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

  1. bumskins
    1,204 Posts.
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    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
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    lightbulb Created with Sketch.  Great analysis
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