Canberra Data Centres expects to grow its operating profit run-rate by more than 50 percent this year after increasing it by 35 percent in the March year just gone.
Canberra Data Centres expects to grow its operating profit run-rate by more than 50 percent this year after increasing it by 35 percent in the March year just gone.
Just need to get the numbers working.Turbine $1000000,front up with 30 %,borrow 70 % @ 6%,EU guaranteed 10 % return over 5 yrs =19 %/year return.Does that work?
If you are not a customer you will need to register (for free) to read - and scroll down to Ed Lee (basically the second part of the newsletter)
He (Ed Lee) comments on Infratil's move from dividend stock to growth stock and mentions that growth stocks often need additional money to grow.
I agree as well with his view on the management fees.
From a personal perspective I'd see IFT currently as quite dear ... particularly considering their large investment in alternative energies. That's feel good stuff and might at some stage pay (material) dividends, but unlikely over the next decade or so.
I am sure the market will sort that out whenever they come to it ;
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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