re capex assumptions I think current (already paid for) capacity is 20MB of a total 35.5MB. From what I understand the initial capex for capacity is higher than incremental capex requirement from here on in, ie the last 15.5MB won't cost as much as the first 20MB.
I think NXT has several MB of capacity (5MB?) to sell before building out the remaining 15.5MB, meaning that capex could potentially be fully funded by a combination of cash on B/S, $30m debt facility, and revenue as utilisation ramps up.
There's a bit of talk here around trading multiples also, I guess ultimately given that NXT is not EPS positive investors are buying their predicted future share of earnings, whether you measure that by P/S, PEG or P/Bk. It's worth noting that Equinix (although not totally comparable) is trading on a P/Bk of 3.4x vs NXT at 1.4x
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$16.76 |
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Mkt cap ! $10.73B |
Open | High | Low | Value | Volume |
$16.72 | $16.83 | $16.60 | $21.02M | 1.258M |
Buyers (Bids)
No. | Vol. | Price($) |
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1 | 464 | $16.74 |
Sellers (Offers)
Price($) | Vol. | No. |
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$16.77 | 1388 | 1 |
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No. | Vol. | Price($) |
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1 | 464 | 16.740 |
3 | 1506 | 16.600 |
1 | 1500 | 16.510 |
1 | 254 | 16.500 |
1 | 2000 | 16.470 |
Price($) | Vol. | No. |
---|---|---|
16.790 | 1760 | 1 |
16.800 | 250 | 2 |
17.000 | 2000 | 1 |
17.050 | 1496 | 2 |
17.090 | 1700 | 1 |
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