Don't you think the expensive management contract takes some of the value out of this stock? I have long thought that they like churning assets because of fees - you don't as shareholders get all the upside but in the short-term, you can get all the downside. I know we would have to pay for management but the fees look much higher than if management was internal.
I like the company but not sure I like the management contract but as I like the portfolio I accept that it's a bit pricey as an investment because of their cut.
I don't think those valuations take into account their incentive the company has to pay when TLT is sold.
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IFT
infratil limited.
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$10.87

Don't you think the expensive management contract takes some of...
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Last
$10.87 |
Change
-0.235(2.12%) |
Mkt cap ! $10.64B |
Open | High | Low | Value | Volume |
$11.07 | $11.11 | $10.83 | $1.878M | 170.5K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 95 | $10.86 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$10.87 | 896 | 7 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 222 | 10.870 |
6 | 1183 | 10.860 |
6 | 1539 | 10.850 |
7 | 3225 | 10.840 |
9 | 5174 | 10.830 |
Price($) | Vol. | No. |
---|---|---|
10.880 | 297 | 6 |
10.890 | 1944 | 6 |
10.900 | 10365 | 5 |
10.910 | 801 | 4 |
10.920 | 813 | 3 |
Last trade - 12.55pm 31/07/2025 (20 minute delay) ? |
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IFT (ASX) Chart |