My tip for 2022
GDC – GLOBAL CENTRE GROUP
GDC operates data centres alongside a portfolio of passive investments across the data centre space. Notably, this includes a large stake in AirTrunk, which GDC jointly owns alongside Macquarie Infrastructure Group. An unlisted vehicle, AirTrunk is around five times the size of NextDC, the largest DC operator in the Asia Pacific region.
With good free cash flow and a healthy balance sheet, good tailwinds for data demand. GDC management are among the top three teams of companies it follows.
GDC expect a number of acquisitions in this data centre space and sees the company continue to grow, with significant upside from here on in
