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James Kirby

πŸ‘€ Speaker
3061 total appearances
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Appearances Over Time

Podcast Appearances

The Money Puzzle
After the oil shock: Who's really making money?

Yeah.

The Money Puzzle
After the oil shock: Who's really making money?

I mean, they sold a lot and they passed a lot back to head office and transfer pricing, but they never invested much, did they?

The Money Puzzle
After the oil shock: Who's really making money?

So who knows?

The Money Puzzle
After the oil shock: Who's really making money?

That's great to hear.

The Money Puzzle
After the oil shock: Who's really making money?

Redeemable in 100 years, eh?

The Money Puzzle
After the oil shock: Who's really making money?

Yeah.

The Money Puzzle
After the oil shock: Who's really making money?

Mom and dad will really be keen on that one.

The Money Puzzle
After the oil shock: Who's really making money?

So that's for institution investors, obviously.

The Money Puzzle
After the oil shock: Who's really making money?

But they struggled with that, didn't they?

The Money Puzzle
After the oil shock: Who's really making money?

They had to search the world.

The Money Puzzle
After the oil shock: Who's really making money?

I don't want to say...

The Money Puzzle
After the oil shock: Who's really making money?

It would seem that they struggled.

The Money Puzzle
After the oil shock: Who's really making money?

And some of the obvious candidates did not come to the party on that.

The Money Puzzle
After the oil shock: Who's really making money?

And eventually it was a, was it a French, a Canadian?

The Money Puzzle
After the oil shock: Who's really making money?

Canadian pension fund came in.

The Money Puzzle
After the oil shock: Who's really making money?

So from the investor point of view, I suppose the thing is they're raising money yet again.

The Money Puzzle
After the oil shock: Who's really making money?

They never stop raising money.

The Money Puzzle
After the oil shock: Who's really making money?

That's all fine.

The Money Puzzle
After the oil shock: Who's really making money?

But in the US, it seems to me when these AI companies raise money, their share price goes up.

The Money Puzzle
After the oil shock: Who's really making money?

But here, NextDC has a price target on it from the brokers of about 20 bucks at the moment.