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27-07-2021, 12:03 PM
#2691
Originally Posted by NZSilver
Why is this coming back, is there some news I'm missing?
Not sure what you mean ? For an investor looking at a two year chart...the price seems to have been relatively stable, 690 - 740 odd for most of this year ?
Disc: Holder
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27-07-2021, 12:04 PM
#2692
Originally Posted by NZSilver
Why is this coming back, is there some news I'm missing?
the only news could be buy some more if you feel it is undervalued.
Disc own shares
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02-09-2021, 10:38 PM
#2693
Junior Member
IFT have been relatively quite post their AGM, wonder what they have installed for with that pile of cash from TILT
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03-09-2021, 04:39 PM
#2694
Probably because it's gone nowhere for the last couple of months while everything else has jumped upwards.
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03-09-2021, 04:48 PM
#2695
Member
Not sure if this was disclosed already, came across this in another article.
Ironically, as Kordia pulls out of the Australian telecommunications infrastructure market, Morrison and Co is charging in.
The Infratil manager is teaming with a group of Australian investors to buy 49 per cent of Telstra's mobile towers business, which owns more than 8000 mobile towers across Australia.
https://www.nzherald.co.nz/business/...VNXHWKYC5REPY/
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03-09-2021, 04:56 PM
#2696
Member
Originally Posted by clown
Not sure if this was disclosed already, came across this in another article.
Ironically, as Kordia pulls out of the Australian telecommunications infrastructure market, Morrison and Co is charging in.
The Infratil manager is teaming with a group of Australian investors to buy 49 per cent of Telstra's mobile towers business, which owns more than 8000 mobile towers across Australia.
https://www.nzherald.co.nz/business/...VNXHWKYC5REPY/
As an IFT shareholder - something to ponder "In its client newsletter, Craigs Investment Partners wrote: "We understand the return expectations for the investment sit below Infratil's 12 per cent international hurdle so was not considered for the portfolio" however it was an "impressive deal for the [Morrison & Co] team that expands their insights in [the] telco space which will no doubt influence the NZ landscape in the future."
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07-09-2021, 04:35 PM
#2697
NBR headline today (I don't have a subscription) -
Speculation mounts over Infratil Aussie healthcare play - M-Co and Infratil keeping mum on bid for Aussie cancer care provider.
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07-09-2021, 05:31 PM
#2698
Member
Originally Posted by artemis
NBR headline today (I don't have a subscription) -
Speculation mounts over Infratil Aussie healthcare play - M-Co and Infratil keeping mum on bid for Aussie cancer care provider.
Bubbling for a few months
https://www.afr.com/street-talk/morr...0210623-p583ev
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07-09-2021, 09:01 PM
#2699
Junior Member
Looks like its getting closer:
-Icon Group: Operates 30 cancer care centres across Australia as well as servicing Singapore, HK, China and Vietnam
-Asking price expected to be around A$2b
-Earns a margin of more than 20%
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07-09-2021, 09:30 PM
#2700
Member
Originally Posted by Pocket_Eights
Looks like its getting closer:
-Icon Group: Operates 30 cancer care centres across Australia as well as servicing Singapore, HK, China and Vietnam
-Asking price expected to be around A$2b
-Earns a margin of more than 20%
Indicative bids close today, might be a few offers on the table.
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