Another couple of recent videos recommending MAQ.Claire Xiao...

Another couple of recent videos recommending MAQ.

Claire Xiao from Blackmore Capital 5 May: LINK

Roger Montgomery Investment 21 March: LINK



Also, Guarav Sodhi, Intelligent Investor still bullish on MAQ, 23 April.

"Cap raises and data centres
Equity raises from two operators show their differences."

Summary:

"High and low risk

NextDC will continue to consume capital without an end in sight. Continuous capacity expansion makes sense for its strategy but also dilutes shareholders and raises risks. It's clear that ambition drives the business and any restraints that an owner-manager might enforce are absent. NextDC appears to maximise size and value but not on a per-share basis.

Macquarie won't grow as rampantly. Today's build phase will be followed by a harvest of profit and cash flow over the next decade as new customers buy more products and services. This will happen without rampant equity raises and with the cautious restraint of owners at the helm. The Macquarie way entails far less risk but promises enticing rewards for the patient. Despite the enormous price increase - it is up more than 300% since our initial upgrade in 2019 - we still think more value can be created sensibly. HOLD.

NextDC is building an impressive business. We don't doubt it will be larger in the future, but the path to free cash flow isn't clear, and constant dilution lowers ultimate returns to shareholders. The certainty of dilution is joined with the risk of ambition. We continue to recommend you SELL." LINK