DXN（DXN）株式概要DXN社はオーストラリアでデータセンターの設計、製造、運営を行っている。 詳細DXN ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長5/6過去の実績0/6財務の健全性2/6配当金0/6報酬収益は年間91.58%増加すると予測されています リスク分析Australian市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去1年間で株主の希薄化が進んだ 意味のある時価総額がありません ( A$87M )すべてのリスクチェックを見るDXN Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN34.3% overvaluedAnalystConsensusTarget•4d agoEdge And AI Data Center Demand Will Drive Long-Term Upside Potential2302Top Analyst NarrativesDXNANAnalystConsensusTargetBased on Analyst Price TargetsEdge And AI Data Center Demand Will Drive Long-Term Upside PotentialDemand for edge data centers and the AI boom may push DXN’s prefabricated, high‑power designs from niche projects into a more standard choice for customers looking to scale quickly. But the story hinges on turning a pipeline of long, approval-heavy projects into steady contracts while managing tight cash and the risk that the market is already expecting too much.View narrativeAU$0.17FV34.3% 割高 内在価値ディスカウントSet Fair ValueView23users have viewed this narrative1users have liked this narrative0users have commented on this narrative2users have followed this narrativeUpdated narrativeView all narrativesDXN Limited 競合他社WrkrSymbol: ASX:WRKMarket cap: AU$170.3mAdisynSymbol: ASX:AI1Market cap: AU$182.6mVictor Group HoldingsSymbol: ASX:VIGMarket cap: AU$30.8m5G NetworksSymbol: ASX:5GNMarket cap: AU$15.6m価格と性能株価の高値、安値、推移の概要DXN過去の株価現在の株価AU$0.2352週高値AU$0.2652週安値AU$0.016ベータ0.241ヶ月の変化1,075.00%3ヶ月変化1,368.75%1年変化261.54%3年間の変化683.36%5年間の変化42.43%IPOからの変化-93.73%最新ニュースナラティブの更新 • Jun 26DXN: Equity Raise And Lofty P/E Assumptions Will Likely Pressure ReturnsAnalysts have updated their view on DXN, lifting the fair value estimate from A$0.08 to A$0.175. They cite revised assumptions for revenue growth, profit margins, the discount rate and future P/E as key drivers of the higher price target.お知らせ • Jun 13DXN Limited has completed a Follow-on Equity Offering in the amount of AUD 7 million.DXN Limited has completed a Follow-on Equity Offering in the amount of AUD 7 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 53,846,154 Price\Range: AUD 0.13 Discount Per Security: AUD 0.0078 Transaction Features: Subsequent Direct Listingお知らせ • Jun 09DXN Limited has filed a Follow-on Equity Offering in the amount of AUD 7 million.DXN Limited has filed a Follow-on Equity Offering in the amount of AUD 7 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 53,846,154 Price\Range: AUD 0.13 Discount Per Security: AUD 0.0078 Transaction Features: Subsequent Direct ListingRecent Insider Transactions • Jun 06Independent Non-Executive Director recently sold AU$79k worth of stockOn the 4th of June, Brendan Power sold around 543k shares on-market at roughly AU$0.14 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$74k more than they bought in the last 12 months.New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 15% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$5.4m free cash flow). Market cap is less than US$10m (AU$6.60m market cap, or US$4.73m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$1.8m net loss in 2 years). Share price has been volatile over the past 3 months (15% average weekly change).New Risk • Mar 24New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$5.4m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$5.4m free cash flow). Market cap is less than US$10m (AU$6.60m market cap, or US$4.63m). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$1.8m net loss in 2 years).最新情報をもっと見るRecent updatesナラティブの更新 • Jun 26DXN: Equity Raise And Lofty P/E Assumptions Will Likely Pressure ReturnsAnalysts have updated their view on DXN, lifting the fair value estimate from A$0.08 to A$0.175. They cite revised assumptions for revenue growth, profit margins, the discount rate and future P/E as key drivers of the higher price target.お知らせ • Jun 13DXN Limited has completed a Follow-on Equity Offering in the amount of AUD 7 million.DXN Limited has completed a Follow-on Equity Offering in the amount of AUD 7 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 53,846,154 Price\Range: AUD 0.13 Discount Per Security: AUD 0.0078 Transaction Features: Subsequent Direct Listingお知らせ • Jun 09DXN Limited has filed a Follow-on Equity Offering in the amount of AUD 7 million.DXN Limited has filed a Follow-on Equity Offering in the amount of AUD 7 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 53,846,154 Price\Range: AUD 0.13 Discount Per Security: AUD 0.0078 Transaction Features: Subsequent Direct ListingRecent Insider Transactions • Jun 06Independent Non-Executive Director recently sold AU$79k worth of stockOn the 4th of June, Brendan Power sold around 543k shares on-market at roughly AU$0.14 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$74k more than they bought in the last 12 months.New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 15% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$5.4m free cash flow). Market cap is less than US$10m (AU$6.60m market cap, or US$4.73m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$1.8m net loss in 2 years). Share price has been volatile over the past 3 months (15% average weekly change).New Risk • Mar 24New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$5.4m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$5.4m free cash flow). Market cap is less than US$10m (AU$6.60m market cap, or US$4.63m). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$1.8m net loss in 2 years).Reported Earnings • Mar 03First half 2026 earnings released: AU$0.011 loss per share (vs AU$0.007 loss in 1H 2025)First half 2026 results: AU$0.011 loss per share (further deteriorated from AU$0.007 loss in 1H 2025). Revenue: AU$2.68m (down 66% from 1H 2025). Net loss: AU$3.47m (loss widened 145% from 1H 2025). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 23% growth forecast for the IT industry in Australia. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.Breakeven Date Change • Feb 05No longer forecast to breakevenThe analyst covering DXN no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of AU$200.0k in 2027. New forecast suggests the company will make a loss of AU$900.0k in 2028.New Risk • Feb 04New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: AU$2.3m Forecast net loss in 1 year: AU$2.6m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$11.0m market cap, or US$7.72m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$6.3m). Currently unprofitable and not forecast to become profitable next year (AU$2.6m net loss next year).分析記事 • Dec 04Lacklustre Performance Is Driving DXN Limited's (ASX:DXN) 25% Price DropDXN Limited ( ASX:DXN ) shares have had a horrible month, losing 25% after a relatively good period beforehand. Instead...Board Change • Nov 28Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Non-Executive Director Brendan Power was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 22DXN Limited, Annual General Meeting, Nov 21, 2025DXN Limited, Annual General Meeting, Nov 21, 2025.分析記事 • Aug 31We Think DXN (ASX:DXN) Has A Fair Chunk Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 29Little Excitement Around DXN Limited's (ASX:DXN) RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 1x DXN Limited ( ASX:DXN ) is a stock worth checking out...New Risk • Aug 29New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -AU$6.3m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (60% increase in shares outstanding). Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$6.3m). Currently unprofitable and not forecast to become profitable over next 2 years (AU$100k net loss in 2 years). Share price has been volatile over the past 3 months (15% average weekly change). Market cap is less than US$100m (AU$18.8m market cap, or US$12.3m).Reported Earnings • Aug 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: AU$0.009 loss per share. Revenue: AU$16.5m (up 53% from FY 2024). Net loss: AU$2.31m (flat on FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 63%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 17% growth forecast for the IT industry in Australia.分析記事 • Jun 24Is DXN (ASX:DXN) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (62% increase in shares outstanding). Market cap is less than US$10m (AU$9.86m market cap, or US$6.29m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$596k net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change).分析記事 • Mar 03Health Check: How Prudently Does DXN (ASX:DXN) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Mar 02First half 2025 earnings released: AU$0.007 loss per share (vs AU$0.007 loss in 1H 2024)First half 2025 results: AU$0.007 loss per share (in line with 1H 2024). Revenue: AU$7.76m (up 71% from 1H 2024). Net loss: AU$1.42m (loss widened 69% from 1H 2024). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 15% growth forecast for the IT industry in Australia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.New Risk • Feb 26New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$2.9m Forecast net loss in 2 years: AU$245k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Market cap is less than US$10m (AU$12.1m market cap, or US$7.67m). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$245k net loss in 2 years).New Risk • Feb 01New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 52% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Negative equity (-AU$412k). Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Market cap is less than US$10m (AU$15.2m market cap, or US$9.44m).お知らせ • Oct 29DXN Limited, Annual General Meeting, Nov 29, 2024DXN Limited, Annual General Meeting, Nov 29, 2024.Reported Earnings • Aug 31Full year 2024 earnings released: AU$0.015 loss per share (vs AU$0.086 loss in FY 2023)Full year 2024 results: AU$0.015 loss per share (improved from AU$0.086 loss in FY 2023). Revenue: AU$11.3m (up 123% from FY 2023). Net loss: AU$2.30m (loss narrowed 76% from FY 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • May 01DXN Limited Announces Board ChangesDXN Ltd. announced the appointment of Abigail Cheadle as a non-executive Director (NED) and chair of the Board and the appointment of its CEO, Shalini Lagrutta as Managing Director. Ms. Cheadle will replace Chairman Peter McGrath, who has formally resigned May 1, 204, along with fellow NED, Tim Hannon. Ms. Cheadle is a Chartered Accountant whose career has spanned Asia, Europe, the Middle East, and Australia. Ms Cheadle has led professional services practices for global firms, including EY, Deloitte, and KordaMentha. With a focus on corporate strategy and risk management, she turned around listed entities during the Asian Financial Crisis. Most notably, Indonesian-listed consumer finance company, BFI Finance Indonesia, during which time its market cap increased over 13 times. Ms. Cheadle is an experienced NED with an extensive background in professional services,technology, consumer products, infrastructure, and renewable energy. Ms Cheadle will continue Chairing Shriro Holdings (ASX: SHM) and being NED of LGI Ltd. (ASX: LGI) and Reef Casino Trust (ASX: RCT). Ms. Cheadle has previously sat on five other ASX listed Boards. Ms Cheadle said she was looking forward to working with the Board and management of DXN as it embarked on a new phase. Following the appointments, the DXN Board currently comprises Ms Cheadle, DXN CEO Shalini Lagrutta, Brendan Power and Myo Ohn. Myo Ohn said Ms. Cheadle's extensive experience as a listed company Director and Chair made her the ideal choice. Ms. Shalini Lagrutta has been CEO of DXN since September 2022 and steps into the role as CEO/Managing Director. On the back of the exit of the Sydney lease, a successful capital raise as well as several modular data wins during the March 2024 quarter, Shalini and her team has achieved its first unaudited profitable quarter since 2022. Peter McGrath was appointed a non-executive director in October 2022 and Chair in March 2023. Tim Hannon was appointed non-executive director in March 2023. Both Peter and Tim have provided strategic and governance direction to DXN and step down to focus on other existing business opportunities.New Risk • Jan 30New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 61% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (33% average weekly change). Negative equity (-AU$175k). Negative equity (-AU$175k). Shareholders have been substantially diluted in the past year (61% increase in shares outstanding). Market cap is less than US$10m (AU$5.55m market cap, or US$3.66m). Minor Risk Revenue is less than US$5m (AU$5.0m revenue, or US$3.3m).お知らせ • Jan 29DXN Limited has completed a Follow-on Equity Offering in the amount of AUD 2.1 million.DXN Limited has completed a Follow-on Equity Offering in the amount of AUD 2.1 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 430,000,000 Price\Range: AUD 0.002 Discount Per Security: AUD 0.00012 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 620,000,000 Price\Range: AUD 0.002 Discount Per Security: AUD 0.00012 Transaction Features: Subsequent Direct ListingNew Risk • Dec 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (29% average weekly change). Negative equity (-AU$175k). Market cap is less than US$10m (AU$4.31m market cap, or US$2.82m). Minor Risks Shareholders have been diluted in the past year (25% increase in shares outstanding). Revenue is less than US$5m (AU$5.0m revenue, or US$3.3m).お知らせ • Nov 23DXN Limited has filed a Follow-on Equity Offering in the amount of AUD 2.1 million.DXN Limited has filed a Follow-on Equity Offering in the amount of AUD 2.1 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 430,000,000 Price\Range: AUD 0.002 Discount Per Security: AUD 0.00012 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 620,000,000 Price\Range: AUD 0.002 Discount Per Security: AUD 0.00012 Transaction Features: Subsequent Direct Listingお知らせ • Oct 20DXN Limited, Annual General Meeting, Nov 20, 2023DXN Limited, Annual General Meeting, Nov 20, 2023, at 09:00 E. Australia Standard Time. Agenda: To receive and consider the annual financial report of the Company for the financial year ended 30 June 2023 together with the declaration of the Directors, the Director's report, the Remuneration Report and the auditor's report; to consider adoption of remuneration report; to consider re-election of director Mr. Peter Mcgrath; to consider re-election of director Mr. Brendan Power; to consider re-election of director Mr. Tim Hannon; to consider approval of 7.1A mandate; and to ratify a prior issue of ordinary shares.Reported Earnings • Oct 05Full year 2023 earnings released: AU$0.006 loss per share (vs AU$0.005 loss in FY 2022)Full year 2023 results: AU$0.006 loss per share (further deteriorated from AU$0.005 loss in FY 2022). Revenue: AU$5.05m (down 65% from FY 2022). Net loss: AU$9.70m (loss widened 38% from FY 2022). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 56% per year, which means it is significantly lagging earnings.New Risk • Aug 29New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$2.3m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$2.3m free cash flow). Share price has been highly volatile over the past 3 months (88% average weekly change). Negative equity (-AU$175k). Market cap is less than US$10m (AU$1.72m market cap, or US$1.11m). Minor Risk Revenue is less than US$5m (AU$6.2m revenue, or US$4.0m).Board Change • Apr 06No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Non-Executive Director Peter McGrath is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.分析記事 • Mar 11Does DXN (ASX:DXN) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Nov 25DXN Limited Announces Board ChangesDXN Limited announced the appointment of Mr. Peter McGrath as a Non-Executive Director of the Company. Peter's business career spans 30 years in telecommunications, ICT and corporate advisory, with over 20 years in senior leadership positions. Peter has been involved in leadership as CEO of a number of major Australian telecommunications firms and he also has extensive experience in equity capital markets and corporate finance. Peter is currently an Executive Director and Chief Executive Officer of Comms Group Limited. The Company advises that Mr. Richard Carden has resigned as a Director of the Company due to other commitments and as such will not be standing for re-election at the Annual General Meeting to be held on Monday 28 November 2022. As such, resolution 2 of the Notice of Annual General Meeting has been withdrawn.Reported Earnings • Oct 02Full year 2022 earnings released: AU$0.005 loss per share (vs AU$0.005 loss in FY 2021)Full year 2022 results: AU$0.005 loss per share (in line with FY 2021). Revenue: AU$15.4m (up 92% from FY 2021). Net loss: AU$6.90m (loss widened 43% from FY 2021). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 53% per year, which means it is significantly lagging earnings.お知らせ • Sep 27DXN Limited, Annual General Meeting, Nov 28, 2022DXN Limited, Annual General Meeting, Nov 28, 2022. Agenda: To consider election of directors.お知らせ • Sep 13Flow2Edge Australia Pty Ltd signed a term sheet to acquire EDGE module manufacturing business from DXN Limited (ASX:DXN) for AUD 20 million.Flow2Edge Australia Pty Ltd signed a term sheet to acquire EDGE module manufacturing business from DXN Limited (ASX:DXN) for AUD 20 million on September 12, 2022.Reported Earnings • Sep 01Full year 2022 earnings releasedFull year 2022 results: Revenue: AU$16.4m (up 99% from FY 2021). Net loss: AU$6.90m (loss widened 43% from FY 2021).お知らせ • Aug 06Flow2Edge Australia Pty Ltd. entered into an agreement to acquire Business and Assets of DXN Limited for approximately AUD 26 million.Flow2Edge Australia Pty Ltd. entered into an agreement to acquire Business and Assets of DXN Limited for approximately AUD 26 million on August 5, 2022. The deal value of AUD 26 million is subject to a cash adjustment upon completion. DXN has agreed to sell 100% of the shares in TAS01 Pty Ltd, 100% of the shares in Secure Data Centre Pty Ltd, 100% of the units in the SDC Trust and all of the business and assets of DXN. The transaction is subject to conditions precedent including the approval of both the Foreign Investment Review Board and DXN’s shareholders at a general meeting which is expected to be held in late September 2022. The transaction is expected to complete by November 30, 2022. TMT Partners Pty Limited acted as financial advisor and Steinepreis Paganin acted as legal advisor to DXN Limited (ASX:DXN). Moelis Australia Advisory Pty Ltd acted as financial advisor and King & Wood acted as legal advisor to Flow2Edge Australia Pty Ltd.分析記事 • Jun 16DXN (ASX:DXN) Has Debt But No Earnings; Should You Worry?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Mar 02First half 2022 earnings: EPS and revenues miss analyst expectationsFirst half 2022 results: AU$0.003 loss per share (down from AU$0.002 loss in 1H 2021). Revenue: AU$6.63m (up 59% from 1H 2021). Net loss: AU$3.88m (loss widened 64% from 1H 2021). Revenue missed analyst estimates by 34%. Earnings per share (EPS) also missed analyst estimates by 27%. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 54% per year, which means it is significantly lagging earnings.分析記事 • Mar 01Is DXN (ASX:DXN) Weighed On By Its Debt Load?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Oct 05Full year 2021 earnings released: AU$0.004 loss per share (vs AU$0.026 loss in FY 2020)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: AU$8.39m (up 61% from FY 2020). Net loss: AU$4.81m (loss narrowed 62% from FY 2020). Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 61% per year, which means it is significantly lagging earnings.お知らせ • Sep 09+ 1 more updateDXN Limited (ASX:DXN) agreed to acquire Darwin Data Centre for AUD 4.9 million.DXN Limited (ASX:DXN) agreed to acquire 100% stake in Darwin Data Centre for AUD 4.9 million on September 9, 2021. As part of the consideration for the transaction (in addition to the cash payment), the Vendors will receive 16,666,667 DXN shares at a deemed issue price of $0.012 per share, value of $200,000. $850,000 of the purchase price will be retained to cover any warranty claims associated with the Acquisition. Subject to any warranty claims, the retention amount will be paid one year after settlement. In FY21 SDC had unaudited revenues of $1.7 million and EBITDA of $0.7 million. This investment will need the Australian Foreign Investment Review Board and shareholder approval.Reported Earnings • Aug 26Full year 2021 earnings releasedThe company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: AU$12.8m (up 147% from FY 2020). Net loss: AU$4.81m (loss narrowed 62% from FY 2020).分析記事 • Mar 19DXN's(ASX:DXN) Share Price Is Down 11% Over The Past Year.This week we saw the DXN Limited ( ASX:DXN ) share price climb by 14%. But in truth the last year hasn't been good for...Reported Earnings • Feb 20First half 2021 earnings released: AU$0.002 loss per share (vs AU$0.016 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: AU$4.18m (up 66% from 1H 2020). Net loss: AU$2.37m (loss narrowed 61% from 1H 2020).分析記事 • Jan 17DXN Limited's (ASX:DXN) Shift From Loss To ProfitWe feel now is a pretty good time to analyse DXN Limited's ( ASX:DXN ) business as it appears the company may be on the...お知らせ • Jan 06DXN Limited Provides Rollout Update for Connected Farms Master Supply AgreementDXN Limited announced that the rollout of the Connected Farms Master Supply Agreement, announced in September 2020 has been delayed. The projects for the first 2 Modular Data Centres in Queensland and New South Wales valued at CAD 1 million will not commence until the second half of 2021 at the earliest. The overall project for up to 15 sites will not therefore be completed within 18 months of the announcement as previously advised.お知らせ • Dec 30DXN Limited Signs CAD 1.1 Million Cable Landing Station ContractDXN Limited announced it has entered into a contract with APX Partners Pty Ltd. to supply a fully modular cable landing station.お知らせ • Dec 06DXN Limited Signs a CAD 700,000 Contract with Streamline Connect Pty Ltd for a Modular DC Build in the Growing WA Mining SectorDXN Limited announced it has entered into an agreement to supply a fully engineered modular solution with Streamline Connect. Streamline Connect are a leading Western Australian owned company specialising in telecommunications infrastructure construction providing clients of all sizes with fit for purpose telecommunications solutions in wireless and optical fibre.お知らせ • Oct 04DXN Limited Auditor Raises 'Going Concern' DoubtDXN Limited filed its Annual on Sep 30, 2020 for the period ending Jun 30, 2020. In this report its auditor, Moore Stephens, gave an unqualified opinion expressing doubt that the company can continue as a going concern.Reported Earnings • Oct 03Full year earnings released - AU$0.026 loss per shareOver the last 12 months the company has reported total losses of AU$12.6m, with losses widening by 70% from the prior year. Total revenue was AU$5.20m over the last 12 months, up 269% from the prior year.お知らせ • Oct 01DXN Limited Appoints Mr. John Dimitropoulos as Non-Executive DirectorDXN Limited announced the appointment of Mr. John Dimitropoulos as a Non-Executive director of the company effective from 1 October 2020. Mr. Dimitropoulos' appointment, to a casual vacancy on the board, is to be confirmed by shareholders at the 2020 Annual General Meeting scheduled for 23 November 2020. Mr. Dimitropoulos brings a wealth of experience gained globally over 30 years in corporate strategy & advisory, as well as international mergers and acquisitions, specifically in the TMT (Telecomms, Media and Technology) sector.お知らせ • Sep 24DXN Limited Signs Connected Farms Master Agreement to Supply Multiple Modular EDGE Data Centres on a turnkey basis across AustraliaDXN Limited announced it has entered into an exclusive binding MSA with Connected Farms. The roll out of the additional 13 sites is expected to be completed over a period of approximately 18 months. Connected farms and DXN have worked on a standard design specific to connected farms requirements for this roll out that will enable speed of deployment each site will have its own order value and prices may vary between sites. Connected Farms Pty Ltd. are an Australian-owned company and a Licenced Telecommunications Carrier which was formed to provide connectivity solutions to the agriculture industry. The company offers high quality broadband services to farmlands for voice, data and farming Internet of Things (IoT) applications. Part of their offering includes local edge micro datacentres that reduces latency in autonomous applications and allow better near farm data processing of all the various data sources such as IoT sensors and video feed. Following build out of the first Edge data centre, DXN will also be contracted by Connected Farms for annual maintenance and operations of the Edge data centre modules. Growth in Edge data centres is just beginning with machine to machine communication now starting to drive the need for lower latency. Edge data centres reduce the latency requirements by bringing the infrastructure much closer to where it is required. DXN's Australian built modular Edge data centres are designed to meet the harshest environmental requirements in Australia and globally and can be rapidly deployed and expanded to meet the growing needs of Connected Farms.お知らせ • Jul 30DXN Limited (ASX:DXN) completed the acquisition of Assets and Revenues of Data Centre 3 Pty Ltd.DXN Limited (ASX:DXN) signed a binding agreement to acquire assets and revenues of Data Centre 3 Pty Ltd. for AUD 2.7 million on February 12, 2020. The consideration includes an incentive payment of 25% of actual EBITDA growth generated by the assets in the three years following settlement. A 10% deposit in relation to the acquisition was paid on February 7, 2020, with the remaining 90% due at settlement of the acquisition. 20% of the purchase price will be retained until DXN receives a planning permit from the Glenorchy City Council allowing it to expand the DC3 premises so that it can house a total of at least 90 racks. Transaction will be funded from non-renounceable entitlement issue where DXN is seeking to raise capital up to AUD 6.1 million and its currently being undertaken to fund the acquisition of DC3, product manufacturing and working capital. DXN will launch a new non-renounceable entitlement issue on the basis of thirteen new shares for every ten shares held by eligible shareholders at an issue price of AUD 0.01 per Share (Issue Price) to raise AUD 5.9 million. The consideration paid represents 6X the EBITDA multiple. For financial year 2019, Assets and Revenues of Data Centre 3 Pty Ltd reported revenue of AUD 0.86 million and EBITDA of AUD 0.45 million. Transaction is subject to various conditions and in case of any failure the company will redeploy the funds allocated to the acquisition and will incur costs relating to advisors and other costs without any material benefit being achieved. DXN Limited (ASX:DXN) completed the acquisition of Assets and Revenues of Data Centre 3 Pty Ltd. on May 19, 2020.株主還元DXNAU ITAU 市場7D34.3%-2.3%-0.06%1Y261.5%8.0%2.7%株主還元を見る業界別リターン: DXN過去 1 年間で8 % の収益を上げたAustralian IT業界を上回りました。リターン対市場: DXN過去 1 年間で2.7 % の収益を上げたAustralian市場を上回りました。価格変動Is DXN's price volatile compared to industry and market?DXN volatilityDXN Average Weekly Movement170.4%IT Industry Average Movement10.5%Market Average Movement9.9%10% most volatile stocks in AU Market17.1%10% least volatile stocks in AU Market4.0%安定した株価: DXNの株価は、 Australian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: DXNの 週次ボラティリティ は、過去 1 年間で89%から170%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト2017n/aShalini Lagruttadxn.solutionsDXN社はオーストラリアでデータセンターの設計、製造、運営を行っている。事業セグメントは3つ：データセンター製造、データセンター運営、サービスとしてのデータセンター。同社は、エッジデータセンターや通信アプリケーション向けのモジュラー型データセンターの設計、建設、運用を行っている。また、コンピュータ・サーバー、関連ストレージ、ネットワーク機器を設置するためのスペース、電力、冷却、物理的セキュリティも提供している。さらに、コロケーション、エッジデータ、マイクロデータセンターなどのデータセンター・ソリューションや、DXNモジュール／受注生産も提供している。さらに、クラウド・インターコネクション、ファイバー・クロスコネクション、インターネット、クラウド・スパン・サービスからなるコネクティビティ・ソリューションや、サービスとしてのエンジニアリング、プロジェクト管理、データセンター管理、保守・サポート・サービスも提供している。DXNリミテッドは2017年に設立され、オーストラリアのシドニーを拠点としている。もっと見るDXN Limited 基礎のまとめDXN の収益と売上を時価総額と比較するとどうか。DXN 基礎統計学時価総額AU$86.66m収益（TTM）-AU$4.37m売上高(TTM)AU$10.95m7.9xP/Sレシオ-19.8xPER（株価収益率DXN は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計DXN 損益計算書（TTM）収益AU$10.95m売上原価AU$7.35m売上総利益AU$3.59mその他の費用AU$7.96m収益-AU$4.37m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.012グロス・マージン32.81%純利益率-39.92%有利子負債／自己資本比率253.9%DXN の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/30 19:45終値2026/06/30 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋DXN Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Nick MaxwellPAC Partners Securities Pty. Ltd.
ナラティブの更新 • Jun 26DXN: Equity Raise And Lofty P/E Assumptions Will Likely Pressure ReturnsAnalysts have updated their view on DXN, lifting the fair value estimate from A$0.08 to A$0.175. They cite revised assumptions for revenue growth, profit margins, the discount rate and future P/E as key drivers of the higher price target.
お知らせ • Jun 13DXN Limited has completed a Follow-on Equity Offering in the amount of AUD 7 million.DXN Limited has completed a Follow-on Equity Offering in the amount of AUD 7 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 53,846,154 Price\Range: AUD 0.13 Discount Per Security: AUD 0.0078 Transaction Features: Subsequent Direct Listing
お知らせ • Jun 09DXN Limited has filed a Follow-on Equity Offering in the amount of AUD 7 million.DXN Limited has filed a Follow-on Equity Offering in the amount of AUD 7 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 53,846,154 Price\Range: AUD 0.13 Discount Per Security: AUD 0.0078 Transaction Features: Subsequent Direct Listing
Recent Insider Transactions • Jun 06Independent Non-Executive Director recently sold AU$79k worth of stockOn the 4th of June, Brendan Power sold around 543k shares on-market at roughly AU$0.14 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$74k more than they bought in the last 12 months.
New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 15% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$5.4m free cash flow). Market cap is less than US$10m (AU$6.60m market cap, or US$4.73m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$1.8m net loss in 2 years). Share price has been volatile over the past 3 months (15% average weekly change).
New Risk • Mar 24New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$5.4m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$5.4m free cash flow). Market cap is less than US$10m (AU$6.60m market cap, or US$4.63m). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$1.8m net loss in 2 years).
ナラティブの更新 • Jun 26DXN: Equity Raise And Lofty P/E Assumptions Will Likely Pressure ReturnsAnalysts have updated their view on DXN, lifting the fair value estimate from A$0.08 to A$0.175. They cite revised assumptions for revenue growth, profit margins, the discount rate and future P/E as key drivers of the higher price target.
お知らせ • Jun 13DXN Limited has completed a Follow-on Equity Offering in the amount of AUD 7 million.DXN Limited has completed a Follow-on Equity Offering in the amount of AUD 7 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 53,846,154 Price\Range: AUD 0.13 Discount Per Security: AUD 0.0078 Transaction Features: Subsequent Direct Listing
お知らせ • Jun 09DXN Limited has filed a Follow-on Equity Offering in the amount of AUD 7 million.DXN Limited has filed a Follow-on Equity Offering in the amount of AUD 7 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 53,846,154 Price\Range: AUD 0.13 Discount Per Security: AUD 0.0078 Transaction Features: Subsequent Direct Listing
Recent Insider Transactions • Jun 06Independent Non-Executive Director recently sold AU$79k worth of stockOn the 4th of June, Brendan Power sold around 543k shares on-market at roughly AU$0.14 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$74k more than they bought in the last 12 months.
New Risk • Apr 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 15% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$5.4m free cash flow). Market cap is less than US$10m (AU$6.60m market cap, or US$4.73m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$1.8m net loss in 2 years). Share price has been volatile over the past 3 months (15% average weekly change).
New Risk • Mar 24New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$5.4m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$5.4m free cash flow). Market cap is less than US$10m (AU$6.60m market cap, or US$4.63m). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$1.8m net loss in 2 years).
Reported Earnings • Mar 03First half 2026 earnings released: AU$0.011 loss per share (vs AU$0.007 loss in 1H 2025)First half 2026 results: AU$0.011 loss per share (further deteriorated from AU$0.007 loss in 1H 2025). Revenue: AU$2.68m (down 66% from 1H 2025). Net loss: AU$3.47m (loss widened 145% from 1H 2025). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 23% growth forecast for the IT industry in Australia. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Feb 05No longer forecast to breakevenThe analyst covering DXN no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of AU$200.0k in 2027. New forecast suggests the company will make a loss of AU$900.0k in 2028.
New Risk • Feb 04New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: AU$2.3m Forecast net loss in 1 year: AU$2.6m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$11.0m market cap, or US$7.72m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$6.3m). Currently unprofitable and not forecast to become profitable next year (AU$2.6m net loss next year).
分析記事 • Dec 04Lacklustre Performance Is Driving DXN Limited's (ASX:DXN) 25% Price DropDXN Limited ( ASX:DXN ) shares have had a horrible month, losing 25% after a relatively good period beforehand. Instead...
Board Change • Nov 28Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Non-Executive Director Brendan Power was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 22DXN Limited, Annual General Meeting, Nov 21, 2025DXN Limited, Annual General Meeting, Nov 21, 2025.
分析記事 • Aug 31We Think DXN (ASX:DXN) Has A Fair Chunk Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Aug 29Little Excitement Around DXN Limited's (ASX:DXN) RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 1x DXN Limited ( ASX:DXN ) is a stock worth checking out...
New Risk • Aug 29New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -AU$6.3m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (60% increase in shares outstanding). Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$6.3m). Currently unprofitable and not forecast to become profitable over next 2 years (AU$100k net loss in 2 years). Share price has been volatile over the past 3 months (15% average weekly change). Market cap is less than US$100m (AU$18.8m market cap, or US$12.3m).
Reported Earnings • Aug 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: AU$0.009 loss per share. Revenue: AU$16.5m (up 53% from FY 2024). Net loss: AU$2.31m (flat on FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 63%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 17% growth forecast for the IT industry in Australia.
分析記事 • Jun 24Is DXN (ASX:DXN) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (62% increase in shares outstanding). Market cap is less than US$10m (AU$9.86m market cap, or US$6.29m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$596k net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change).
分析記事 • Mar 03Health Check: How Prudently Does DXN (ASX:DXN) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Mar 02First half 2025 earnings released: AU$0.007 loss per share (vs AU$0.007 loss in 1H 2024)First half 2025 results: AU$0.007 loss per share (in line with 1H 2024). Revenue: AU$7.76m (up 71% from 1H 2024). Net loss: AU$1.42m (loss widened 69% from 1H 2024). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 15% growth forecast for the IT industry in Australia. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
New Risk • Feb 26New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$2.9m Forecast net loss in 2 years: AU$245k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Market cap is less than US$10m (AU$12.1m market cap, or US$7.67m). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$245k net loss in 2 years).
New Risk • Feb 01New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 52% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Negative equity (-AU$412k). Shareholders have been substantially diluted in the past year (52% increase in shares outstanding). Market cap is less than US$10m (AU$15.2m market cap, or US$9.44m).
お知らせ • Oct 29DXN Limited, Annual General Meeting, Nov 29, 2024DXN Limited, Annual General Meeting, Nov 29, 2024.
Reported Earnings • Aug 31Full year 2024 earnings released: AU$0.015 loss per share (vs AU$0.086 loss in FY 2023)Full year 2024 results: AU$0.015 loss per share (improved from AU$0.086 loss in FY 2023). Revenue: AU$11.3m (up 123% from FY 2023). Net loss: AU$2.30m (loss narrowed 76% from FY 2023). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • May 01DXN Limited Announces Board ChangesDXN Ltd. announced the appointment of Abigail Cheadle as a non-executive Director (NED) and chair of the Board and the appointment of its CEO, Shalini Lagrutta as Managing Director. Ms. Cheadle will replace Chairman Peter McGrath, who has formally resigned May 1, 204, along with fellow NED, Tim Hannon. Ms. Cheadle is a Chartered Accountant whose career has spanned Asia, Europe, the Middle East, and Australia. Ms Cheadle has led professional services practices for global firms, including EY, Deloitte, and KordaMentha. With a focus on corporate strategy and risk management, she turned around listed entities during the Asian Financial Crisis. Most notably, Indonesian-listed consumer finance company, BFI Finance Indonesia, during which time its market cap increased over 13 times. Ms. Cheadle is an experienced NED with an extensive background in professional services,technology, consumer products, infrastructure, and renewable energy. Ms Cheadle will continue Chairing Shriro Holdings (ASX: SHM) and being NED of LGI Ltd. (ASX: LGI) and Reef Casino Trust (ASX: RCT). Ms. Cheadle has previously sat on five other ASX listed Boards. Ms Cheadle said she was looking forward to working with the Board and management of DXN as it embarked on a new phase. Following the appointments, the DXN Board currently comprises Ms Cheadle, DXN CEO Shalini Lagrutta, Brendan Power and Myo Ohn. Myo Ohn said Ms. Cheadle's extensive experience as a listed company Director and Chair made her the ideal choice. Ms. Shalini Lagrutta has been CEO of DXN since September 2022 and steps into the role as CEO/Managing Director. On the back of the exit of the Sydney lease, a successful capital raise as well as several modular data wins during the March 2024 quarter, Shalini and her team has achieved its first unaudited profitable quarter since 2022. Peter McGrath was appointed a non-executive director in October 2022 and Chair in March 2023. Tim Hannon was appointed non-executive director in March 2023. Both Peter and Tim have provided strategic and governance direction to DXN and step down to focus on other existing business opportunities.
New Risk • Jan 30New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 61% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (33% average weekly change). Negative equity (-AU$175k). Negative equity (-AU$175k). Shareholders have been substantially diluted in the past year (61% increase in shares outstanding). Market cap is less than US$10m (AU$5.55m market cap, or US$3.66m). Minor Risk Revenue is less than US$5m (AU$5.0m revenue, or US$3.3m).
お知らせ • Jan 29DXN Limited has completed a Follow-on Equity Offering in the amount of AUD 2.1 million.DXN Limited has completed a Follow-on Equity Offering in the amount of AUD 2.1 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 430,000,000 Price\Range: AUD 0.002 Discount Per Security: AUD 0.00012 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 620,000,000 Price\Range: AUD 0.002 Discount Per Security: AUD 0.00012 Transaction Features: Subsequent Direct Listing
New Risk • Dec 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 25% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (29% average weekly change). Negative equity (-AU$175k). Market cap is less than US$10m (AU$4.31m market cap, or US$2.82m). Minor Risks Shareholders have been diluted in the past year (25% increase in shares outstanding). Revenue is less than US$5m (AU$5.0m revenue, or US$3.3m).
お知らせ • Nov 23DXN Limited has filed a Follow-on Equity Offering in the amount of AUD 2.1 million.DXN Limited has filed a Follow-on Equity Offering in the amount of AUD 2.1 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 430,000,000 Price\Range: AUD 0.002 Discount Per Security: AUD 0.00012 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 620,000,000 Price\Range: AUD 0.002 Discount Per Security: AUD 0.00012 Transaction Features: Subsequent Direct Listing
お知らせ • Oct 20DXN Limited, Annual General Meeting, Nov 20, 2023DXN Limited, Annual General Meeting, Nov 20, 2023, at 09:00 E. Australia Standard Time. Agenda: To receive and consider the annual financial report of the Company for the financial year ended 30 June 2023 together with the declaration of the Directors, the Director's report, the Remuneration Report and the auditor's report; to consider adoption of remuneration report; to consider re-election of director Mr. Peter Mcgrath; to consider re-election of director Mr. Brendan Power; to consider re-election of director Mr. Tim Hannon; to consider approval of 7.1A mandate; and to ratify a prior issue of ordinary shares.
Reported Earnings • Oct 05Full year 2023 earnings released: AU$0.006 loss per share (vs AU$0.005 loss in FY 2022)Full year 2023 results: AU$0.006 loss per share (further deteriorated from AU$0.005 loss in FY 2022). Revenue: AU$5.05m (down 65% from FY 2022). Net loss: AU$9.70m (loss widened 38% from FY 2022). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 56% per year, which means it is significantly lagging earnings.
New Risk • Aug 29New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$2.3m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$2.3m free cash flow). Share price has been highly volatile over the past 3 months (88% average weekly change). Negative equity (-AU$175k). Market cap is less than US$10m (AU$1.72m market cap, or US$1.11m). Minor Risk Revenue is less than US$5m (AU$6.2m revenue, or US$4.0m).
Board Change • Apr 06No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Non-Executive Director Peter McGrath is the most experienced director on the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
分析記事 • Mar 11Does DXN (ASX:DXN) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Nov 25DXN Limited Announces Board ChangesDXN Limited announced the appointment of Mr. Peter McGrath as a Non-Executive Director of the Company. Peter's business career spans 30 years in telecommunications, ICT and corporate advisory, with over 20 years in senior leadership positions. Peter has been involved in leadership as CEO of a number of major Australian telecommunications firms and he also has extensive experience in equity capital markets and corporate finance. Peter is currently an Executive Director and Chief Executive Officer of Comms Group Limited. The Company advises that Mr. Richard Carden has resigned as a Director of the Company due to other commitments and as such will not be standing for re-election at the Annual General Meeting to be held on Monday 28 November 2022. As such, resolution 2 of the Notice of Annual General Meeting has been withdrawn.
Reported Earnings • Oct 02Full year 2022 earnings released: AU$0.005 loss per share (vs AU$0.005 loss in FY 2021)Full year 2022 results: AU$0.005 loss per share (in line with FY 2021). Revenue: AU$15.4m (up 92% from FY 2021). Net loss: AU$6.90m (loss widened 43% from FY 2021). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 53% per year, which means it is significantly lagging earnings.
お知らせ • Sep 27DXN Limited, Annual General Meeting, Nov 28, 2022DXN Limited, Annual General Meeting, Nov 28, 2022. Agenda: To consider election of directors.
お知らせ • Sep 13Flow2Edge Australia Pty Ltd signed a term sheet to acquire EDGE module manufacturing business from DXN Limited (ASX:DXN) for AUD 20 million.Flow2Edge Australia Pty Ltd signed a term sheet to acquire EDGE module manufacturing business from DXN Limited (ASX:DXN) for AUD 20 million on September 12, 2022.
Reported Earnings • Sep 01Full year 2022 earnings releasedFull year 2022 results: Revenue: AU$16.4m (up 99% from FY 2021). Net loss: AU$6.90m (loss widened 43% from FY 2021).
お知らせ • Aug 06Flow2Edge Australia Pty Ltd. entered into an agreement to acquire Business and Assets of DXN Limited for approximately AUD 26 million.Flow2Edge Australia Pty Ltd. entered into an agreement to acquire Business and Assets of DXN Limited for approximately AUD 26 million on August 5, 2022. The deal value of AUD 26 million is subject to a cash adjustment upon completion. DXN has agreed to sell 100% of the shares in TAS01 Pty Ltd, 100% of the shares in Secure Data Centre Pty Ltd, 100% of the units in the SDC Trust and all of the business and assets of DXN. The transaction is subject to conditions precedent including the approval of both the Foreign Investment Review Board and DXN’s shareholders at a general meeting which is expected to be held in late September 2022. The transaction is expected to complete by November 30, 2022. TMT Partners Pty Limited acted as financial advisor and Steinepreis Paganin acted as legal advisor to DXN Limited (ASX:DXN). Moelis Australia Advisory Pty Ltd acted as financial advisor and King & Wood acted as legal advisor to Flow2Edge Australia Pty Ltd.
分析記事 • Jun 16DXN (ASX:DXN) Has Debt But No Earnings; Should You Worry?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Mar 02First half 2022 earnings: EPS and revenues miss analyst expectationsFirst half 2022 results: AU$0.003 loss per share (down from AU$0.002 loss in 1H 2021). Revenue: AU$6.63m (up 59% from 1H 2021). Net loss: AU$3.88m (loss widened 64% from 1H 2021). Revenue missed analyst estimates by 34%. Earnings per share (EPS) also missed analyst estimates by 27%. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has fallen by 54% per year, which means it is significantly lagging earnings.
分析記事 • Mar 01Is DXN (ASX:DXN) Weighed On By Its Debt Load?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Oct 05Full year 2021 earnings released: AU$0.004 loss per share (vs AU$0.026 loss in FY 2020)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: AU$8.39m (up 61% from FY 2020). Net loss: AU$4.81m (loss narrowed 62% from FY 2020). Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 61% per year, which means it is significantly lagging earnings.
お知らせ • Sep 09+ 1 more updateDXN Limited (ASX:DXN) agreed to acquire Darwin Data Centre for AUD 4.9 million.DXN Limited (ASX:DXN) agreed to acquire 100% stake in Darwin Data Centre for AUD 4.9 million on September 9, 2021. As part of the consideration for the transaction (in addition to the cash payment), the Vendors will receive 16,666,667 DXN shares at a deemed issue price of $0.012 per share, value of $200,000. $850,000 of the purchase price will be retained to cover any warranty claims associated with the Acquisition. Subject to any warranty claims, the retention amount will be paid one year after settlement. In FY21 SDC had unaudited revenues of $1.7 million and EBITDA of $0.7 million. This investment will need the Australian Foreign Investment Review Board and shareholder approval.
Reported Earnings • Aug 26Full year 2021 earnings releasedThe company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: AU$12.8m (up 147% from FY 2020). Net loss: AU$4.81m (loss narrowed 62% from FY 2020).
分析記事 • Mar 19DXN's(ASX:DXN) Share Price Is Down 11% Over The Past Year.This week we saw the DXN Limited ( ASX:DXN ) share price climb by 14%. But in truth the last year hasn't been good for...
Reported Earnings • Feb 20First half 2021 earnings released: AU$0.002 loss per share (vs AU$0.016 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: AU$4.18m (up 66% from 1H 2020). Net loss: AU$2.37m (loss narrowed 61% from 1H 2020).
分析記事 • Jan 17DXN Limited's (ASX:DXN) Shift From Loss To ProfitWe feel now is a pretty good time to analyse DXN Limited's ( ASX:DXN ) business as it appears the company may be on the...
お知らせ • Jan 06DXN Limited Provides Rollout Update for Connected Farms Master Supply AgreementDXN Limited announced that the rollout of the Connected Farms Master Supply Agreement, announced in September 2020 has been delayed. The projects for the first 2 Modular Data Centres in Queensland and New South Wales valued at CAD 1 million will not commence until the second half of 2021 at the earliest. The overall project for up to 15 sites will not therefore be completed within 18 months of the announcement as previously advised.
お知らせ • Dec 30DXN Limited Signs CAD 1.1 Million Cable Landing Station ContractDXN Limited announced it has entered into a contract with APX Partners Pty Ltd. to supply a fully modular cable landing station.
お知らせ • Dec 06DXN Limited Signs a CAD 700,000 Contract with Streamline Connect Pty Ltd for a Modular DC Build in the Growing WA Mining SectorDXN Limited announced it has entered into an agreement to supply a fully engineered modular solution with Streamline Connect. Streamline Connect are a leading Western Australian owned company specialising in telecommunications infrastructure construction providing clients of all sizes with fit for purpose telecommunications solutions in wireless and optical fibre.
お知らせ • Oct 04DXN Limited Auditor Raises 'Going Concern' DoubtDXN Limited filed its Annual on Sep 30, 2020 for the period ending Jun 30, 2020. In this report its auditor, Moore Stephens, gave an unqualified opinion expressing doubt that the company can continue as a going concern.
Reported Earnings • Oct 03Full year earnings released - AU$0.026 loss per shareOver the last 12 months the company has reported total losses of AU$12.6m, with losses widening by 70% from the prior year. Total revenue was AU$5.20m over the last 12 months, up 269% from the prior year.
お知らせ • Oct 01DXN Limited Appoints Mr. John Dimitropoulos as Non-Executive DirectorDXN Limited announced the appointment of Mr. John Dimitropoulos as a Non-Executive director of the company effective from 1 October 2020. Mr. Dimitropoulos' appointment, to a casual vacancy on the board, is to be confirmed by shareholders at the 2020 Annual General Meeting scheduled for 23 November 2020. Mr. Dimitropoulos brings a wealth of experience gained globally over 30 years in corporate strategy & advisory, as well as international mergers and acquisitions, specifically in the TMT (Telecomms, Media and Technology) sector.
お知らせ • Sep 24DXN Limited Signs Connected Farms Master Agreement to Supply Multiple Modular EDGE Data Centres on a turnkey basis across AustraliaDXN Limited announced it has entered into an exclusive binding MSA with Connected Farms. The roll out of the additional 13 sites is expected to be completed over a period of approximately 18 months. Connected farms and DXN have worked on a standard design specific to connected farms requirements for this roll out that will enable speed of deployment each site will have its own order value and prices may vary between sites. Connected Farms Pty Ltd. are an Australian-owned company and a Licenced Telecommunications Carrier which was formed to provide connectivity solutions to the agriculture industry. The company offers high quality broadband services to farmlands for voice, data and farming Internet of Things (IoT) applications. Part of their offering includes local edge micro datacentres that reduces latency in autonomous applications and allow better near farm data processing of all the various data sources such as IoT sensors and video feed. Following build out of the first Edge data centre, DXN will also be contracted by Connected Farms for annual maintenance and operations of the Edge data centre modules. Growth in Edge data centres is just beginning with machine to machine communication now starting to drive the need for lower latency. Edge data centres reduce the latency requirements by bringing the infrastructure much closer to where it is required. DXN's Australian built modular Edge data centres are designed to meet the harshest environmental requirements in Australia and globally and can be rapidly deployed and expanded to meet the growing needs of Connected Farms.
お知らせ • Jul 30DXN Limited (ASX:DXN) completed the acquisition of Assets and Revenues of Data Centre 3 Pty Ltd.DXN Limited (ASX:DXN) signed a binding agreement to acquire assets and revenues of Data Centre 3 Pty Ltd. for AUD 2.7 million on February 12, 2020. The consideration includes an incentive payment of 25% of actual EBITDA growth generated by the assets in the three years following settlement. A 10% deposit in relation to the acquisition was paid on February 7, 2020, with the remaining 90% due at settlement of the acquisition. 20% of the purchase price will be retained until DXN receives a planning permit from the Glenorchy City Council allowing it to expand the DC3 premises so that it can house a total of at least 90 racks. Transaction will be funded from non-renounceable entitlement issue where DXN is seeking to raise capital up to AUD 6.1 million and its currently being undertaken to fund the acquisition of DC3, product manufacturing and working capital. DXN will launch a new non-renounceable entitlement issue on the basis of thirteen new shares for every ten shares held by eligible shareholders at an issue price of AUD 0.01 per Share (Issue Price) to raise AUD 5.9 million. The consideration paid represents 6X the EBITDA multiple. For financial year 2019, Assets and Revenues of Data Centre 3 Pty Ltd reported revenue of AUD 0.86 million and EBITDA of AUD 0.45 million. Transaction is subject to various conditions and in case of any failure the company will redeploy the funds allocated to the acquisition and will incur costs relating to advisors and other costs without any material benefit being achieved. DXN Limited (ASX:DXN) completed the acquisition of Assets and Revenues of Data Centre 3 Pty Ltd. on May 19, 2020.
