LGC prices, page-29

Agree agree agree, anthony.

I regard your last point as the most likely short-term: batteries on an existing windfarm or project announcement.

IFN will be watching the actions of the Hornsdale SA battery very closely. They operate in the same market and can do the sums.

Forsayth looks delayed awaiting refinement of the NQ network commitment from the Qld govt - which will allow a much larger windfarm. They are tipping big money into a decent grid, so I no complain.

Cherry Tree seems ready to go and the Vic Andrews Govt is highly motivated for renewables project announcements ahead of the Nov 2018 state election. Vic voters want nil-pollution generation. They know how dirty brown coal is. And while the L/NP are committed to helping the fossil fuel generators' rear guard action to defend their otherwise stranded assets, this is a key differentiator for Labor. They will seize it.

Ash