I agree that IFN had the mix right - shame that it is out of our hands and into Iberdolas.
Curious how you don't see it fitting for GNX? We have solar now, battery (soon), PH (hopefully within a year or two) and wind in the near term horizon also. IMHO - GNX would have had a better mix than IFN "IF" they had maintained operational control of the PH... as it stands we have the surety of income "when" the project gets going, then completed and operational.
I would LOVE for GNX to - once FC is reached for KPH, to quickly either move onto another PH site - or announce the development of more batteries. Intermittent storage has plenty of opportunity right now for the first movers to generate some excellent returns over the ST while becoming a key piece of infrastructure over the LT.
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I agree that IFN had the mix right - shame that it is out of our...
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