IMHO DTL & NXT are like chalk & cheese.
DTL (no debt 117 mil on the balance sheet, ROE = 57, PE = 28 )
NXT (60% debt to equity, PE= -300 (ie: making a loss) (physical data centre's for hosting client applications are a very expensive business to setup so need to take on lots of debt. Used a US based provider equinix for many years. Very expensive for the service provided.
Interested to see the earnings tomorrow for NXT after a 80% advance from dec 2023 lows. Could be a nice short if earnings dont improve.
With the entry of AMZN & MSFT ie: cloud computing is it the end for the bricks & mortar data centre's ?
XJO - Bear Posts only (Factors which might cause the markets to fall), page-14722
Add XJO (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
7,724.3 |
Change
-25.400(0.33%) |
Mkt cap ! n/a | |||
| Open | High | Low |
| 7,749.7 | 7,751.8 | 7,718.0 |
| XJO (ASX) Chart |