Infigen (IFN) - an exciting pure play exposure to elevated renewable energy prices

We have just completed a research paper on a renewable wind energy producer called Infigen (IFN). We would like to share our findings with you. IFN generates renewable wind power. On our assessment, there will be a shortage of renewable energy production to meet the Government's legislated renewable energy target, and therefore the current very high renewable electricity prices will be maintained till 2021. On this basis, over this period IFN will likely earn excellent returns, and this does not seem to be priced into the stock. We think IFN is trading on a 2017 price earning multiple of just six times. Despite a market capitalisation of over $500 million, the stock has no broker coverage, likely creating this potential mispricing. Please feel free to critically assess our detailed research note at: (VIEW LINK)