IFT - Infratil

[huxley]

“Pressures, profits and patients: Debate rages around ethics of private medical scanning”


https://www.rnz.co.nz/news/national/...dical-scanning

[TFA]

“Pressures, profits and patients: Debate rages around ethics of private medical scanning”


https://www.rnz.co.nz/news/national/...dical-scanning

Bit confusing as to where IFT sits in this. Sounds like they are effectively behind the independent group who are having a crack at the new businesses being formed by the various surgeons who potentially have a conflict of interest.

[Ggcc]

“Pressures, profits and patients: Debate rages around ethics of private medical scanning”


https://www.rnz.co.nz/news/national/...dical-scanning

Maybe the government should just make it all public. Oh wait they can't as it won't make a profit or at least break even and always needs reinvesting.....

Some people always complain when private health companies make a profit. Most of us get it and understand it. Nothing much will come of this I feel.

[kiora]

A big tick. Showing how it should be done


“What was so awesome about that is that we were successful in standing up our own enterprise Resource Planning (ERP) across all key functions - finance, HR, supply Chain and procurement - in just nine months. Frankly, that is a little bit unheard of, especially on the sort of scale and size of organisation that we have,” Haddad says. What’s more, the OfficeIT stream - end user technology including staff accounts, associated security tools and onboarding processes - came in under budget."


https://businessdesk.co.nz/sponsored...9223-446239310

[3141592]

A big tick. Showing how it should be done


“What was so awesome about that is that we were successful in standing up our own enterprise Resource Planning (ERP) across all key functions - finance, HR, supply Chain and procurement - in just nine months. Frankly, that is a little bit unheard of, especially on the sort of scale and size of organisation that we have,” Haddad says. What’s more, the OfficeIT stream - end user technology including staff accounts, associated security tools and onboarding processes - came in under budget."


https://businessdesk.co.nz/sponsored...9223-446239310

I think the more interesting aspect is that they're choosing to build NZ media profile with business desk sponsored articles - i assume in the runway to an ipo in 2023/2024 - when both markets / results align...

[bull....]

I think the more interesting aspect is that they're choosing to build NZ media profile with business desk sponsored articles - i assume in the runway to an ipo in 2023/2024 - when both markets / results align...

i agree with the way spark stock is trading ift would be able to reap a big profit on an ipo of vodaphone.

[maclir]

Lining up the Super Fund for a healthy chunk.

[huxley]

$9.33 - IFT is the best alpha play on NZX

[3141592]

$9.33 - IFT is the best alpha play on NZX

In 2022, some key share purchases - there's been 2 rounds of MCO at $40m, one $2m from CEO, one $0.5m from a new director, and friday something like $7m traded - no idea by whom (re the latest buys) - could be the buy backs....
There appears to be 'smart money' going in, the renewables and data centres are basically on fire in a good way - loads of investment optionality - just what IFT love. Vodafone will be sold down at a massive premium in the next 1-2 years. They're spread across a range of jurisdictions and with multiple ways of exiting any of their 'platforms' at above current analyst NZX pricing- it's shooting fish in a barrel for anyone with a decent time horizon. This is not a boring infrastructure company. This is a sophisticated PE player increasingly in exciting high growth verticals making all the right moves with pedigree to boot. No major exposure to dubious geo political markets, or recessionary consumer businesses. This is a one of those investment snow balls, and it's only just gaining momentum down a global slope (very long). As an aside MCO will go global because they're very incentivised to go global. Fine by me.

[Rawz]

What is the best way to measure IFT performance?

Book value per share?