NXT 1.85% $16.53 nextdc limited

Ann: Half Year Results Announcement, page-35

  1. 352 Posts.
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    Should NXT not have gone after more hyperscale which Khuda and AirTrunk are now capturing? Seems like it was too easy for Khuda to sit and observe trends at NXT as CFO and then take a fair chunk of the opportunity on offer by pitching to private financiers what was essentially a lay down misere. I know hindsight is a beautiful thing but one only needed to look at what was happening in the US which is always at least a couple of years ahead to see that significant hyperscale was needed...

    Also, is it not too late? AirTrunk are talking expansion in Singapore and HK? I know the whole retail v wholesale slant but it’s a rather large opportunity in Asia one would think.

    Last edited by TimmyO: 25/02/18
 
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