Professional
Added to YB: 2024-10-16
Pitch date: 2024-09-30
GDC.AX [bullish]
Global Data Centre Group
+14.86%
current return
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Company Info
Global Data Centre Group enables investors to invest in digital infrastructure assets in Australia. The company was incorporated in 2019 and is based in Sydney, Australia.
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Sandon Capital Activist Fund Portfolio Holding: Global Data Centre Group
GDC.AX: Data centre asset monetization strategy yielding premiums to NAV. Etix sale at 52% premium, AirTrunk stake sale at 68% premium. $3.25 share price vs $3.55 NAV. Expect distribution of proceeds. Management alignment key to success. Previously traded at 40%+ discount to NAV.
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