As already announced to the market, Aristocrat Leisure Limited (ASX: ALL) is preparing to undertake the biggest acquisition in its history, with an AU$1.494 billion all-cash takeover of US-based Video Game Technologies (VGT). Continue…

by Russell Muldoon Posted in Companies, Technology & Telecommunications, Value.able.

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 Vocus worth $6.10?

On Tuesday, we reported on the exciting future for Vocus Communications (ASX: VOC) after their AU$107.7m acquisition of New Zealand’s largest ducted inter-city fibre optic network operator, FX Networks. Continue…

by Russell Muldoon Posted in Companies, Insightful Insights, Takeovers, Technology & Telecommunications, Value.able.

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It’s a rare feat indeed for businesses to grow consecutively year-on-year for a decade, and just a handful of companies will ever achieve such a milestone. So when you own a company that has just notched up its fortieth consecutive quarter of growth, you know you have something special. Continue…

by Russell Muldoon Posted in Companies, Health Care, Insightful Insights.

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Given July has been long- slated as the month that the Government is due to release its much anticipated Vertigan (NBN) review, we think the next few weeks are going to be a nervous and potentially volatile period for TPG Telecom (ASX: TPM) shareholders. Continue…

by Russell Muldoon Posted in Insightful Insights.

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In October last year, we offered you the opportunity to buy a diversified digital ‘business’ that generated $16.9m in revenue, and made a $4.1m loss in 2013 – for $292m. Whilst this didn’t sound like a great deal (and it wasn’t), the business had amazing prospects according to market announcements that were replete with industry buzzwords such as ‘cloud’, ‘mobile’, ‘payments’ and ‘online scale’. In reflection of this, shares in the company were performing strongly. Continue…

by Russell Muldoon Posted in Insightful Insights.

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In the last decade or so, Australian mobile phone services have risen from 8 million to 30.2 million. Internet penetration has risen from 30 per cent to 89 per cent of households. And, despite unique anti-syphoning legislation, which ensures free-to-air TV gets to broadcast the big sporting events; Pay TV has increased to 30 per cent household penetration (despite being stuck there since 2008), from virtually nothing in 1995. Continue…

by Russell Muldoon Posted in Insightful Insights, Market Valuation, Technology & Telecommunications.

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Now the dust has settled on last week’s budget announcement, we have collectively come up with a number of ways that proposed changes to the budget may impact listed businesses, and provide some of these below. Continue…

by Russell Muldoon Posted in Economics, Health Care, Insightful Insights, Market commentary.

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Longer-term investors in Sirtex Medical Limited (ASX: SRX) might be aware that the business invests heavily – around $60m in recent years – to fund a number of large-scale studies intended to prove the efficacy of their core medical device, SIR-Spheres microspheres (SIRT). The goal is to provide the statistical evidence required to drive earlier adoption globally of their SIRT procedure in the treatment of inoperable liver cancers. Continue…

by Russell Muldoon Posted in Companies, Health Care, Insightful Insights.

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On Thursday, Dick Smith Holdings (ASX: DSH) released a solid quarterly result, revealing a continued period of buoyancy in household electronic goods sales. Whilst we don’t own shares in the business – as we prefer to own the dominant player in any sector – we couldn’t help but take note. Continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

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It is estimated that the number of people over the age of 70 will double in Australia over the 2006-2021 period. This “grey market”, or the Generational Avalanche as we refer to it internally, is going to fundamentally shape the landscape of the Australian economy. Continue…

by Russell Muldoon Posted in Health Care.

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