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Thread: Ift

  1. #2401
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    Quote Originally Posted by bull.... View Post
    i didnt buy at the bottom either ,but i follow one of jessie livermore's saying in my strategy ... i never buy at what i think is the bottom and i always sell to soon
    Shorting Mr B?
    BB compressing.

  2. #2402
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    Craigs report 22/7/20 12 month price target $5.46 PE 22.48
    They report a neutral price target but their commentary to me reads more favorably than their normal reports on IFT?
    Last edited by kiora; 23-07-2020 at 01:37 AM.

  3. #2403
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    Singapore Airlines have announced they will not return to Wellington for the foreseeable future post COVID:

    https://www.stuff.co.nz/business/ind...seeable-future

    Not good for IFT seeking to earn a buck on the substantial spend on infrastructure at WLG airport.

  4. #2404
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    Quote Originally Posted by Southern Lad View Post
    Singapore Airlines have announced they will not return to Wellington for the foreseeable future post COVID:

    https://www.stuff.co.nz/business/ind...seeable-future

    Not good for IFT seeking to earn a buck on the substantial spend on infrastructure at WLG airport.
    No...And Wellington Airport is a pretty sizeable chunk of Infratils invesment portfolio. ~11%.
    Per the 2020 report they state that 85% of passengers are still flying domestically. I guess some of these people are tourists...so thats not the whole story, there will be a lot less tourists flying domestically. They have deferred as much CAPEX as they can, reduced costs etc etc. Going to have a pretty major effect thats for sure. Pleased they are not half way through extending the runway etc. And hoping that their Vodafone bet comes good.
    Maybe they need to get on and marry it up with SKY ?
    Disc. Recent holder.

  5. #2405
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    https://webcache.googleusercontent.c...&ct=clnk&gl=au

    Intelligent investor are hot for IFT. CDC especially spinning their wheels.

  6. #2406
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    Quote Originally Posted by Rowdy Flat View Post
    https://webcache.googleusercontent.c...&ct=clnk&gl=au

    Intelligent investor are hot for IFT. CDC especially spinning their wheels.
    Thanks for posting the link. Hope they are right !

  7. #2407
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    from the article

    It's 26 years have generated returns of 16.6% per year, a return that trounces the market and most star fund managers.

    ift great investment . i raved on this thread ages back that cdc and tilt were the best additions to growth in there portfolio and still are
    bull
    One step ahead of the herd

  8. #2408
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    Yes, thanks, Rowdy. I've held IFT since the IPO - it's now my largest NZ holding. Good to see some Aussie coverage - and appreciation here!

  9. #2409
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    Quote Originally Posted by macduffy View Post
    Yes, thanks, Rowdy. I've held IFT since the IPO - it's now my largest NZ holding. Good to see some Aussie coverage - and appreciation here!
    Ditto from me. Despite several (regretted!) reductions it is one of my largest holdings. "Boring" looks increasingly exciting today!
    Last edited by Bjauck; 17-09-2020 at 11:04 AM.

  10. #2410
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    Does anyone have information about the share buy back program?

    Disc: Bought a small holding recently

  11. #2411
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    Thanks for the link, announcement of the CDC acquisition was the reason I first dipped into IFT

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