Hicl Infrastructure Share Discussion Threads

[spectoacc] 18/1/2018 13:21

Agreed @Jonwig - Tories seem to be quietly nicking a lot of Labour's policies, which at least steals their thunder. Eg regulation of utilities.

Still in HICL mind, & happy to run it for divi.

[jonwig] 18/1/2018 12:29

This morning's NAO report was pretty damning on the value to gov't of PFI, and might strengthen Labour's intention of acting if they get the chance. A windfall tax looks more likely than re-nationalising of projects, if only because of legal complexities in the latter.

Actually, I wouldn't be surprised if the Tories imposed this as it's become a political issue for them.

[nimbo1] 18/1/2018 12:19

could have a long way to run the negative sentiment in this space imo. may look to buy in but falling knife at the mo it appears. interested in the opportunity when it settles though.

[uapatel] 17/1/2018 13:53

Thanks for posting those articles jonwig, interesting reading.

Still waiting on things to settle here before adding more. Probably wait till end of the month then Drip feed in.

[jonwig] 16/1/2018 06:32

Two useful articles, I think:

[schofip] 15/1/2018 13:26

I am guessing they are sitting on quite a bit of unpaid money to Carillion and will subtract any additional costs from that.

[hiddendepths] 15/1/2018 11:10

Could be some nice crumbs to pick up from the Carillion debacle.

[spectoacc] 15/1/2018 09:41

There's surely - at the very least - additional costs?

[uapatel] 15/1/2018 09:21

Agree with you on the that The Juggler. They have had plans in place for this scenario and I'm sure it will work it self through.

Will look to add more as price settles.

[the juggler] 15/1/2018 09:15

Just read the RNS. Not concerned and believe that HICL will gain overall when the replacement FM providers are appointed.

[neilyb675] 05/1/2018 18:22

up after adding in here recently and also TRIG.....good call on both

[uapatel] 05/1/2018 14:54

Thanks for the feedback jonwig,

Hopefully sentiment holds sway and things are viewed more positively, but will keep an eye on if sentiment does turn again.

Good luck to all holders.

[jonwig] 05/1/2018 14:44

@ uapatel - The press are running "peak Corbyn" stories, and McDonnell seems to have supported trades union secondary action and flying pickets. It looks as though investors are less fearful of Labour.

[uapatel] 05/1/2018 14:28

Seems others are looking closer at this and investing.

Must admit I'm still building a position, so was hoping to keep things under £1.60, still can complain with the volumes being added.

[spectoacc] 28/12/2017 13:11

It's one of the more exposed, but then again - will Corbyn ever really be President and Supreme Leader? Can't see it myself.

[uapatel] 28/12/2017 12:41

SpectoAcc.

Fair point, but decided that diversity in portfolio was needed and this seemed a good option.

Did think the bulk of the projects held were not overtly exposed to the Corbyn attack on PFI projects. But will keep an eye on things.

Thanks for the viewpoint.

[spectoacc] 28/12/2017 12:33

Share price performance will depend mainly on likelihood of May's govnt surviving, & prospect of the Corbyn communist conspiracy.

[uapatel] 28/12/2017 12:24

Have started to build a position here to diversify my income side of my portfolio. Around a 5% dividend is good news to me.

How do people see this share performing in 2018. Don't expect much capital growth, but hoping it performs as a inflation hedge and a balance to rest of my income shares.

Thanks

[jonwig] 27/11/2017 07:24

Not often directors here buy a substantial number, but Anthony Roper has just taken 30,000 @ 156.08p.

[jonwig] 23/11/2017 05:45

Useful article on both HICL and JLIF:

[jonwig] 22/11/2017 07:43

Spec - paths crossed! If Labour were a homogeneous grouping behind Corbyn etc., I'd have those fears. But I don't think the moderates can be eliminated in time, and an overall majority is far from likely even if they're the largest party.

[jonwig] 22/11/2017 07:38

Interim results:



NAV 151.6p, next year's dividend 8.05p. Some of their language can be decoded, I think, to "We won't be issuing many new shares for a while."

[spectoacc] 22/11/2017 07:37

Pretty decent results/NAV/NAV forecast I'd say. However....

" The Company continues to play its part in providing proven capital for investment in long-term, critical infrastructure throughout the economic cycle. "

Russia 1917 anyone? Everyone thinks they're too important to be targeted! I don't think the communists will get in, but only got to look at the team behind Corbyn (Momentum in particular) to see what's in store if they do. The Rule of Law doesn't apply for them.

[andyj] 16/11/2017 22:55

Very interesting...worried about losing my parabolics the way its falling.