NXT is building massive scale, at very high utilisation and uptime rates, with expandability built in, looking at Asia (inevitable - Singapore?), and has a really good reputation in the industry (I know impartial people in the industry).
They are well capitalised and have access to capital that will generate a lot more RoE than 3%. Once established, the cash rolls in and the debt gets paid down (hopefully) and they start paying dividends.
Their infrastructure is expensive but they’re charging for it and if their guidance is $250m FY revenue and $130m EBITDA, that’s a very nice margin.
A really good story with no hype. Conclusion. Good stock.
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