only just started having a look at this stock. Just thinking about the risks/negatives (always a good place to start) does anyone have any comments about the following
degree of leverage
exposure to Airport, student accommodation and public transport (varying %age of portfolio but all big -ves in current COVID world)
potential re-rate of valuation of infrastructure
cost vs return of 5G build out for Vodafone NZ, and impact of COVID
potential for decreased IRR for energy assets given reduced gas and oil price
If I have not correctly identified issues in their business model, apologies, still at the early stages of research Thx
IFT Price at posting:
$4.39 Sentiment: None Disclosure: Not Held
