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Azoff

1,129 Posts.

97

05/01/16

00:01

Post #: 16726947
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Originally posted by dyeman ↑

The really stupid thing is that it is now probably the last opportunity for the Govt to sell the "poles and wires" companies for a reasonable amount (as is happening in NSW) prior to their business model being totally disrupted by the coming revolution in battery storage. Instead they won the election largely on the basis of No Asset Sales, thus ensuring that it is the taxpayer rather than ignorant investors that are lumbered with these dinosaurs.

Then again, if these assets had been sold they would almost certainly have had guaranteed returns based on regulated ROI on their taxpayer funded gold-plated assets which will mean the taxpayer gets slugged anyway...

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It is an interesting point as there is the possibility that the business models of elec dist companies will fold and then what? Re nationalised??. Makes selling now more attractive
Lots to consider - Storage will disrupt revenues but EV charging may fill the hole. The simple fact is dist relies on elec transportation to generate revenues, even if someone perfects P2P energy trading the owner of the poles and wires gets paid it's the Retailer who's in trouble!
IMO

RFX Price at posting: 22.5¢ Sentiment: Buy Disclosure: Not Held
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