AustralianSuper would be a willing capital partner for Origin while it transitions, believing the firm's value is better with shareholders than a private equity consortium. Origin aims to develop 4GW of renewable energy by 2030, open to collaborating with other investors.
Brookfield's Infrastructure Group CEO attributes strong investor backing to market lead and momentum in the sector. BIF V's strategy focuses on 'Three Ds' expected to bring substantial investment potential.
AustralianSuper opposes the existing deal from the Brookfield-led group, arguing it undervalues Origin's long-term value and raises concerns over scarce investment opportunities in the country's energy transition.
President Connor Teskey predicts a fruitful 2023 for capital raising, leading to robust earnings and dividend growth. He expects a bustling deal-making period as market conditions stabilize, with optimistic views on 'peaking' interest rates, steady economic activity, and tight labor markets, especially in the U.S.
With continued fundraising momentum and upcoming notable transactions, Brookfield Asset Management seems likely to meet its $150 billion capital raising target.
Brookfield believes the acquisition will bolster Australia's transition to clean energy with plans to invest up to A$30 billion to grow Origin's renewable assets. Its bid has been sanctioned by Australia's regulator thanks to its commitment to renewable energy.
Sure, HFs actively trade around positions and what you see might not be completely relevant. But it's a way to find interesting companies and ideas that you otherwise wouldn't have found. A thread on this week's major HF 13-F filings ... 1/ Pershing Square Capital Bill Ackman wasn't fairly active this quarter. His only move: • Adding 16.70% to Howard Hughes$The Howard Hughes(HHC.US)$ 2/ Chuck Akre: Akre Capital Management Akre's fund made a ton of moves this past quart...
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24 STOCKS FOR 2024
2. $オークツリー・スペシャルティ・レンディング(OCSL.US)$ - very high yield with rising earnings & high rates.
3. $バンク・オブ・アメリカ(BAC.US)$ - still pretty cheap w/ sky-high margins
4. $ブルックフィールド・コーポレーション(BN.US)$ - cheap, good assets, very strong revenue growth, will gain if Fed cuts
5. $PDDホールディングス(PDD.US)$ - only at 20 times earnings (ish) despite triple digit growth
6. $タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$ - high moat, may sell this one if it ris...
I love 13F season.
But it's a way to find interesting companies and ideas that you otherwise wouldn't have found.
A thread on this week's major HF 13-F filings ...
1/ Pershing Square Capital
Bill Ackman wasn't fairly active this quarter.
His only move:
• Adding 16.70% to Howard Hughes $The Howard Hughes(HHC.US)$
2/ Chuck Akre: Akre Capital Management
Akre's fund made a ton of moves this past quart...
Polen Capital Management & Chuck Akre:
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