IFT 0.97% $11.42 infratil limited.

Ann: TLT: Infratil Strategic Review, page-22

  1. 7,134 Posts.
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    I jumped into SLC (Bevan Slattery - say no more) but ejected on a downward drifting SP for about a 10% loss and watched her tank much further.

    My take-away from the flop on SLC was that in the tech space it’s best to generally avoid anything exposed to hard/physical resources and the capex that comes with it. The SaaS/network crowd can scale their business without the need for anyone to even lift a finger let alone build & maintain massive cables etc.
 
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