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IIP Infrastructure India Plc

0.035
0.00 (0.00%)
Last Updated: 08:00:23
Delayed by 15 minutes
Infrastructure India Investors - IIP

Infrastructure India Investors - IIP

Share Name Share Symbol Market Stock Type
Infrastructure India Plc IIP London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 0.035 08:00:23
Open Price Low Price High Price Close Price Previous Close
0.035 0.02575 0.035 0.035
more quote information »
Industry Sector
EQUITY INVESTMENT INSTRUMENTS

Top Investor Posts

Top Posts
Posted at 28/9/2019 21:13 by noirua
The present middle price is 1.65p, 1.3p - 2p. A discount of 93% to the NAV on 31 March 2019.
The concerning factors are the high 15% interest rate on the US$ designated loans that are coming close to being drawn down and the high management fees charged on some assets.
Upbeat is the increased market share of DLI at 40%. Additional freight movements.

An investor's personal call as to whether the big discount to NAV is justified after due consideration is given to the year on year fall.

The large market spread is of concern at present and ii and Barclays still not allowing buy trading.
Posted at 18/4/2019 12:57 by noirua
Clarification: IIP do NOT have a market quotation on the NEX Exchange:
Posted at 10/4/2019 15:55 by metaman
why do you think companies pay high div?

It's because there's no way to attract investor, high yield tends to be companies which no one wants, hence to entice people the yield is high.
Posted at 09/4/2019 07:26 by jimbo130
jimbo130 - 02 Apr 2019 - 10:51:16 - 1164 of 1258 Infrastructure India (IIP) - IIP
NAV must have gone up by at least 5%-6% too.

Nac decreased from 35p to 21p




Home News GBP to INR Indian Rupee Flips From Worst To Best Performing Asian Currency - RBI Forecast To Slash Interest Rates
Indian Rupee Flips From Worst To Best Performing Asian Currency - RBI Forecast To Slash Interest Rates
Posted by Elaine Housten in GBP to INR, INR, - 29 Mar 2019 08:40

RUPEE UPDATE: Month-end Dollar demand offset below-forecast US GDP figures to spur the US Dollar to Indian Rupee exchange rate higher through Thursday and into Friday's session.

Ahead of the weekend, the cross is expected to be impacted by the latest Indian economic figures. In a report for clients, Motilal Oswal Financial Services' analysts, wrote "Today, fiscal numbers will be released and a weaker-than-expected number could weigh on the rupee." However, the main focus will be next week's RBI policy review with investors uncertain as to whether the RBI will cut rates or not.

A number of potentially high impact US releases are due on Friday which could prompt some volatility for Dollar-crosses while risk-appetite is also in the cross-hairs as US-Chinese trade negotiations reach a critical phase.

Indian Inflation

Above: Indian Inflation Figures
Posted at 02/4/2019 10:51 by jimbo130
NAV must have gone up by at least 5%-6% too.

Closer to 30p per share




Home News GBP to INR Indian Rupee Flips From Worst To Best Performing Asian Currency - RBI Forecast To Slash Interest Rates
Indian Rupee Flips From Worst To Best Performing Asian Currency - RBI Forecast To Slash Interest Rates
Posted by Elaine Housten in GBP to INR, INR, - 29 Mar 2019 08:40

RUPEE UPDATE: Month-end Dollar demand offset below-forecast US GDP figures to spur the US Dollar to Indian Rupee exchange rate higher through Thursday and into Friday's session.

Ahead of the weekend, the cross is expected to be impacted by the latest Indian economic figures. In a report for clients, Motilal Oswal Financial Services' analysts, wrote "Today, fiscal numbers will be released and a weaker-than-expected number could weigh on the rupee." However, the main focus will be next week's RBI policy review with investors uncertain as to whether the RBI will cut rates or not.

A number of potentially high impact US releases are due on Friday which could prompt some volatility for Dollar-crosses while risk-appetite is also in the cross-hairs as US-Chinese trade negotiations reach a critical phase.

Indian Inflation

Above: Indian Inflation Figures

Ahead of next week's Reserve Bank of India (RBI) bi-monthly monetary policy review, investors were relatively in the dark as to whether the central bank would continue to cut rates, having recently shifted stance from "calibrated tightening" to "neutral", given the bilateral influences of rising inflation on the one hand and government pressure to continue easing on the other.

The Indian Rupee's had a rollercoaster of a quarter with Rupee performance through January earning the it the title of worst performing Asian currency as it tumbled 1.9% against the Greenback.

However, a stark reversal has led the INR to become Asia's top outperformer for March.

At the time of writing, the latest forecast for rate adjustments are slightly stale. However February's Bloomberg poll of economists indicated that a majority of respondents anticipate the RBI to cut rates by a further 25 basis points at some point during Q2, leading to an assumption that we could witness a cut from the RBI's April or June meetings.

Commenting on the RBI's most recent policy meeting which saw an unexpected 25 basis point cut to the RBI repurchase rate (down to 6.25%), ING Asia economist, Prakash Sakpal wrote "The only supportive factor for the last rate cut was the falling current rate of inflation (CPI). But inflation expectations were still high and remained supported by loose fiscal policy and a weak currency (INR) - which were strong arguments against a rate cut. The rupee's (INR) 1.9% depreciation in January was the worst in Asia."

Regarding recent inflation data, it appears that inflation may have bottomed out at 2.0% (y/y, total CPI) in January with the February figure rising to 2.6% expected to mark the beginning of an uptrend, spurred by firmer food and fuel prices and an election-related boost to consumer spending.
Posted at 12/3/2019 16:50 by noirua
A danger here that debt will become more than the assets eventually. Difficult to quite see if all the cash being swallowed up is in fact increasing the value of DNI?


GGIC holds 75.4% of IIP
SC Fundemental holds 5.51%
Anuradha Holdings - 3.01%
That leaves 83.92% with the above three and 16.08% with company directors and other shareholders. Director Tim Walker holds 981,667 shares and Sonny lulla 1.5 million.

If GGIC are playing this fair and at arms length then they will bid for IIP. Unfortunately a fair bid price is looking increasingly unlikely as time goes on and the bridging loan increases.

Very many question marks now over both GGIP and IIP. That includes the directors of both companies.
Posted at 28/2/2019 18:11 by noirua
Significant Shareholder Information:

Percentage of shares not in public hands (as at 9 October 2018) – 75.76%
Posted at 21/1/2019 13:43 by noirua
Today is of course the one for a further announcement on the loan agreement. The market is expecting nothing from this to be bullish and no investors have bought before the news. If the news is very good the shares will rocket in price but no fuel for the rocket as yet.

A fair gamble at around 2.5p but that is what it is at the moment.
Posted at 30/8/2018 09:00 by wilwak
Yes. Great to have a serious discussion on this share.

Simply on the face of it there is strong potential.

DLI is clearly a large operation now but it does seem that it’s loss making based in the rate of cash burn that IIP has been supporting. It’s difficult to gauge what level of ramp up will start generating profits.

I am guessing that if DLI continues to underperform then this could be the circumstance that IIP loses its entire stake.

If the share price drops again down to 1-2p I’d certainly seriously consider buying a fresh holding and probably quite a sizeable one. That’s assuming Barclays allow clients to buy IIP again! At present it is blocked.

The investment by a major logistics operator is potentially a huge positive for DLI. I just hope that DLI doesn’t simply get swallowed up at the expense of existing shareholders.

This funding appears very much a ‘rescue’ and usually rescues don’t come cheap for existing investors.

Let’s hope this is is the start of a new dawn for IIP and DLI.

Of course the original investors in IIP have been badly burned so far. They’ll be very cautious about the future.
Posted at 29/8/2018 22:39 by wilwak
Thanks for the link to the KIID and your really interesting comments.

Clearly many brokers haven’t yet updated to reflect the KIID.

You’re exactly right about the dilution of shareholding. It’s not clear under what circumstances the shareholding will be zero.

Totally agree that the new Investor has experience and expertise.

My concern remains with the IIP and DLI managements ability to drive forward. I’m also concerned that the new investors objective is to gain 100% control. There’s clearly some clauses in the agreement that will cause this to happen to the detriment of IIP.

A punt that could go spectacularly either way.

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