quite surprising how much additional contract PPA work they think they will be able to potentially obtain as a result of the smithfield gas and the SA battery
Interesting to note how short the PPA agreement on the Kiata capital light site is - only have 4 years worth of power from it.
Otherwise it is a reassuring report.. debt in right direction (down), power being generated and firming options now there... I just wonder how they think the 300-400 Gw for future generation will be obtained??? If it is capital light - I hope they go longer than 4 year agreements!
IFN Price at posting:
52.3¢ Sentiment: Buy Disclosure: Held