All posts by Nick Harris

Nick Harris

Megaport Limited: Razor focused on-ramping

By Nick Harris

02 March 2020, 1:20 PM

MP1’s 1H20 result was in-line with our forecasts, and their recently released quarterly. Continued strong growth in North America (NAM) and expansion into Japan (which is a top 5 global Cloud consumer) were the highlights of the half.

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Superloop: Three out of four ain't bad

By Nick Harris

23 October 2019, 4:29 PM

We believe the CEO and CFO have made significant progress in rightsizing and refocusing the business on value creation for customers and shareholders. We resume coverage post capital raising with an Add recommendation.

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