NextDC

Robert Frost

Data centre operator, NextDC, re-rated after reporting a strong result, which demonstrated the operating leverage in the business model. Revenue grew 36% to $56m but the company reported EBITDA growth of 110% highlighting the high fixed-cost leverage, which is one of the key attractions of the stock. Show More

Buy Hold Sell

High prices, high growth, and sometimes high risk; technology stocks are a divisive topic. There was a time when investors could feel free to ignore technology investment and assign it to the ‘too hard basket’, but with even Warren Buffett making his first technology investment, it’s getting hard to ignore.... Show More