Share
1,204 Posts.
lightbulb Created with Sketch. 43
clock Created with Sketch. 17/02/25
17:32
Share
Originally posted by Fidosnos:
↑
It seems unlikely that Infratil would want to acquire the 25% of CDC on offer. Firstly, it goes against their usual strategy of getting into a futuristic investment early (and cheap) and adding value, then watch iit inflate as others catch on to the new trend. Secondly there is a large ongoing demand in the current businesses for constant investment funds that is likely to stretch their balance sheet for many years. CDC itself just with their present stake will need funding for expansion from its current circa 500-700 MW to above 2 GW before 2030. Then there is funding need for data centres in the UK and renewables in the US, Singapore, Phillipines and Japan. Not to mention any growth funding for their age care, radiology and Airport businesses.
Expand
it would help them underwrite the valuation, and then pay themselves an incentive fee based on it.
(20min delay)