including CSL Limited, Australia Pacific Airports Corporation Limited and Aurizon Holdings Limited. Prior to becoming a Non-Executive Director, Ms. Lewis had a long career at Deloitte, including 14 years as a Partner and was an advisor on the listing of APA in 2000. She is a chartered accountant with broad experience in accounting, finance, auditing, risk management, corporate governance, capital markets and due diligence. Lamont has extensive global financial experience working across a range of industries, including mining, resources and manufacturing. He has served as Chief Financial Officer at some of Australia's largest companies, including BHP Group Limited, CSL Limited, MMG Limited and OZ Minerals Limited. He is a chartered accountant with deep financial management and capital markets experience. Ms. Lewis and Mr. Lamont's positions on the Board will be effective from 1 October 2024 and both will stand for election as Non-Executive Directors at APA's Annual Meeting in October 2024. Ms. Goodin is due to stand for re-election at the Annual Meeting and will do so in order to ensure an orderly transition of the role as Chair of the Audit and Finance Committee. Ms. Goodin then intends to retire from the Board at the end of February 2025 following the release of the FY2025 half year results. Mr. Wasow intends to retire at the conclusion of the Annual Meeting in October 2024.
お知らせ • Jul 24APA Group Estimates Ordinary Dividend for the Six Months Ended 30 June 2024, Payable on September 18, 2024APA Group announced an estimated ordinary dividend of AUD 0.29500000 per security for the six months ended 30 June 2024. Record date is 28 June 2024; Payment date is 18 September 2024. Ex Date is 27 June 2024.
Declared Dividend • Jun 24First half dividend increased to AU$0.29Dividend of AU$0.29 is 1.7% higher than last year. Ex-date: 27th June 2024 Payment date: 18th September 2024 Dividend yield will be 6.7%, which is higher than the industry average of 4.4%. Sustainability & Growth Dividend is covered by earnings (60% earnings payout ratio) but not covered by cash flows (dividend approximately 9x free cash flows). The dividend has increased by an average of 4.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 76% over the next 3 years. Since a fall of 34% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
Reported Earnings • Feb 23First half 2024 earnings released: EPS: AU$0.84 (vs AU$0.15 in 1H 2023)First half 2024 results: EPS: AU$0.84 (up from AU$0.15 in 1H 2023). Revenue: AU$1.52b (up 1.1% from 1H 2023). Net income: AU$1.04b (up 482% from 1H 2023). Profit margin: 69% (up from 12% in 1H 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Global Gas Utilities industry. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Feb 22APA Group Announces Interim Distribution for the Six Months Ended 31 December 2023, Payable on 14 March 2024APA Group announced interim distribution of 26.5 cents per security for the six months ended 31 December 2023 with an Ex Date of 28 December 2023. Record Date is 29 December 2023 and Payment Date is 14 March 2024.
お知らせ • Jan 25APA Group, Annual General Meeting, Oct 24, 2024APA Group, Annual General Meeting, Oct 24, 2024.
Upcoming Dividend • Dec 21Upcoming dividend of AU$0.27 per share at 6.3% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 14 March 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.3%. Lower than top quartile of Australian dividend payers (6.7%). Higher than average of industry peers (4.4%).
お知らせ • Dec 13APA Group Announces Estimates Interim Distribution for the Six Months Ending 31 December 2023, Payable on 14 March 2024; Provided Dividend Guidance for the Year 2024APA Group announced an estimated interim distribution of 26.5 cents per security for the six months ending 31 December 2023. This represents a 1.9% increase over the FY23 interim distribution of 26.0 cents per security. Securities trade ex-distribution 28 December 2023, record date is 29 December 2023 and payment date is 14 March 2024.Consistent with previous guidance, total distributions for FY24 are expected to be 56.0 cents per security, inclusive of the distribution of 26.5 cents per security for the six months ending 31 December 2023.
お知らせ • Nov 03APA Group (ASX:APA) completed the acquisition of Alinta Energy Pilbara Holdings Pty Ltd and Alinta Energy (Newman Storage) Pty Ltd from Alinta Energy Development Pty Ltd and Alinta Power Cat Pty Ltd.APA Group (ASX:APA) entered into a share sale agreement to acquire Alinta Energy Pilbara Holdings Pty Ltd and Alinta Energy (Newman Storage) Pty Ltd from Alinta Energy Development Pty Ltd and Alinta Power Cat Pty Ltd. for an enterprise value of AUD 1.7 billion on August 23, 2023. Enterprise value of AUD 1.722 billion is the sum of the purchase price (excluding stamp duty and transaction costs) and existing net debt of AUD 65 million. The transaction will be funded by raising AUD 675 through fully underwritten institutional placement and a non-underwritten Security Purchase Plan to raise AUD 75 million. The balance of the purchase price will be funded by new debt facilities AUD 993 million. The transaction is expected to close in fourth quarter of 2023 and is expected to be free cash flow per security accretive in its first full financial year of ownership and value accretive. Goldman Sachs acted as financial advisor to Alinta Energy Development Pty Ltd. Morgan Stanley (NYSE:MS) and Barrenjoey acted as financial advisors to APA Group. Craig Rogers, Gareth Howe, Mandy Tsang, Luke Woodward, Vishal Ahuja, Will Heath and Jack Hill of King & Wood Mallesons, Australia Branch acted as legal advisor to APA Group.APA Group (ASX:APA) completed the acquisition of Alinta Energy Pilbara Holdings Pty Ltd and Alinta Energy (Newman Storage) Pty Ltd from Alinta Energy Development Pty Ltd and Alinta Power Cat Pty Ltd. on November 1, 2023.
お知らせ • Aug 25APA Group has completed a Follow-on Equity Offering in the amount of AUD 675.000003 million.APA Group has completed a Follow-on Equity Offering in the amount of AUD 675.000003 million. Security Name: Stapled Units Security Type: Common Stock Securities Offered: 79,411,765 Price\Range: AUD 8.5 Discount Per Security: AUD 0.10625 Transaction Features: Subsequent Direct Listing
お知らせ • Aug 24APA Group Announces Final Distribution for the Year 2023, Payable on 13 September 2023; Provides Dividend Guidance for the Year 2024APA Group announced the Directors have resolved to pay a final distribution for FY23 of 29.0 cents per security bringing total distributions to 55.0 cents per security. This represents a 3.8% increase on the FY22 final distribution of 53.0 cents per security. The 29.0 cent final distribution is comprised of a distribution of 21.66 cents per security from APA Infrastructure Trust and a distribution of 7.34 cents per security from APA Investment Trust. The APA Infrastructure Trust distribution represents a 6.64 cents per security unfranked profit distribution and a 15.02 cents per security capital distribution. The APA Investment Trust distribution represents a 1.00 cents per security unfranked profit distribution and a 6.34cents capital distribution. The final distribution is expected to be paid on 13 September 2023.Based on current available information, FY24 distributions are expected to be 56.0 cents per security, an increase of 1.8% on FY23.
New Risk • Aug 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 247% Dividend per share is over 26x cash flows per share. Minor Risk Shareholders have been diluted in the past year (6.7% increase in shares outstanding).
お知らせ • Aug 24APA Group to Report First Half, 2024 Results on Feb 22, 2024APA Group announced that they will report first half, 2024 results on Feb 22, 2024
お知らせ • Aug 23APA Group Reconfirms Distribution Guidance for the Fiscal Year 2024APA Group reconfirmed distribution guidance for the fiscal year 2024. The company’s fiscal year 2024 distribution guidance is reconfirmed at 56 cents per security.
Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.49 (vs AU$0.20 in FY 2022)Full year 2023 results: EPS: AU$0.49 (up from AU$0.20 in FY 2022). Revenue: AU$5.83b (up 113% from FY 2022). Net income: AU$526.0m (up 128% from FY 2022). Profit margin: 9.0% (up from 8.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 24% p.a. on average during the next 3 years, while revenues in the Global Gas Utilities industry are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jul 12APA, Fortescue Reportedly Lead Race as Alinta Raises the Stakes in Asset SaleAlinta Energy Pty Limited is now understood to be set on selling all of the West Australian assets it has on offer, rather than just 80% stakes, and the understanding is that offers have landed between $1 billion and $1.5 billion. APA Group and Fortescue Metals are in the final stage of the race. There have been suggestions that Macquarie Capital and joint venture partner BP have fallen away. There may also be some other players in contention, with possibilities being I Squared Capital, Atco or TransAlta. It is understood most of the value of the offering is in the two power stations being sold by Alinta in WA - Port Hedland and Newman, a distillate power station with a battery storage system. The latter provides energy via a 220 kilovolt transmission line to the Roy Hill mine site in the Pilbara. The Port Hedland station has five 42 megawatt gas-fired turbine units, providing electricity to the Pilbara region. Some have estimated that the 11.8% stake in the 1,380km Goldfields gas pipeline, which transports natural gas from Carnarvon basin producers in the northwest of the state to Kalgoorlie in the Goldfields, is worth between $100m and $200m. APA owns the remainder of the pipeline and has pre-emptive rights to buy Alinta's interest. The remote energy grid would be worth about $50m at best. It is understood APA, advised by Barrenjoey and Morgan Stanley, is throwing everything at the contest and is the party to beat. Final bids are understood to be due in the middle of next month. Alinta is believed to have carried out management presentations to four parties in the second stage of the competition about three weeks ago. But now there is some talk that only Fortescue, advised by Citi, and APA are left in the race. Alinta's main customers in the WA mining region are Hancock, BHP and Fortescue. The offering has been described as highly complex. Alinta is working with investment bank Goldman Sachs on its offer. Analysts at Macquarie recently said APA had about $2bn of debt capacity, reducing the need to raise equity. Buying the Alinta assets would lift APA's capability in transmission management, with a transmission network of about 200km and scope for expansion and acquisition.
お知らせ • Jul 07Macquarie Reportedly No Longer in the Final Stages of the Competition for Alinta and Weighing Options to Partner with Another ContenderThere could be a sudden turn of events in the contest for the West Australian energy assets of Alinta Energy Pty Limited. Speculation is mounting that Macquarie Group Limited (ASX:MQG) is no longer in the final stages of the competition and is weighing options to partner with another contender. One suggestion is that it is looking to join forces with APA. APA does not need Macquarie as its funding partner, but that is not to stop the Australian investment bank from trying. Final bids for Alinta are understood to be due in the middle of next month. About three weeks ago, Alinta was believed to have carried out management presentations to four parties in the second stage of the competition. But now there is talk that only Fortescue Metals Group Limited (ASX:FMG) and APA Group (ASX:APA) are left in the race. Investment bank Citi is working with Fortescue Metals, while Barrenjoey and Morgan Stanley are advising APA Group. Alinta is selling a stake of 80% or more in a selection of assets. These include its Newman Power Station and a remote energy grid in the Pilbara that includes a gas and distillate power station with a battery storage system. It provides energy via a 220 kilovolt transmission line to the Roy Hill mine site in the Pilbara. Also on offer is its Port Hedland Power Station with five 42 megawatt gas-fired turbine units providing electricity to the Pilbara. Alinta is also selling its 11.8% stake in the 1380km Goldfields Gas Pipeline, which transports natural gas from Carnarvon basin producers in the northwest to Kalgoorlie in the Goldfields. APA owns the remainder of the pipeline and has pre-emptive rights in place to buy Alinta's interest. Macquarie Capital was said to be working on an acquisition with BP, through the pair's Asian Renewable Energy Hub, of which BP is a 40.5% owner. The venture has a project in the Pilbara that it hopes can supply renewable power to local customers. It is working to support the development of 26 gigawatts of combined solar and wind power generating capacity. Sources say Fortescue was initially out of the running after round one, but re-entered when it adjusted its offer. They add that should suitors bid what the company has outlined in the information memorandum, the price would be well above $1 billion.
Board Change • Jul 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Director Rhoda Phillippo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 23APA Group Estimates Final Distribution for the Six Months Ending 30 June 2023, Payable on 13 September 2023APA Group announced an estimated final distribution of 29.0 cents per security for the six months ending 30 June 2023. The key dates for the distribution are: Securities trade ex-distribution is 29 June 2023; Record date is 30 June 2023; Payment date is 13 September 2023.
お知らせ • May 19APA Group Completes Laboratory Testing of Parmelia Gas Pipeline Materials in a Pressurised Hydrogen EnvironmentAPA Group announced that it has successfully completing laboratory testing of Parmelia Gas Pipeline materials in a pressurised hydrogen environment. APA's research is testing the ability of a 43-kilometre section of the Parmelia Gas Pipeline in WA to carry up to 100% hydrogen. Completion of the second phase of research, partly funded by the WA Government's Renewable Hydrogen Fund, has successfully shown the existing 43-kilometre section of steel transmission pipeline can technically transport pure or blended hydrogen through the pipeline without reducing the operating pressure.
Recent Insider Transactions • Mar 04Independent Director recently bought AU$66k worth of stockOn the 2nd of March, Rhoda Phillippo bought around 6k shares on-market at roughly AU$10.79 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$86k more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 24First half 2023 earnings released: EPS: AU$0.15 (vs AU$0.12 in 1H 2022)First half 2023 results: EPS: AU$0.15 (up from AU$0.12 in 1H 2022). Revenue: AU$1.50b (up 8.3% from 1H 2022). Net income: AU$178.8m (up 29% from 1H 2022). Profit margin: 12% (up from 10.0% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Global Gas Utilities industry. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Jan 11APA Group to Report First Half, 2023 Results on Feb 23, 2023APA Group announced that they will report first half, 2023 results on Feb 23, 2023
Upcoming Dividend • Dec 22Upcoming dividend of AU$0.26 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 16 March 2023. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (3.6%).
Reported Earnings • Aug 25Full year 2022 earnings released: EPS: AU$0.20 (vs AU$0.036 loss in FY 2021)Full year 2022 results: EPS: AU$0.20 (up from AU$0.036 loss in FY 2021). Revenue: AU$2.73b (up 4.9% from FY 2021). Net income: AU$230.6m (up AU$272.7m from FY 2021). Profit margin: 8.4% (up from net loss in FY 2021). The move to profitability was primarily driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 1.3% growth forecast for the Gas Utilities industry in Australia. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Board Change • Aug 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Rhoda Phillippo was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 25First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.13 (up from AU$0.013 loss in 1H 2021). Revenue: AU$1.38b (up 6.9% from 1H 2021). Net income: AU$155.6m (up AU$171.1m from 1H 2021). Profit margin: 11% (up from net loss in 1H 2021). Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 1.9%, compared to a 6.2% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Upcoming Dividend • Dec 23Upcoming dividend of AU$0.25 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 17 March 2022. The company is paying out more than 100% of its profits and is paying out 97% of its cash flow. Trailing yield: 5.1%. Lower than top quartile of Australian dividend payers (5.6%). Higher than average of industry peers (3.2%).
お知らせ • Aug 31APA Taps Macquarie, King & Wood Mallesons for Looming Basslink DealAPA Group (ASX:APA) has tapped investment bank Macquarie and law firm King & Wood Mallesons as part of its efforts to buy the Basslink Interconnector. APA is understood to be in talks with the owner of the undersea cable, Keppel Infrastructure Trust (SGX:A7RU), after DataRoom revealed it was in the crosshairs of a suitor, tipped to be APA. The group confirmed in a statement to the ASX on August 31, 2021 that it was in exclusive talks to buy the interconnector. "APA has submitted a confidential, conditional and incomplete proposal to Keppel Infrastructure Trust regarding the potential acquisition," it said. "While APA is in exclusive discussions, those discussions are ongoing and incomplete and no definitive agreement has been reached between the parties in relation to any transaction".
お知らせ • Aug 30APA May Reportedly Pursue Basslink Interconnector in the Hunt for Higher MarginsAPA Group (ASX:APA) is understood to be looking at the acquisition of an undersea cable, and some think it might be the Basslink Interconnector. Owners of the 290 kilo meter underwater cable between Tasmania and Victoria had been looking to refinance debt in a process overseen by Citi but are understood to have dropped the plan. DataRoom understands that the reason was that a suitor interested in buying the asset, or the owners, were considering a different capital structure. Whether the undersea cable that APA is interested in acquiring is Basslink or another asset in the US or elsewhere remains unclear.
Reported Earnings • Aug 27Full year 2021 earnings released: EPS AU$0.003 (vs AU$0.26 in FY 2020)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: AU$2.61b (flat on FY 2020). Net income: AU$3.68m (down 99% from FY 2020). Profit margin: 0.1% (down from 12% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Jun 05Independent Non Executive Director recently sold AU$932k worth of stockOn the 27th of May, Steven Crane sold around 100k shares on-market at roughly AU$9.32 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$855k more than they bought in the last 12 months.
Reported Earnings • Feb 25First half 2021 earnings released: AU$0.01 loss per share (vs AU$0.15 profit in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and control over costs. First half 2021 results: Revenue: AU$1.30b (down 1.4% from 1H 2020). Net loss: AU$11.7m (down 107% from profit in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 25Revenue misses expectationsRevenue missed analyst estimates by 3.9%. Over the next year, revenue is forecast to grow 1.1%, compared to a 9.2% growth forecast for the Gas Utilities industry in Australia.
お知らせ • Feb 18Emperor Energy Limited Announces Completion of Pre-Feed for Judith Gas Field ProjectEmperor Energy advised that APA Group has completed the Pre-Front End Engineering Design (Pre-FEED) for the provision of midstream infrastructure and services related to gas that will potentially be produced from the Judith Gas Field in the 100% Emperor Energy owned VIC/P47 Permit in the offshore Gippsland Basin, Victoria. The Pre-FEED documents and Summary Report have been received by Emperor Energy and subsequently accepted by the Emperor Energy Board of Directors. The design basis for the Pre-FEED has been 80MMscfd (90TJ/day) of sales gas across a 25-year project life with gas processing to meet the AS4564 gas sales specification. This is based on 4 x initial production wells with a 5th well introduced in Year 15 to maintain delivery pressures. Well delivery rates are based on Gas Reservoir Dynamic Modelling previously completed by Independent Reservoir Engineering Consultants engaged by Emperor Energy. The subsea design allows for flexible jumper lines to transport raw gas from each well head to a six-slot manifold where all gas is collected and delivered in a single stream to the Pipeline End Termination. The Pipeline End Termination provides the interface to a 40km x 300mm nominal bore pipeline delivering raw gas to the proposed Judith Processing Plant. The 300mm pipeline selection provides a suitable balance between friction loss, economics, slugging and ramp up rates. A 40 km subsea control Umbilical from subsea wells to the proposed new Judith field gas processing train at the site of the existing Orbost Gas Processing Plant runs in parallel to the pipeline. The design of the Judith processing plant is based on using available space adjacent to the existing Orbost Gas Processing Plant to construct a separate gas train tailored to the Judith gas composition. There will be operating synergies with the existing gas plant. Sales gas would be delivered through an 11km x 250mm Nominal Bore export pipeline running in parallel with the existing Orbost export pipeline. This would then deliver gas to an upgraded Newmerella gas metering station connecting into the Eastern Gas Pipeline. The Eastern Gas Pipeline is a key gas supply artery between the Gippsland Basin in Victoria and NSW. The Eastern Gas Pipeline transports natural gas to demand centres in Sydney, Canberra and Wollongong as well as a number of regional centres.
お知らせ • Feb 10+ 1 more updateAPA Group, Annual General Meeting, Oct 21, 2021APA Group, Annual General Meeting, Oct 21, 2021.
お知らせ • Feb 09APA Group to Report Fiscal Year 2021 Results on Aug 25, 2021APA Group announced that they will report fiscal year 2021 results on Aug 25, 2021
Is New 90 Day High Low • Jan 13New 90-day low: AU$9.65The company is down 12% from its price of AU$10.95 on 16 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Gas Utilities industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$15.30 per share.
Is New 90 Day High Low • Dec 22New 90-day low: AU$10.09The company is down 6.0% from its price of AU$10.70 on 24 September 2020. The Australian market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Gas Utilities industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$16.09 per share.
お知らせ • Sep 24+ 1 more updateAPA Group (ASX:APA) completed the acquisition of Darling Downs Solar Farm from Origin Energy Limited (ASX:ORG).APA Group (ASX:APA) agreed to acquire Darling Downs Solar Farm from Origin Energy Limited (ASX:ORG) on May 1, 2017. APA will fund the acquisition and development costs for the Darling Downs Solar Farm project of approximately AUD 200 million with currently available cash and operating cash flows, and a AUD 20 million grant from the Australian Renewable Energy Agency (ARENA) Advancing Renewables Programme. The transaction is expected to complete in May 2017. Peter Davis, Toby Anderson, John Angus, Brodie Same, Daniel Ficyk, Peter Ip and Lan Wei of Herbert Smith Freehills acted as legal advisors to APA Group. APA Group (ASX:APA) completed the acquisition of Darling Downs Solar Farm from Origin Energy Limited (ASX:ORG) in the period ending June 30, 2017.
お知らせ • Aug 22APA Group to Report Fiscal Year 2020 Results on Aug 26, 2020APA Group announced that they will report fiscal year 2020 results at 10:00 AM, AUS Eastern Standard Time on Aug 26, 2020
