Yes - Electricity & Gas are going to be in demand simply due to our population growth particularily in the sun belt. There is no apparent over supply of Power Generation. State Govt's in particular have simply not kept pace with market growth.
Origin snapped up BBP's uncompleted Urinquinty Power Station a few months back at a very good price for BPP. BPP have a number of these and of course Flinders Power in South Australia. Not to mention Alinta.
Interesting times!
BBP Price at posting:
10.5¢ Sentiment: None Disclosure: Held