I’m a new investor to HMC Capital. The trend has been extremely bullish over the past 12 months and O can’t help but feel the recent data centre acquisitions on top of their existing FUM is extremely savvy and opportunistic.
Although valued at $4.4bn already I can’t help but feel that the potential here is significant and it really would surprise me to see this company valued around $8bn or close to $20 per share in the coming 12-18 months.
The catalyst will be the DigiCo REIT which will have a value of $4bn with HMC to hold 15% ($500m worth). I also suspect they are not going to stop as the current acquisitions either. They believe that REIT could hold value of $15-20bn long term.
It could be ambitious thinking but I think this could be a winner long term
HMC Price at posting:
$10.87 Sentiment: Buy Disclosure: Held
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