S2 wasn't sold out in the HY, but not far from it. Haven't checked follow up releases.
S2 affair was unfortunately quite a large balls up by the company. We don't understand the customer mix, contract sizes and potential billing takeup for S2. NextDC potentially back in a position where they can't offer capacity to customers ready and willing today, so they will have to look to competitors/delay once again.
NXT Price at posting:
$11.92 Sentiment: Hold Disclosure: Not Held
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