NXT 0.28% $17.67 nextdc limited

Yes, I can see how my view is contrarian to the market!Only time...

  1. 1,082 Posts.
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    Yes, I can see how my view is contrarian to the market!

    Only time will tell i guess.

    I am genuinely trying to understand what I am missing tho.

    If you look at how much they have to spend to deliver a dollar in revenue, and then how much of that dollar they actually keep, I just don't understand a $10B EV. Even looking far into the future.

    Is it possible they will become so indispensable in company's eco systems, that say in 5 years time, they could double what they charge?






 
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