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Infrastructure Exposure for 2024-2025
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Mr TIPS
Posted: 10 March 2025 22:38:36(UTC)
#2368

Joined: 12/12/2020(UTC)
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ben ski;337129 wrote:
3IN, HICL and INPP all up. PINT up over the week.

Not to put much faith in the fickle retail investor, but these trusts have been in a bear market – likely worse than we'll have in stocks in this wobble – for years. Now, those 7.5% inflation-linked yields and long-term, government-backed contracts, might start to look quite attractive.



FWIW
Max King in this weeks Money Makers podcast states that any spare cash he has in used to purchase the four trusts you list in your post.
https://money-makers.co/...rs-podcast-08-mar-2025/


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7 users thanked Mr TIPS for this post.
Phil 2.0 on 10/03/2025(UTC), ben ski on 11/03/2025(UTC), Helen L on 11/03/2025(UTC), L.P. on 11/03/2025(UTC), Guest on 11/03/2025(UTC), John Bran on 11/03/2025(UTC), dlp6666 on 11/03/2025(UTC)
ben ski
Posted: 11 March 2025 01:21:48(UTC)
#2369

Joined: 15/01/2016(UTC)
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Mr TIPS;337164 wrote:
ben ski;337129 wrote:
3IN, HICL and INPP all up. PINT up over the week.

Not to put much faith in the fickle retail investor, but these trusts have been in a bear market – likely worse than we'll have in stocks in this wobble – for years. Now, those 7.5% inflation-linked yields and long-term, government-backed contracts, might start to look quite attractive.



FWIW
Max King in this weeks Money Makers podcast states that any spare cash he has in used to purchase the four trusts you list in your post.
https://money-makers.co/...rs-podcast-08-mar-2025/


That's good to know. And CGT has 3IN, HICL and INPP among its larger holdings (I think PINT in a small position).

I feel the same way as Max about renewables. But these three, and more recently PINT, I've been buying on any price weakness for quite a while. HICL and INPP I've been slightly cautious on. But BBGI's purchase alleviated a fair bit of that. PINT looks perfectly positioned for AI – which also makes me slightly cautious, because it's a fast moving sector. 3IN is my largest, and its discount makes no sense to me.
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3 users thanked ben ski for this post.
Guest on 11/03/2025(UTC), lindsay Morrison2 on 11/03/2025(UTC), Sheerman on 11/03/2025(UTC)
Phil 2.0
Posted: 11 March 2025 07:20:49(UTC)
#2372

Joined: 15/04/2024(UTC)
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I'd make a case for adding others to that list as well, although I am biased!

Here's ORIT being sensible, by reducing gearing and maintaining an attractive yield for us income-primates.

ORIT
OCTOPUS RENEWABLES INFRASTRUCTURE TRUST PLC
Capital Allocation Update
AI Summary

Octopus Renewables Infrastructure Trust plc (ORIT) announced a £20 million extension of its share buyback program, aiming to reduce its gearing below 40% Gross Asset Value by the end of 2025.

The company plans to sell assets totaling at least £80 million to fund this and continue making strategic investments.

It is committed to a fully covered dividend of 6.17 pence per share for FY 2025, a 2.5% increase from FY 2024. Key goals include enhancing shareholder value while maintaining a focus on disciplined capital allocation.
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3 users thanked Phil 2.0 for this post.
lindsay Morrison2 on 11/03/2025(UTC), Sheerman on 11/03/2025(UTC), dlp6666 on 11/03/2025(UTC)
ravedeath
Posted: 11 March 2025 07:33:06(UTC)
#2371

Joined: 10/01/2024(UTC)
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ben ski;337171 wrote:
Mr TIPS;337164 wrote:
ben ski;337129 wrote:
3IN, HICL and INPP all up. PINT up over the week.

Not to put much faith in the fickle retail investor, but these trusts have been in a bear market – likely worse than we'll have in stocks in this wobble – for years. Now, those 7.5% inflation-linked yields and long-term, government-backed contracts, might start to look quite attractive.



FWIW
Max King in this weeks Money Makers podcast states that any spare cash he has in used to purchase the four trusts you list in your post.
https://money-makers.co/...rs-podcast-08-mar-2025/


That's good to know. And CGT has 3IN, HICL and INPP among its larger holdings (I think PINT in a small position).

I feel the same way as Max about renewables. But these three, and more recently PINT, I've been buying on any price weakness for quite a while. HICL and INPP I've been slightly cautious on. But BBGI's purchase alleviated a fair bit of that. PINT looks perfectly positioned for AI – which also makes me slightly cautious, because it's a fast moving sector. 3IN is my largest, and its discount makes no sense to me.



To be fair CGT also hold a number of the renewables....

https://capitalgearingtr.../reports-and-documents/
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2 users thanked ravedeath for this post.
Johan De Silva on 11/03/2025(UTC), Sheerman on 11/03/2025(UTC)
Hilda Ogden
Posted: 11 March 2025 07:36:35(UTC)
#2373

Joined: 31/07/2023(UTC)
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Update this morning from HEIT. Looks like a deal is definitely happening.

Quote:
Further to the announcement on 20 February 2025, the Company confirms that although the exclusivity announcement with the previously disclosed preferred bidder expired on 10 March 2025, both parties continue to progress towards the conclusion of a definitive agreement and the Company expects to make a further announcement in the near future.
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1 user thanked Hilda Ogden for this post.
dlp6666 on 11/03/2025(UTC)
Mr TIPS
Posted: 11 March 2025 09:08:24(UTC)
#2370

Joined: 12/12/2020(UTC)
Posts: 125

Thanks: 361 times
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ben ski;337171 wrote:
Mr TIPS;337164 wrote:
ben ski;337129 wrote:
3IN, HICL and INPP all up. PINT up over the week.

Not to put much faith in the fickle retail investor, but these trusts have been in a bear market – likely worse than we'll have in stocks in this wobble – for years. Now, those 7.5% inflation-linked yields and long-term, government-backed contracts, might start to look quite attractive.



FWIW
Max King in this weeks Money Makers podcast states that any spare cash he has in used to purchase the four trusts you list in your post.
https://money-makers.co/...rs-podcast-08-mar-2025/


That's good to know. And CGT has 3IN, HICL and INPP among its larger holdings (I think PINT in a small position).

I feel the same way as Max about renewables. But these three, and more recently PINT, I've been buying on any price weakness for quite a while. HICL and INPP I've been slightly cautious on. But BBGI's purchase alleviated a fair bit of that. PINT looks perfectly positioned for AI – which also makes me slightly cautious, because it's a fast moving sector. 3IN is my largest, and its discount makes no sense to me.



Anyone thinking of dipping their toe in either INPP/HICL you will of course need to do your research.
However you may wish to add these short overviews to your reading list. They are a bit out of date but nevertheless give some useful background info....

Compares INPP & HICL (July 23)
https://www.investorschr...-56b9-ad09-14ed21bed793

Risk profiles, the run down of PPP contracts and how these trusts may have to start investing is risker ventures. (Jan 24)
https://www.investorschr...-50d2-9488-b5c55ffe918b

Max King (Dec 23) explain why INPP/HICL should be measured again UK 15Y Index Linked Bond yields + 2.5% spread. Current spread is about ~5.5%.
https://moneyweek.com/in...-to-shelter-your-income



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3 users thanked Mr TIPS for this post.
Big boy on 11/03/2025(UTC), Sheerman on 11/03/2025(UTC), dlp6666 on 11/03/2025(UTC)
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