MAQ macquarie technology group limited

Ann: Market Update, page-5

  1. 7,284 Posts.
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    After making that post last night I went and did a bit of reading, the recent PAC brokers note actually contains most of the key numbers.

    Currently MAQ achieve ballpark $53m p/a EBITDA, once IC3 comes online they are forecasting an uptake of 2MW p/a at approx $10m revenues and $6m EBITDA from that uptake.

    Based on that, ballpark 10%+ uplift in headline EBITDA year on year for a number of yrs. However I can see uptake of the new capacity beating 2MW p/a - there is 33MW new capacity and with the speed of growth in cloud & data there is no way it will take 15yrs to hit capacity.

    Also highly likely to see an uptick in ROI from each MW (forecast as $4.7m) over time especially if leased to Govt agencies wanting certified secure data storage.
    All up the new capacity at IC3 offers $160m revenues at about 60% margin for earnings - up to $95m EBITDA which increased the current MAQ earnings by 200%.
 
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(20min delay)
Last
$71.10
Change
-0.700(0.97%)
Mkt cap ! $1.832B
Open High Low Value Volume
$71.73 $71.92 $70.69 $2.744M 38.46K

Buyers (Bids)

No. Vol. Price($)
4 196 $70.98
 

Sellers (Offers)

Price($) Vol. No.
$71.41 196 4
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Last trade - 16.10pm 07/08/2025 (20 minute delay) ?
MAQ (ASX) Chart
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