"[CXL] is just under a $850 million market cap at the moment, we think it can get to $2 billion. The company has a huge growth runway, its a great business and fits a lot of those key thematics" - Adam Dawes

Mathan Somasundaram from Deep Data Analytics and Adam Dawes from Shaw and Partners go in-depth and stock specific. Stocks covered: NGI, BIS, MCR, LLC, DMP, ONE, ASB, XRO, CLX, RED. For our future fund stock series, Adam picked Global Data Centre (GDC).

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