IFT - Infratil

[nztx]

Looks like they resolved this problem :

https://one.nz/

The domain is still registered in the name of the original Registrant
who secured it in 2017 and holds the .co.nz

[BlackPeter]

The domain is still registered in the name of the original Registrant
who secured it in 2017 and holds the .co.nz

LOL - you mean they nicked it?

With all due respect, but maybe your information is not as up to date or as relevant as it could be ;

Not a big fan of vodafone either, but I am sure they sorted this problem before they launched their website.

[BlackPeter]

.... duplicate - deleted

[nztx]

LOL - you mean they nicked it?

With all due respect, but maybe your information is not as up to date or as relevant as it could be ;

Not a big fan of vodafon either, but I am sure they sorted this problem before they launched their website.

With respect - the NZ Domain Registry records should be as up to date, relevant and current as can ever be

You'd think Voda aka One would be onto to that immediately to get Registrant changes through ASAP

Perhaps there was a delay in getting their rebranded Corporate One Plastic through for the job

[BlackPeter]

With respect - the NZ Domain Registry records should be as up to date, relevant and current as can ever be

You'd think Voda aka One would be onto to that immediately to get Registrant changes through ASAP

I can't speak for the Domain Registry. You need to raise your complaints with them. While you are doing that ... feel free to browse the one.nz and one.co.nz webpages ;

[nztx]

I can't speak for the Domain Registry. You need to raise your complaints with them. While you are doing that ... feel free to browse the one.nz and one.co.nz webpages ;

Nah .. cant be bothered the old site was hassle enough to find what was wanted without all
the pretty moving graphics to distract

Dont Voda have their own domain registry ? .. A few minor changes shouldn't be too major

[BlackPeter]

... not that it would matter in any way shape or form, but here is the solution to the domain name quest:

It definitely helped that Vodafone NZ secured the one.nz internet address (registered by a former staffer, who now works for 3Plus Consulting - one of the agencies involved in the rebrand).

from https://www.nzherald.co.nz/business/...imately-matter

(paywalled)

I trust Vodafone have an agreement with their former staffer who works now for their Rebranding agency ;

[Rawz]

What is the best way to value IFT? Its book value per share at 31 march was $5.13

So it is trading at a 1.63x multiple

The dividend yield has traditionally been 4-5.5% p.a. Now at 2.22% according to ASB.

Thought i would have a look since fisher funds rates them so high with them being the top pick in their KFL portfolio...

Anyone have a successful approach when buying some shares? Or is it just a matter of put some down and check back next decade (their long term returns are very impressive according to their website)

[BlackPeter]

What is the best way to value IFT? Its book value per share at 31 march was $5.13

So it is trading at a 1.63x multiple

The dividend yield has traditionally been 4-5.5% p.a. Now at 2.22% according to ASB.

Thought i would have a look since fisher funds rates them so high with them being the top pick in their KFL portfolio...

Anyone have a successful approach when buying some shares? Or is it just a matter of put some down and check back next decade (their long term returns are very impressive according to their website)

OK - I am sure you don't want to hear that ... but in my view is currently a lot of growth expectations baked into the IFT share price. Clearly - its neither earnings nor asset value.

Growth companies typically grow as long as the hype carries them, and then they drop ...

Forget any modelling - you just will get dizzy by the size of the required growth rates. If you believe in the fund manager and that their data centers and particularly the value of their green power assets will maintain double digit growth rates year after year and that IFT will sell them with impeccable timing (as they did e.g. with Z-Energy), before they drop, than by all means, hope, pray and stick with them.

If you however believe that reality might catch up with them at some stage (as it did already with a number of other green energy companies (like e.g. ENR.DE- Siemens Energy), than I would worry less about modelling but more about diversification ;

Anyway - just my 2 cents ...

Discl: not very good in predicting the timing of hype waves, i.e. I might be wrong for still some time to come ... or I might not be ;

[Bjauck]

I see from marketscreener.com the average target price is $9.07 with a weak “buy” recommendation. It may have been some time since some brokers updated their targets.

The other companies I looked out before being locked out were OCA and KMD and they had strong buy recommendations on the marketscreener website.