IFT - Infratil

[Basil]

That doesn't pass the sniff test, not even close.  There's been a massive ramp up in long term risk free Govt stock rates all around the world in the last few months and its causing a huge amount of volatility in the date center and A.I. space due to much higher funding costs but the latest so called valuation uses exactly the same beta as the previous quarter when the market was much less volatile and exactly the same interest rate as the previous quarter when long term rates were a lot lower.  Your post reeks as a cut and paste of corporate B.S. but if you believe it, then good luck to you. Mr Market is not fooled with IFT's share price under pressure.

[LoungeLizard]

That doesn't pass the sniff test, not even close.  There's been a massive ramp up in long term risk free Govt stock rates all around the world in the last few months and its causing a huge amount of volatility in the date center and A.I. space due to much higher funding costs but the latest so called valuation uses exactly the same beta as the previous quarter when the market was much less volatile and exactly the same interest rate as the previous quarter when long term rates were a lot lower.  Your post reeks as a cut and paste of corporate B.S. but if you believe it, then good luck to you. Mr Market is not fooled with IFT's share price under pressure.

You're confusing the general with the specific. There's a lot of noise and uncertainty surrounding AI but if you look at CDC's growth earnings and demand for their services you'd tone down your polemic and be more measured (and objective).

As for the cut and paste - well that's the actual methodology they have consistently used. There's little point in measuring them against a methodology that they don't employ. Unless you have an axe to grind, that is.