The CFI will allow a greater number of business models to enter...

The CFI will allow a greater number of business models to enter into the market and will also make it easier for landholders to go it alone, which might eat into CO2 market share - CO2 does have a good business model but it was developed under the old Greenhouse Friendly and NSW GGAS frameworks, the CFI is different. The CFI will create a lot of new projects for offsets, not just trees. So more competition. Furthermore there are moves afoot to improve he outcomes of the National Carbon Accounting System which will allow other forestry projects to generate more carbon, this could further erode CO2s position.

Just my thoughts, in the game and watch them and a lot of others closely.