Great point Weiwu. Not owning all the sites means the EBITA and margin for Meternode could be better than NXT even with its scale.
In saying that though Next DC is investing heavily in new infrastructure. I think valuations of Next DC needs to be a multiple on EBITA + estimated cost of the new sites being developed. The EBITA should also factor in that there is an operational cost to building new sites as well, not all capital expenses. i.e. The NXT EBITA would be higher if they weren't building the new sites.
I guess we will all have to wait till a takeover before we know the real market price.
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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 |