The truth is, there is a lot of competition now coming out of the wood work. CDC, Digital Realty, Equinix, Airtrunk, MAQ, just to name a few, all have major plans for >100MW.
NextDC is in a completely different market position to just 4-5 years ago when it was looking like being in a dominant position with Equinix.
Data Centre's are in a position to get a much better ROIC once completely utilised. But they take longer to get to full utilisation, compared to say someone leasing apartments or industrial units.
NextDC got the thematic right, but I don't think their execution has been very good.
The truth is, there is a lot of competition now coming out of...
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Last
$17.63 |
Change
-0.010(0.06%) |
Mkt cap ! $10.58B | |||
| Open | High | Low | Value | Volume |
| $17.73 | $17.79 | $17.60 | $19.76M | 1.117M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2901 | $17.63 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $17.68 | 4996 | 4 |
View Market Depth
| Last trade - 16.10pm 28/05/2024 (20 minute delay) ? |
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Last
$17.61 |
Change
-0.010 ( 0.39 %) |
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| Open | High | Low | Volume | ||
| $17.72 | $17.79 | $17.60 | 321950 | ||
| Last updated 15.59pm 28/05/2024 ? | |||||
| NXT (ASX) Chart |