Under continuous reporting requirements wouldn’t matters affecting the price be required to have already been released. Otherwise it is insider trading.
Under continuous reporting requirements wouldn’t matters affecting the price be required to have already been released. Otherwise it is insider trading.
I really think everything is out in the open. Directors see value and expect a market rerate in the foreseeable future.
I really think everything is out in the open. Directors see value and expect a market rerate in the foreseeable future.
Yes, full disclosures as one would expect. The hog wouldn't expect management to be making sizeable investments if they didn't feel at least the medium-term prospects were looking healthy.
5g little monetary return
Fiber big business oportunity for wholesale to other providers B to B & B to C
Not going to loss job from AI,more likely to loss job to someone who knows more about AI
AI going to reduce head count & where to improve service & speed of improved service
Space X: customers able to text not just remotely but also if overseas
All mobile users even other telcos will be able to use Space x to dial 111
Mobile voice & data will follow quickly
1m less service calls.Cost $10/call to service.
Customer upgrades automatically.
Things that used to take weeks now take hours with AI
Self optimising standard AI use
Jason mentioned One NZ now worth $5b?
Not a bad return:$1/2 b for first tranch after selling of towers?
$2b for second tranch?
So now worth double what it has cost IFT? Maybe less debt
From Infratil FY2023 Interim Report
"Comparing the carrying
value of Infratil’s investment immediately before obtaining control to the fair value results in a gain on acquisition of $1,064.5 million"
Bookmarks