Their assumptions follow the historical trend. They do not make assumptions about NextDC securing a series of out of the blue mega contracts or any blue sky stuff.
When you say 12-15MW, are you saying that they will recognise recurring revenue on that amount on a yearly basis? Seems high and a very large jump.
That will mean a jump up from ~$30M/year in Recurring Revenue to possibly $48-60M. What is this based on?
I definitely couldn't see it happening over the next 12 months with where S1/S2 are at.
I'd add a slow ramp to Morgans projections.
Their assumptions follow the historical trend. They do not make...
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Last
$14.25 |
Change
-0.240(1.66%) |
Mkt cap ! $9.125B | |||
| Open | High | Low | Value | Volume |
| $14.57 | $14.70 | $14.21 | $33.51M | 2.335M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 8833 | $14.25 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $14.37 | 25580 | 3 |
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| Last trade - 16.10pm 25/06/2025 (20 minute delay) ? |
| NXT (ASX) Chart |