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Thread: IFT - Infratil

  1. #3171
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    Craigs Investment Partners interview
    https://www.youtube.com/watch?v=_sQQkqkl2yI

  2. #3172
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    Quote Originally Posted by kiora View Post
    Craigs Investment Partners interview
    https://www.youtube.com/watch?v=_sQQkqkl2yI
    Thanks for the link. I lost count of the no. of times Jason Boyes mentioned digital infrastructure…

    About 8:21 was also interesting with respect to when they decide to off-load a business.

    Disc: I decided not to participate in the latest issue - IFT is my largest holding already.
    Last edited by Bjauck; 30-06-2023 at 09:47 AM.

  3. #3173
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    Interesting from notice on over subscriptions today.

    "Applications were received from 27,983 eligible shareholders"

    yet 2023 Annual Report has

    Total of 21,542 shareholders.

  4. #3174
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    Quote Originally Posted by 777 View Post
    Interesting from notice on over subscriptions today.

    "Applications were received from 27,983 eligible shareholders"

    yet 2023 Annual Report has

    Total of 21,542 shareholders.
    Probably Sharesies. Their holdings are all under one, but probably applications are under individual names.

  5. #3175
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    Yes that would explain it along with those nominee and custodial holdings.

  6. #3176
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    $10-00 GONE well done all holders .

  7. #3177
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    Given the total size of the capital raise has increased by $85m ($850m to $935m), shareholders will have needed to have applied for 13.97% (rather than 12.7%) of their 6 June shareholding to maintain a pro rata share of the company. Do we assume that this is the level SPP applications will be scaled to? If you only applied for 12.7% you will have your ownership percentage slightly reduced.

  8. #3178
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    Quote Originally Posted by Southern Lad View Post
    Given the total size of the capital raise has increased by $85m ($850m to $935m), shareholders will have needed to have applied for 13.97% (rather than 12.7%) of their 6 June shareholding to maintain a pro rata share of the company. Do we assume that this is the level SPP applications will be scaled to? If you only applied for 12.7% you will have your ownership percentage slightly reduced.
    Announcement was not clear on allocation of number of shares those who subscribed could expect. I tried ringing Link Mkt Services but got tired of waiting
    to talk to a person. Guess we just need to wait till 4 July. Does anyone know if you can check on line?

  9. #3179
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    Hey new ATH again. Won’t be the last one

  10. #3180
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    <please delete>
    Last edited by LaserEyeKiwi; 30-06-2023 at 03:22 PM.

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