My play on data centres is Nz/au listed Infratil - they have been listed for 30 years and have averaged 20% pa compounded returns to shareholders. Half of the current investments are in data centres - very smart team
And, another thing, I have a substantial position in uranium miners. It has, lately, been the place not to be but I got in a long time ago so all is well. Whilst reading this article I got a shiver about the potential of uranium.
"But I don’t think the AI revolution and data center buildout narrative is over, I just think that the tariff conversation has provided a temporary distraction." I quite agree.
We are playing it with power generation and transmission, which needs growth anyway. Generic "AI" has not even hit the peak of its Hype Cycle yet, though I recently had a friend (who has trouble using a cell phone) say he just "invested heavily in AI because it is the Wave of the Future".
Glad to see you found TSSI, another holding of mine. If possible, I’d love to hear takeaways from speaking to management, or get a deeper dive into the business to flush out future expectations of growth. Thanks man!
My play on data centres is Nz/au listed Infratil - they have been listed for 30 years and have averaged 20% pa compounded returns to shareholders. Half of the current investments are in data centres - very smart team
https://infratil.com/news/cdc-hosts-melbourne-data-centre-site-visit/cdc-infratil-investor-day-presentation-2025/
And, another thing, I have a substantial position in uranium miners. It has, lately, been the place not to be but I got in a long time ago so all is well. Whilst reading this article I got a shiver about the potential of uranium.
"But I don’t think the AI revolution and data center buildout narrative is over, I just think that the tariff conversation has provided a temporary distraction." I quite agree.
We are playing it with power generation and transmission, which needs growth anyway. Generic "AI" has not even hit the peak of its Hype Cycle yet, though I recently had a friend (who has trouble using a cell phone) say he just "invested heavily in AI because it is the Wave of the Future".
Dotcom, here we come!
Glad to see you found TSSI, another holding of mine. If possible, I’d love to hear takeaways from speaking to management, or get a deeper dive into the business to flush out future expectations of growth. Thanks man!
price target?
Higher? Not trying to be snarky, but it probably deserves a 4x price to sales multiple, and sales should be over $200 million for 2025.
I bought a bit of this after reading this post and sold it for a 107% gain. Great info here.