Infrastructure India Share Discussion Threads

[brwo349] 21/12/2017 08:07

not at the moment, apart from this one

[rjmahan] 20/12/2017 18:24

Thanks
Do you have any good ideas?

[brwo349] 19/12/2017 16:17

That's a nice write-up and there are some other good ideas there for me to look at.

[rjmahan] 18/12/2017 21:45

I have put some in this - agree with brwo - looks very very cheap....

Post here:

[brwo349] 18/12/2017 14:13

When investments at fair value through profit or loss are £260M then the liabilities of £25M are so small in comparison


I just don't get this at all

[brwo349] 18/12/2017 11:38

share pick for 2018

[brwo349] 18/12/2017 11:38

This looks more than a bit undervalued

[earthmanian] 04/12/2017 17:45

Is that it ?There is an awful lot going on here, but it's looking pretty bad. The £1.2 million sell today looks like someone trying to salvage what they can. There is an AGM on the 13th Dec, things may come clearer. But it is clear something is afoot.This could still be a multi- bagger for the wilder investor, but without the proverbial tinted eyewear, this looks like it's it ?

[earthmanian] 21/7/2017 14:37

Prospective investors can see the tangible assets owned by IlP here

[escapetohome] 20/6/2017 00:08

My guess would be poor institutional backing. Its powerful institutions who can call bad management to account.

If there are many small individual shareholders they will be ripe for the picking.

This enables no accountability and a sham scam fraud of the highest possible order in all but name.

[riskvsreward] 19/6/2017 22:18

if the end target price is zero, any price to buy in is a 100% loss.

Never understand how the shareholders of this rubbish co allow the manager to take such a big cut of fee when all they do is to lose the shareholders money year after year, in a multiyear bull indian market! How the BODS take their fee when they failed their shareholders so badly.

[targatarga] 16/6/2017 16:29

Just looked in after a few months. Glad I jumped ship when I did.....

[earthmanian] 23/5/2017 17:07

A few small moves in the right direction.Could be talks are going well and an announcement will be made soon about the future loan arrangements, and by now the de-monetisation problems in India should be getting less.

[escapetohome] 16/2/2017 08:23

Im out, £200 loss.

Live to fight another day!

[escapetohome] 08/2/2017 18:33

I picked up a few , around £500 worth, i spread my risk amongst lots of hopefulls!!

[earthmanian] 08/2/2017 13:56

That is IIP and over 7% per year for the next 2 years. Now India has been forecast to overtake the US as the world's no.2 economy by 2050!I'm holding 100,000 of these in the bottom drawer. This company is an enigma, good luck to all!

[earthmanian] 19/1/2017 09:00

This is a speculative investment and investors must decide whether IPP has bottomed out and will take off from here.There is the debt mentioned by Robizm, and the removal of bank notes by the government impacting on the price.The directors if they are worth their £5,000,000 renumeration will sort out a solution to the debt, and cash will have to be replaced with more accountable electronic transactions.India is predicted to have over 7% growth in the next 2 years, the government knows it needs infrastructure, IPP appear well placed. This could bust or bag!

[robizm] 15/1/2017 12:01

Thd directors own the fund manager so are not going to sack themselves. Also sold an inveztment for £22 million in june and yet do not have the money to repay a loan of 17 million in april. This stinks and investors will only get a return through luck

[robizm] 15/1/2017 12:01

Thd directors own the fund manager so are not going to sack themselves. Also sold an inveztment for £22 million in june and yet do not have the money to repay a loan of 17 million in april. This stinks and investors will only get a return through luck

[brwo349] 27/12/2016 14:37

hxxps://www.washingtonpost.com/world/indias-currency-crisis-is-stalling-small-industries-and-sending-workers-home/2016/12/24/5a2d3aea-c7b2-11e6-acda-59924caa2450_story.html?utm_term=.8df942b10c34


India’s currency crisis is stalling small industries and sending workers home

Customers wait in line at a branch of In Touch, operated by State Bank of India Ltd., in Varanasi, Uttar Pradesh, India, on Dec. 9, after Prime Minister Narendra Modi’s Nov. 8 decision to ban high-value currency notes. (Dhiraj Singh/Bloomberg)
By Rama Lakshmi December 25

[brwo349] 26/12/2016 16:38

Fair points but we're looking at the current value compared to the net assets. The other trusts you talk about though are they not valued at close to NAV? With this one its 8.5p to buy and 48p NAV.
The recent fall must be due to the currency issues in India with the high demonination notes. They touch in it briefly.

[riskvsreward] 26/12/2016 15:20

From the annual report:

"Under the New Agreement, the Asset Manager is entitled to a fixed annual management fee of GBP5,520,000 per annum and 605,716 new ordinary shares per annum, issued free of charge.".

Paying almost 2% per year of the total assets to the fools who can shrink the NAV by half in about 8 years.

It won't take long to shrink the other half to zero so any price is possibly too high when compared to a potential zero in a few years.

[riskvsreward] 26/12/2016 15:12

What is so great with NAV at 48p considering the fund manager has managed to make it decrease from 100 p at the start a couple of years back and never paid anything to the investors.

Most other infrastructure IT pays generous dividends over years and also managed to get some capital growth. This one is the total exception.

Not sure how the directors have allowed this to happen and have not fired the fund manager and perhaps themselves and wind it up to return whatever left to the investors.

[loveandmoney1] 21/12/2016 14:15

ooo dear.

maybe not a good idea listening to the pumpers here......gl holders.

[gimmetheloot] 15/12/2016 07:56

NAV 48p per share so at 9p WOW!!