I have a biggish holding in IFT. Approximately 15% of my portfolio, plus I have cash on the side and adding slowly. Have owned this since it was just under A$3.50. I have spoken to management about Trump before he became President and the problem that might come from it regarding Green energy. They were so positive about CDC and Longroad irrespective who was in charge of the US. They have an energy shortfall in the long run for the US and CDC may benefit from how expensive building Data Centres will become in the US due to Construction costs rising with Tariffs.
I will keep buying for now at what I see are discounted prices.
https://www.forbes.com/sites/emilsayegh/2025/03/05/trumps-tariffs-seismic-implications-for-high-tech-firms/
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