My post was in response to Zsan, I am unsure why the quote didn't apply.
I am inclined to your mindset Berger, the fundamentals and cash generation of the underlying existing contracted assets is excellent, S2 will be cash neutral on billing id their historic cost numbers apply to the pre contracted amount that already exists in P2.
re ACT and WA, I refer back to the contracting cycle and what NXT offered when the renewal process took place and what they aim to compete and win in the next renewal cycle.
ACT from my research suggests a few sizable renewals to occur in FY2022
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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 |