Question 1

Wann öffnet und listet die Firmus-IPO?

Accepted Answer

Institutional bidding runs October 6 to 7, with a prospectus due October 8 and retail subscriptions open October 12 to 19, ahead of an ASX listing on October 22, according to a term sheet seen by Reuters.

Question 2

Wie groß wäre der Firmus-Börsengang im Vergleich zu anderen australischen IPOs?

Accepted Answer

At a reported valuation near $50 billion and a raise of $7 billion (US$5 billion), Firmus would be Australia's second-largest IPO, with only Telstra's 1997 float having raised more.

Question 3

Warum ist Firmus mit der Debatte um Nvidias Kreisfinanzierung verknüpft?

Accepted Answer

Nvidia is an investor, supplier and customer to companies like Firmus, which signed a US$30 billion Nvidia data-centre deal in June; critics say money Nvidia puts into such firms returns to it as chip revenue, a model Nvidia CFO Colette Kress addressed by saying "We know some will call this circular financing. We see it differently."

Firmus

Firmus streicht 5-Milliarden-Dollar-IPO, da Investoren die Bewertungen von KI-Rechenzentren genau unter die Lupe nehmen

Von Nvidia unterstützte Firmus plant 7-Milliarden-US-Dollar-IPO an der ASX, Australiens zweitgrößte

Ein scharfer, knapper Brief.
Jeden Tag.

Firmus

Firmus streicht 5-Milliarden-Dollar-IPO, da Investoren die Bewertungen von KI-Rechenzentren genau unter die Lupe nehmen

Von Nvidia unterstützte Firmus plant 7-Milliarden-US-Dollar-IPO an der ASX, Australiens zweitgrößte

Ein scharfer, knapper Brief.Jeden Tag.

Ein scharfer, knapper Brief.
Jeden Tag.