I read up about DXN quite a while ago... the concept of modular expansion using containers certainly makes for more rapid deployment on site... but as for how they operate the deployed module sites... I am less certain.
Merit certainly appears to be on having data centres... and lead times on capacity are certainly a constraining issue - I feel DXN could serve this area well.
I am personally more comfortable with holding IFT for CDC and TLT exposure... combined with NextDC for additional data centre exposure
IFT Price at posting:
$4.80 Sentiment: Buy Disclosure: Held
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