This is a different company?

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alex123711

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21/05/23

01:04

Post #: 67881604
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Originally posted by Bikeguy: ↑

This is now Channel Infrastructure and have risen approx 60 percent since I posted this in 21,
It was always going to do well once the model was changed as NZ simply has no decent infrastructure investment plan for any of its key economy drivers, so these assets are golden gooses to them and will not see real competition.Board was smart, unshackled the engine from the weight of dead carriages and refinanced the debt under the new model.
I did not see the Green Hydrogen partnership opportunity arising with Fortcue or similar which is interesting (and very pleasing to me) and the result of their MOU is due mid year,
I was always going to keep this one till the 2024 dividend and then asses, if they announce they are going to manufacture Green Hydrogen together this could get more interesting ,
best of luck out there, it’s tough times.

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Originally posted by Bikeguy: ↑

This is now Channel Infrastructure and have risen approx 60 percent since I posted this in 21,
It was always going to do well once the model was changed as NZ simply has no decent infrastructure investment plan for any of its key economy drivers, so these assets are golden gooses to them and will not see real competition.Board was smart, unshackled the engine from the weight of dead carriages and refinanced the debt under the new model.
I did not see the Green Hydrogen partnership opportunity arising with Fortcue or similar which is interesting (and very pleasing to me) and the result of their MOU is due mid year,
I was always going to keep this one till the 2024 dividend and then asses, if they announce they are going to manufacture Green Hydrogen together this could get more interesting ,
best of luck out there, it’s tough times.

Expand

This is a different company?

Price at posting: $6.06 Sentiment: None Disclosure: Not Held
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