Well amazing Perth (Malaga) DC revalued at last... nice...

Well amazing Perth (Malaga) DC revalued at last... nice uplift.
For every other asset in their ownership it is a thumb to the air to understand how much EBIT it contributes - current valuation etc.
From the presentation and report, my understanding is 0.9M contribution from Guam DC stake (preferred return, since reduced to nil as complete).
And $4M of revenue from ETIX investment. However, drilling though the accounts this looks like a NIL net EBITDA contribution. Yay.
Making the primary factor in the EBITDA result the Perth Data Centre rent ($2.5M revenue).

A thematic hold for me - as DC's are in vogue (like industrial property). And DC plays are broadly doing well (Next DC, Canberra DC that was flicked through a few PE funds). Waiting to see what 360 can sell their stake for - I'd hope for $2.20 a share (based on assets of $1.95).
Hinges massives on the MIRA/Airtrunk valuation.

FY22 Forecast ~ 4M EBITDA.... I assume 7c yield (on 65M shares).