That took longer than I expected to pop
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That took longer than I expected to pop
Considerable organic growth to come.
For Bars latest update for you.
Infratil's (IFT) mini investor day reiterated recent themes; CDC Data Centres (CDC) is IFT's growth engine and Vodafone has plenty of opportunity in front of it. CDC has been IFT's stand-out investment for the past three years and that has not changed, with growth expectations continuing to accelerate. A significant lift in our CDC valuation (up +NZ$1.54 to NZ$3.50) has been the key driver of the +NZ$1.33 increase in our target price to NZ$5.95. However, we retain our NEUTRAL rating as we have some concerns over how far data centre valuations have run.
https://www.nzx.com/announcements/362022
Can someone explain to me hoe IFT buying 60% of Qscan for A$330 M gives it an EV of A$750 M. Surely that should be A$550 M for the whole company?
This all about IT and data . good buy and has a consistent theme.
re the Qscan acquisition
all the revenues come from MediCare
Australian govt hates NZ companies
It might change the rules ....
a real risk imho.
IFT are well versed in working with govt rules and govts and are knowledgeable at quantifying risk/rewards it would seem
Anyone else thinking that a Biden win will be really good for Longroad Energy?
Proportionate ?? EBITDAF
Changes in fair value adjustments :)
Must keep those accountants busy
it can be quite interesting and maybe well above our intellect to understand everything, but as along as the share price keeps going up and the dividends keep pumping out and you understand the general gist of what they are talking about. Who cares.......... I want to buy more, but the price keeps going up
I like it the best when postometer at ATL & SP at ATH
So many sweet spots for this company
Way way overweight.
It appears to be brought up in mornings and sold off in afternoons. Some fund accumulating?
Oops don't jinx it now !