Share Name Share Symbol Market Type Share ISIN Share Description
John Laing Infrastructure Fund LSE:JLIF London Ordinary Share GG00B4ZWPH08 ORD 0.01P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.60p -0.42% 142.00p 141.80p 142.00p 142.00p 141.80p 141.80p 4,908,428 14:52:40
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 113.6 99.0 10.2 13.9 1,404.14

John Laing Infrastructure Share Discussion Threads

Showing 426 to 450 of 450 messages
Chat Pages: 18  17  16  15  14  13  12  11  10  9  8  7  Older
DateSubjectAuthorDiscuss
12/8/2018
13:41
The last 3 paragraphs :- "The bid has sparked debate over whether JLIF and rival social infrastructure funds such as HICL (HICL) and International Public Partnership (INPP) were undervalued or had simply priced in the political risk of a possible future Labour government. Their shares have shot up and had their former premium ratings restored since the bid approach was announced. Hose said Dalmore and Equitix had taken a strong view on political risk that other investors might not share. However, Lovett-Turner believed the sector had become oversold with political concerns blinding investors to the high quality, inflation-linked cash flows the listed funds generated. ‘This was illustrated by HICL selling its interest in Highland Schools PP2 at a 21% premium to valuation, as well as by the offer for JLIF,’ he said. ‘In our view, the events surrounding JLIF are likely to have attracted interest in the listed funds from other major Infrastructure investors in the same way that HarbourVest’s bid for SVG Capital in 2016 led to a wave of interest in listed private equity funds from secondary investors.’ he added."
skinny
12/8/2018
11:04
hTTp://citywire.co.uk/investment-trust-insider/news/john-laing-infrastructure-takes-escape-offered-by-opportunistic-bid/a1144366?re=57337&ea=1107018&utm_source=BulkEmail_Money_Weekly&utm_medium=BulkEmail_Money_Weekly&utm_campaign=BulkEmail_Money_Weekly
irkin
07/8/2018
11:37
After much thought I reached the conclusion this morning that there was nothing to be gained by waiting 2 months to bank my profits. Then today I saw this c/o Citywire "The Times: Baillie Gifford, a fund manager based in Edinburgh with £190 billion under its stewardship, could lead a revolt over the £1.4 billion takeover of the John Laing Infrastructure Fund" I sold
daveofdevon
06/8/2018
16:15
Well there's certainly lots going on going by today's RNS stream.
skinny
06/8/2018
16:09
JLG is the unknown - what's it worth to them I wonder. Personally I can't see it - JLIF was valuable for them to sell things to, they'd be selling to themselves if they bought it.
spectoacc
06/8/2018
15:50
Big question now is will JLG put in a counterbid? Sunday Times reckons that they could face a potential multimillion-pound hit from the takeover by Jura. Happy to sit tight for the moment.
gre
06/8/2018
15:48
Will reinvest into Foresight Solar
bothdavis
06/8/2018
08:28
Happy to take the 145.9p I was offered for the rest of my investment - if there's a counterbid, well, I've lost out, but I'm happy with the gain and the distributions over the years that I've held.
spangle93
06/8/2018
08:20
@jonwig - find myself as cashed-up as I can remember, having sold HICL (too early), now JLIF, and many more smaller recently. P/e feels like 1999 - not 2000 just yet, but silly amount of money knocking around, daft multiples, great for sellers of assets but who's going to end up holding the baby? Their 2000 moment will come. (The FAANGS - or most of them, Apple throwing off cash - another good example). I'm not calling the top - but I am starting to exit things ahead of the top. Commercial property another great example - now priced as if recessions are a thing of the past. "But the money has to go somewhere". It does, and it is, and that's why it'll eventually result in big falls. May change my mind next week of course :)
spectoacc
06/8/2018
08:15
146p suggests a higher bid is expected. Crazy M&A activity is a classic late-cycle phenomenon. Of course this may not be crazy at all!
jonwig
06/8/2018
08:08
Great stuff - think I'm selling out today, not waiting on the offer completing, nor a counter-bid. £1.46 will do me.
spectoacc
04/8/2018
20:51
Personally I'm perfectly happy with that - was meant to be a LTBH for me but that's the price of about 3 years hence. Also perfectly happy to be unusually cashed up - seeing very little value out there atm.
spectoacc
04/8/2018
14:43
jonwig - I'm already sitting on way too much cash at the moment. I'm aware of the shareholder concerns - I posted the original link re the offer! Do you not think it is effectively a done deal?
irkin
04/8/2018
12:26
@ Irkin - cash is king , sort of, for me at the mo. There's some saying the bid is too low: Baillie Gifford for one.
jonwig
04/8/2018
12:09
I know there has been a bit of discussion already but where have/are people planning to invest the proceeds.
irkin
04/8/2018
09:23
Here is one of many links :- FTSE 250 fund John Laing Infrastructure sold to two rivals in £1.5bn deal
skinny
04/8/2018
07:24
From citywre - Sold last night "FTSE 250 firm John Laing Infrastructure Fund has been sold to rivals Jura Acquisition, a joint vehicle of Dalmore Capital and Equitix Investment Management, in £1.5 billion deal." Price was 142.5p plus the Div of 3.57p
daveofdevon
01/8/2018
14:14
@ Spec, Irkin - just trying to flush out a higher bid? (My holding went at 140p on 16/07.)
jonwig
01/8/2018
14:06
Who knows - perhaps they already had a full allocation or saw better short term opportunities elsewhere?
irkin
01/8/2018
07:16
Too low?! Hilarious. So why weren't those same shareholders buying JLIF in size up until a week ago, when it was 20% cheaper?
spectoacc
01/8/2018
00:47
hTTp://www.cityam.com/289968/john-laing-infrastructure-fund-jlif-threatened-shareholder
irkin
16/7/2018
13:53
I'm leaning towards INPP for the moment as this seems to have the most similar characteristics (long-term, index linked cashflows with minimal development risk) and could see a pick up in demand over the next few months as discretionary wealth/multi asset funds look to find an alternative to JLIF.
riverman77
16/7/2018
11:34
Yes, interesting news indeed. JLG can always sell its projects to others. They will obviously pull in some cash for their investment. It would impact their asset management business though as fees of about £12m at risk. Of course, they will have done well for shareholders so will help them focus more on JLEN.
topvest
16/7/2018
08:59
riverman - yes, I've two concerns about JLG. One is the asset management and what will happen to that contract. Second is the fact that JLG has had a ready buyer for some of its completed projects. However, JLIF hasn't been in a position to buy things for a while.
jonwig
16/7/2018
08:51
Nice surprise this morning although trying to figure our what to replace it with. Top 2 candidates are INPP - up around 5% and now on slight premium - or the parent company JLG which is trading around nav. Obviously the latter has more development risk and unclear how JLIF's sale will affect JLG's business model as the asset manager of JLIF
riverman77
Chat Pages: 18  17  16  15  14  13  12  11  10  9  8  7  Older
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