Infratil Powering On
Over the last week, Infratil’s (IFT) largest investment, CDC, has submitted a development application for a ~1GW campus in rural NSW and started...
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Infratil Investor Day—Monetising Electrons
CDC is still the portfolio company that is likely to deliver the most value add over the near-to-medium term. Positively, Longroad’s renewables...
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Infratil's Investor Day, The Next Catalyst?
Fresh insight into CDC’s accelerating growth, renewable-energy opportunities and the portfolio’s evolving strategic direction are expected at...
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Infratil Splitting the Bill
Infratil (IFT)-owned One NZ has announced a proposal to share network infrastructure with 2degrees. We believe this deal could be meaningfully...
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Infratil CDC—Racking Up the Returns
All else equal, we estimate the share-price-implied valuation of CDC is ~NZ$11bn (IFT’s ~50% stake), or ~15x current contracted EV/EBITDA. CDC has...
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