IFN infragreen group limited

Ann: Infigen ESG Report 2019, page-3

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    There is always a scrap of fresh disclosure in reports like these.

    We had earlier discussed IFN's PPAs. These share the risk and the revenues.

    The ESG Report says: "Infigen has two run of plant PPAs ܥ Alinta Wind Farm, expiring 2026 and Bodangora Wind Farm (60%), expiring 2030."

    IFN now likely regrets the Bodangora PPA, though it was probably necessary to get the project up.

    The Alinta PPA expires in six short years. This ever-less-distant change of circumstance could prompt further investment in WA WFs. The 400Mw Walkaway project (32% interest) near Geraldton and Alinta has been permitted since 2008. Maybe.

    Ash
 
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