This is serious stuff. The two Aussie assets will sell at or above NEW's NAV. There is an avalanche of favourable news for Renewables. The fossilised ministers in Australia under the domination of NEWS Corp will be put back into the earth. The ALP looks good for the next election. The one saving grace for the LNP is withering on the vine. The good response to COVID. Now it looks like the vaccine roll out is faltering. And on top of that commentary around Astra Zeneca is getting worse by the day. It is our horse in the race. The USA does not need it.
The 2T USD American spending plan is heavily skewed to Renewables. It is about winning the future for America. Our news feed will be saturated with Renewables for the foreseeable future.
There will be big buybacks.
