The bottom line is Alinta have 580,000 power users on their...

The bottom line is Alinta have 580,000 power users on their books, and being able to gain ready access to such a customer base has quite a high a dollar value, with regard to T/O valuations.

Looking at revenue streams alone does not reflect this tangible asset, especially in light of the expectation revenue will climb, even if the customer base remained static.

Further, 3000mw of generating capacity is no small thing. Indeed, about the capacity of two large nuclear reactors.

Alinta is all about valuable assets, and the fact the company is mired in debt and unable to grow because of it, offers two options. Sell something to reduce debt, making for a smaller business, capacity wise. Or sell the entire company.

Business logic tells me its the latter. However, I think it will take some time for shareholders to come to this conclusion