Financial News, Analysis and Data, FNArena

FNArena

Financial news, analysis and data for self-managing and self-researching investors with key focus on the Australian Stock Exchange (ASX)

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

<ul><li>Infratil outlined ambitious plans at its recent investor day.</li><li>A subsequent data centre contract win and AUKUS anticipation raised market expectations further.</li><li> -Infratil&rsquo;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</li></ul>

Infratil outlined ambitious plans at its recent investor day.A subsequent data centre contract win and AUKUS anticipation raised market expectations further. -Infratil&rsquo;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

Infratil's Digital & Decarbonisation Drive