I have been a long term investor. It is interesting to see that their after tax return has averaged at 21.6% in the last 10 years - above their post listing return of 18.7%. I remember several decades ago, reading that their goal was 18% shareholder return pa. Good job. I don't mind paying commission/manager fees for a good job done.
Its a Firm Hold for me ...only looking to Add ...Never to exit from such a wonderful investment ...my top pick long term
I have been a long term investor. It is interesting to see that their after tax return has averaged at 21.6% in the last 10 years - above their post listing return of 18.7%. I remember several decades ago, reading that their goal was 18% shareholder return pa. Good job. I don't mind paying commission/manager fees for a good job done.
I think this performance is outrageously good. A really phenomenal job. Almost 3 decades of almost 19% returns!!! This is Buffett level good.
I think this performance is outrageously good. A really phenomenal job. Almost 3 decades of almost 19% returns!!! This is Buffett level good.
IFT is more of a trader/company rebuilder than a earner just the same as Graham Hart , they have the eye for opportunities and maximize that opportunity, where to from here, who knows but something will turn up !!
Phillippa Harford CFO & Jason Boyes
CFO well versed giving presentation today
Inflation protection in its assets.
CDC high alert for cyber security. Investing in cyber security. Bond yields down, risk free rates increased. Valuation of CDC conservative. Other data centers in advanced planning. Future green fields development valuations not included.
Demand for renewable Energy assets. Hold ups with supplies for construction, freight costs high.
Hedged input costs. Tax credits significant.
Longroad still conservatively valued, not market to market.
Originally Posted by Bjauck
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