IFT - Infratil

[ratkin]

Agree.Hats off to them/I suggest one of the best companies planning long term investment strategies.And they execute strategies well.One of the best brains trust of any NZ Co.Look at how smoothly the transition after Lloyds sad passing.One of few set & forget shares.Just need to compare FBU,yuk.Owned FBU in 80's,never again.
https://www.interest.co.nz/news/9329...sh-counterpart

Can honestly say that in all he years of owning Infratil they have never once given cause for a single second of anxiety. Can sleep soundly at night with these in the portfolio, and over the years they have quietly provided very decent returns.

[macduffy]

Can honestly say that in all he years of owning Infratil they have never once given cause for a single second of anxiety. Can sleep soundly at night with these in the portfolio, and over the years they have quietly provided very decent returns.

Indeed they have (provided very decent returns) despite hiccups occasionally, eg European airports, NZ Bus - but I don't think we should expect a return to 17%+pa returns too often. The law of law numbers; the scarcity of new opportunities make that "a big challenge" - to use the current jargon.

I hold.

[bull....]

dont know if anyone picked up on amazons results this morning , stunning is the word but did you notice there AWS results ( cloud) absolutley stunning ) just goes to show the growth potential.

anyway thats why i was saying CDC part of infratil has huge upside

https://infratil.com/for-investors/c...presentations/

Im thinking this division in Infratil could be a leading driver of revenue and profits in the future so i reckon they need to accelerate there growth on top of whats already planned in this division to capture the strong growth in the sector to come. Next DC in aus has just done a capital raise for further growth as further proof of the sector potential.

[kiora]

dont know if anyone picked up on amazons results this morning , stunning is the word but did you notice there AWS results ( cloud) absolutley stunning ) just goes to show the growth potential.

anyway thats why i was saying CDC part of infratil has huge upside

https://infratil.com/for-investors/c...presentations/

Im thinking this division in Infratil could be a leading driver of revenue and profits in the future so i reckon they need to accelerate there growth on top of whats already planned in this division to capture the strong growth in the sector to come. Next DC in aus has just done a capital raise for further growth as further proof of the sector potential.

Absolutely agree.One only needs to see the number of photos/videos taken worldwide when travelling to decide this.Those records of moments need to be stored somewhere.(or shredded!).And the industry that has a synergy with the data storage is..... renewable energy (Longroad Energy,Tilt,Trustpower) RE tied into Electric buses as well.Long term strategies are in place,patience will pay.

[bull....]

Agh ha,but maybe they are thinking long term as well,That their electric buses give them a competitive advantage.And they have the rights to the technology n NZ

still dont like nz bus , even if they went electric still cant see them getting big returns + they would have to spend more capital on buses again and then could lose the contract. not much of a competitive moat in the buses.
sell them to someone else an reinvest in tlt etc for better returns

[bull....]

forgot to mention in there presentation material the company stated a very important point

Infratil anticipates delivering a FY18 result that is at the top end of its guidance range. Guidance for 2018 excludes potential upside from associates’ investment valuations.

as an example


cdc may need a material revaluation increase to reflect the increased multiples attached to this type of business

[artemis]

still dont like nz bus , even if they went electric still cant see them getting big returns + they would have to spend more capital on buses again and then could lose the contract. not much of a competitive moat in the buses.
sell them to someone else an reinvest in tlt etc for better returns

They have said publicly they will be selling NZBus after concluding the contract for the remaining Wellington bus routes. They knew they were getting those routes due to existing contract. It is possible they will retain the conversion to electric buses, as that fits with their overall strategy.

[bull....]

They have said publicly they will be selling NZBus after concluding the contract for the remaining Wellington bus routes. They knew they were getting those routes due to existing contract. It is possible they will retain the conversion to electric buses, as that fits with their overall strategy.

whats the point in electric buses?

costs a more to buy them than current buses
tender periods are to short for contracts , might not get your investment back within the concession period of contract
issues over battery performance

[steveb]

Hey bull have you seen who is trying to run the country at the mo.

There could be subsidies, carbon credits,a new runway or two, even brownie points to be had!

[bull....]

Hey bull have you seen who is trying to run the country at the mo.

There could be subsidies, carbon credits,a new runway or two, even brownie points to be had!

dont make me laugh , they cant even afford the things they promised in the election ( doctor visits canned today) so i doubt very much they are going to subsidise this