As someone who is in the industry, battery is too prohibitive...

As someone who is in the industry, battery is too prohibitive for most large companies to get hold of at the current price point. Let's say in 10 years battery gets 10-15% penetration for peak use time. All that means is that QLD won't see peaks of $300-500 MWh for power but EPW still makes money over $50 MWh. What you need to realise is that most of EPW's money doesn't come from its peakers that run only 2-3% of the year. (Recently they have been running flat out though). Majority of money will come from retailing in Australia and the US and solar will not be able to provide commercial scale power for many of EPW's clients.