Infratil

What does Marko Bogoievski joining Infratil mean for their investment strategy ? Lance points out they might be looking to unlock some value from Telecom. With Telecom looking to separate its retail business from the infrastructure, there looks to be an opportunity for Infratil.

Another opportunity could be Kordia (formally BCL) which is currently owned by the Government. Kordia operates a national communications network and provides network feeds and broadcast services for the major television and radio networks. The company recorded $264m in revenue and $12m in net surplus for the year ended June 2007. This would look to be a good fit for Infratil with Makro Bogoeivski on board.

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