In today’s briefing:
- Infratil’s Digital & Decarbonisation Drive
Infratil’s Digital & Decarbonisation Drive
- Infratil outlined ambitious plans at its recent investor day.
- A subsequent data centre contract win and AUKUS anticipation raised market expectations further.
- -Infratil’s share price supported by mid-September investor day and data centre contract -Growth prioritised via digital infrastructure and renewables -Management’s ambition is to lift market cap to $20bn from the current $10.51bn -Potential for AUKUS-related OpenAI contract
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