"Over last 12-month MAQ up 85%, but NXT only 25%. Why is that?"
Don't forget MAQ's "$2 billion car park" , the telecom business is a nice little earner too and provides an 'in' to migrate many of those telecom customers to the cloud and MAQ's data centres. Plus other stuff mentioned above. government business, cyber security, etc.
"Roger Montgomery: Macquarie Telecom, for example, is a business where we think they're executing incredibly well. We think the thematic is really good, obviously. And we believe that that company has a lot of unrealised value potential in its car park, believe it or not. We'd like to call it the $2 billion car park. And we've been to see the company twice in the last couple of weeks. And we can see that they're actually doing a better job than what they expected. They'd be able to do in terms of signing up customers." LINK
PS - I'm a MAQ holder so a bit biased, did hold NXT for a short time last year, but got cold feet as was then a bit over exposed to DC's, sold 1/12/2020 $11.60 no real loss/gain, more luck than judgement. Gotta say NXT is starting to look attractive as a LTH as these prices, DC's not flavour of the month at the moment, but the market being the market that could change again overnight. GL
NXT Price at posting:
$10.71 Sentiment: None Disclosure: Not Held
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, the telecom business is a nice little earner too and provides an 'in' to migrate many of those telecom customers to the cloud and MAQ's data centres. Plus other stuff mentioned above. government business, cyber security, etc.
(20min delay)