IFT - Infratil

[Well Endowed]

I know behind a paywall, but a fairly favourable outlook on how things are progressing with the recent vodafone acquisition.

- Appointment of Jason Paris (who has actually commented on the article to a few posters),
- Upgrade of customer service in X-Squad ($10m investment),
- Teaming up with Kogan to launch a low cost Skinny competitor
- Partnering with Umbrellar in the IT services space
- Further advancing 5G plans

https://www.nbr.co.nz/analysis/sudde...ting-all-moves

I get the feeling that in a couple years this is going to look like a very good acquisition indeed.


Happily Holding, as we near $5 again.

[Ggcc]

I know behind a paywall, but a fairly favourable outlook on how things are progressing with the recent vodafone acquisition.

- Appointment of Jason Paris (who has actually commented on the article to a few posters),
- Upgrade of customer service in X-Squad ($10m investment),
- Teaming up with Kogan to launch a low cost Skinny competitor
- Partnering with Umbrellar in the IT services space
- Further advancing 5G plans

https://www.nbr.co.nz/analysis/sudde...ting-all-moves

I get the feeling that in a couple years this is going to look like a very good acquisition indeed.


Happily Holding, as we near $5 again.

Well over $5 now and still rising.......... Will it stop and where do people see fair value?? My similar stance with the Port of Napier is I would not be adding to my holding at these levels.

[kiora]

In case you have missed it
Valuation of parts $5.70/share
Buy back up to 20,000,000 shares up to $5
Seems to make sense

Getting there slowly but surely?

[bull....]

yes great stock , next stop 5? be good if it happens

looking good , the best thing about ift is that it has both defensive positions and growth positions

[bull....]

ticking all the right boxes around forward growth

[kiora]

Bottom drawer.
Dividend reinvestment plan reintroduced

[kiora]

Well some didn't like the result.A good old tree shake going on.
I'm looking forward to results within the next 2 years, when the returns from all the expansion investment going on comes through.
$1.4 billion returning 15%/annum ???

[bull....]

Well some didn't like the result.A good old tree shake going on.
I'm looking forward to results within the next 2 years, when the returns from all the expansion investment going on comes through.
$1.4 billion returning 15%/annum ???

the fall in price was due more to the rbnz rate decision than the result. all rate sensitive stocks got a bit of a downdraft yesterday after the rate decision

[kiora]

Thanks Bull. I get it

[kiora]

Getting closer to where it deserves to be