IFN 0.00% 93.0¢ infigen energy

Keep in mind though, that replacement value estimate may not...

  1. 177 Posts.
    lightbulb Created with Sketch. 82
    Keep in mind though, that replacement value estimate may not include the very real risks associated with setting up a new project (grid connection delays, cost & time overruns, MLF risk, curtailment risk, community pushback).

    The fact of the matter is, an existing wind farm with proven generation characteristics and well-understood and known risks, is worth far more in my eyes than a potential new project because of those risks.

    These risks translate to a premium for existing projects, which I think we should be receiving as shareholders.
    Last edited by Gozza: 02/07/20
 
watchlist Created with Sketch. Add IFN (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.