Please don't think me a one-eyed renewables campaigner trying to fix the world though unable to make his bed in the morning.
I regard wind as an ideal investment sector. It is cheaper than solar, complimentary to it and in few (rational) hands.
IFN is my sector pick, now it has re-financed. Lower interest rates await a re-re-financing.
When Bodangora starts generating next month, it will reduce concentration risk and improve optionality.
Adding batteries turbocharges wind's performance, ending variability and providing an alternative use for every unsold volt. I suspect, without certain knowledge, IFN was late placing battery orders after Hornsdale proved the concept and is well down the manufacturers' queue.
Ash
IFN Price at posting:
68.5¢ Sentiment: Buy Disclosure: Held
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