At NextDC, revenues can lag activity by a good 12-18 months, so...

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    At NextDC, revenues can lag activity by a good 12-18 months, so I am pretty confident of atleast hitting the top of guidance for the period (the low side has already been revised up).

    More interested in maintaining high levels of 'Project Revenue', indication of demand at M2, forward
    guidance, material commitments.

    There is a bit of an underlying story that demand is outstripping supply, I'll be looking for confirmation at M2.
    Last edited by bumskins: 31/07/18
 
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