I am moderately happy. Having bought in about 18 months ago, and bought more late last year, the return is not too bad.
I am a little disappointed that Inexus is sold in a hurry, and at a low price.
However, I also own BIP shares (from the PIH acquisition), so it's not bad that BIP takes the better side of the deal. It proves again that BIP really is a great (and opportunistic) infrastructure investor.