DXN 9.20% 7.9¢ dxn limited

Ann: Appendix 4D & Half Yearly Report, page-71

  1. 132 Posts.
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    Glad to see that an outsider has taken a positive view of the business.

    I'm a holder and firm believer that the potential upside on this very attractive even with the risk.

    To answer your questions:
    1. Page 14 of the 1H provides a break-down of revenue. The majority is from manufacturing. Although data-centre operations have increased significantly.
    2. Correct. The attraction or differentiator of DXN is primarily in modular data-centre construction, as exampled by a few recent contracts. With the growth of networking infrastructure requirements and edge-computing, DXN is able to support in delivering on-site data-centre needs. I believe they're also only one of the very few data-centre providers with certain accreditations to deliver particular services. I don't have the exact details, but you will find it referenced on the thread for the NSW government tender.
    Last edited by capt.sardine.tin: 25/02/21
 
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