I would see technology changes as playing to Zenith's strengths.
From what I can see, a lot of the changes involve hybrid solutions....solar, that can be stored in batteries, but with diesel as a back up, for example. You could take ZEN's in house ability and apply it to remove towns and communities, rather than relying on baseload power. Lets face it, there isn't likely to be many base load coal fired power stations to be built in oz in the future.
ZEN Price at posting:
72.0¢ Sentiment: Buy Disclosure: Held