International Public Par... Share Discussion Threads

[seekerofvalue] 14/8/2012 10:11

Yesterday INPP rose to a new all-time high of £1.234p. It is continuing its rise today with purchases now being made at £1.2368p.

Related news:

Infrastructure deals start to flow 13 Aug 2012


The case for a British investment bank
No wonder small businesses can't get credit when the UK is the only G8 member not to have a body dealing with such finance 13 Aug 2012


The Canadian pensioners who own Britain
The Canadian Olympic team is set to leave London with just one gold medal. The contrast with what happens when Canada's pension funds visit Britain could not be sharper. 11 August


German infrastructure bank talks up €100bn green investment plan 10 August


New infrastructure work shows dramatic 8.6% drop 10 August

[seekerofvalue] 09/8/2012 13:28

INPP steady at £1.222p.

Related news:

Are infrastructure funds the income safe haven? 09 August


US moves to protect critical infrastructure networks from cyber attacks 09 August


Government refuses to reveal date for PFI announcement 8 August


U.K. Says 30 Companies Interested in Infrastructure £40 bln Plan August 07

[seekerofvalue] 10/7/2012 12:39

Yesterday Investec Wealth & Investment Limited confirmed continued confidence in INPP, when they confirmed their holdings had increased to 10.01%.

Related news:

Rupee weakness continues to affect 3i Infrastructure 10 Jul 2012


HICL Infrastructure acquires primary care facility 9 July 2012


Economy: Underspend should generate growth July 9, 2012

[seekerofvalue] 06/7/2012 10:52

Purchases of INPP are now being made at £1.19p.

Related news:

BlackRock eyes infrastructure with Swiss Re deal 04 Jul 2012


Pension funding and infrastructure July 4, 2012


US leads in building innovation, KPMG says 3 July 2012

[seekerofvalue] 03/7/2012 15:14

Yesterday INPP followed through with one of their earmarked acquisitions, helping the share price towards £1.19p

Related news:

BlackRock to Buy Swiss Re Infrastructure-Investments Unit Jul 3, 2012


Blow to Chancellor's infrastructure plans
George Osborne's plans to finance new infrastructure schemes by getting pension funds to invest in them are unlikely to be realised, the Government's construction adviser has admitted. 02 Jul 2012


Construction projects stifled by indecision July 2, 2012


PFI announcement 'weeks away', says Infrastructure UK chief 2 July, 2012

[seekerofvalue] 29/6/2012 12:22

INPP is holding up well considering it is a risk off day.

Related news:

Infrastructure investors head for local traffic Jun 29, 2012




Banks key to infrastructure strategy June 28, 2012


Morgan Stanley and Prudential buy in to Veolia June 28, 2012

An infrastructure fund owned by London-listed insurer Prudential and US bank Morgan Stanley has bought a 90pc stake in Veolia's regulated water businesses for £1.2bn.

[seekerofvalue] 27/6/2012 12:08

This looks like a bigger issue than I first thought.
Or is this an opportunity for Private equity or Infrastructure funds?

At least 30 health trusts in a critical condition
PFI debt burden exacerbates difficulties of 'financially unsustainable' hospitals

[seekerofvalue] 25/6/2012 12:02

In a sea of volatility INPP is showing its resilience.

Related news:

Investors explore structure 25 June 2012



Asia leading telecoms infrastructure spending 'spike' in 2012 25 June 2012


New model for pension investment June 24, 2012


Neil in call for repairs VAT move 23 June 2012


Waddington boosts infrastructure position 23 June 2012
Multi-manager boosts infrastructure position as UK's coalition government focuses on development projects.

[seekerofvalue] 20/6/2012 13:03

Questor says BUY International Public Partnerships 20 Jun 2012
INPP fundraising better than expected

At A time of financial uncertainty and low interest rates, infrastructure funds such as International Public Partnerships (INPP) are very attractive.

[seekerofvalue] 19/6/2012 12:51

INPP announced a very good outcome to their placing today. We should now find some upward momentum.

Extract;
Commenting on the result of the Placing, Open Offer and Offer for Subscription, Keith Dorrian, Chairman of INPP, said:

"We're delighted to have exceeded our fundraising target, attracting GBP200 million of additional capital from a range of UK and international investors. Indeed, the total of applications made through the Placing, Open Offer and Offer for Subscription exceeded this figure."

Related news:

Billionaire Slims Committed to Infrastructure June 19, 2012


Why These Infrastructure Bonds are a Terrible Idea - 18 June 2012


Where are the new airports and railways we so desperately need? 17 June 2012


Infrastructure Is Lacking Strong Foundations in Europe June 17, 2012

[seekerofvalue] 14/6/2012 08:39

INPP has held steady above the placing and offer price. I have invested further funds in the placing for a sleep easy 5% plus long-term income play.

International Public Partnerships announces opening on Belgian airport project
7 June 2012


Related news:

'Make infrastructure projects happen'
14 June 2012 | By Helen Bailey



Govt may look to tempt private investors with 'growth bonds'
6 June 2012
Savers could be offered tax breaks to transfer money held in bank accounts, building societies and investment funds into new Government "growth bonds" which would be invested in infrastructure projects.

According to The Independent, Chancellor George Osborne has asked Treasury officials to draw up the plans which could offer similar tax breaks to Isas.
The report suggests ministers are also looking at how the Government could underwrite the risk to small investors. They are considering proposals for the Government to underwrite a given percentage of any potential losses by the projects. This would mean that the Government took the first risk with the schemes, losing its money before any investors.

The report quotes a senior Government source as saying: "While a lot of families are struggling and have no disposable income, there are others who are quite cash rich but have nowhere secure to put their money where they can be guaranteed a decent return. Because interest rates are as low as they are, there is the potential to tap into this money and get it invested in infrastructure which will have a dramatic effect on Britain's long-term growth."

It comes after the Government has been repeatedly criticised by Labour for having no plan to boost economic growth and more than a year after the Chancellor delivered his "Budget for Growth" last March.

The Treasury was unavailable for comment.

[seekerofvalue] 11/6/2012 09:19

A very positive article on INPP written by Midas of the Mail on Sunday Business Section.

MIDAS: Infrastructure fund investing in more than 100 projects in the UK and abroad builds up to 9% returns 9 June 2012


Related news:

Infrastructure orders declined last quarter but show recovery against a year ago
11 June, 2012 | By NCE Editorial

[seekerofvalue] 05/6/2012 11:40

Related news:

Round up: infrastructure and local economic growth

Share in the advice of our expert panel on the role of infrastructure in local economic growth, and share your own tips in the thread below
Monday 4 June 2012


With comments
Live discussion: is infrastructure important for local economic growth?
Tuesday 29 May 2012


Three ways to diversify your income portfolio
Property, infrastructure and small cap equity portfolios can all provide a steady earnings stream but have yet to catch on among the majority of investors.
Wednesday May 30, 2012

[seekerofvalue] 28/5/2012 09:53

northernlass, thank you for posting those additional links. Are you holding? The market now appears to be liking INPP's Placing, Open Offer and Offer for Subscription, the longer the share price remains above the offer price the better.

Thanks also for the links to SCLP. They look very promising but unfortunately don't fit with my low risk capital preservation criteria.

[northernlass] 27/5/2012 22:51

New Contract Blows In

NEW CONTRACT BLOWS IN AT INTL PUBLIC PARTNERSHIP

A consortium consisting of quoted infrastructure investment company International Public Partnerships plus Amber Infrastructure and Drapers Gardens has been appointed by Ofgem as the preferred bidder for the long-term licence and operation of a further offshore transmission project.

This is the fifth such project for which the consortium, known as Transmission Capital Partners (TCP), has been appointed as the preferred bidder.

The scheme comprises the transmission cable connection to Lincolnshire Offshore Wind Farm, and is the first project in the second round of tenders to be awarded by Ofgem, the regular for the UK electricity and gas markets.

The five projects now awarded to TCP have an aggregate total investment cost of around £525m, including about £282m for the most recent project, and comprise onshore/offshore sub-stations and under-sea cables connecting the mainland electricity grid network to the offshore wind farms. The revenue term for each project is a minimum 20 years.

The consortium is short-listed for a further two offshore transmission projects, which Ofgem is expected to award later this year.

"Further concessions are expected to be developed as the offshore generation industry expands with a total development value of up to £14bn expected over the next eight years," International PP said.

Source:



P.S.

Here's a couple of links about SCLP, one of the hottest stocks at the moment:

[northernlass] 27/5/2012 22:50

Giles Frost Video Interview

THE PREMIUM APPEAL OF INFRASTRUCTURE INVESTMENT TRUSTS

Infrastructure trusts are trading on an average premium of 5.6%. Giles Frost, director of the International Public Partnerships trust, explains why.

Interview link:

[northernlass] 27/5/2012 22:49

Continues To Perform Well

INPP SAYS ASSET PORTFOLIO CONTINUES TO PERFORM WELL IN JAN 1 TO MAY 15 PERIOD

International Public Partnerships Limited (INPP.L), an infrastructure investment company, on Wednesday said the company's asset portfolio continues to perform well and that revenues and cash receipts are in line with management forecasts.

In an Interim Management Statement, the company, known as INPP, said its portfolio of 119 public infrastructure investments arising from 69 projects continues to perform in line with expectations.

The company noted that the negative effects of forex movements on Net Asset Value would be outweighed by the positive effects of falling risk free rates.

The Board confirmed that it expects to increase distributions in future years at least in line with its long term inflation assumption of 2.5 percent per annum.

"Overall, we continue to remain positive about the prospects for the Company, both in terms of the performance of its existing assets and the opportunity to add high quality assets to the portfolio during the remainder of 2012," the company stated.

Source:

[northernlass] 27/5/2012 22:48

To Fund £170m of Investment

INPP'S PLAN FOR £180M FUNDRAISING IN SECOND QUARTER

International Public Partnerships expects to proceed with a placing, open offer and offer for subscription of new ordinary shares during the second quarter.

The company noted in its annual results published on 19 April, that approximately £170m of investment, representing three current opportunities in respect of which it has exclusivity, have progressed to an advanced stage.

In addition, the company has a strong pipeline of other longer term opportunities.

The proceeds of the fundraising, which is expected to have a target size of £180m, are expected to be used to pay down the company's corporate revolving debt facility and fund the acquisition of the assets in respect of which it has exclusivity, leaving the company with the ability, through the revolving debt facility, to purchase additional accretive assets in the medium term. It is envisaged that a prospectus will be published in May.

Source:

[seekerofvalue] 25/5/2012 13:27

N3tleylucas, I tend to keep my expectations low with the hope of additional upside surprise. What are your solid yielders and how long have you held them?

[n3tleylucas] 25/5/2012 12:46

Don't get me wrong lol ... I'm certainly a big believer in solid yielders mate ... I was just a little amused by your share price commentary LOL ... gl :) (and I read all 71 posts:)

[seekerofvalue] 25/5/2012 12:25

N3tleyLucas, welcome.
The purpose of my commentary is to record a balance of related news on INPP and its sector. If you look at what is deemed to solid "boring yield plays" you will find that most funds and investors are invested in AV, AZN, CNA RDSA UU, VOD and the like. None of which have an extremely narrow trading range. All of which get posts each day on ADVFN and market commentary most weeks.

INPP does not and infrastructure is in my opinion a theme that will provide long-term growth opportunities globally. INPP will after the placing add to its global reach. Therefore increasing its weighting in those emerging markets where growth is decoupled from European woes. I am invested in INPP because of its solid yield and its prospect of additional growth.

Ultimately we all make commentary on ADVFN for different reasons but I am certain that we all make investments for the same reasons.

[n3tleylucas] 25/5/2012 11:41

seeker,
this is clearly a steady, solid "boring" yield play ... so why the near 12 month commentary on an extremely narrow trading range? ... seems a little pointless?