Infrastructure India Share Discussion Threads

[letmepass] 08/4/2019 09:57

Really want to add morr but waiting for BLOE RNS

[bckttsim] 08/4/2019 09:46

Hidden buy from 9:08am shows as a sell, MM's really don't know what to do here

[bckttsim] 08/4/2019 09:39

I agree, double figure share price coming....

[letmepass] 08/4/2019 09:26

It moves quickly. Double figures soon enough

[bckttsim] 08/4/2019 09:25

Up 86% on NEX

[bckttsim] 08/4/2019 09:21

Looking good, a few are beginning to cotton onto the massive potential

[letmepass] 08/4/2019 09:13

Should be in the teens easily. Massive potential here.

[bckttsim] 08/4/2019 09:12

There we go, few buys and 27% up

[letmepass] 08/4/2019 09:10

Nice movement. Hopefully a few more buys will set this up

[bckttsim] 08/4/2019 09:07

Gone into auction after just one buy

[bckttsim] 08/4/2019 08:43

Magnificent portfolio

[bckttsim] 08/4/2019 08:43

Now financing is sorted expect this to rally back to 12p plus.

[bckttsim] 08/4/2019 08:21

Off the radar. Needs people to realise the huge potential here.

[noirua] 07/4/2019 23:46

The Indian Rupee has steadied against £sterling after depreciating for a number of years. This will help the NAV.

The share price collapse was mainly due to some thinking IIP would not be able to raise funds. There were some wild guesses as to value in the past but now funding has arrived IIP will continue to own 100% of DLI. A realistic price is somewhere in the 8p - 12p range and low compared to the historic price.

[letmepass] 07/4/2019 22:31

Its just a matter of time and a few bits of news

[bckttsim] 07/4/2019 16:13

This is a £150mil company....Present m/c........ £12milThis is why it doubles so easy.Very liquid and director own 80% (and buying more)

[bckttsim] 07/4/2019 16:11

And it goes on ...Shree Maheshwar Hydel Power Corporation LimitedIIP is directly and indirectly interested in up to 35.4%SMHPCL is the first large scale hydro project awarded to the private sector400 MW (ten 40MW turbines) hydroelectric plant in Madhya PradeshLocated at Mandaleshwar, 108km southwest of Indore in Madhya PradeshSituated on the Narmada river – fifth largest river in IndiaDeveloped as part of the Narmada Basin Development PlanProject will provide electricity and drinking waterThe project is expected to reduce peaking power shortage of the state by 25%Long history – work first began in 1997, re-commenced in 2006 and many challenges overcome to reach this stageIIP invested 2008 (£13m) and 2011 (£16.5m)IIP has certain downside IRR protections provided by the developerLong-term PPA with state electricity board and regulated 16% return on equityCivil works largely complete with 27 gates and 3 of the 10 turbines installedProgress has been delayed by financing constraints, but SMHPCL and other stakeholders, under the guidance of the Ministry of Finance are exploring options to complete the projectSMHPCL has received approval to fill the reservoir to a level of 154 metres

[bckttsim] 07/4/2019 16:10

Amazing company...... look ....moreIndia Hydropower Development Company, LLCIIP own 50%IHDC is a developer of small hydro projects, with six operational projects (62 MW) and an additional 24MW under advanced development or constructionOpportunities to expand existing capacity and pipelineAll projects, except two, have long-term PPAs with state electricity boardsIHDC cash flow from operations is funding construction of two remaining projectsDLZ corporation, IIP's 50% partner, has vast experience in the sector with over 30 years experience in design and operation of hydro projectsHydro has typically low operating costs with no fuel and limited maintenanceSeveral states have favourable policies to support development of small hydro assets

[bckttsim] 07/4/2019 16:01

Amazing company .... so much and so small M/C

[bckttsim] 07/4/2019 16:00

Now look at market cap.And this is only part of the group Look...Indian Energy Limited (IEL)IIP own 100%IEL is an independent power producer with two operating wind farms with 41.3 MW capacityCash flow visibility already established through long-term PPA with state electricity board and group captive arrangementGroup captive arrangement provides better tariffs as industry is willing to pay for reliable powerAt both projects, the suppliers of the turbines have set up state-of-the-art O&M infrastructureO&M long-term contracts with established pricing that includes replacement of sparesPipeline identified for near- and medium-term opportunitiesWhen pursuing new projects, IEL typically takes limited development risk with projects being acquired when fully permittedStrong support for wind energy – India has 4th largest installed wind capacity globallyThe Theni project is located in the southern state of Tamil Nadu (16.5 MW)The Gadag Plains project is located in the southern state of Karnataka, near Hubli (24.8 MW)Estimated P75 load factor: Theni (31%); Gadag 23%)

[bckttsim] 07/4/2019 15:56

And more to come ........Under construction...integrated Logistics Park- Anekal, Bangalore.Integrated Logistics Park- Palwal HaryanaCFS - linked FTWZ ChennaiPrivate Freight Terminal for handling Bulk Cargo at Anekal and Palwal.Liquid Tank Farms at Anekal and Palwal Automobile Logistics Parks at Anekal and PalwalDedicated Warehousing

[bckttsim] 07/4/2019 15:49

Look at what DLI in India own.....11 trains, 700+ containers140 lorries, And a private freight terminal And much more ....OPERATIONAL INFRASTRUCTUREIntegrated Logistics Park- Borkhedi, NagpurPrivate Freight Terminal for handling Bulk Cargo at Borkhedi, NagpurLiquid Tank Farm at Borkhedi, NagpurAutomobile Logistics Park at Borkhedi, Nagpur 11 BLC Trains with Category 1 License (pan India)700+ containersFleetFleet of over 140 own Trailers29 Material Handling EquipmentBest in Class in house IT System

[letmepass] 06/4/2019 22:28

Funding sorted. Director buying. Now let's see where this is going

[escapetohome] 06/4/2019 19:50

Watch out for the old dropping price trick to tempt you to sell, would be my warning.

Mine are firmly locked away in a swiss vault.