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MP1, MEGAPORT LIMITED
nipper
post Posted: Feb 2 2019, 07:50 PM
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QUOTE
Megaport Ltd (ASX: MP1)

Megaport was founded by Bevan Slattery, who previously had founded data centre operator NEXTDC Ltd (ASX: NXT) and connectivity services provider Superloop Ltd (ASX: SLC). It is a provider of elastic interconnection services across data centres globally. This service allows its customers to increase and decrease their available bandwidth in response to their own demand requirements instead of being tied to fixed service levels on long-term and expensive contracts.

Earlier this month Megaport released its global update which revealed that in the second quarter of FY 2019 the company increased its reported revenue by 21% to $8.3 million and monthly recurring revenue by 14% quarter on quarter. With the cloud computing boom continuing to accelerate, I believe Megaport well-positioned to continue this above average growth for some time to come.
Motley Fool



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jan 9 2019, 09:20 AM
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Good growth numbers coming from N American operations .... lifting the SP today.

Quarterly will be released 17 Jan



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 20 2018, 06:17 PM
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An article on Bevan Slattery, serial entrepreneur and now focusing on MP1 and SLC.

https://www.afr.com/business/telecommunicat...20180613-h11cb9

( will extract some pertinent bits and paste, later on)



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Mar 20 2018, 09:15 AM
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T Halt... raising $60mill including a SPP



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Feb 2 2018, 09:31 AM
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QUOTE
Megaport has woken from a slumber; not sure why but enjoying the lift
and now $4 (doubled in under six months)



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Nov 27 2017, 10:35 AM
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Megaport has woken from a slumber; not sure why but enjoying the lift, for what is a competitive bread-and-butter biz in a growth sector.

There's been some bidding tension for another data centre provider, and the whole sector is widely dispersed with no real dominant player;a bunch of international outfits are looking to acquire locals. Price is always the issue.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 


nipper
post Posted: Oct 19 2017, 10:22 AM
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When Megaport MP1 reported in August, the market was underwhelmed, and it was sold off quickly to sub-$2.

SP bounced along at those lows for a while, but has been on a run in the last week, up more than 20% to above $2.50. There haven't been any announcements, nor Change in Significant Shareholder notices.

There is some action elsewhere in data centres, with Next DC fending off a property group, and recently the privately held Metronode putting up its 10 centres for sale.

The attention may have something to do with a recognition of continued and likely accelerating growth in data and the way it's stored
QUOTE
Interested parties have been presented with a plethora of facts around data centres in the Asia Pacific including growth in outsourcing of data centres - from 12 per cent in 2013 to 39 per cent in 2018 - and 27 per cent growth in data centre workloads from 2015 to 2020




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 28 2017, 04:51 PM
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Data centres account for 3% of the world’s electricity supply and about 2% of greenhouse gas emissions

https://www.google.com.au/amp/s/www.nextbig...-computing.html



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 28 2017, 04:51 PM
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Posts: 5,213
Thanks: 1920


Data centres account for 3% of the world’s electricity supply and about 2% of greenhouse gas emissions



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jun 28 2017, 10:25 AM
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Posts: 5,213
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Megaport MP1 - Software Defined Network (SDN) connecting data centres to cloud, and cloud to enterprise

- There are over 4000 commercial enterprise data centres; MP1 has 165 of these
- currently enables 49 Data Centre Providers
- will expand to an additional 60+ locations in next 12 months, deepening our first mover advantage
- is broadening its share register with international investors reflecting its global business
- 214% growth YTD for cloud service connections
- Top 5 Global Cloud Service Providers rely on Megaport (AWS, Oracle, Azure, Google, Alibaba)

$27.8 million equity raising via the issue of approximately 13.235 million shares ($2.10 per share):
● A cornerstone placement to certain strategic investors (including Digital Realty who will take a 4.9% interest* in MP1) to raise $11.4
million has been completed (Strategic Placement)
● A fully underwritten institutional placement to raise a further $16.4 million (Institutional Placement)



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
 


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