I agree Rofe is very quiet. That may simply be personal style.
The lack of genuine initiatives is concerning. There is a range of projects near ready - maybe the financial calculus doesn't stack up when each is considered on its merits.
Cherry Tree should be a go, though I would like to see bigger turbines taller towers used. Probably have to revisit planning to do that. Urk! The Vic government is keen for more clean energy announcements before the election November 19th.
I suspect IFN is well down the very long battery buyer queue so cannot act here.
Bodangora will make a major difference to risk, variability, production and revenues. The first full month of production is September, maybe October. Monthly production announcements means the market will know immediately.
Reaction to the FY accounts will be interesting.
Ash
IFN Price at posting:
64.5¢ Sentiment: Buy Disclosure: Held