Utilisation rate of the data centre @ 80% for next 5 years even...

Utilisation rate of the data centre @ 80% for next 5 years even if no new contracts (unlikely) so some revenue certainty there. Data Centre's are a big drain if not being used. No new contract announcements plus share weakness had me concerned, but margin growth is impressive. Need to start thinking about a second data centre on the east coast if serious about servicing $100m+ contracts - currently using third party centres there and this means hostage to landlords who know the value of the space. Plenty of empty commercial buildings in Western Sydney where a raised floor operation could be housed.

Hard part will be staffing them - clients becoming more IT awsre and specific in their requirenments, needing some specialised skills thast are difficult to come by. Possibly seek further acquisitions that, as well as clients and pipeline, could also deliver those skills.

Anyway, nice result. SP stayed strong this week, under $0.90 last week an absolute steal.