I might offer a different perspective here. Currently sits at...

  1. 1,997 Posts.
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    I might offer a different perspective here.

    Currently sits at around 70% of my portfolio, my thesis being that Infratil isn't a single business but rather an infrastructure holding company with 13 different assets, most of which are within hot subsectors of already hot megatrends.

    I didn't target 70% specifically but am happy purchasing AUD$13.00 (NAV) for $9.73 at present. It came about because compared to my other investment options i.e., WES/CBA, Infratil in my opinion, at today's share price are better value.
 
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(20min delay)
Last
$9.62
Change
0.055(0.58%)
Mkt cap ! $9.367B
Open High Low Value Volume
$9.51 $9.68 $9.51 $866.1K 90.34K

Buyers (Bids)

No. Vol. Price($)
4 264 $9.61
 

Sellers (Offers)

Price($) Vol. No.
$9.62 45 5
View Market Depth
Last trade - 13.40pm 26/06/2025 (20 minute delay) ?
IFT (ASX) Chart
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