Ann: Acquisition of Genex by J-POWER - Scheme is Effective, page-11

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Mr.Lumin

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22/07/24

22:30

Post #: 74864495
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Originally posted by chemistry8: ↑

There's very few publicly listed renewables developers on the ASX now, apart from Origin there's Frontier Energy FHE, Meridian Energy MEZ, Mercury NZ MCY and Infratil IFT, and the last 3 are all mostly operating in NZ.

Battery wise there's Redflow RFX or Australian Vanadium Limited AVL

What you can invest in though is the services companies supplying the engineering, maintenance, data centres, substations, transformers, HV cables etc these projects are using. There's a myriad of those companies such as NEXTDC NXT, Service Stream SSM, Tasmea TEA, Energy One EOL, SRG Global SRG, Worley Limited WOR, Genus Plus GNP.

Plenti PLT provide lending to renewable energy projects.

ClearVue CPV are developing window panes that function as solar panels for greenhouses etc.

LGI limited LGI capture biogas from landfill for onsite power generation and are developing solar fields too.

Sims Limited SGM and Close the Loop CLG are waste recyclers with streams being developed for renewable waste recycling.

It's no surprise either that most of these have very nice looking uptrends...

Expand

IFT has the best uptrend.

It does not operate mostly in NZ.

Has renewables all over the world.

All its data centres are in Australia and have government contracts.

It's medical imagery is Aus and NZ.

Then, yes, it has a few companies that act solely in NZ also. Such as Wellington Airport and Vodaphone (which recently underwent rebranding).

Not to mention it's recent capital raise in which its secured 1.275 billion dollars to further expand its data centres.

GNX Price at posting: 27.5¢ Sentiment: Hold Disclosure: Held
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Ann: Acquisition of Genex by J-POWER - Scheme is Effective, page-11

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