That took longer than I expected to pop
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That took longer than I expected to pop
Considerable organic growth to come.
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.
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?
This all about IT and data . good buy and has a consistent theme.
re the Qscan acquisition
all the revenues come from MediCare
Australian govt hates NZ companies
It might change the rules ....
a real risk imho.
IFT are well versed in working with govt rules and govts and are knowledgeable at quantifying risk/rewards it would seem