After the Brookfield takeover failure, Origin pivoted to a credible energy transition story: APLNG cash flows funding renewable buildout, Octopus Energy stake monetization optionality (UK/global retail tech platform), and Eraring coal closure deal with NSW government de-risked. Rising electricity prices in Australia favor retail incumbents.
Thesis reviewed May 29, 2026
Origin Energy Ltd is headquartered in Australia, which is currently showing moderate signals.
🇦🇺Australia52NEUTRALView Australia risk detail →⚡Energy62REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | 63 | +6% | ↓89% | WATCH |
| ET | Energy Transfer LP | 63 | +7% | ↓89% | WATCH |
| HAL | Halliburton Company | 60 | +16% | ↓89% | EARLY |
| COP | ConocoPhillips | 60 | +13% | ↓89% | EARLY |
| PTR | PetroChina Company Limited | 60 | +8% | ↓89% | NEUTRAL |
| SNP | China Petroleum & Chemical Corporation (Sinopec) | 60 | +8% | ↓89% | NEUTRAL |
| TTE | TotalEnergies SE | 60 | +10% | ↓89% | EARLY |
Investors who hold OGFGY may also have indirect exposure through these country funds.
Origin Eraring underwriting deal finalized with NSW government
APLNG distribution upgraded; spot LNG strength supports cash flow
Octopus Energy IPO speculation builds; Origin holds 23% stake
Estimates · Yahoo Finance · Not audited figures