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Thread: Ift

  1. #2206
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    "Brookfield’s Australian targets this year include Healthscope, the country’s second largest health operator, which it acquired in a $4.35 billion deal.
    It is set to sell its $1 billion half share in Genesee and Wyoming Australia to joint-venture partner Macquarie Infrastructure and Real Assets and has also struck a deal with
    Infratil to buy Vodafone New Zealand for $3.2 billion."

  2. #2207
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    Infratil cleared to buy Vodafone NZ

    https://www.nzherald.co.nz/business/...ectid=12248537

    cool , ill dwell on the future of nz telcos while im out fishing today
    bull

  3. #2208
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    So a nice meeting in Napier tonight.
    Interesting to hear that Tim believes the company could be worth north of $5.50 if they put all of Infratil's assets on the market and paid off debts. So that was some assurance. Otherwise it was business as usual and great things on the horizon.

    IFT believe that Vodafone and Spark will unite to put 5G together for NZ otherwise it would be very expensive. What was quite interesting was there comparison of 4G and 5G. The slide was sort of showing us the size of the Earth as 4G and the size of the Sun was 5G in limitations. When 5G happens expect we could expect big things, Tim indicated. Otherwise they mentioned they were most likely not going to change the basic ways how Vodafone works (if they end up owning it), but how they will offer existing customers other add ons. The indication I had was that IFT will leave more money into it rather than strip it purely for dividends.

    Canberra Data Centre seems to be ticking along quite nicely with contracts already in for leasing, so their major problem was constructing them, as the leases were already signed.

    The Retire Australia I was not too sure about as Tim mentioned they (all Australian retirement sectors) had some bad rap in the media and house prices were lower which in turn affected their return. But he remained positive for the future.

    Longrun was ticking along nicely with future programs in place which will be done when it suits them.

    The assets which IFT have sold will be used to inject into Vodafone as the company needs investment. IFT are very happy with the Vodafone management.

    They spoke about a few other things, but the brain can only retain so much information.
    Last edited by Ggcc; 24-07-2019 at 07:57 AM.

  4. #2209
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    Quote Originally Posted by winner69 View Post
    Rumour has it RetireAustralia getting closer to being hocked off.
    I'm not sure about this now.More likely,it has just gone through a consolidation period.Now looking to turn it around & building 300 units/year & adding care facilities.Margins didn't seem that great though.Vacancies had increased to 10% but hopefully starting to see light at the end of the tunnel.

  5. #2210
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    Quote Originally Posted by Ggcc View Post
    So a nice meeting in Napier tonight.
    Interesting to hear that Tim believes the company could be worth north of $5.50 if they put all of Infratil's assets on the market and paid of debts. So that was some assurance. Otherwise it was business as usual and great things for the horizon.

    IFT believe that Vodafone and Spark will unite to put 5G together for NZ otherwise it would be very expensive. What was quite interesting was there comparison of 4G and 5G. The slide was sort of showing us the size of the Earth as 4G and the size of the Sun was 5G in limitations. When 5G happens expect we could expect big things, Tim indicated. Otherwise they mentioned they were most likely not going to change the basic ways how Vodafone works (if they end up owning it), but how they will offer existing customers other add ons. The indication I had was that IFT will leave more money into it rather than strip it purely for dividends.

    Canberra Data Centre seems to be ticking along quite nicely with contracts already in for leasing, so their major problem was constructing them, as the leases were already signed.

    The Retire Australia I was not too sure about as Tim mentioned they (all Australian retirement sectors) had some bad rap in the media and house prices were lower which in turn affected their return. But he remained positive for the future.

    Longrun was ticking along nicely with future programs in place which will be done when it suits them.

    The assets which IFT have sold will be used to inject into Vodafone as the company needs investment. IFT are very happy with the Vodafone management.

    They spoke about a few other things, but the brain can only retain so much information.
    Nice work. Thanks very much.

  6. #2211
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    Quote Originally Posted by Ggcc View Post
    So a nice meeting in Napier tonight.
    Interesting to hear that Tim believes the company could be worth north of $5.50 if they put all of Infratil's assets on the market and paid of debts. So that was some assurance. Otherwise it was business as usual and great things for the horizon.

    IFT believe that Vodafone and Spark will unite to put 5G together for NZ otherwise it would be very expensive. What was quite interesting was there comparison of 4G and 5G. The slide was sort of showing us the size of the Earth as 4G and the size of the Sun was 5G in limitations. When 5G happens expect we could expect big things, Tim indicated. Otherwise they mentioned they were most likely not going to change the basic ways how Vodafone works (if they end up owning it), but how they will offer existing customers other add ons. The indication I had was that IFT will leave more money into it rather than strip it purely for dividends.

    Canberra Data Centre seems to be ticking along quite nicely with contracts already in for leasing, so their major problem was constructing them, as the leases were already signed.

    The Retire Australia I was not too sure about as Tim mentioned they (all Australian retirement sectors) had some bad rap in the media and house prices were lower which in turn affected their return. But he remained positive for the future.

    Longrun was ticking along nicely with future programs in place which will be done when it suits them.

    The assets which IFT have sold will be used to inject into Vodafone as the company needs investment. IFT are very happy with the Vodafone management.

    They spoke about a few other things, but the brain can only retain so much information.
    thx looks like vodaph wont be a Z thing but a core position in there portfolio.
    bull

  7. #2212
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    Quote Originally Posted by bull.... View Post
    thx looks like vodaph wont be a Z thing but a core position in there portfolio.
    They only want to have roughly 25% of their portfolio in growth. So you are correct about Vodafone.

  8. #2213
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    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

  9. #2214
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    Quote Originally Posted by kiora View Post
    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
    nice and the PE of 134 looks reasonable and will lower over time
    bull

  10. #2215
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    Thanks JT for your posting
    https://www.youtube.com/watch?v=kpW9JcWxKq0

    Vodafone nicely placed to be the conduit

  11. #2216
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    https://www.nzx.com/announcements/338751

    I hope Morrison and Co rightfully take a bath on their bonuses after booking this loss...

  12. #2217
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    I can smell $5 per share approaching. I am holding, but would not be buying at these levels.

  13. #2218
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    The trouble is everything is so high and the savings accont is paying 0.1%. Glad I have invested for so long

  14. #2219
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    Quote Originally Posted by horus1 View Post
    The trouble is everything is so high and the savings accont is paying 0.1%. Glad I have invested for so long
    A tricky case for the baby boomers who have lots of cash in saving at the moment eh. But then again they probably don't have to worry the ups and downs of Mr market.
    Last edited by longy; 09-08-2019 at 11:40 PM.

  15. #2220
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    Quote Originally Posted by Ggcc View Post
    I can smell $5 per share approaching. I am holding, but would not be buying at these levels.
    That rights offer when they bought Vodafone was great, wish we were offered more.

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