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.
I might offer a different perspective here. Currently sits at...
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Last
$11.10 |
Change
0.060(0.54%) |
Mkt cap ! $10.87B | |||
| Open | High | Low | Value | Volume |
| $10.97 | $11.16 | $10.93 | $9.795M | 886.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 1150 | $11.09 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $11.18 | 1150 | 2 |
View Market Depth
| Last trade - 16.10pm 30/07/2025 (20 minute delay) ? |
| IFT (ASX) Chart |