Share Name Share Symbol Market Type Share ISIN Share Description
3i Infrastructure LSE:3IN London Ordinary Share JE00BYR8GK67 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.50p +0.25% 200.00p 200.00p 200.10p 200.50p 199.00p 199.00p 647,676 16:24:48
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 146.3 14.9 13.4 2,053.10

3i Infrastructure Share Discussion Threads

Showing 176 to 199 of 200 messages
Chat Pages: 8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
09/11/2017
07:26
The usual reliably good performance continued in H1, nav is 177p: https://www.investegate.co.uk/3i-infrastructure--3in-/rns/half-yearly-report-2017/201711090700069867V/ Key portfolio companies are Elenia and AWG: Our investments in AWG and Elenia are both subject to ongoing strategic review and as part of these reviews, offers have been invited. It is possible that this may lead to divestment by the Company of either or both holdings, but there can be no certainty as to the outcome. Both were given valuation uplifts in the half. The valuation of the third company by size, Oystercatcher, suffered small forex losses. Infinis (no4) was downgraded as it appears to be a wasting asset.
jonwig
25/10/2017
17:53
Retest of the break area so looking for it to find support in this area
davr0s
25/10/2017
13:41
See post #165 - maybe speculators expected a quick buck from that? Didn't happen, so move on.
jonwig
25/10/2017
12:05
yes probably, just don't get the increase..maybe was a buyer out there.
chc15
25/10/2017
10:44
Yes disappointing pull back, opportunity perhaps.
its the oxman
25/10/2017
09:44
Hmmm, back down to earth, what happened last few days?
chc15
18/10/2017
17:23
Would be nice to have something on Elenia and even AWG so long as positive.
jonwig
18/10/2017
12:28
210p for starters hopefully.
its the oxman
12/10/2017
21:22
Overdue a rally here.
its the oxman
06/10/2017
18:07
Just to repeat, 3i's 39.3% stake in Elenia was last valued at £413m. On the basis of a €3bn (£2.9bn) takeout it would be worth £1,140m - an uplift of £727m, or 70p/sh. That's non-trivial! But what about the supposed sale of AWG? Labour's threats might influence things there.
jonwig
06/10/2017
13:41
Thanks Stevie! So €3bn. However, will the EU raise objections on strategic ownership? There might be a delay, if nothing else.
jonwig
20/8/2017
07:48
Many thanks Jonwig.
stevie blunder
19/8/2017
11:32
This is the Bloomberg link from the last post, which I couldn't get before: Https://www.bloomberg.com/news/articles/2017-07-20/finland-s-elenia-is-said-to-consider-sale-for-up-to-3-5-billion
jonwig
15/8/2017
05:44
More on possible sale of AWG and (more significantly) Elenia, first mooted in early 2016: Http://citywire.co.uk/investment-trust-insider/news/3i-infrastructure-shareholders-set-for-windfall-from-asset-sales/a1041663?ref=investment-trust-insider-latest-news-list Significant cash uplifts to look forward to here?
jonwig
09/7/2017
06:20
Potential sale of AWG could be affected by new OFWAT proposals for price curbs: Http://www.telegraph.co.uk/business/2017/07/08/watchdogs-new-price-curb-could-stem-flow-water-profits/ At best, valuatio could be hit. sale could even abort. UU. share price tells all.
jonwig
27/6/2017
11:40
Possible sale of AWG: The Board of 3i Infrastructure plc (the "Company") notes the press speculation regarding a potential sale of its interest in Anglian Water Group ("AWG"). The Company confirms that it is considering options in relation to its holding in AWG which is held through 3i Osprey LP, a partnership managed by 3i Investments plc, the Company's investment adviser. These considerations are at an early stage and, as such, there can be no certainty that they will lead to a sale of all or any of the Company's interest in AWG. This is what they said in May (results to 31/03/17): AWG was valued at £280.8 million at March 2017 (2016: £255.0 million). The business performed well during the year, with operational performance and income levels in line with expectations and the valuation benefited from higher expectations of UK RPI. The business is on track to deliver well against its regulatory settlement for the 2015-2020 regulatory period, or AMP6. Suggests to me they will want £300m or more. And what will they do with it? ROC I hope if they've no big ideas. (30p a share.)
jonwig
11/5/2017
06:37
FY results: http://www.investegate.co.uk/3i-infrastructure--3in-/rns/annual-results/201705110700157959E/ NAV per share is 169p, giving a premium of 15%, which looks lower than the norm for this company. I can't see anything to get excited about - or concerned about!
jonwig
31/3/2017
07:06
Patience rewarded with this one.
robbiereliable
22/12/2016
15:47
Be nice to retest 200p again. Starting to creep up again possibly.
its the oxman
29/11/2016
20:06
Thnx for your views jonwig
jimcar
29/11/2016
17:04
8w - true! But the inflation return is real, the discount rate elective.
jonwig
29/11/2016
17:01
Bond sell off is occurring for a number of reasons but the in the mix is the possibility of higher inflation. Return on infrastructure investments is often linked to rate of inflation..... what you lose on the swings you gain on the roundabouts
8w
29/11/2016
17:00
EGL? I actually held the old Ecofin Trust [ECWO] for a while. They aren't comparable - 3IN essentially buys whole businesses and runs them. And a different mix, too. I think the Finnish business Elenia is susceptible to a big value uplift (this has been discussed here) and might go somewhere toexplain the premium. EDIT: should have added: the Ecofin is valued on quoted share prices, 3IN on discounted cashflow from its investee companies. Hence not comparable.
jonwig
29/11/2016
16:25
Jonwig How do you rate this compared to EGL? EGL seems more energy, gearing but a big discount to NAV, 3IN seems to have nicer assets but I can't see how the premium can hold.
jimcar
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