This note from Morgans was posted on the Genex website on 21 Sep:
http://www.genexpower.com.au/uploads/6/6/1/2/6612684/gnx_solar_project_taking_shape.pdf
It's a pretty good story for the first Solar phase and has likely contributed to the increase since then.
Given the issues in SA this week, the pumped storage phase should also attract attention.
