Action Triton Intl Forum Analyses | BMG9078F1077

1Année·

Triton International is acquired by Brookfield Infrastructure in a take-private transaction valued at $13.3 billion.

Triton common shareholders will receive consideration valued at$85per share, including$68.50 in cash u16.50 in Class A shares of Brookfield Infrastructure Corporation

Represents a 35% premium to Triton's closing share price on April 11, 2023 and a 34% premium to the 30-day volume weighted average share price

https://www.tritoninternational.com/investors/news-and-events/news-releases/2023/2023-04-12

Added after being surprised and taking the 30% share price increase:

$PG (-1,94 %)
$ULVR (-0,87 %) and$2768 (+1,96 %)

@DS0711 still in the portfolio?

#aktiennews
#aktienfuersleben ->there is not

www.tritoninternational.comTriton International to be Acquired by Brookfield Infrastructure in a $13.3 Billion Take-Private Transaction

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6 Commentaires

Dividende > Zinsen@GoDividend

1Année

@APY so much for the question of whether a company will still exist in 100 years. After Store Capital, the second stock in my portfolio to disappear in this way.

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Voir toutes les 5 autres réponses

Dividende > Zinsen

@GoDividend

1Année·

"Charter rates for container ships are plummeting, reaching the level of two years ago at record speed"

Source guidants

https://www.godmode-trader.de/artikel/hoffnungsschimmer-fuer-die-inflation-jetzt-brechen-die-charterraten-massiv-ein,11343632

Position halved

23.09

Triton Intl

Vendu à 58,12 €

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8 Commentaires

Tabularasa@Tabularasa

1Année

Wow thanks for this article... I'm really in the red so I don't even dare to halve etc.. I think I'll have to sit it out and hope that the freight rates will explode again at some point while I'm still alive. 😢

I wonder why there was talk in various articles that things wouldn't return to normal until mid-2024 and now, a month later, everything is heading back towards normal.

Alternatively, would it be a good idea to churn in the next few years to push down the entry price? Or rather with a big minus (get out/halve)? Or hold?

Edit:
Position is actually full. Will there be any changes to the dividends that have already been predicted? MPC should actually be paying out in week 39 now.

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Dividende > Zinsen

@GoDividend

2Année·

The freight business will soon be running smoothly again. So in a few years when all this crap is over

Triton International's payout ratio is 32.14 %.

Quarterly dividend in June of 0.65 $. This corresponds to an annualized dividend of $2.60 and a dividend yield of 4.70%.

Next ex-date according to DivTimer 07.12.22 Paydate 22.12.22 expected $0.74

Hedge funds and other institutional investors own 66.27% of the company's shares.

The company's revenue increased by 20.3% year over year. As a group, equities analysts forecast that Triton International Limited will post 10.76 earnings per share for the current year.

Data from DivTimer

Text passages from

https://www.defenseworld.net/2022/07/19/strs-ohio-boosts-stake-in-triton-international-limited-nysetrtn.html

@Divmann
@Simpson
@MScottInvesting

also something for you?

19.07

Triton Intl

Acheté à 54,59 €

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3 Commentaires

Divmann@Divmann

2Année

It's just a very cyclical business. I somehow don't feel in a position to give an assessment, I don't know anything about the industry so far. At first glance, they have a lot of debt and in the last 19 years they have only had positive repayment power (FCF minus dividends) three times. To put it bluntly, that sounds so bad that I don't seem to understand something about the business. Perhaps the debt is so huge because there are some containers with leasing contracts on the balance sheet? I would have to delve deeper into the balance sheet, but I don't have much time for that at the moment. My exams are over next week, then I'll have a look at them and FM ;) Definitely a sector that I don't have in my portfolio yet

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Dividende > Zinsen

@GoDividend

2Année·

Another 5 containers reloaded😂 or container shares