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 ?
IMHO DTL & NXT are like chalk & cheese.DTL (no debt 117 mil on...
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