Nextdc,
Anyone else involved? data consumption numbers are crazy. It doubles as a real estate play as well. Thoughts?
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Nextdc,
Anyone else involved? data consumption numbers are crazy. It doubles as a real estate play as well. Thoughts?
I gave up talking to myself years ago:
http://www.sharetrader.co.nz/showthread.php?9180-NXT-amp-AJD-NEXTDC-amp-Asia-Pacific-Data
Best Wishes
Paper Tiger
Thanks, as per usual your ahead of everyone.
I've been buying for the last year. Treating it as an infrastructure investment. Boring as.
One figure I read the other day, 90% of all data ever used has been used in the last two years.
Infratil's purchase last year show's their intent.
Cashed up again. This time 300 mil via issuing notes. Some serious cash for data storage.
Interesting
http://www.theaustralian.com.au/busi...a18637589a9971
Read some of the latest releases regarding AJD. A little gun fight is developing between investors and board members.
Good little 33% yoy revenue growth
Reckon growth rate will improve once the pipeline develops.
http://www.asx.com.au/asxpdf/2017083...g1wjfwmkkb.pdf
Better than the bank, could be a beneficial share once they pay dividends and the dingo dollar continues to strengthen.