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Thread: IFT - Infratil

  1. #3341
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    Quote Originally Posted by Toddy View Post
    At the moment it feels like a boring share to own.

    Small daily volumes.
    Quite happy with boring.

  2. #3342
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    Quote Originally Posted by RTM View Post
    Quite happy with boring.
    Boring is best. By the end of this year I feel it will be around $11.50-12

  3. #3343
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    " more and more sovereign wealth funds see infrastructure as a major growth area in their asset allocation,""
    https://finance.yahoo.com/news/the-e...170046374.html

  4. #3344
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    Quote Originally Posted by kiora View Post
    " more and more sovereign wealth funds see infrastructure as a major growth area in their asset allocation,""
    https://finance.yahoo.com/news/the-e...170046374.html
    .....starting to realise what Infratil has known for years!

  5. #3345
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    What a fantastic investment CDC Data centers has been for them.

    https://www.nzx.com/announcements/424962

    https://www.reseller.co.nz/article/7...eet-ai-demand/
    Last edited by thedrunkfish; 18-01-2024 at 11:42 AM.

  6. #3346
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    Quote Originally Posted by thedrunkfish View Post
    What a fantastic investment CDC Data centers has been for them.

    https://www.nzx.com/announcements/424962

    https://www.reseller.co.nz/article/7...eet-ai-demand/
    I remember black peter indicating that data centres demand was dropping world wide, yet as I have always mentioned they could pick and choose who they wanted and that demand was ample. Ongoing great news for Infratil shareholders

  7. #3347
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    Quote Originally Posted by Ggcc View Post
    I remember black peter indicating that data centres demand was dropping world wide, yet as I have always mentioned they could pick and choose who they wanted and that demand was ample. Ongoing great news for Infratil shareholders
    Data centre demand is dropping worldwide? That is crazy talk. In the middle of a sustained boom, currently being accelerated even more by crushing demand for AI capacity.

  8. #3348
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    https://www.nzx.com/announcements/425299

    Bit of buying on market, increasing holdings.

  9. #3349
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    Quote Originally Posted by LaserEyeKiwi View Post
    Data centre demand is dropping worldwide? That is crazy talk. In the middle of a sustained boom, currently being accelerated even more by crushing demand for AI capacity.
    I am glad that we had the likes of Blackpeter on this forum, but on Infratil, his jaded judgement has got in the way of purchasing a share everyone should consider in their portfolio. I am happy to have him tell me how we are all wrong, but history shows he has been wrong about Infratil from about $7-8 per share. I didn't go back any further on this forum.

    It kind of reminds me how I felt FPH was overvalued at $10. I was wrong and mentioned that on the FPH forum page some time back.

  10. #3350
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    Some people have said 11 dollars by the end of this year. I have much greater expectations.

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