Just thought it worthwhile pointing to some important facts...

Just thought it worthwhile pointing to some important facts here:

DXN Malaysia is largely a sales office. Strategically located to service a significant growth market across Asia, including Pacific Islands, and staffed with very skilled experts held in high regard in the industry.

Keep in mind DXN has proven they have the right mix of quality, costs and speed to market - they have already landed and executed, in part (some are still underway) and in full, some not insignificant projects in places like Cook Islands, Mozambique, Tokelau,
Between ~Oct 2019 and March 2020, DXN had built or landed contracts to build 10 cable landing stations just in the Pacific Islands.

A large part of the Asian, including Pacific Islands, markets can not realistically be serviced by hyper-scale data centers. It is a very large market out there and DXN have very few real competitors in this space. For the most, the existing players in the space are seeking to engage DXN to do work for them. I suspect a significant area of future focus for DXN will also be Latin America where the closure of Swedish Flexenclosure has left a significant gap in the market. Flexenclosure was by many in the industry considered the only real competitor of DXN, they had built ~250 edge computing facilities across Europe. Not long before closing Flexenclosure announced it had completed the construction of its data centre for Tigo Business in Nicaragua.This was one of six new data centres that the company was delivering for Millicom’s Tigo operations, as part of Millicom’s plan to improve data infrastructure across Latin America which includes facilities planned for Honduras and El Salvador as part of Millicom’s US$68m investment in Latin America.

The products and services DXN provides lend themselves very well to the Latin American market as well.

A lot to be excited about for DXN and for those of us who are shareholders with a longer time horizon.