3i Infrastructure Share Discussion Threads

[huttonr] 31/1/2011 09:00

3i Infrastructure owns assets such as Anglian Water, the Norfolk and Norwich University Hospital and a string of schools in the Highlands and a 20% stake in specialist fund 3i India Infrastructure.

The group's assets have also been rising in value and should continue to do so, particularly once the economic recovery materialises. These shares are unlikely to rocket, but for investors in search of generous income coupled with a measure of capital growth, this stock is a good bet. Buy says the Mail on Sunday.

[muffinhead] 25/1/2011 16:50

priced at NAV excluding dividend

[muffinhead] 25/1/2011 13:38

114 succour zone, loafing on 200sma

[jonwig] 25/1/2011 10:41

There are some press hints that UKGov will press PFI contractors to repay some of their 'excessive gains'. Such as:



This doesn't seem to have affected HICL or JLIF, which I hold.

[haroldthegreat] 25/1/2011 10:34

why 10% fall this month?

[tamboerskloof] 05/1/2011 17:44

3i Infrastructure downgraded to hold from add at Oriel, price target stays 120p

No reason given by Oriel, not that I could find, I'm very happy to hold and add on any dips.

[essentialinvestor] 02/1/2011 13:48

125 proved to be a very good short term selling price, and it was on low volume as you noted - good call.

[muffinhead] 26/12/2010 18:43

well done...i sold at 118 as I like to do if my capital gain exceeds upcoming dividend, however i do trade large so need to be cautious...125 is a good price on very low volume

I have IEMI on watch but praying on China crashing as yield is too small
Also like the currency etf's

ETF's are cheap to trade, no stamp duty.
Also like investment trusts for same reason like SCF. There is a very active investors forum here >>

[tamboerskloof] 23/12/2010 17:53

Wow! what a lovely christmas present today -- I think you must have meant test support at 124-125p LOL I am really enjoying these Infrastructure stocks I suspect the rail deal is very close to being finalised as the end of year was mentioned somewhere, although no RNS so far, so I'm unsure what caused the jump, any ideas? Tam.

PS Not too keen on milk, although INPP and JLIF are ticking up gently.
I have been looking into these two Infrastructure ETF's.
What do you think of ETFs?
ISHS S&P EMI USD (IEMI.L)
DBXT S&P G INFR 1CC (XSGI.L)

[muffinhead] 08/12/2010 22:21

? test support at 114-115p

Have a look at RWD if you like milk

[rogsim] 06/11/2010 10:59

Good plug for 3IN in the FT today:

They mention that the [joint] acquisition of Eversholt "was applauded by investment trust analysts".

[muffinhead] 05/11/2010 22:59

no rail link

[muffinhead] 05/11/2010 13:38

Good to see the cash pile getting used..train rolling stock and ? train link together

NAV discounted cash flow valuation gets another nudge up

only interested in the dividends, interim soon ? 2.3p

technically 120p seems logical next level

[tamboerskloof] 04/11/2010 21:04

Yes, good article thanks for posting that, some really good buying to-day yet share price dropped a few pips, pity about that, still I've topped up with a few more, interim due next week, may be some good news in the pipeline.

[rogsim] 04/11/2010 19:35

Even at £2.1 billion, 3IN and consortium partners are probably getting Eversholt at a good price.

[tamboerskloof] 04/11/2010 14:07

Any one know how the auction is going? should get the results to-day.



The auction for a high-speed rail link that connects London with the Channel Tunnel has been extended, with bidders competing in an unexpected, truncated third round, the consortia bidding had been asked to submit final offers by lunchtime Wednesday, with the expectation that a winner could be announced by the Department for Transport as early as Thursday, just days after the auction officially closed. The asset is expected to fetch between GBP1.5 billion and GBP2 billion.

[rogsim] 24/10/2010 16:47

Plug for 3IN in today's Observer:

[its the oxman] 30/3/2010 20:50

if this breaks 110p tomorrow then surely warrants must move up from their current 11p!

[its the oxman] 30/3/2010 20:50

if this breaks 110p tomorrow then surely warrants must move up from their current 11p!

[foster] 19/1/2010 16:37

Bought some and sold some during the year, but still holding a few and monitoring closely.

A year ago TrustNet's discount estimate was 16%; it is now only 2%. I never buy at less then 5% discount and would sell if it went to a premium.

On the share price chart I am using an upper trend line through the peaks of last May and end Sept to early Nov. The current share price is on that line and it will be interesting to see if it breaks through or falls back.

Personal views. Good luck and dyor.

[mangal] 14/1/2010 09:48

Breakout? If you think so, then it's time to buy the warrants.

[tamboerskloof] 03/1/2010 20:54

foster - If you are still holding as per your above decision, I suspect that you must be quite pleased holding these in your ISA --- I shall be topping up this January within my ISA.

[foster] 15/1/2009 10:55

Towards the end of 2007 the stockmarket was looking shaky and I was searching around for cash look-alikes for my shares ISA. In the end I chose HICL over 3IN, and so far, touch wood, it has proved less volatile than the rest of the market. No capital loss over twelve months and a good dividend.

I am now looking at shares again to provide a decent income instead of fixed-rate building society bonds (along with a hedge for potential increase in inflation). This time I have gone for 3IN. Yes they are more volatile, but they do look undervalued at present when compared to HICL (overlay the one-year charts). Trustnet estimate that the HICL discount has closed, whereas the 3IN discount estimate is 16%. Still looking to buy some more if the price dips again.