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Ann: Ceasing to be a substantial holder, page-38

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marquass

265 Posts.

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20/07/20

16:24

Post #: 45986222
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Originally posted by Rwon4: ↑

Solid post Corgi.

I'm no longer holding any units. I don't want to see an Aussie tech company fail but I'm going to wait for some positive news / evidence of sales before I revisit DXN. I think it may be one of those stocks that is ahead of its time and the demand may not be here yet. My organisation has 40,000 users working from home and I experience no latency or speed issues. It feels as fast as if I am in the office. You can't even tell if you're on-premise in your own DC or off-premise (AWS, Azure etc). Probably won't be until we connect up our EV's, Drones, and IoT devices that latency will be an issue and you may need compute closer to location.

One thought that has really stuck out lately is having a single SYD DC (Tassie isn't really a secondary) must limit their ability to attract new tenants. Any production / critical service you'd want at minimum a dual site configuration for redundancy.

As I stated in a previous thread, if you think DXN can hit its revenue target of $20m this year, it's worth a punt. When I mean punt is you could end up with $0. I don't think they can since they barely scraped $5m. Other things don't smell right, like what happened to the Speedcast Phase Two which was worth $2m? Maybe it's because Speedcast international filed for chapter 11. I wonder if this is the missing few mil from the FY20 guidance ($5m vs $8m target).

Anyhoo, not trying to be a wet blanket. Just offering a few thoughts.

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https://www.pwc.com/us/en/industries/capital-projects-infrastructure/library/edge-data-centers.html

Here is an PWC update why edge data centers are important and have future value. I can't speak for your organization but its pretty obvious we will need more edge technology in the not to distant future.

DXN Price at posting: 2.2¢ Sentiment: Hold Disclosure: Held
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Ann: Ceasing to be a substantial holder, page-38

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Ann: Ceasing to be a substantial holder, page-38

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