matthew sigel, recovering CFA@matthew_sigel · 1d
AFTERMARKET SHARE RAID Goodman and $DLR just bid for ~10% of NEXTDC in an "opportunistic" transaction at a 45% premium. Implies a mid-teens multiple of EBIDTA once you add the debt to build their contracted pipeline. For context WULF is guiding to $1.5B in normalized NOI for matthew sigel, recovering CFA @matthew_sigel Nov 4 My humble suggestion to the management teams in the sector with the weakest balance sheets: hire an advisor and formally discuss selling your company to someone who can better afford to build out your infrastructure. Be a hero. Set the valuation floor for everyone. Your legacy