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Data centre growth to benefit NextDC


Data centre growth to benefit NextDC

In this week’s video insight Roger discusses why we view NextDC as a long-term infrastructure play that investors should be viewing with a telescope rather than a microscope to understand the opportunity.

You can read Gary Rollo’s article here: Why I think NextDC is undervalued

The Montgomery Small Companies Fund  owns shares in NextDC. This video was prepared 02 December with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade NextDC you should seek financial advice.


Roger is the Founder and Chief Investment Officer of Montgomery Investment Management. Roger brings more than two decades of investment and financial market experience, knowledge and relationships to bear in his role as Chief Investment Officer. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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  1. Pat Greenfield

    Hi Roger
    Regarding NextDC I have checked it out on Share Analysis , it’s share price is $6.61 it’s intrinsic value is
    $0.00. I have followed your advice and post for years and studied Valuable this one I do not understand.
    Thanks Pat

    • Hi Pat, the valuation is based on the inputs. A valuation of zero can only exist if earnings are expected to be zero or less. That is not our base case. I hope that helps.

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