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
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$16.53 |
Change
-0.160(0.96%) |
Mkt cap ! $9.926B | |||
| Open | High | Low | Value | Volume |
| $16.45 | $16.55 | $16.30 | $36.10M | 2.197M |
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| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2457 | $16.50 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $16.54 | 1388 | 2 |
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