Time will tell RA. I like that he recognised the importance of a new technology driven future (including disruptive tech) in his comments last night, and he's right - it is an exciting time in Australia.
It's also consistent with Liberal ideology that you let the market itself determine which renewables are the ones to back, so low cost and adaptive solutions will be preferred, and highly subsidised ones less favourable. A form of natural selection perhaps ?
SHE Price at posting:
3.4¢ Sentiment: Buy Disclosure: Held