← Firmus
What podcasts say about Firmus
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Firmus
6 statements · 6 negative
Firmus has weaker operating metrics but a higher valuation than three competitors.
“it has less current capacity, less revenue, a smaller compute backlog, less cash on hand, and a higher valuation than its three competitors”
Open the episode · Two IPOs test the AI hype, Aussie property keeps falling & a closer look at FirmusListen at 26:56
Investors seeking AI-infrastructure exposure should avoid Firmus.
“if you want exposure, it's not firmness”
Open the episode · Two IPOs test the AI hype, Aussie property keeps falling & a closer look at FirmusListen at 27:42
Investors who believe in AI need not rush to buy Firmus.
“if you're a believer in this thing you don't have to rush out and buy firmas”
Open the episode · Two IPOs test the AI hype, Aussie property keeps falling & a closer look at FirmusListen at 28:45
Firmus exhibits bubble-like investment behavior.
“this is for me, this is the epitome of bubble-like behaviour.”
Open the episode · Steve Johnson: What the market is missing about the AI boomListen at 9:31
Firmus faces high risks of cost overruns, delays, and disappointing returns.
“the baseline probability here for CapEx overruns and late delivery and the returns here not being what they've put in those slide decks is very, very, very high.”
Open the episode · Steve Johnson: What the market is missing about the AI boomListen at 9:43
Firmus may cost twice its estimate and take longer within 12 months.
“in 12 months' time it's this thing's going to cost us twice what we thought it was going to cost and it's going to take longer”
Open the episode · Steve Johnson: What the market is missing about the AI boomListen at 9:55
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.