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February
How this man went from a bike accident to $17b
The founder of CDC has found himself rich thanks to big investors who can’t get enough of digital infrastructure. He had dreamed of becoming a champion cyclist.
Canberra Data Centres worth $17b after $2b share sale
The founder expects the company to triple in the next five years after the Future Fund and Infratil increased their holdings.
Infratil, Future Fund scoop up stake in $16b-plus CDC Data Centres
Sources said the deal was signed shortly after 6pm, and would see Future Fund take a bigger piece of CDC than Infratil.
January
The wall of money heading for data centres has short-sellers excited
High-profile fund manager Jim Chanos says there’s too much exuberance about the sector and developers see only growing demand driven by artificial intelligence.
November 2024
Australian Retirement Trust eyes stake in $16b CDC Data Centres
It comes two months after ART sold its 7 per cent stake in AirTrunk into the Blackstone bid, booking a $1 billion exit off a $300 million investment.
Game on! $16b CDC Data Centres posts IMs, calls for bids by Christmas
Naturally, the first port of call would be the long list of infrastructure investors who are still nursing broken hearts after missing out on AirTrunk.
October 2024
Big banks fund Macquarie Technology bid to cash in on AirTrunk effect
The funding agreement came as new research showed investment in data centres was expected to hit $26 billion by 2030 amid booming demand from technology giants.
September 2024
Canberra Data Centres in partner search with $16b enterprise valuation
That punchy valuation has been signed off by the board, along with the required financial modelling, due diligence materials and an information memorandum.
Khuda sets $100b valuation target for AirTrunk’s next trick
Billionaire Robin Khuda has praised his own foresight in investing in data centres tailor-made for tech giants after creating a $24 billion business in less than a decade.
Data centre owner Infratil revels in the AirTrunk effect
Shares in the CDC investor rose on Wednesday following AirTrunk’s $23.5 billion sale to a Blackstone-led consortium.
July 2024
SG Hiscock offloads retailers and buys these small caps instead
Small caps manager Shawn Lee explains why he’s bearish on the consumer discretionary sector and names a Kiwi-based retirement living operator as a stock he thinks is cheap.
June 2024
Infratil nabs Goldman, Barrenjoey, UBS for $1b CDC data centre play
The three investment banks led the two-part transaction that will also bolster the New Zealand-based company’s balance sheet.
April 2024
Infratil, NZ Super put RetireAustralia back on the auction block
Street Talk can reveal the retirement community owner has mandated Jefferies Australia to run a sale process, swapping advisers from Jarden and E&P who led the charge last time.
June 2023
UBS, Barrenjoey on board for $NZ850m Infratil raise
The funds will be used to finance the acquisition of the stake in One NZ from Brookfield Asset Management, taking Infratil’s ownership to 99.9 per cent.
March 2023
NZ’s Morrison & Co piles into carbon credit generation
Morrison & Co has acquired a carbon credit generating business targeting rapid growth to meet an expected surge in demand under the safeguard mechanism.
October 2022
Why investing in infrastructure is like eating at a sushi-train
Antipodean fund manager Morrisons is a minnow among leviathans. Rather than overpay for what’s on the menu, it has to make its own $340 million meal.
July 2022
InfraRed, Northleaf win Vodafone NZ towers auction
InfraRed Capital Partners and Northleaf Capital Partners have signed a $NZ1.7 billion deal to invest in telecommunications towers owned by Vodafone NZ.
September 2021
Infratil targets Asian renewables growth
Just a month after selling its stake in Australia’s Tilt Renewables for $1.9 billion, New Zealand-based Infratil is committing more than $300 million to build a renewables generation business across Asia.
April 2021
Infratil buys majority stake in Kiwi radiology group
The dual-listed infrastructure player will take a controlling interest of between 50.1 per cent - 60 per cent of Pacific Radiology Group, NZ’s largest radiology player.
March 2021
Infratil’s big war chest has bankers dialled in
Infratil has almost enough cash to swallow Vocus Group.