With Ellerston capital in at number 3 l feel relaxed these guys will go well. With any company you judge them on newsflow and it does pay to understand it all.
They don't need to spend billions to build out a huge data center. DXN is modular. Think like building lego blocks. If you want a short term trade this is not the stock, these guys were impressive when l met them and if Ellerston capital are in they are best judges l have seen.
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