NXT 0.88% $16.92 nextdc limited

Ann: Change in substantial holding-NXT.AX, page-11

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    Sky Business at lunchtime (Howard Coleman-Teaminvest ) said that Amazon was the "Gorilla in the room" as far as NXT competitors for Australian capacity were concerned. I then raised my falling sell trigger price as I was not aware of this but Howard and Teaminvest generally do their homework pretty well. I'll hold for the moment in case NXT have an answer for level of competition. But, if this is true, I have no long term interest in betting against Amazon.
 
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