Thanks for your comment Jon.

On Why I think NextDC is undervalued - December 3, 2019 5:44am

Thanks for your comment Richard. CEO & team have created a heap of equity value to date, perhaps when viewed against value created the costs are more reasonable?

On A structural growth stock the market is overlooking - December 3, 2019 5:44am

Thanks for your interest Lucille, NXT has long term assets aligned to some large global themes and should be a stock well worth following.

On A structural growth stock the market is overlooking - December 3, 2019 5:43am

Stan. Thanks for your comment. Model goes out 30 yrs per asset. (Sad but true...) NPV is dividends at a CoE assumption - 7% long run. Divi streams are excess CF's, don't start until stable leverage of 3.75x achieved. Hope that helps. G

On Why I think NextDC is undervalued - October 24, 2019 3:44am