actually there M ag nis thread isn't too bad... once you ignore about 5 users... 3 toxic and 2 that cant help but reply to the toxic ones. Interesting game there - they have just got to automated production in a part owned US company (IM3NY) for their own lithium cell technology
Will look at Renergen
In regards to other Australian options - there is the unknown on AGL future path, flow battery hopefuls - RFX (zinc bromine flow battery) & AVL (vanadium mine + flow battery), bio gas & electricity hopeful DEL plus NZ darlings - MCY, GNE & MEZ for hydro and wind exposure... Would not touch 14D with a barge pole.
Diversified options for me that give renewable exposure & a dividend yield are IFT, IFRA, MICH, CLNE, ERTH
most of my renewable investments are now US listed....
In regards to GNX - I will remain overweight until the 50% mark - I am still hopeful that there will be a competing offer.... such a shame this happened when we only had solar in production stage.
GNX Price at posting:
23.5¢ Sentiment: Buy Disclosure: Held
