in truth... the US - even with Biden in the lead - is such a complicated place for investment in renewables... I would prefer investment closer to home... I have only recently suggested batteries or even pumped hydro - so more store & despatch - rather than a pure renewable generator play...
Agree with Chagsy and Dalto here - very hard to know where the next "best" place to allocate capital should be... would certainly say that paying down debt OR special dividends should be options of last resort. Re-Invest gains into newer opportunities IMO... continue compounding our returns (& Morrison and Co's outperformance fees in the process) and drip feed us a steady dividend over time... focus should be on growth using the same process they have shown works over time.
IFT Price at posting:
$5.62 Sentiment: Buy Disclosure: Held
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