IFT - Infratil

[Toddy]

AGM tomorrow.

[huxley]

AGM tomorrow.

if anyone is able to attend, can you please post your comments on here

I won’t be able to attend and I don’t think they put up a recording of these meetings on their website.

will be interesting to hear any comments about their Hong Kong investment.

cheers

H

[LaserEyeKiwi]

if anyone is able to attend, can you please post your comments on here

I won’t be able to attend and I don’t think they put up a recording of these meetings on their website.

will be interesting to hear any comments about their Hong Kong investment.

cheers

H

there is a live webcast at least:

www.virtualmeeting.co.nz/ift23

[LaserEyeKiwi]

AGM presentation PDF:

http://nzx-prod-s7fsd7f98s.s3-websit...546/400584.pdf

[LaserEyeKiwi]

FY24 guidance:

IMG_0881.jpg

[LaserEyeKiwi]

Interesting:

IMG_0882.jpg

[LaserEyeKiwi]

Updated financials as of yesterday:


IMG_0883.jpg

[maclir]

Thermal, perhaps?

[LaserEyeKiwi]

Thermal, perhaps?

Hopefully. But also battery storage for load balancing is a massive growth category overseas (especially Australia) and highly profitable, yet I haven’t seen a single battery farm even contemplated in NZ yet which is strange.

[Southern Lad]

Hopefully. But also battery storage for load balancing is a massive growth category overseas (especially Australia) and highly profitable, yet I haven’t seen a single battery farm even contemplated in NZ yet which is strange.

See page 29 of the Contact Energy presentation from Monday:

http://nzx-prod-s7fsd7f98s.s3-websit...270/400271.pdf

Looking at 2 North Island sites (Glenbrook and Stratford) with a FID in the next 6 months. Glenbrook preferred site but Stratford already consented.