"they are several years ahead of everyone else,"
Would you mind elaborating on above statement?
I did some research to look if they provide connectivity to major cloud providers and they indeed do:
https://aws.amazon.com/directconnect/partners/
This is a good sign. At the same time, this space seems to be quite crowded going by the list on above page.
So it would be good to know, what their advantage/differentiation/moat is.....
I did hold until 2 weeks ago, when I sold for a profit. Considering to get back in. Just not sure about the level....
I was wrong - 30x ARR is reasonable, page-27
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Last
$7.29 |
Change
-0.250(3.32%) |
Mkt cap ! $1.167B | |||
| Open | High | Low | Value | Volume |
| $7.47 | $7.49 | $7.25 | $10.09M | 1.381M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2000 | $7.27 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.30 | 4433 | 2 |
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| Last trade - 16.10pm 02/10/2024 (20 minute delay) ? |
| MP1 (ASX) Chart |