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
  -0.40p -0.31% 129.70p 129.50p 129.70p 130.10p 128.50p 128.50p 315,189 12:02:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 175.2 160.4 18.1 7.2 1,282.51

John Laing Infrastructure Share Discussion Threads

Showing 326 to 349 of 350 messages
Chat Pages: 14  13  12  11  10  9  8  7  6  5  4  3  Older
DateSubjectAuthorDiscuss
18/10/2017
07:29
Mach she issued at premium to nav should be a benefit.
jonwig
17/10/2017
22:55
I think a lot of the froth round these PFI's is already died down after the conference season so the share price should start to recover. The yield is not likely to be affected short-term and this is a good income stock. Already off its lows and now it is back around 130p perhaps we can move back to 135p. What effect does the scrip dividend have on the share usually? Does it rise because shares are being bought or does it fall because more shares are issued?
mach100
12/10/2017
18:57
Their view was that these funds would not be high on a Labour hit list owing to cost and complexity of contracts. That's my own, though I won't be adding (JLIF, HICL) in the near term. 3IN is a different proposition altogether, with no PFI contracts in its portfolio.
jonwig
12/10/2017
18:25
Fair enough jonwig, I used to provide advisory and discretionary services on individual stock bonds etc. For what it's worth I bought 3,030 on behalf of mum on Monday. Have noticed the price firming up here and the HICLs since then.
josephrobert
09/10/2017
18:32
Most of our portfolio is with an execution only broker, but we've moved part to an advisory broker (it's an age thing!) and this is a half-yearly meeting.
jonwig
09/10/2017
18:19
I've been the other side of the desk before jonwig, in what capacity are you asking?
josephrobert
09/10/2017
14:38
joseph - am visiting an advisory broker later this week. They have quite a big exposure to infra funds for their clients, and I'll ask what their forward strategy is.
jonwig
09/10/2017
13:08
Beginning to wonder why this fund is at a premium to NAV with the continuing weak Conservative government. However 67% UK weighting vs 77% HICL UK weighting. Wondering if support will hold or is the share price gunning for support at or around NAV.
josephrobert
26/9/2017
20:54
corbyn effect .... will drop further yet.
pjw956
26/9/2017
12:04
Looks like it - same effect on HICL's share price today.
jonwig
26/9/2017
11:50
Is the market in JLIF spooked by Labour's plans for PFI'S? Fairly drastic fall in a short space of time even allowing for going ex-divi. I will be definitely buying more for the yield.
mach100
21/9/2017
12:12
It is pleasing to see the share price has fallen less than the divi.I think we will move back to 137p again. I shall recycle the divi back into JLIF shares and add more on weakness. The hospitals are a small wound on an otherwise healthily performing patient so I expectJLIF's performance to remain robust even in a tough market.
mach100
13/9/2017
05:50
Citywire - includes discussion of the issues mentioned in post #323 and broker comment: Http://citywire.co.uk/investment-trust-insider/news/hospital-disputes-dent-growth-at-john-laing-infrastructure/a1048235?ref=investment-trust-insider-latest-news-list
jonwig
11/9/2017
11:10
Hi jw. i think the premium is deserved and we may hit 140p before ex-div. It certainly has flirted with it recently. The yield is juicy and comparatively safe. The current low debt will save a lot of money on financing and post-Grenfell there should be a good stream of work in that area. It looks solid to me and if it came off a few pence I would be happy to invest more for the outlook and yield.
mach100
11/9/2017
07:23
H1 results: Https://www.investegate.co.uk/john-laing-infra-fd--jlif-/rns/interim-results/201709110700022571Q/ Largely satisfactory. A couple of minor problems (Peterborough Hosp, Roseberry Park Hosp) contributed to NAV growth below the unwind rate. Should we be concerned? Unless there's a trend developing, I doubt it. 13.6% premium to NAV might narrow a bit. A few pence off the share price, maybe?
jonwig
06/6/2017
06:40
Citywire again: Http://citywire.co.uk/investment-trust-insider/news/james-carthew-john-laing-diversifies-overseas/a1022173?ref=investment-trust-insider-latest-news-list
jonwig
22/5/2017
06:37
Citywire: Http://citywire.co.uk/investment-trust-insider/news/fund-manager-leaves-john-laing-infrastructure/a1018336?ref=investment-trust-insider-latest-news-list
jonwig
19/5/2017
07:12
Update at 31 March: Http://www.investegate.co.uk/john-laing-infra-fd--jlif-/rns/trading-update-statement/201705190700066090F/ Current premium to NAV of 14% looks about right, compared with HICL and 3IN.
jonwig
27/3/2017
16:38
"Placing of 89,826,897 new ordinary shares at a price of 133 pence per share" Quite a good price.
jonwig
21/3/2017
07:58
Jonwig - something like that - early airport run for one my offspring.
skinny
21/3/2017
06:35
Insomnia, Skinny? Thanks for the links - this and PHNX.
jonwig
21/3/2017
04:36
John Laing forced to broaden its horizons
skinny
20/3/2017
08:36
blueledge - xd 23 March, payday 16 May, 3.48p. FY results very satisfactory. Looking to diversify abroad, like HICL. NAV 120.2p so 13% premium. I don't feel too fazed by that.
jonwig
14/3/2017
08:36
They'll tell you on the 20th, with the FY results.
jonwig
Chat Pages: 14  13  12  11  10  9  8  7  6  5  4  3  Older
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