APA - APA Group

• 21 June 2025

• #241

Value Collector

Have courage, and be kind.

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Value Collector said:

The dividend will be stable and growing, and the share price should eventually recover to whatever a rational dividend yield is based on the alternatives like term deposits etc.

Click to expand...

So far so good.

I purchased a recent block back In November for $6.73 on the presumption that with a dividend yield of 8.75% on that purchase price, and a recovery of the share price to a level when the dividend yield should be around 5.75% making the share price $10.26 over the next 5 years. The capital gain and Div should deliver me a combined return of around 20% per year. We are on track.

 

• 24 June 2025

• #242

countrylad

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Holding

 

• 30 June 2025

• #243

finicky

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APA talks role of gas in Pilbara​

APA talks role of gas in Pilbara

Darren Rogers’, APA Group Executive Energy Solutions, speaks to the role of gas in the Pilbara and how government can support gas projects.

www.energytodaymag.com.au

 

• 30 June 2025

• #244

countrylad

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“ –periods where wind and solar generation drop for more than eight hours at a time.”

That is called a "Dunkelflaute"

 

• 30 June 2025

• #245

qldfrog

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countrylad said:

“ –periods where wind and solar generation drop for more than eight hours at a time.”

That is called a "Dunkelflaute"

Click to expand...

or any windless night...

 

• 20 August 2025

• #246

finicky

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Not Held

APA Group (APA) $8.76

APA +3.42%: Released a solid FY25 result with earnings at the top of guidance and marginally above consensus. We hold this utility in both our income and growth portfolios.

Revenue of $3.20bn was up 4.6% y/y
Earnings before interest tax depreciation amortization (EBITDA) of $1.89 billion +9.1% y/y.
NPAT of $129mn was down 87% y/y.
Full-year dividend totalled 57c up from 56c a year prior.
EBITDA guidance of $2.12–2.20 billion was in line with estimates and a forecast dividend of $0.58 is solid given expansion capex upgraded from $1.8 to $2.1 billion over the next 3 years. This is the sort of solid result you want from a high-yielding defensive utility.

The Match Out: Banks do it again, drive ASX up, JHX hit on soft FY26 outlook - Market Matters

The Match Out: Banks do it again, drive ASX up, JHX hit on soft FY26 outlook Market Matters - ASX buy recommendations

marketmatters.com.au