3i Infrastructure Live Discussion

Live Discuss Polls Ratings Documents
Page

KEEPING CALM MIKE 23 Feb 2018

Big Dividend on the Horizon Big Div payment , mooted could be as high as 40p !!K.C.

Dingledangle 26 Jan 2018

Re: Recent movements Most Infrastructure Trusts are down by about 5% or so, as a consequence of Carillion and Corbyn's recent comments. I hold 3IN, JLIF and GCP, all down.

wallcreepe 26 Jan 2018

Recent movements Hi, New to 3i infra. Just wondering if there is any reason behind the recent moves up and down? Was there speculation of a special dividend due to asset sale? Cheers,

stout-hart 13 Dec 2017

Asset sale The really interesting thing about the sale is that the value difference of £227m since Sept ‘17s valuation almost exactly equals the NAV premium at the beginning of this week. No wonder the SP has shot up. Even at 204p the premium is still only 3.5% approx.I remain a huge fan of 3IN.

Christo6 24 Oct 2017

Re: net asset value? Thank You Jonwig1Regards

jonwig1 24 Oct 2017

Re: net asset value? Directors do, following IFRS accounting principles. See p103 of the 2017 annual report (on the website).

Christo6 23 Oct 2017

net asset value? Who calculates the net asset value of this trust? is it done by an outside agency? how frequently? the premium concerns me.Comment would be very much appreciatedBest wishes to all holders

jonwig1 20 Oct 2017

Re: Sharp SP hike in past week Possible sale of Elenia for, I think, around £3bn. A multiple of book value.

stout-hart 19 Oct 2017

Re: Sharp SP hike in past week It may be that this is just a re-adjustment from the strange fall back to 190p from 200p, which also seemed to have no reason behind it. I believe this is the strongest pure infrastructure but trust - but thats only my personal opinion. I remain a great fan of this share and added to my holding at 190p. SH

Kantos 19 Oct 2017

Sharp SP hike in past week Anyone aware of a reason for the SP hike in the past week? A 5% rise in just 1 week is unusually sharp for 3IN and indeed any infrastructure IT. 'Overall portfolio continues to perform in line with expectations', according to the 29 Sep pre-close update for the 6 months to 30 Sep, so no clues there. Kantos

Ripley94 07 Feb 2017

Bell Andrew Mould talking it up.

jonwig1 02 Nov 2016

Re: Tempus rates 3IN a buy Thanks - I normally don't go to The Times, because it's a subs service, but I see this article is free. Incidentally, the 3IN RNS doesn't say Infinis comes with £350m debt - that's in the FT comment.I would have consulted the Infinis accounts, but from the wording of the RNS I assumed they were buying only a part of the original quoted INFI.

stout-hart 02 Nov 2016

Re: Tempus rates 3IN a buy JonwigRead this:[link] can also verify the numbers mentioned by looking at Infinis's accounts on their website.

jonwig1 01 Nov 2016

Re: Tempus rates 3IN a buy "The Infinis assets yielding a net 10% are a typical example." Can you give a citation for this 10%, please? That's not a criticism, as the rest of your post is uncontroversial.

stout-hart 01 Nov 2016

Tempus rates 3IN a buy The leader in today's Times Tempus column is a great buy recommendation for 3IN following the takeover of Infinis. I am expecting another good increase in underlying NAV when interims are announced later this week. It's worth remembering that the dividend policy is 5.5% yield on NAV. That's the real reason the SP is always so far ahead of the NAV. The price premium is just a lag in the revaluation timetable. The risk of course is that assets do not appreciate further in value ( or worse, actually lose value), however in today's ultra low interest rate environment, it's hard to see anything other than increasing asset prices. The Infinis assets yielding a net 10% are a typical example.As an original 3IN investor, I have seen the SP nearly double and the initial 5.5% yield rise to over 7.5%. The total return since launch has been double figures annually. I am therefore a great fan of both this share and the whole sector. As I'm sure I've said before - get rich slow !

Page