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Thread: IFT - Infratil

  1. #2061
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    Asset value $4:17/share without upside recognized

  2. #2062
    ShareTrader Legend bull....'s Avatar
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    Canberra Data Centres expects to grow its operating profit run-rate by more than 50 percent this year after increasing it by 35 percent in the March year just gone.

    http://www.scoop.co.nz/stories/BU190...tda-growth.htm

    bp thats growth eh
    one step ahead of the herd

  3. #2063
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by bull.... View Post
    Canberra Data Centres expects to grow its operating profit run-rate by more than 50 percent this year after increasing it by 35 percent in the March year just gone.

    http://www.scoop.co.nz/stories/BU190...tda-growth.htm

    bp thats growth eh
    Glad for them - they will need this growth given that some of their other investments (like TLT) are slower burners ;
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  4. #2064
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    Back to square one for the Wellington airport runway extension consent.

  5. #2065
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    http://www.sharechat.co.nz/article/3...a-centres.html

    hmmmm I wonder if Infratil will follow NZ Super Fund to invest in North American data centres? Seems like a good use of Infratil's growing cash pile.

  6. #2066
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    Quote Originally Posted by bull.... View Post
    Infratil looks at replicating Longroad in Europe

    https://www.nzherald.co.nz/business/...ectid=12221102
    Just need to get the numbers working.Turbine $1000000,front up with 30 %,borrow 70 % @ 6%,EU guaranteed 10 % return over 5 yrs =19 %/year return.Does that work?

  7. #2067
    ShareTrader Legend bull....'s Avatar
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    fees forgotten about lol , moving to new highs now
    one step ahead of the herd

  8. #2068
    ShareTrader Legend bull....'s Avatar
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    new highs again today , maybe my $5 price was not so silly?
    one step ahead of the herd

  9. #2069
    always learning ... BlackPeter's Avatar
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    Interesting view in Chris Lee latest "Taking Stock" on Infratil.

    https://www.chrislee.co.nz/taking-stock

    If you are not a customer you will need to register (for free) to read - and scroll down to Ed Lee (basically the second part of the newsletter)

    He (Ed Lee) comments on Infratil's move from dividend stock to growth stock and mentions that growth stocks often need additional money to grow.

    I agree as well with his view on the management fees.

    From a personal perspective I'd see IFT currently as quite dear ... particularly considering their large investment in alternative energies. That's feel good stuff and might at some stage pay (material) dividends, but unlikely over the next decade or so.

    I am sure the market will sort that out whenever they come to it ;
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  10. #2070
    Speedy Az winner69's Avatar
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    That $100m outperformance fee to Morrison mentioned is one big lump of money eh.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

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