IFT - Infratil

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28-02-2020, 06:30 PM
kiwijay

Oops! For some reason brain went back a few years! Corrected, no more airports in Europe!
28-02-2020, 09:33 PM
kiora

Quote:

Originally Posted by bigbruce

They have the virus, 3% death rate, buyback 3% of issued shares.
PE 175?

Possibly too far out for some but 2022 forecast PE to be 10.Make of it as you will.
https://www.marketscreener.com/INFRA...31/financials/
12-03-2020, 09:35 PM
kiora

How much is Vodafone benefiting from this?
https://www.nzherald.co.nz/business/...ectid=12316220
13-03-2020, 10:28 AM
BlackPeter

SP dropped below the MA 400, which brought IFT back onto my shopping list. However - fundamentals still looking pretty dear and while the downward momentum keeps going it is anyway not the time to buy.
13-03-2020, 06:01 PM
Rowdy Flat

They're not. Have you read the article?
19-03-2020, 08:03 PM
Valiant

I see they're the share buyback is in full effect. Making the most of the opportunity presented - the question I have is if this is the best use of their cash given the current worldwide situation. I'm not a holder, haven't owned before and have kicked myself for not buying when it was previously in the low 3's (approx. 2 years ago I think). Looking for a sound entry point, anyone have a target price in mind? Cheers
20-03-2020, 07:51 AM
macduffy

Yes, that's always the question with share buybacks. IFT have been well managed for many years now; I'm happy to leave it in their capable hands.

:cool:
20-03-2020, 12:21 PM
kiora

Quote:

Originally Posted by Valiant

I see they're the share buyback is in full effect. Making the most of the opportunity presented - the question I have is if this is the best use of their cash given the current worldwide situation. I'm not a holder, haven't owned before and have kicked myself for not buying when it was previously in the low 3's (approx. 2 years ago I think). Looking for a sound entry point, anyone have a target price in mind? Cheers

Target price $5.50 less wellington airport carrying cost for a year :)
20-03-2020, 01:25 PM
Valiant

Quote:

Originally Posted by kiora

Target price $5.50 less wellington airport carrying cost for a year :)

At the current price you're in luck! At this stage who knows what the WIAL costs will add up to be - all I can foresee is that the longer this shutdown on boarders and air travel continues the bigger they'll be.
I would be expecting IFT to disclose to the market any material changes similar to AIA's announcements - or am I to optimistic?!
20-03-2020, 01:40 PM
bull....

Quote:

Originally Posted by Valiant

At the current price you're in luck! At this stage who knows what the WIAL costs will add up to be - all I can foresee is that the longer this shutdown on boarders and air travel continues the bigger they'll be.
I would be expecting IFT to disclose to the market any material changes similar to AIA's announcements - or am I to optimistic?!

wellington airport must be taking a hit , windfarm construction must be up in the air with oil at $25 , telstra saying today they are expecting impact from virus and they still doing buyback?