I’d sell my left one to buy more MP1 shares if they realise that amount of DCs Super. Cap raising fine if this is the case. Maybe North America based and the reason for the early announcement last week....now in the process with instos?Just interesting that is in the forecast and could be a telling sign to a big deal as you mention.
DYOR
Originally posted by SuperWealthyI picked up on the forecast growth into new (installed) DCs in the FY results investor presentation. It was a big number, especially given the rate of new DCs being connected over the last handful of Qtrs.
There must be something corporate being developed in the background driving this that we don’t see. No chance they can hit that number without partnering with someone who can tie-up 30-40 DCs in one hit.
Bet my left nut this will be the catalyst for a CR, get a chunk of DCs connected fast and thus fast-track revenue growth.
I’d sell my left one to buy more MP1 shares if they realise that...
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