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$17.57 nextdc limited

Ann: AGM - CEO's Address, page-12

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woomp001

1,083 Posts.

146

02/01/24

01:06

Post #: 71685340
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Originally posted by noonster: ↑

One thing you're missing imo - NXT has 67.7MWs or 47% of its total MWs contracted but they haven't started billing it. This contracted capacity underpins EBITDA growth for the next five years but doesn't have a meaningful contribution until FY25 as these huge deals take years to physically build out.

There's a high chance more capital will have to be raised though imo to fund this revenue growth and its likely where we will see the inevitable share price run before the raise ... a risk to any short strategy in my view.

I have held since $6. I agree at near $14 the company is fully valued currently. I am tempted to take the capital gain around $14 but would reinvest on any material pullback as the stock is well placed imo to be very successful and play a huge role in digitisation and AI at the "edge" ... Australia's version of Equinox which over a decade built up its DC network and is now a US listed success story. It might look a short term short opportunity due to lofty valuations but it wouldn't surprise me if this hits $20 within 5 years.

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Yes, but EQIX is trading on 10 times revenue... not 20 times like NXT.....

EQIX is delivering net income, and dividends... NXT does not.....

So..... errrr yeah...

Food for thought....

NXT Price at posting: $13.73 Sentiment: Sell Disclosure: Not Held
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Last $17.57		Change -0.185(1.04%)		Mkt cap ! $10.55B

Open	High	Low	Value	Volume
$17.83	$17.93	$17.53	$8.319M	471.1K

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No.	Vol.	Price($)
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Price($)	Vol.	No.
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No.	Vol.	Price($)
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14	1859	17.560
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8	3158	17.540

Price($)	Vol.	No.
17.590	2381	21
17.600	5924	22
17.610	2090	15
17.620	1712	12
17.630	4576	12

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