There are always things that can go wrong given we were just 60...

First 12 Last

Share
Profile

Follow
Hokey5771

6,553 Posts.

740

26/11/16

21:26

Post #: 20912429
Share

Originally posted by bumskins ↑

I think for there to be any chance of a $5 in front of the share price within 12 months you will need a lot of things to align and go right, at the very least imo:
* Overall market well up (sentiment).
* Hit top of revenue/Beat revenue forecast - The reason I believe it will need to do that is for 2 reasons.
1. It will show us maintaining/accelerating revenue growth, it would be bad for sentiment to see a deceleration going into investing $441M across 3 new Data Centres is growth falls, it would raise serious questions about demand & fill rates for what are very large facilities.
2. It will be required if C1/P1 are to show decent sales growth.
* Significant revenue increase at C1/P1. (the company would be killing it if we were firing on all cylinders).

I personally give it a less than 2% chance because I don't see all of those factors coming together over the next 12 months.

Saying that I couldn't really care less about seeing a $5 in front of the SP in 12months (I'd actually probably sell out again if it got there as I believe it would have run to hard again).

In any event the only reason there is any angst at the moment is by people looking at the short-medium/term volatility and have totally unrealistic expectations of SP growth.

I'm more interested in seeing the business:
* Run well with the right key staff in place and continuing to invest in appropriate staff.
* Good Communication.
* Finance/Balance sheet looked after.

Of which I am overall very happy with.
I think Craig is excellent for the job.
Very happy with the capital management. From the AGM it sounds like this is an area that has been given a lot of thought. Their timing was excellent too and significantly de-risks the company too. We have already seen them spin the property assets off into a separate trust, issuing notes and raising capital at good prices.

Going forward over the next couple of years my major concerns are:
* Competition - oversupply while we are still in a high growth phase would be sub-optimal.
* Demand.
* Australian Economy (including possible housing slowdown).
* Chinese economy and its effect on ours.

Expand

There are always things that can go wrong given we were just 60 cents of five dollars an with expected NPAT to do very well next year the growth should see NXT go close to 5 dollars in a year

I personally think in 5-7 years this will be a ten dollar plus stock I guess time will tell

NXT Price at posting: $3.33 Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

HAR

Haranga jumps +7% on Lincoln acquisition

HotCopper Trends: Wall of quarterlies dominate; then there's Micro-X & Ionic

ASX Market Close: Index rebounds as investors buoyant | July 30, 2025

NUZ

Neurizon inks $1.5M loan against R&D Tax Rebate

IXR

Ionic Rare Earths falls -7% as momentum slips on vague production update

First 12 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last $14.29		Change -0.030(0.21%)		Mkt cap ! $9.151B

Open	High	Low	Value	Volume
$14.30	$14.36	$14.12	$18.07M	1.266M

Buyers (Bids)

No.	Vol.	Price($)
1	2000	$14.28

Sellers (Offers)

Price($)	Vol.	No.
$14.32	1613	2

View Market Depth

No.	Vol.	Price($)
1	2000	14.280
2	202	14.260
2	1613	14.230
1	716	14.200
1	3000	14.190

Price($)	Vol.	No.
14.320	1613	2
14.350	8433	2
14.360	4280	1
14.390	100	1
14.400	14057	3

Last trade - 16.10pm 30/07/2025 (20 minute delay)

NXT (ASX) Chart

There are always things that can go wrong given we were just 60...

Haranga jumps +7% on Lincoln acquisition

HotCopper Trends: Wall of quarterlies dominate; then there's Micro-X & Ionic

ASX Market Close: Index rebounds as investors buoyant | July 30, 2025

Neurizon inks $1.5M loan against R&D Tax Rebate

Ionic Rare Earths falls -7% as momentum slips on vague production update

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

There are always things that can go wrong given we were just 60...

Top Stories

Haranga jumps +7% on Lincoln acquisition

HotCopper Trends: Wall of quarterlies dominate; then there's Micro-X & Ionic

ASX Market Close: Index rebounds as investors buoyant | July 30, 2025

Neurizon inks $1.5M loan against R&D Tax Rebate

Ionic Rare Earths falls -7% as momentum slips on vague production update

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News