IFT - Infratil

[kiora]

Vodafone purchase ticks many boxes.A great leg up for IFT IMHO

"Integrated communication companies are a mix of lower-risk and growth businesses, he said. When managed well and with leading market positions they can deliver quite predictable cash flow.
http://www.scoop.co.nz/stories/BU190...ay+20+May+2019

[BlackPeter]

Annual report out.

https://infratil.com/assets/imported...ort-300024.pdf

Lots of emphasis on wealth creation over the last 25 years. I guess finishing this period with an annual loss due to the exorbitant management fees is a slightly unfortunate dark spot on the vest. Lets see what punters do with that ...

[artemis]

$4 / share in the capital raise is looking like a plan.

[Beagle]

Annual report out.

https://infratil.com/assets/imported...ort-300024.pdf

Lots of emphasis on wealth creation over the last 25 years. I guess finishing this period with an annual loss due to the exorbitant management fees is a slightly unfortunate dark spot on the vest. Lets see what punters do with that ...

A significant amount of "corporate speak" justifying the more that $125m paid to Morrison which is grossly egregious considering most of it is calculated on theoretical and unrealized revaluation gains...what a farce.

[bull....]

A significant amount of "corporate speak" justifying the more that $125m paid to Morrison which is grossly egregious considering most of it is calculated on theoretical and unrealized revaluation gains...what a farce.

im not complaining if the share keeps out performing sum others or is that most others lol

[Ggcc]

Any ideas why Trustpower SP is sprinting up in value over the last few days.....?

[bull....]

Any ideas why Trustpower SP is sprinting up in value over the last few days.....?

ift say they are not selling it

[bull....]

Morrison looms large in $500m-plus Macarthur Wind Farm auction

https://www.afr.com/business/energy/...0190602-p51tm9

wonder if IFT OR TLT will also be involved in this?

[bull....]

AGL launches $3b bid for telecommunications company Vocus

https://www.abc.net.au/news/2019-06-...ction=business


must be the future a , power companies and telcos. ift way ahead of the game

[BlackPeter]

AGL launches $3b bid for telecommunications company Vocus

https://www.abc.net.au/news/2019-06-...ction=business


must be the future a , power companies and telcos. ift way ahead of the game

I guess there are clearly lots of synergies with both being utilities and having similar problems. Same customers, same databases, same geographical challenges ... Makes as well sense to dig a trench only once and put in fibre and power cables at the same time.

Question is - will the customer or the shareholder benefit from these synergies? Hopefully both ...