Positioning no disclosures inside 60 days, left as found
Options no verdict drawn today, left as found
Ethical does not pass the values gate
Price6.37 USD
Fair valueUnder review
Ethical score70.0/100
Our investment reviews on this name
2026-10-19Read Accumulation6.07+4.9% to today ✓Markdown gives way to Accumulation
2026-10-02Read Markdown5.84+9.1% to today Distribution gives way to Markdown after a 9% slide in 11 days
2026-09-21Read Distribution6.44-1.1% to today ✓Accumulation gives way to Distribution after a 7% rise in 4 weeks
2026-08-21Read Accumulation6.03+5.6% to today ✓Distribution gives way to Accumulation
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
AGL Energy Limited holds its Accumulation at $6.37. The statistical read favours the sellers, held for 25 days.
As held on the ledger · 2026-11-02
Phase
Accumulation
Quantitative state
The statistical read favours the sellers, held for 25 days
Price at the screen
$6.37
Valuation
8.62 trailing · N/A forward price to earnings
Values screen
FAIL· score 70.0
Beta
0.22
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
106.01%
Below 33%
Interest-bearing debt is 106.0% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
7.25%
Below 33%
Cash held in interest-bearing accounts and securities is 7.3% of assets, under the one-third limit.
Pass
Receivables
0.00%
Below 49%
Money owed to the company is 0.0% of assets, under the 49% limit.
Pass
Revenue purity
0.09%
Below 5%
Only 0.1% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
AGL Energy's business is in a permissible area, but its interest-bearing debt is about 106% of the company, well over the ~33% line, so it does not pass on the financial screens.
Read as at 2026-11-04. It updates when the underlying figures move, and past reads are kept below.
Follow this verdict
Get an email when AGLXY's ethical verdict changes
Today AGLXY does not pass the screen. If new figures move it to a pass, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Fair value under review. Our model has no usable estimate for it yet. We show no fair value, margin of safety or value read built on it until the review clears.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The things to watch: its business and earnings are exposed to Australia and to currency swings.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
AGLXY trades on PNK (the company is based in Australia). As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-10-31Accumulation$6.55+7.9%Entry 11
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 7.9% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading overbought. Over the past year the shares are down 6%. Our forward projection puts the odds of a 10% gain over the next month near 24%.
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 2.7% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading bullish. Over the past year the shares are down 6%. Our forward projection puts the odds of a 10% gain over the next month near 24%.
2026-10-12Markdown$5.91+1.2%Entry 9
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 1.2% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 7% above its long-term trend line with momentum reading oversold. Over the past year the shares are down 6%. Our forward projection puts the odds of a 10% gain over the next month near 24%.
2026-10-02Markdown · changed$5.84-9.3%Entry 8
The framework has shifted from distribution to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 9.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 7% above its long-term trend line with momentum reading oversold. Over the past year the shares are down 6%. Our forward projection puts the odds of a 10% gain over the next month near 24%.
2026-09-21Distribution · changed$6.44+6.8%Entry 7
The framework has shifted from accumulation to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 6.8% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 7% above its long-term trend line with momentum reading oversold. Over the past year the shares are down 6%. Our forward projection puts the odds of a 10% gain over the next month near 24%.
2026-08-21Accumulation · changed$6.03+4.5%Entry 6
The framework has shifted from distribution to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 4.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 7% above its long-term trend line with momentum reading oversold. Over the past year the shares are down 6%. Our forward projection puts the odds of a 10% gain over the next month near 24%.
2026-07-20Distribution$5.77-3.2%Entry 5
Our analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 3.2% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 7% above its long-term trend line with momentum reading oversold. Over the past year the shares are down 6%. Our forward projection puts the odds of a 10% gain over the next month near 24%.
2026-07-18Distribution$5.96+0.0%Entry 4
Our analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 7% above its long-term trend line with momentum reading oversold. Over the past year the shares are down 6%. Our forward projection puts the odds of a 10% gain over the next month near 24%.
2026-07-16Distribution$5.96+0.0%Entry 3
Our analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 7% above its long-term trend line with momentum reading oversold. Over the past year the shares are down 6%. Our forward projection puts the odds of a 10% gain over the next month near 24%.
2026-07-03Distribution$5.96+0.0%Entry 2
Our analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.