Now that the Melbourne Cup’s done and dusted – congrats to Gilbert + Tobin’s Peter Cook, by the way – there’s a new betting game in town: how many NextDC shares do Goodman Group and Digital Realty really own, and what exactly will they do with them?
Hedge funds, long-only funds, bankers and even NextDC’s board were all guessing on Thursday – Goodman and Digital Realty’s raid has them absolutely in a tailspin. The raiders officially crossed an 8 per cent stake in NextDC before the bell via JPMorgan, but the bigger question is how much they’ve bought since or were holding via swaps.
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