IFT - Infratil

[Benny1]

Yep happy to have this one in my portfolio. Would love to add more in the future if funds allow.
Digital,renewable and healthcare...can't really argue with those core investments.
Will help grow my shares with the DRP, although with my current holding amount and if the share price holds up it won't add too many!

[RTM]

Not much response with the shareprice. Not sure how the announcement could have been much better.
Oh well...just another boring infrastructure stock I guess.
Happy holder here. I wish all my bets were as boring as Infratil.

[BlackPeter]

Not much response with the shareprice. Not sure how the announcement could have been much better.
Oh well...just another boring infrastructure stock I guess.
Happy holder here. I wish all my bets were as boring as Infratil.

They are saying that when good news doesn't lift the SP anymore it is time to sell ... but hey, what do I know :

[Ricky-bobby]

They need to get the div yield up I recon. they mention alignment in the future in their results, which is good. Otherwise cracking company doing well. Look to have their fingers in some good pies!!

[Bjauck]

Not much response with the shareprice. Not sure how the announcement could have been much better.
Oh well...just another boring infrastructure stock I guess.
Happy holder here. I wish all my bets were as boring as Infratil.

Forecast EBITDAF for 3/2022 has dropped to $500-530m (previous forecast was $505-550m)

[RGR367]

They are saying that when good news doesn't lift the SP anymore it is time to sell ... but hey, what do I know :

A sure sign to buy more though I got heaps of it already, I think

[kiora]

Monetary vote of confidence by director
https://stocknessmonster.com/announc...ft.nzx-383295/

[tango]

Monetary vote of confidence by director
https://stocknessmonster.com/announc...ft.nzx-383295/

A huge vote of confidence given current prices

[peat]

Morrison starting a 3b fund

HRL Morrison & Co said it has secured more than US$3 billion in funding commitments to establish a new, open-ended global infrastructure fund.
Paywalled Morrison & Co launches US$3b global fund | BusinessDesk


Wont the managers of Morrison and Co now have a significant conflict of interest between the management of Infratil with the management of this new fund? Its not like Infratil isnt paying them very well.

[CJ]

I would have through IFT would pay more fees given the contract is very old and didn't anticipate the scale they are operating at???