Hi Andre,
Thanks for that, and just to be clear, I am always interested in meaningful discourse!
When I get some more time, I will dive into the depreciation piece more deeply.. so much really swings on that..
I will make a few quick points however..
Equinox paid 20 times Metronode revenues for it in 2018, so maybe 20 times revenues is defensible?!?
But no one has come back with why Equinox has a MC of only circa 10x's revenue vs nxt at over 20...
Another point for the bulls is perhaps they will actually make good money from the value of their dirt/land/buildings in prime city locations going up ever year... with soooo much capital tied up here, this could be a huge swing factor..
But back to the bear case.. does everyone here think nxt is like the only data centre provider in the world??
Why would one think that nxt can do it better than Amazon's aws? Or Microsoft? Or telstra? Or Vocus? Or Equinox??
Does NXT have a durable competitive advantage over these other market participants?
Maybe they do! But I'm nervous about the debt/interest/ongoing epic spend and how that lies with such a lofty valuation.. EV is now nudging 8.5B right!
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Hi Andre,Thanks for that, and just to be clear, I am always...
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Last
$17.14 |
Change
0.340(2.02%) |
Mkt cap ! $10.62B |
Open | High | Low | Value | Volume |
$16.80 | $17.16 | $16.73 | $3.123M | 184.5K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
6 | 2173 | $17.13 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$17.14 | 603 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
17 | 4276 | 17.100 |
7 | 2295 | 17.090 |
6 | 1595 | 17.080 |
5 | 1109 | 17.070 |
7 | 1540 | 17.060 |
Price($) | Vol. | No. |
---|---|---|
17.120 | 401 | 3 |
17.130 | 2654 | 9 |
17.140 | 2625 | 17 |
17.150 | 2820 | 13 |
17.160 | 1761 | 7 |
Last trade - 10.40am 23/09/2024 (20 minute delay) ? |
NXT (ASX) Chart |