The question is how much can the generators get for there product. At the moment they charge Tiwai 4-5 c/kwhr , commercials 7c/kwhr , and domestic 20-25c/Kwhr. with new technology , solar , batteries , and IT giving better control domestic consumers have choice coming at well below 20-25 c/Kwhr so the prices will have to drop or people will leave the networks more and more . Overseas that I what is happening and it will happen here. Read the PWC report out last week. Thus the present share prices are not sustainable as the revenue streams will drop for all of the generator / retailers.