IFT - Infratil

[kiora]

That took longer than I expected to pop

[Zaphod]

Big acquisition coming.

Or perhaps some additional Data Centres for Auckland.

[kiora]

Considerable organic growth to come.

[Greekwatchdog]

For Bars latest update for you.

Infratil's (IFT) mini investor day reiterated recent themes; CDC Data Centres (CDC) is IFT's growth engine and Vodafone has plenty of opportunity in front of it. CDC has been IFT's stand-out investment for the past three years and that has not changed, with growth expectations continuing to accelerate. A significant lift in our CDC valuation (up +NZ$1.54 to NZ$3.50) has been the key driver of the +NZ$1.33 increase in our target price to NZ$5.95. However, we retain our NEUTRAL rating as we have some concerns over how far data centre valuations have run.

[Jantar]

https://www.nzx.com/announcements/362022

Can someone explain to me hoe IFT buying 60% of Qscan for A$330 M gives it an EV of A$750 M. Surely that should be A$550 M for the whole company?

[Ogg]

https://www.nzx.com/announcements/362022

Can someone explain to me hoe IFT buying 60% of Qscan for A$330 M gives it an EV of A$750 M. Surely that should be A$550 M for the whole company?

Company has debt

[horus1]

This all about IT and data . good buy and has a consistent theme.

[peat]

re the Qscan acquisition
all the revenues come from MediCare
Australian govt hates NZ companies
It might change the rules ....
a real risk imho.

[kiora]

IFT are well versed in working with govt rules and govts and are knowledgeable at quantifying risk/rewards it would seem

[RTM]

IFT are well versed in working with govt rules and govts and are knowledgeable at quantifying risk/rewards it would seem

They might become an Australian company, they certainly have some solid investments there.