Infratil - 1H25 Result — A Waiting Game
Investors are on a knife edge, awaiting the catalyst with a capital C — a transactional third-party validation of CDC's valuation. It is hard to...
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Infratil - 1H25 Preview — Contracts and Competition
We approach Infratil (IFT) 1H25 result on Thursday, 14 November with a heightened degree of uncertainty. IFT's largest EBITDAF contributor is One NZ.
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Infratil - Coming up for Air — Down to NEUTRAL
Investors in Infratil (IFT) have been richly rewarded over the last three decades, with total returns of almost +20% annually, or ~270x your money.
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Infratil - De-Risking CDC's Breakneck Growth
CDC now makes up nearly half of IFT's total asset value. We reiterate our OUTPERFORM rating with an increased target price of NZ$13.00.
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Infratil - FY24 Result — A Few Things to Unpick
Over the next three years CDC could triple in capacity, with EBITDA following close behind. CDC has tripled in capacity twice already. But scale...
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