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TCL - TRANSURBAN GROUP


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  • 8 months later...
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Wow, no one home here either. With TCL in takeover mode for HLY, I would expect some comment from Shareholders.

 

Come on, Infrastructure is in and cool !!! Remember swipe, swipe and the money is in the bank.

 

R/MasteR

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  • 7 months later...

Stock looks tremendous value at present, 50c div over the next 12mths gives a yield of 7.50%. One to put in the bottom drawer and leave alone and enjoy the relentless growth in traffic,cashflow,dividends and shareprice appreciation over the next 5,10,15 Yrs.

 

Disc: Bgt 2750 TCL yesterday at 664

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In reply to: TheGoodOil on Tuesday 18/10/05 11:28am

"One to put in the bottom drawer and leave alone and enjoy the relentless growth in traffic,cashflow,dividends and shareprice appreciation over the next 5,10,15 Yrs."

 

 

Agree with you. I did just that 3 years ago and haven't been disappointed and may well add some more in the near future.

 

In the short term, I agree with BSA. Could be some more downside before growth resumes.

 

Infrastructure stocks have had a dream run for 12 months and now there is a correction. Also

 

1. Bad press in Sydney on tunnel tolls which may bring some political "arse protection" decisions

2. Indications of CPI increases (resulting from fuel cost increases) that will lead to interest rate rises which are bad news for bonds and infrasructure stocks.

 

 

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  • 7 months later...

In reply to: remlif on Tuesday 18/10/05 01:20pm

Fair comment there, remlif.

 

Not a lot of growth in 10 months - down around 50c, however, as your point no. 2 correctly points out.

 

Point no. 1 is still in the news, unfortunately, for all Toll road companies.

 

The good news is they will pay a 25.5c div.

 

R/MasteR

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In reply to: remlif on Tuesday 18/10/05 01:20pm

Fair comment there, remlif.

 

Not a lot of growth in 10 months - down around 50c, however, as your point no. 2 correctly points out.

 

Point no. 1 is still in the news, unfortunately, for all Toll road companies.

 

The good news is they will pay a 25.5c div.

 

R/MasteR

http://www.sharescene.com/html/emoticons/wink.gif

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