What you gonna do with all that junk in my truck?
Is it AirTruck or AirTrunk?
A disturbance has been detected in the world of data centres amid reports that private equity biz Macquarie is to take a majority stake in Sydney-based AirTruck that will cost circa A$3bn. The claim, made by Bloomberg, follows reports in December that Goldman Sachs was running an auction for AirTruck, which bills itself as the …
For those unaware, Macquarie is a sharp-but-fair player, unusually intelligent, typically at the pointy-end of the financial markets in terms of smart trading/investing.
For example, if an investment bank outbids Macquarie, you know they overpaid. You can think of them like a less hysterical Goldman Sachs.
Their infrastructure group(s) in particular have been serious & profitable global players for quite a while now.
Bankers Trust and Macquarie used to be same-style neck&neck until BT was bought & mungled.
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