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Is this the turnaround for DC2?, page-26

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    Data Centres are going to be increasingly in demand as the new working model requires more remote work
    True, but
    • It doesnt mean people need to use DC2's services when the likes of Equinix and NextDC are already there and their economies of scale offer more attractive pricing. Or at the mid scale there are Vocus and Cyxtera (NASDAQ listed). DC2 is basically at the bottom end of the available options.
    • 2020 and 2021 were big & changing years for the DC sector due to COVID. And DC2 revenue actually went down year on year. It further reinforces my 1st point.

    There will always be a buyer.
    Sure, let's hope there's one before the company goes into administration. DC2 made close to $2m in loss during the first half. Costs outgrew revenue. They had $1.3m in cash as at Dec 31. What is that telling you?

    I admire your optimism but I suggest you have a look at DXN, another business in the Data Centre sector like DC2. Every time there is a positive annoucement, it creates a liquidity event for people to sell out. DXN is a good case study for a company in a fast growing industry but failed due to mismanagement.
 
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