Windlab is an interesting creature that creates renewable energy projects and flogs them to investors/operators while sometimes capitalising development work into a shareholding. It's development pipeline would have been an interesting fit to IFN, but others were prepared to pay more.
The new owners may or may not be willing to sell some projects - new broom and all that. IFN would be selectively interested. IMHO, IFN's project list is a little thin. More own-options would improve capital allocation and returns.
GNX may well become available - a big mouthful with giant capex ahead but a glittering prize. Shovel-ready too.
Ash
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