Can honestly say that in all he years of owning Infratil they have never once given cause for a single second of anxiety. Can sleep soundly at night with these in the portfolio, and over the years they have quietly provided very decent returns.
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Indeed they have (provided very decent returns) despite hiccups occasionally, eg European airports, NZ Bus - but I don't think we should expect a return to 17%+pa returns too often. The law of law numbers; the scarcity of new opportunities make that "a big challenge" - to use the current jargon.
I hold.
dont know if anyone picked up on amazons results this morning , stunning is the word but did you notice there AWS results ( cloud) absolutley stunning ) just goes to show the growth potential.
anyway thats why i was saying CDC part of infratil has huge upside
https://infratil.com/for-investors/c...presentations/
Im thinking this division in Infratil could be a leading driver of revenue and profits in the future so i reckon they need to accelerate there growth on top of whats already planned in this division to capture the strong growth in the sector to come. Next DC in aus has just done a capital raise for further growth as further proof of the sector potential.
Absolutely agree.One only needs to see the number of photos/videos taken worldwide when travelling to decide this.Those records of moments need to be stored somewhere.(or shredded!).And the industry that has a synergy with the data storage is..... renewable energy (Longroad Energy,Tilt,Trustpower) RE tied into Electric buses as well.Long term strategies are in place,patience will pay.
still dont like nz bus , even if they went electric still cant see them getting big returns + they would have to spend more capital on buses again and then could lose the contract. not much of a competitive moat in the buses.
sell them to someone else an reinvest in tlt etc for better returns
forgot to mention in there presentation material the company stated a very important point
Infratil anticipates delivering a FY18 result that is at the top end of its guidance range. Guidance for 2018 excludes potential upside from associates’ investment valuations.
as an example
cdc may need a material revaluation increase to reflect the increased multiples attached to this type of business
They have said publicly they will be selling NZBus after concluding the contract for the remaining Wellington bus routes. They knew they were getting those routes due to existing contract. It is possible they will retain the conversion to electric buses, as that fits with their overall strategy.
Hey bull have you seen who is trying to run the country at the mo.
There could be subsidies, carbon credits,a new runway or two, even brownie points to be had!