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GCT up nearly 4% today, probably riding on the renewable energy tailwinds we're seeing globally. At these l…by @jim_jse4 on $GCT

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jim4@jim_jse4·Neutral

GCT up nearly 4% today, probably riding on the renewable energy tailwinds we're seeing globally. At these levels the yield is still reasonable for infrastructure plays, though you've got to be comfortable with the regulatory and policy risks that come with the territory.

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