MP1 0.77% $11.72 megaport limited

Ann: Global Update, page-21

  1. 1,019 Posts.
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    So far, this company has been highly successful in keeping its mysterious aura.

    With the advancement in speeds, going from 45mbps to 1500mbps in the last 5 years, will its pay-as-you-go model provide a significant value for
    its users? I do get that Mega provides 10 times more bandwidth for its interconnect.

    But for small users, what value is there? Other than funds managers not understanding technical stuff and hyping this up.

    I see the value, but I don't understand why the market is assigning it this growth rate. Where is this going to come from?

    I do like its pay as you go and use model. It has a use case. It's like renting a car for a day rather than signing a lease.

    Then this is exactly what some investors don't like.
 
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