I am continuing to hold for the immediate future. Still, I think @woomp001 makes some fair points. To date, the stock has been a winner. I struggle though to really understand how strong the business is from the releases provided.
For example, @Andredamus1 - the case studies of S1 & M1 provided in results look very impressive. However, is Facility EBITDA really the right metric to be reporting given the huge amounts of capex involved? In FY23, segment depreciation was 35% of revenue from customers (which includes power passthroughs) so it's not insignificant.
Would kill for an EBIT view of S1 & M1, or even some indication of the split between maintenence and growth capex...
Ann: AGM - CEO's Address, page-15
-
- There are more pages in this discussion • 11 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add NXT (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$17.42 |
Change
1.350(8.40%) |
Mkt cap ! $10.46B | |||
| Open | High | Low | Value | Volume |
| $17.67 | $18.14 | $17.10 | $152.5M | 8.673M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 938 | $17.38 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $17.42 | 4595 | 1 |
View Market Depth
| Last trade - 16.10pm 05/09/2024 (20 minute delay) ? |
| NXT (ASX) Chart |