SLC 2.90% $1.60 superloop limited

Ann: H1FY20 Results Presentation, page-54

  1. 425 Posts.
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    Interesting that nextDC manages to trade at a~170x EBIT ratio in a much more competitive business with higher long run capital costs.

    And superloop only manages to trade at less than the value of the assets it has acquired which won't require as many upgrades and are significantly underutilized (= huge margins on new sales).
 
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