MAQ 2.45% $82.49 macquarie technology group limited

Ann: ATO signs with Macquarie Telecom Group for Cyber Security, page-40

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  1. 7,140 Posts.
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    Yeah they don't exactly sell the sizzle. As I've said previously once that DC capacity is increased from 10 MW to 43 MW we will see a gradual ramp up of DC revenues to around 4 x the current level & it will likely form the majority of MAQ earnings.

    When you look at other DC plays like NXT they play it very differently in terms of promotional & growth hype; and they trade at a P/E which is multiples of MAQ.

    We could probably list the things that MAQ could (and maybe should) do to maximise the share price:
    • Sell the sizzle.
    • Establish ourselves as a tech stock rather than a telco & gain entry into the new ASX tech stock index.
    • Probably a 1:10 share split would also help a great deal, get the old "double banger" effect of greatly increasing market liquidity as well as getting the share price down to $2.80 - in my opinion she would then set sail for $5.00 in a canter.

    I'm not realistically expecting any of these things to happen & I'm very happy with my investment here but the potential on offer seems somewhat untapped at this stage.
 
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Last
$82.49
Change
-2.070(2.45%)
Mkt cap ! $2.126B
Open High Low Value Volume
$84.56 $84.56 $82.27 $1.865M 22.48K

Buyers (Bids)

No. Vol. Price($)
1 130 $82.34
 

Sellers (Offers)

Price($) Vol. No.
$82.87 85 2
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