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Member
Nxt
Nextdc,
Anyone else involved? data consumption numbers are crazy. It doubles as a real estate play as well. Thoughts?
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AJD pays a nice divvy
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Member
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.
Originally Posted by Paper Tiger
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Member
Cashed up again. This time 300 mil via issuing notes. Some serious cash for data storage.
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Originally Posted by Carpenterjoe
Thanks, as per usual your ahead of everyone.
One figure I read the other day, 90% of all data ever used has been used in the last two years.
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Wow thats mind boggling. Will have another look ,thanks guys.
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Member
Originally Posted by Joshuatree
Wow thats mind boggling. Will have another look ,thanks guys.
Yip, the more I read into this sector, the more I like it.
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Originally Posted by Paper Tiger
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.
Last edited by Carpenterjoe; 19-07-2017 at 07:17 AM.
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Member
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.
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