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Carpenterjoe
16-03-2017, 08:38 PM
Nextdc,

Anyone else involved? data consumption numbers are crazy. It doubles as a real estate play as well. Thoughts?
Snow Leopard
16-03-2017, 08:47 PM
I gave up talking to myself years ago:

http://www.sharetrader.co.nz/showthread.php?9180-NXT-amp-AJD-NEXTDC-amp-Asia-Pacific-Data (http://www.sharetrader.co.nz/showthread.php?9180-NXT-amp-AJD-NEXTDC-amp-Asia-Pacific-Data&highlight=nextdc)

Best Wishes
Paper Tiger
Carpenterjoe
16-03-2017, 09:21 PM
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.


I gave up talking to myself years ago:

http://www.sharetrader.co.nz/showthread.php?9180-NXT-amp-AJD-NEXTDC-amp-Asia-Pacific-Data (http://www.sharetrader.co.nz/showthread.php?9180-NXT-amp-AJD-NEXTDC-amp-Asia-Pacific-Data&highlight=nextdc)

Best Wishes
Paper Tiger
Carpenterjoe
16-05-2017, 07:43 AM
Cashed up again. This time 300 mil via issuing notes. Some serious cash for data storage.
Joshuatree
16-05-2017, 10:33 AM
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.

.

Wow thats mind boggling. Will have another look ,thanks guys.
Carpenterjoe
16-05-2017, 02:56 PM
Wow thats mind boggling. Will have another look ,thanks guys.

Yip, the more I read into this sector, the more I like it.
Carpenterjoe
19-07-2017, 06:59 AM
I gave up talking to myself years ago:

http://www.sharetrader.co.nz/showthread.php?9180-NXT-amp-AJD-NEXTDC-amp-Asia-Pacific-Data (http://www.sharetrader.co.nz/showthread.php?9180-NXT-amp-AJD-NEXTDC-amp-Asia-Pacific-Data&highlight=nextdc)

Best Wishes
Paper Tiger

Interesting

http://www.theaustralian.com.au/business/dataroom/nextdc-buy-throws-a-spanner-in-tony-pitts-works/news-story/8a9fcdf9486c103312a18637589a9971


Read some of the latest releases regarding AJD. A little gun fight is developing between investors and board members.
Carpenterjoe
01-09-2017, 05:44 PM
Good little 33% yoy revenue growth

Reckon growth rate will improve once the pipeline develops.

http://www.asx.com.au/asxpdf/20170831/pdf/43lxg1wjfwmkkb.pdf

Better than the bank, could be a beneficial share once they pay dividends and the dingo dollar continues to strengthen.