Tim sounds like a useful addition to IFN's team, saying things...

Tim sounds like a useful addition to IFN's team, saying things like this:

"These market and technological trends mean that future generation will need to be sufficiently flexible to meet the changing profile of residual demand. Changes in residual demand mean traditional technologies that are designed to operate at high capacity factors, which have correspondingly low ramp rates and high start-up costs, are unlikely to be dispatched at the levels required for efficient operation. Flexible technologies, such as a peaking gas plant, pumped hydro and battery storage are likely to be better suited to the changing profile of residual demand.

https://www.ceda.com.au/Digital-hub/Blogs/CEDA-Blog/March-2019/The-changing-nature-of-electricity-generation-investment

...which is where IFN is right now. Two obvious tasks - integrating recently acquired firming assets to maximise revenues and efficiency, and planning the next addition to IFN's kit.

IFN is well fattened by recent strong cash flows and could easily commit to a new project or M&A. It is overweight gas peakers, underweight batteries and nil pumped hydro, Let's not rush RR & team. More important to get it right.

Ash