Capacity Investment Scheme

Today Australia's Energy Ministers announced the Capacity Investment Scheme will exclude power sourced from coal and gas.
Read about it all over the net (quick google) or watch ABC news.

This means renewable energy providers with pumped hydro and batteries will be paid (to make it affordable to do so) to have energy backup ready during low-cost periods for use when required. The government will pay some of the costs to keep the energy there ready to go if needed. The government will then collect some of the revenues during high electricity price periods to recoup their expenses.

I see this news/policy making renewable energy providers (private or public) worth more in comparison to fossil fuel providers (as they are now not eligible). Surely!

I'm thinking this means GNX should be worth more than what Skip and Farquhar were valuing us at (25 cents per share). Surely this has to be factored into their valuation were they to proceed with a takeover thus pushing the offered price per share up.

Do any of the more savvy posters here (especially those who are all over how the energy prices particularly affect our revenue streams) have an educated opinion on this?