@Strawman Could we try and get someone from Infratil on? Could be tricky, but I’d love to hear their views on what they think of the Deepseek development in relation to their data centre expansion
Vlad the COO at Dicker Data is all over the business and tends to front investors now that CEO David is Dubai based - https://www.linkedin.com/in/vladimir-mitnovetski-2bb20bb/
He'll be presenting the FY24 numbers at end Feb (DDR has a Dec EOFY) so would be great to get him on in March if at all possible?
Contacts - 1800 688 586 / investors@dickerdata.com.au
A few on here seem bullish on Dicker Data including me, I've been doing some DD on the PC Refresh cycle as this is core to my thesis at current prices and will post some results on here when done.
Disc: Held
Hi Andrew,
Would you mind reaching out to Acusensus Limited - ACE.
Directors / Senior management
- Mr Ravin Mirchandani
- Chair, Non Exec. Director
- Mr Alexander Jannink
- Managing Director, CEO
I have started to their products appear on South Australian roads.
The three-year chart has been all over the place.
Receiving some local recognition.
https://www.asx.com.au/markets/company/ace
https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02883483-2A1563289
Disc - Do Not Hold.
Thanks for everything you do.
Happy New Year to you all.
CSX - Cleanspace
Further to the input from @Wini @mushroompanda and @Rapstar this would seem like a very worthy interview.
invested already myself but always get a lot out of your interviews @Strawman