NXT nextdc limited
Add to My Watchlist 1.66% ! $14.25

I think $500M is to aggressive as a forecast for 2022. Thats: *...

  1. bumskins
    1,204 Posts.
    lightbulb Created with Sketch. 43
    clock Created with Sketch.
    18/09/18
    16:19
    Post #: 35676665
    I think $500M is to aggressive as a forecast for 2022.

    Thats:
    * More than a trippling of Revenue in 4 years.
    * An increase in Acutual utilisation from ~36MW to ~116MW (~80MW increase), based on the current $4.3M/MW. (Probably ~$750M in incremental CAPEX.

    It would also be quite a logistical feat for them.
    It would mean fitting out 20MW per year over the next 4 years.

    Given the initial Utilisation at B2 / M2, I don't believe there is evidence of that acceleration, they would have had to be leaping out of the gates.

    I'm working on them hitting somewhere between $310M-360M/Yr in Recurring Revenue by that time.
    NXT Price at posting: $6.17 Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

  2. Top Stories

 

Featured News

NEWS Sparc opens small-scale green H2 plant in SA, but liquidity dried up
right-arrow Created with Sketch.
NEWS Many Peaks accelerating gold hunt in Côte d'Ivoire after assay 'justification'
right-arrow Created with Sketch.
NEWS Profits after tax down -88%, and shares rocket – what's going on with Collins?
right-arrow Created with Sketch.
NEWS Red Mountain to map, sample Quartz Reef after landing big alluvial nugget haul
right-arrow Created with Sketch.
NEWS Uranium ignites: Is this the start of a supercycle?
right-arrow Created with Sketch.
NEWS How Do You Trade? Take Our 1-Minute Survey & Share Your Style
right-arrow Created with Sketch.
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
Add to My Watchlist
(20min delay)
Last
$14.25 		Change
-0.240(1.66%) 		Mkt cap ! $9.125B
Open High Low Value Volume
$14.57 $14.70 $14.21 $33.51M 2.335M

Buyers (Bids)

No. Vol. Price($)
1 8833 $14.25
 

Sellers (Offers)

Price($) Vol. No.
$14.37 25580 3
View Market Depth
Last trade - 16.10pm 25/06/2025 (20 minute delay) ?
NXT (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.