growthgauge

Steady performance. Thesis intact. Looking forward to FY24 result in August.

Looking forward to May result . Hopefully provide a little clue about future. I am interested to know and pondering about following for Xero. Will the management's renewed investment focus on the US market yield a durable increase in market share? How will formidable competitors, particularly...

i put signatures is it ok?

Ok understood. Will keep that in mind. My content is very hard to put it in this forum format as it is very long. But yeah i will just keep as my signature. Thanks and sorry.

Don't really understand who is buying this at 6c. This isn't business- let alone investible one.

If you are interested in Megaport : I have put together my thoughts at https://growthgauge.substack.com/p/riding-the-digital-wave-how-megaport - I would welcome your thoughts/feedback. I am open to any kind of feedback.

If you are interested then please read through my thought about RPM Global over https://growthgauge.substack.com/p/asxrul-rpm-global-navigating-the

I agree with you in this one. But the business model is such that investment upfront is necessary. If you remove new investment than their existing DCs are generating cash. Although not enough to self fund atm.

Thanks for the feedback. I kind of agree with you. That being my first article- probably i have carried away little bit...but love the feedback, btw, i have updated profit error. I will try and polish the article as time oermits so narrative doesn't do heavy lifting...trust me it is my newness...

Thank you. I will correct it ( while inputting data i missed out on negative sign - user error). However, NextDC isn't the type of company where net profit will come straight away. I think free cash flow or EBITDA is the right measure.. which i believe is the leading indicators.

I have put together two articles in last week about NextDc : NextDC thesis

I have put together my thoughts here if you are interested to read : https://growthgauge.substack.com/p/asxnan-nanosonicsbetting-on-innovation