James Kirby

speaker

10,396 appearances 44 recordings 1 series first heard Apr 2026 last heard 5d ago

James Kirby’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 44 in all, peaking in Jul 2026 with 9.

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The Money Puzzle · How to invest in the data centre boom · 15 Sep 2026 podcast

How did you do it? matched

How did you assess them? matched

I mean, I would always say is it's they've bet the company on it. matched

I mean, eighty percent of their future revenues are linked with data centers, eh? matched

So just t tell us as investors, what what do you think investors were right to run behind Goodman and see it as a data center proxy? matched

Or are you skeptical about that notion? matched

M A S and we mentioned matched

Southern Cross Electrical, we mentioned Next D C, we mentioned Goodman as a property proxy into this area. matched

Have I missed anything? matched

Who else if I was an investor looking at the matched

Data center space. matched

Who else should I be aware of? matched

Infratel of course, yes, the big uh New Zealand owned infrastructure player. matched

And they saw data centers as an infrastructure play. matched

They just saw matched

As new era infrastructure, basically. matched

That's right. matched

Okay. matched

So now we went in Fermos. matched

This is going to be the biggest IPO we've seen for many years. matched

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