Infrastructure India Share Discussion Threads

[cudmore] 15/8/2018 09:25

NAV 40p!!!! Get in quick for the rise!

[george2017] 15/8/2018 09:23

At least it's peaceful without a specific loon shouting 30p and putting people off.

[schrodinger cat] 15/8/2018 08:47

Nice.

Remember next week is the egm where resolutions will be voted and very likely to be passed.

Directors would not put money in it otherwise.

[euclid5] 14/8/2018 16:24

did you buy your 300k B1coin?

[cudmore] 14/8/2018 16:23

What ramper?

30p here we come.....get in quick! Don’t say you weren’t told. Multibagger wrote all over this!

[euclid5] 14/8/2018 14:44

Extracts below fro mthe N1+ Singer broker note dated July 2018

"Application of proceeds

The large majority of the $50m sales proceeds will go to pay down most of the outstanding bridging and working capital loans (in total $61.5m) owed by the parent company, although the precise allocation between the two loans is
subject to finalisation. The balance of the sales proceeds will go towards covering group working capital and transaction costs. The DLI subscription funds will be used mainly to complete construction of facilities at DLI’s four terminals. Up to 20% of these funds can be used for working capital purposes including the servicing of debt.

The new investors:

The funds for the investment in DLI are being provided as to 70% from a part of PSA International (PSA) and as to 30% from Mahogany Singapore (Mahogany). PSA is one of the world’s largest port operators and is majority owned by Temasek Holdings, the Singaporean sovereign wealth fund. PSA participates in approx. 40 terminals in 16 countries and has world class operational expertise and commercial networks. Mahogany is a company owned by a limited partnership with Gateway Partners as the general partner. Gateway is a Singapore-based private equity firm

[euclid5] 14/8/2018 14:37

Declared Type Director Pos. Volume / Price Value

31/07/18 BUY Tim Walker NED 500,000 @ 3.40p £17,000
31/07/18 BUY Sonny Lulla CEO 500,000 @ 3.90p £19,500
22/03/17 BUY Tim Walker NED 100,000 @ 5.75p £5,750
22/03/17 BUY Tim Walker NED 100,000 @ 5.75p £5,750
22/03/17 BUY Tim Walker NED 100,000 @ 6.00p £6,000
29/09/16 BUY Sonny Lulla CEO 150,000 @ 12.00p £18,000
21/07/15 BUY Sonny Lulla CEO 60,000 @ 19.83p £11,898
20/07/15 BUY Sonny Lulla CEO 90,000 @ 18.00p £16,200
17/07/15 BUY Sonny Lulla CEO 50,000 @ 17.00p £8,500
30/04/15 BUY Tim Walker NED 100,000 @ 14.50p £14,500
07/10/14 BUY Sonny Lulla CEO 300,000 @ 11.75p £35,250
27/12/12 BUY Sonny Lulla CEO 125,000 @ 25.00p £31,250
21/12/12 BUY Sonny Lulla CEO 200,000 @ 26.00p £52,000
21/12/12 BUY Tim Walker NED 75,000 @ 24.50p £18,375
21/12/12 BUY Tim Walker NED 25,000 @ 23.16p £5,790
21/12/12 BUY Sonny Lulla CEO 25,000 @ 24.00p £6,000

[cudmore] 14/8/2018 14:06

This will soar on any buying momentum. Multibagger written all over it!

[noirua] 14/8/2018 12:01

In addition, the Directors of IIP confirm that they have received an irrevocable undertaking to vote in favour of the Resolution from GGIC IIP Holdings, Ltd. in respect of 175,324,980 Ordinary Shares, representing 25.77 per cent. of the Company's issued ordinary share capital.

[alotto] 14/8/2018 11:43

As I read it, the 24th IPP may go to the canvass or fly. I see it as a gamble not knowing what SH/Directors preferences is.

[alotto] 14/8/2018 11:27

"It should be noted that if the Resolution is not passed, the Company would need to consider alternative options that the Directors believe may not be in the best interests of all Shareholders.
This includes raising finance by alternate means or a sale of the Group or its assets at a price that may not recognise their potential value. Any one, or both, of these actions could have a significant adverse or dilutive effect on the interests of Shareholders."

This includes raising finance by alternate means or a sale of the Group or its assets at a price that may not recognise their potential value

[euclid5] 14/8/2018 10:42

Funding Agreement document

hxxps://www.iiplc.com/wp-content/uploads/250986-Project-Arch-Circular.pdf

[hvs] 13/8/2018 20:22

Compare that to the MSCI Emerging Markets index, down 8.3%. Among the erstwhile Fragile Five, MSCI Brazil is down 14.3%, South Africa down 18.6%, Indonesia down 15.5%, while MSCI Turkey has plummeted an eye popping 52.3%.

INDIA is next in line it needs more toilets.

[cudmore] 13/8/2018 19:52

Mister Morningstar

I’m still sitting on a hefty profit here you bellend. As you are such a whiz kid of an investor what’s your latest tip and we’ll see who makes the most money over the next two weeks???

[hvs] 13/8/2018 18:07

Just hope they installs more toilets.

[honour among thieves] 13/8/2018 17:00

I have a question if India is growing so fast.

GDP growth has a component which is industrial output, meaning you are manufacturing things.

how come their electricity consumption not going up exponentially? and there are black outs daily in entire India. I mean you need power e.g electricity to create industrial goods.

Satellite imagery does not some lights at night, compare to china satellite imagery 15 years ago?

I suspect the west wants fake India to be a counterbalance to Big Chinamen, they will do anything to puff India.

[euclid5] 13/8/2018 14:55

The Indian economy is far stronger than when it was a member of the Fragile Five—our current account deficit is much lower and our foreign exchange reserves much higher than what they were in 2013. And unlike Turkey, our external debt is low.

Investors have recognized India’s strengths. Year to date, as on 10 August 2018, the MSCI India equity index was down a mere 1.9%. Compare that to the MSCI Emerging Markets index, down 8.3%. Among the erstwhile Fragile Five, MSCI Brazil is down 14.3%, South Africa down 18.6%, Indonesia down 15.5%, while MSCI Turkey has plummeted an eye popping 52.3%.