batteries, pumped hydro, mobile towers and subsea data cables...
stated 5% target of pipeline into storage for Galileo and Longroad looks to be implementing batteries into future projects as well...
I agree with this.
Looking at the EBITA contributions - supports the suggestion of a strategic review of TLT... low contribution for a high capital investment... with spot price depression occurring in Australia (this problem is not present in NZ: https://www.emi.ea.govt.nz/Wholesale/Reports/W_P_C?_rsdr=L364D&DateFrom=20200216&DateTo=20210215&_si=v|3) - I cannot see TLTs contribution changing in the NT - MT... possible increase in capital growth as pipeline is developed surely... but will this growth match the IFT stated intention of double digits working forward???
The sale (or at least partial - to maintain 51% ownership) of TLT would certainly provide working capital for future capital intensive infrastructure investments.
Ann: Infratil 2021 Investor Day, page-5
-
- There are more pages in this discussion • 53 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add IFT (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$10.28 |
Change
0.140(1.38%) |
Mkt cap ! $9.936B | |||
| Open | High | Low | Value | Volume |
| $10.17 | $10.33 | $10.12 | $2.636M | 258.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 906 | $10.23 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.29 | 1693 | 3 |
View Market Depth
| Last trade - 16.10pm 02/09/2024 (20 minute delay) ? |
| IFT (ASX) Chart |