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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$14.31 |
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0.055(0.39%) |
Mkt cap ! $9.186B | |||
| Open | High | Low | Value | Volume |
| $14.28 | $14.45 | $14.19 | $7.472M | 521.3K |
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| No. | Vol. | Price($) |
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| 8 | 403 | $14.30 |
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| Price($) | Vol. | No. |
|---|---|---|
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