Continues to sell capacity and subsequently revenues by ~31% in FY18
Strong industry tailwinds
Provided FY19 outlook of ~20% growth in revenues over FY18
High risk long term hold
The following statement was from the most recent CEO presentation which, if correct, could make today's share price cheap??
The data centre industry is experiencing unprecedented acceleration to support the extraordinary shifts to cloud, the internet of things, Artificial Intelligence and other exponential technologies. Our industry will more than double in the next 5 years; and we are incredibly well positioned to take advantage of that growth, as we more than double the size of the company. You will hear and continue to see this generational transition referred to as the 4th industrial revolution. We are incredibly well positioned to continue to lead the development of our national critical infrastructure platform for the digital age.
