Cheers @baldynumbers Will check out your others. With regard to SKI they are defensive and still have some growth opportunities. They got 28% more in the recent AER decision compared to the draft. I am also thinking about how Australia gets itself out of his hole after COVID settles down and I think the pressure to go hard on more renewable infrastructure is entirely possible. There is the optic of new bi natoin-building and the improvement of energy resources. The benefit of renewable is the lowering of absolute energy costs which goes straight to the heart of productivity. Productivity improvements will be key to recovering quickly. This will benefit the sector moving forward and why I am so gutted about IFN.
IFN Price at posting:
92.0¢ Sentiment: None Disclosure: Not Held
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