Back

Latest Forum Topics / Kep Infra Tr    Last:0.51    -0.01

Post Reply

KIT Post Reply Rate topic
MrBear12 Supreme	30-May-2024 16:58        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	https://www.keppel.com/en/media/media-releases-sgx-filings/kit-investor-presentation-for-citis-macro--pan-asia-investor-conference-29---30-may-2024/ A good presentation about KIT
Useful To Me  Not Useful To Me
MrBear12 Supreme	29-May-2024 08:27        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 1   x 0  Alert Admin	Ever since ipo, cityspring infrastructure trust has been consistent in paying dpu that was largely unchanged. Only a rights offering during the GFC changed the dpu, after which it was consistently paying dividends again. When city spring merged with Keppel green, there was a special dividend on top of the combined dividends of Keppel green and citysprings. KIT has then paid super stable dividends over the next nine years and even paid a special dividend last year. I cannot find a more stable dividend paying company on SGX. Can you? MrBear12      ( Date: 28-May-2024 19:08) Posted: Any dissenters pls state why not? MrBear12      ( Date: 28-May-2024 16:39) Posted: Yes
Useful To Me  Not Useful To Me
MrBear12 Supreme	28-May-2024 19:08        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Any dissenters pls state why not? MrBear12      ( Date: 28-May-2024 16:39) Posted: Yes. moonsun      ( Date: 28-May-2024 16:35) Posted: Is dpu sustainable? :)
Useful To Me  Not Useful To Me
MrBear12 Supreme	28-May-2024 16:39        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 1  Alert Admin	Yes. moonsun      ( Date: 28-May-2024 16:35) Posted: Is dpu sustainable? :)
Useful To Me  Not Useful To Me
moonsun Veteran	28-May-2024 16:35        moonsun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is dpu sustainable? :)
Useful To Me  Not Useful To Me
MrBear12 Supreme	28-May-2024 15:41        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Dpu for this is the most consistent amongst all trusts.
Useful To Me  Not Useful To Me
Alignment Elite	24-May-2024 12:55        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	The key that investors should actually care about is DPU per share. Cashflow is an approximation for distribution although the broader point for both is whether it is sustainable. The potential problem with some utility style businesses (including the bus business) is that they are concessions with an end life (in the case of the bus business actually relatively soon). The challenge is then what happens at the end of concession life. The " PU" in DPU is also important, and too many SGX REIT/business trust managers are focused on growing their AUM rather than thinking about their cost of capital, which is why DPU should always be the primary performance measure.
Useful To Me  Not Useful To Me
MrBear12 Supreme	24-May-2024 11:59        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Simply because it collects cash revenues from the utilities businesses it has. Utilities is all about cash flows. Try not paying in cash for your gas and electricity and see what happens. No credit allowed here! (Except credit cards payments） Secret_Squirrel      ( Date: 24-May-2024 11:16) Posted: I remember  this is what the management  said in the AGM.  Generation of Cash flow is the key. $$$$$. MrBear12      ( Date: 24-May-2024 11:08) Posted: Thanks Squirrel, You know the secret to this one ITS CASHFLO
Useful To Me  Not Useful To Me
Secret_Squirrel Elite	24-May-2024 11:16        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	I remember  this is what the management  said in the AGM.  Generation of Cash flow is the key. $$$$$. MrBear12      ( Date: 24-May-2024 11:08) Posted: Thanks Squirrel, You know the secret to this one ITS CASHFLOW Secret_Squirrel      ( Date: 24-May-2024 10:44) Posted: The company is more concerned about cash flow generation.  It is cash flow that pays dividend,  not necessary profit and loss..  Drop in  asset valuations can show lower profit or loss,  which can be misleading.
Useful To Me  Not Useful To Me
MrBear12 Supreme	24-May-2024 11:08        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Thanks Squirrel, You know the secret to this one ITS CASHFLOW Secret_Squirrel      ( Date: 24-May-2024 10:44) Posted: The company is more concerned about cash flow generation.  It is cash flow that pays dividend,  not necessary profit and loss..  Drop in  asset valuations can show lower profit or loss,  which can be misleading.  MrBear12      ( Date: 24-May-2024 10:16) Posted: I think 45 cents is fair price to issue the shares. Do not mind lower as I can also buy lower. Average down... ... Made back my capital already. So just opening up new lower positions.  Can keep long time as cash flows are good. Who owns Citygas? this more than 100 year old establishment.  I remember passing buy Kallang gas works as a boy and seeing the tall cylinders. More and more people using gas. Maybe cars too
Useful To Me  Not Useful To Me
Secret_Squirrel Elite	24-May-2024 10:44        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	The company is more concerned about cash flow generation.  It is cash flow that pays dividend,  not necessary profit and loss..  Drop in  asset valuations can show lower profit or loss,  which can be misleading.  MrBear12      ( Date: 24-May-2024 10:16) Posted: I think 45 cents is fair price to issue the shares. Do not mind lower as I can also buy lower. Average down... ... Made back my capital already. So just opening up new lower positions.  Can keep long time as cash flows are good. Who owns Citygas? this more than 100 year old establishment.  I remember passing buy Kallang gas works as a boy and seeing the tall cylinders. More and more people using gas. Maybe cars too? Alignment      ( Date: 24-May-2024 10:10) Posted: Because management think the same way I do about the dilution - they don' t want to raise at 40 cents which is what it would take to get away at given the price currently is 45 and a suitable discount needs to be offered. They would prefer to wait till the share price rises back to ideally 50 whch would allow them to issue at the 47 they initially surmised. But is this realistic, given everyone knows a 10% dilution is coming? And also they have time pressure due to their debt financing do margins go up if they fail to do the issue within a certain time?
Useful To Me  Not Useful To Me
MrBear12 Supreme	24-May-2024 10:16        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	I think 45 cents is fair price to issue the shares. Do not mind lower as I can also buy lower. Average down... ... Made back my capital already. So just opening up new lower positions.  Can keep long time as cash flows are good. Who owns Citygas? this more than 100 year old establishment.  I remember passing buy Kallang gas works as a boy and seeing the tall cylinders. More and more people using gas. Maybe cars too? Alignment      ( Date: 24-May-2024 10:10) Posted: Because management think the same way I do about the dilution - they don' t want to raise at 40 cents which is what it would take to get away at given the price currently is 45 and a suitable discount needs to be offered. They would prefer to wait till the share price rises back to ideally 50 whch would allow them to issue at the 47 they initially surmised. But is this realistic, given everyone knows a 10% dilution is coming? And also they have time pressure due to their debt financing do margins go up if they fail to do the issue within a certain time?   MrBear12      ( Date: 24-May-2024 08:01) Posted: Still waiting for the preferential offering. How come take so long Har
Useful To Me  Not Useful To Me
Alignment Elite	24-May-2024 10:10        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Because management think the same way I do about the dilution - they don' t want to raise at 40 cents which is what it would take to get away at given the price currently is 45 and a suitable discount needs to be offered. They would prefer to wait till the share price rises back to ideally 50 whch would allow them to issue at the 47 they initially surmised. But is this realistic, given everyone knows a 10% dilution is coming? And also they have time pressure due to their debt financing do margins go up if they fail to do the issue within a certain time?   MrBear12      ( Date: 24-May-2024 08:01) Posted: Still waiting for the preferential offering. How come take so long Har? MrBear12      ( Date: 24-May-2024 07:36) Posted: Me too. Cherry picking
Useful To Me  Not Useful To Me
MrBear12 Supreme	24-May-2024 08:01        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Still waiting for the preferential offering. How come take so long Har? MrBear12      ( Date: 24-May-2024 07:36) Posted: Me too. Cherry picking. pikachu      ( Date: 24-May-2024 06:24) Posted: Have been holding on to this company shares for many years. Good dividends
Useful To Me  Not Useful To Me
MrBear12 Supreme	24-May-2024 07:36        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Me too. Cherry picking. pikachu      ( Date: 24-May-2024 06:24) Posted: Have been holding on to this company shares for many years. Good dividends
Useful To Me  Not Useful To Me
pikachu Master	24-May-2024 06:24        pikachu About Contact  Quote this Post!   Mood: Yells: "Holy Cow!"
x 0   x 0  Alert Admin	Have been holding on to this company shares for many years. Good dividends
Useful To Me  Not Useful To Me
MrBear12 Supreme	24-May-2024 00:04        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	your reply is an answer to my prayer. Gracias Padre! Alignment      ( Date: 24-May-2024 00:00) Posted: You can choose not to invest in this company or those that treat investors in such a way, or if you have already invested you can choose to sell your shares. You have that power at least, unless you can' t be bothered in which case you can' t blame anyone but yourself if you suffer losses as a result. The world is a big place there are many reasonably valued companies out there that treat shareholders properly. One is not forced to swallow this stuff up, even in the public markets.  MrBear12      ( Date: 23-May-2024 23:50) Posted: Yes Alignment, management have the duty to steward our money. Very often, the stewardship is lacking. But I was just reflecting to myself, what could I do? How many times have I been diluted already? That is always the risk in public floats. Unless I opt for private equity to be in that select club of investors. Just my reflection on life in general. Stoicism perhaps? OR a can' t be bothered attitude. O God, Please, give me the wisdom to know what I can change and what I cannot, and the knowledge to distinguish between the two
Useful To Me  Not Useful To Me
Alignment Elite	24-May-2024 00:00        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	You can choose not to invest in this company or those that treat investors in such a way, or if you have already invested you can choose to sell your shares. You have that power at least, unless you can' t be bothered in which case you can' t blame anyone but yourself if you suffer losses as a result. The world is a big place there are many reasonably valued companies out there that treat shareholders properly. One is not forced to swallow this stuff up, even in the public markets.  MrBear12      ( Date: 23-May-2024 23:50) Posted: Yes Alignment, management have the duty to steward our money. Very often, the stewardship is lacking. But I was just reflecting to myself, what could I do? How many times have I been diluted already? That is always the risk in public floats. Unless I opt for private equity to be in that select club of investors. Just my reflection on life in general. Stoicism perhaps? OR a can' t be bothered attitude. O God, Please, give me the wisdom to know what I can change and what I cannot, and the knowledge to distinguish between the two. Alignment      ( Date: 23-May-2024 23:27) Posted: " too bad/that' s life" may be an acceptable thing to say from one investor to another. One does not have a duty of care to another. However, it would not be right for the management of a company to treat its investors in such a manner. After all they do have a duty of care to their investors. Clearly a company with a management with such an attitude would not represent an attractive investment opportunity.
Useful To Me  Not Useful To Me
MrBear12 Supreme	23-May-2024 23:50        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Yes Alignment, management have the duty to steward our money. Very often, the stewardship is lacking. But I was just reflecting to myself, what could I do? How many times have I been diluted already? That is always the risk in public floats. Unless I opt for private equity to be in that select club of investors. Just my reflection on life in general. Stoicism perhaps? OR a can' t be bothered attitude. O God, Please, give me the wisdom to know what I can change and what I cannot, and the knowledge to distinguish between the two. Alignment      ( Date: 23-May-2024 23:27) Posted: " too bad/that' s life" may be an acceptable thing to say from one investor to another. One does not have a duty of care to another. However, it would not be right for the management of a company to treat its investors in such a manner. After all they do have a duty of care to their investors. Clearly a company with a management with such an attitude would not represent an attractive investment opportunity.  MrBear12      ( Date: 23-May-2024 13:36) Posted: For me, if I have money, I subscribe  more shares, but if don' t have, sell some to buy at their lower prices. Just gotta be adaptable and not hang onto the shares or have to buy FOMO. Get diluted, so be it. Too bad! That' s life
Useful To Me  Not Useful To Me
Alignment Elite	23-May-2024 23:27        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	" too bad/that' s life" may be an acceptable thing to say from one investor to another. One does not have a duty of care to another. However, it would not be right for the management of a company to treat its investors in such a manner. After all they do have a duty of care to their investors. Clearly a company with a management with such an attitude would not represent an attractive investment opportunity.  MrBear12      ( Date: 23-May-2024 13:36) Posted: For me, if I have money, I subscribe  more shares, but if don' t have, sell some to buy at their lower prices. Just gotta be adaptable and not hang onto the shares or have to buy FOMO. Get diluted, so be it. Too bad! That' s life. MrBear12      ( Date: 23-May-2024 13:32) Posted: Just sell on the news of rights issues and buy back lower. That is standard practic
Useful To Me  Not Useful To Me

                                                         First   < Newer   381-400 of 741   Older>   Last