I have been looking at IFN on and off now for about 12 months....

I have been looking at IFN on and off now for about 12 months. And I really want to be a shareholder. I'm convinced wind is going to be the biggest producer of electricity in the coming decades due to rapid increases in rotor diameters, hub heights, capacity factors and economies of scale. I'd like a piece of the action.

But what is IFN doing that other Australian wind developers aren't? What is their competitive advantage?

I feel like a wind turbine manufacturer would be a better investment e.g. Vestas. Sort of like selling pickaxes during a goldrush.

To be honest I don't really buy the whole battery thesis for IFN. Batteries pair much more effectively with solar PV than for wind and by the time storage becomes cheap enough for wind there are already going to be market arbitrageurs.

Personally I find GNX to be much more compelling due to the difficulty of building pumped hydro and thus being a natural hurdle for competitors.

Change my mind.