I am happy to chip in if IFN goes down the path of equity...

I am happy to chip in if IFN goes down the path of equity raising for the $400m (accummulate whenever possible). I agree with the fluidity of ownership with the removal of holdings limitations...I wonder who will sell...

Current Shareholders & Holdings
UAC ~13%
Iberdola's ~23% (36% cumulative)
TCI ~33% (69% cum)
BAM ~9% (78% cum.) - I wonder was Brookfield thinks of all of this...I'm surprised their name hasn't been discussed as a late bidder vs Shell/others
Vinva ~6% (84.5% cum.) - who will they side with?
Mitsubishi ~6% (90% cum) - who will they side with?
all others (including us) ~10% (100% cum)

interesting times.