Cordiant Digital Infrast... Share Discussion Threads

[wad collector] 12/12/2024 20:59

I was watching a couple of linesman up a mobile tower high up in the hills today , working without gloves as it impairs skill.I thought hats off to those guys , and doubt they were giving much thought to the vagaries of digital infrastructure sp!

[scottishfield] 12/12/2024 15:13

Barclays raises Cordiant Digital Infrastructure target to 117 (112) pence - 'overweight'

[cc2014] 06/12/2024 11:17

The price rise is lovely. 2.1p XD this week and we are well above that now.

[williamcooper104] 06/12/2024 05:00

Ignore HL Just look at the accounts The external management fees are in the normal range

[grahamnash] 05/12/2024 20:10

Looking at buying into CORD as it looks like one for the future. Hargreaves LandsDown gives a management charge of 1% and ongoing charge of 1.18%. Seems high to me. Have I got this right or missed something? Replies welcome. Cheers. GN

[yump] 28/11/2024 11:22

Eh? Careful or we’ll exceed the 5 posts a day limit ;-)

[affemoose] 28/11/2024 10:32

Another set of long waffly posts to bump others commentry off the front page - excellent work.

[probablynotphil] 28/11/2024 09:52

hxxps://www.youtube.com/watch?v=SjF2oDhFFus - Steven Marshal wearing trainers/sneakers with a suite like an absolute boss.

[yump] 28/11/2024 09:19

Relatively little chatter here which is positive. Pretty sure that over the years, advfn chatter level is inversely proportional to share price performance ;-)

[cc2014] 28/11/2024 09:13

It took a bit of time yesterday but the share price has got itself up to 90p and I hope and trust it will continue to push up to close the discount.

100p would still be a discount to NAV of 19.5% so that seems a fair short to medium term target.

I would like to thank Sarassin and whoever else were foolish enough to sell me bundles of shares down in the 60-65p area and also the team at CORD for writing really clear RNS's so I have never been tempted to sell out into the rise.

For once I have nothing to do here. CORD looks like a very well managed growth company and hopefully I can just sit in it for years to come.

[wad collector] 27/11/2024 14:33

Decent Divi at 2.1p too. Total 4.3p this yr has been worth having.

[spectoacc] 27/11/2024 11:52

Fair. DGI9 sufficiently mismanaged to have to sell the best asset to cover expensive debt.

[bagpuss67] 27/11/2024 11:47

Just makes me even more mad about DG9

[yump] 27/11/2024 09:23

Whatever NAV actually measures, its pretty rare for it to be going up for any business at the moment!

[melody9999] 25/11/2024 18:57

251124 Proactive: Jefferies has reiterated its “buy” rating forCordiant Digital Infrastructure Ltd (LSE:CORD), citing confidence in the growth potential of its core assets, Emitel and CRA.

Analysts pointed to the fund’s ability to generate earnings growth through reinvestment of cash flows and favourable shifts in revenue composition, which are expected to contribute to NAV growth over the coming year.

[williamcooper104] 25/11/2024 10:03

That's probably right But if you're in Europe then Eastern Europe is the place to be - and euro rates are going only one way for the time being

[wad collector] 24/11/2024 10:12

Interims Wednesday

[cousinit] 18/11/2024 15:21

I suspect that CORD is being tarred with being seen as a largely European play. EUR has been weak recently and the US is taking a lot of attention post the election.

Instinct is that the results should be OK (given the recent deal and commentary around it, although with weak FX) but the geography means that there is likely a glass half empty lens being applied.

[trader deak] 18/11/2024 12:27

Why all the large sells over the last few weeks?? Are the interims expected to be not as good as thought!!

[hindsight] 13/11/2024 09:48

WC104 on a positive note, does bold well for the earn out

[williamcooper104] 25/10/2024 20:58

https://x.com/HoyaCapital/status/1849916498351096314Big US data centre reit in blow out earnings Portends well for CORD which is much cheaper than DLR and of course not a pure data centre reit And what muppets those muppets at Tripple Point are selling arguably one of the best assets any UK infra trust owns at a distressed price

[melody9999] 25/10/2024 09:26

Could be todays RNS explains some of the recent buys Phil?

As I underatand it, CORD have acquired 47.5% interest in DCU for E72.5M. The funds allow DCU to purchase PDC.

The combined DCU group earned E15.1M EBITDA in 2023. E7.17M to CORD. Paying 10X historic earnings.

Interesting that another fund may invest E20M for 10% valuing the combined business at E200M

As our Chairman says: These acquisitions further diversify the Company's portfolio, provide an opportunity for co-investment and also provide the potential for further EBITDA and NAV growth through the build-out and sale of the combined business' remaining space and power following closing."

[cc2014] 25/10/2024 09:19

Decent RNS this morning which I thought would move the price up but nothing happening yet. Maybe later

[cc2014] 24/10/2024 08:35

Some more decent sized lumps towards the end of the day yesterday. Our buyer has little requirement to push the price up whilst these continue. I'll just have to wait.