IFN 0.00% 56.0¢ infigen energy

Where is the bottom for IFN?, page-9

  1. 4,503 Posts.
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    I think you know a lot more than I do about this subject so let me ask this:

    I cannot see where the medium term game is. Turbines now cost less than when they installed them and the reliability has probably increased as well so at what point are the assets less valuable overall. I am struggling with exactly what you refer to above I have more than enough solar power but the addition of batteries makes it less viable not more viable but to avoid the retailer at some point it will become viable to install batteries.

    So if you have $12 million you can save via batteries that suggests you could finance $120 million that's probably around ___ kWh battery installation at each of the sites. Does that stabilise it enough to save the $12 million?

    Then its obviously cheaper to install and run the newer turbines at what point is it more cost effective to swap out the turbines ... ?

    I am beginning to think that with my investment in IFN there are just too many moving parts to be comfortable on valuation.
 
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