interesting note in afr today about infra fund, page-8

  1. 2,250 Posts.
    Irish,
    I am not in any yet, but the economics of these monopoly type businesses are great.

    TCL would be my number pick, just the diverse (although not 100% owned) of toll roads both here and U.S.
    And if, like many on this thread say that CEU will eventually be gobbled up then TCL in the long run will be in a class of its own.
    In saying that, I am discounting MIG. As complex as its structure and fees are set up, they do have some of the best toll roads.
 
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