Infrastructure India Share Discussion Threads

[mattjos] 30/10/2009 15:56

anyone got any thoughts on the recent rns? Anyone still awake here?

[mattjos] 26/10/2009 15:45

one reason it's so quiet here .... I can't even deal in it ... not set up to trade online with my broker. Have requested it is so but will take 24 hours. Anyone else had same experience? Cel .... that yours last Friday?

[celeritas] 26/10/2009 09:16

Looks to be back on trend line now, Indian energy and infrastructure should really be a red hot sector for a lot of years yet. Plenty of catching up to do with China.

[don muang] 14/10/2009 12:09

Supply and demand principles apply to the Wts as well - although if Ord prices rise significantly more then Wts likely to be marked up on no volume. With over three years to run then you have to decide your own view on macro economic outlook as to whether to buy and hold them....

[cottlet] 13/10/2009 12:40

DOn If the share price gets to 110p what price are the warrants likely to be? Do they rise in direct proportion to the share price? Or is it just an unknown?

[19joyns59] 08/10/2009 09:06

This was on a ludicrous discount to NAV given the obvious quality of the underlying investments. The really easy money has been made here, but imo there is still plenty to go for. A combination of NAV growth and discount narrowing should deliver this. Unfortunately volume behind the recent 50% move has been extremely low, so building a decent position looks difficult to do.

[mangal] 07/10/2009 17:27

Yes, yes straight back UP to 100p in the near furture & probabaly well above that at wrts' exercise date, Jun 2013.

[don muang] 07/10/2009 12:38

... as in straight back UP to the issue price
- that'd make the Wts interesting :-) someone picked up 100k of them at 8p this morning
- if only I'd added some more Wts (my hand was on almost the buy button a few days ago) when they were just 5p :-(

... the company utilizing some more rupee's to invest in a third infrastructure project would be quite welcome as well ....

[mangal] 07/10/2009 10:29

The way this is going, it could easily go to 70p soon... then pause a bit & then straight back to the issue price.

[don muang] 07/10/2009 10:22

well, mangal .... I think their might have been a few others interested in this but when Finals in July didn't indicate possibility of quick profits then they drifted away ....

PS: nice rise in the Warrants so far today .... nearly 50% up ....

[mangal] 07/10/2009 09:56

Publicity, at last- now amongst the top-% risers of the day.

Don Muang, I'm sure quite a few ppl read this but don't comment or comment only when something happens.

[mattjos] 06/10/2009 23:36

actually, I'm here. Just discovered this and really rather interested. Two good investments thus far with earnings potential. Not bought yet but will, from now on, check in here and do some more research as first blush looks interesting

[don muang] 29/9/2009 11:09

and the answer is 'no' .... no one is out there!
... so at this point I'll wish myself Merry Christmas & Happy New Year ....
... see you next year ;-)

[don muang] 23/9/2009 11:49

quite here isn't it .... is anyone out there?

The World Bank is to provide India with$4.3bn (£2.6bn) in loans, including $2bn to support its state-owned banks.



The loans will mainly be used to fund infrastructure projects and support companies that need credit.

[don muang] 30/8/2009 16:57

It is expected that victory of the congress led government in the recent general elections will spur the investment in roads, ports and bridges in the rural areas...

[don muang] 10/8/2009 21:35

.... and I 'hope' that in 2010 the toll road is busier than now ...

[don muang] 09/8/2009 17:40

>to form a view we have to wait a few years until there is real money flowing in

aren't both the road and power projects due to be fully operational (and therefore generating revenue) during the forthcoming year (2010)?

[schober] 03/8/2009 09:10

hmmmmmmmm.............................there are no results! all theyve done is to invest in two projects; the results are merely the product of a financial engineering whose results depend on he underlying assumptions and methodology which are not disclosed - to form a view we have to wait a few years until there is real money flowing in

[don muang] 30/7/2009 17:14

humm .... quiet here considering the initial Final Results were issued yesterday morning.... (and they seem reasonably good) ....

[touch2002] 15/6/2009 12:05

humm again!

[mangal] 10/6/2009 10:13

The Indian Finance Minister has said that massive investment in infrastructure is needed to spur growth. So it's likely that the next budget will provide a boost for the sector.

[mangal] 18/5/2009 16:11

The way this is going, the warrants will soon come into play.