Interesting article on data centres and their investment thesis in The Australia.
Only discusses NextDC though. Someone did a really good comparison between CDC and NextDC awhile ago on here (sorry I can't remember who) but I can't seem to find it either to link it. I believe the market is still failing to acknowledge all of IFT's holding value in CDC.
With results due in ~1 month hopefully we will get some updated independent evalutions for all the assets, not just CDC
P.s. hoping for a 12c+ dividend and a small buyback with shares well and truely under intrinsic value at present. Albiet, the board somewhat opposes the latter.
Interesting article on data centres and their investment thesis...
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Last
$10.03 |
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-0.040(0.40%) |
Mkt cap ! $9.807B | |||
| Open | High | Low | Value | Volume |
| $10.08 | $10.10 | $10.03 | $564.8K | 56.15K |
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| No. | Vol. | Price($) |
|---|---|---|
| 11 | 2372 | $10.03 |
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| Price($) | Vol. | No. |
|---|---|---|
| $10.05 | 13009 | 25 |
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| Last trade - 11.27am 18/06/2025 (20 minute delay) ? |
| IFT (ASX) Chart |