IFT - Infratil

**Muse** · 09-10-2023, 09:20 AM

Originally Posted by Gerald

https://www.nzx.com/announcements/419591

Hmm, risk free rises from 3.65 to 3.75%. I guess we are using the Swiss risk free rate for that one 樂

lol yes I wondered the same thing. Okay, CDC is an Australian business, so use the AU Gov 10 year bond as RFR proxy...and that is still 4.56%. How they get away with using 3.75% RFR is beyond me.

**Snoopy** · 09-10-2023, 10:01 AM

Originally Posted by Muse

lol yes I wondered the same thing. Okay, CDC is an Australian business, so use the AU Gov 10 year bond as RFR proxy...and that is still 4.56%. How they get away with using 3.75% RFR is beyond me.

They didn't get away with it. You and Gerald called them out!

SNOOPY

**winner69** · 09-10-2023, 10:08 AM

Possibly using methodology / rates NZ Treasury use or some other sillybway

**kiora** · 14-10-2023, 02:13 AM

Rather pricey?
https://finance.yahoo.com/news/gip-c...122742238.html

**Toddy** · 14-10-2023, 09:48 AM

Originally Posted by kiora

Rather pricey?
https://finance.yahoo.com/news/gip-c...122742238.html

If that's the current market then Ift is well placed to ride the wave.

**Ggcc** · 14-10-2023, 02:11 PM

Originally Posted by Toddy

If that's the current market then Ift is well placed to ride the wave.

Right now it's the hot topic with endless funding. A great market to be in when the biggest advocate is the government.

**Bjauck** · 17-10-2023, 05:44 PM

In Milford’s latest missive to KiwiSaver members, Sam Trethewey writes glowingly about LongRoad Energy and how they benefit from the clean energy credits in Biden’s Inflation Reduction Act. He recently visited LongRoad in the Arizona Desert. Infratil is one of Milford’s preferred stocks.