Great Summary. Couldn't agree more. The EPX deal was at a 30% premium (seems the common number on infra stocks)......using your Pac Hydro base case, IFN is worth a hole lot more.
MKT The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint
Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%