Glad to see that an outsider has taken a positive view of the business.
I'm a holder and firm believer that the potential upside on this very attractive even with the risk.
To answer your questions: 1. Page 14 of the 1H provides a break-down of revenue. The majority is from manufacturing. Although data-centre operations have increased significantly. 2. Correct. The attraction or differentiator of DXN is primarily in modular data-centre construction, as exampled by a few recent contracts. With the growth of networking infrastructure requirements and edge-computing, DXN is able to support in delivering on-site data-centre needs. I believe they're also only one of the very few data-centre providers with certain accreditations to deliver particular services. I don't have the exact details, but you will find it referenced on the thread for the NSW government tender.
