As Roger discussed last week, TPG Telecom Limited (ASX: TPM) has made a bid for iiNet Limited (ASX: IIN) which as a result made its shareholders (including us) very happy.

We now ask post transaction, what could TPG be worth? Continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

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As you may have read in the press, NBN Co Limited intends to expand its rollout over the coming year such that they’ll achieve 2.5 million serviceable connections by 2016. Considering this in the context of NBN Co’s performance, there’s obviously some work to do before we hit the rosy heights of 2.5 million customers. Continue…

by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.

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As we mentioned last week, we have recently added Altium Limited (ASX: ALU) to our portfolios and we are pleased by the company’s first half 2015 results. A brief summary of my thoughts and notes are below. Continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights.

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We believe we have come across a ‘diamond in the rough’ of sorts and the stock in question is Altium Limited (ASX: ALU), a software design company currently located in San Diego, California. The company creates software that is used for the development of plastic circuit boards. Continue…

by Scott Shuttleworth Posted in Insightful Insights, Manufacturing, Technology & Telecommunications.

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Following on from our last discussion with The Reject Shop (ASX: TRS) last November (located here) we had another meeting with Management, CEO Ross Sudano and CFO Darren Briggs, to discuss their progress to date. Continue…

by Scott Shuttleworth Posted in Companies, Consumer discretionary, Insightful Insights.

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As earnings season rolls on we’ve taken a brief look at two smaller stocks that may present attractive opportunities. Retail with excellent management and a logistics company that has set itself up a niche in Western Australia.

Continue…

by Scott Shuttleworth Posted in Consumer discretionary.

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For the historically minded reader you will note that this title was a famous quote attributed to John Maynard Keynes, the grandfather of Keynesian economics. The quote is said to have been made by Keynes as he commented on the harsh post-war conditions placed on Germany at Versailles in 1919. In short, one condition required that Germany repay the Allies for the cost of the war. Continue…

by Scott Shuttleworth Posted in Economics, Foreign Currency, Insightful Insights, Market commentary.

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After a review of the events leading up to Vocation Limited’s (ASX: VET) recent announcement (see here), you may just feel like a vacation. Events such as these can create utter destruction in the wealth of shareholders, which is unfortunate, however they also offer valuable lessons in what to watch out for. Below I’ve prepared a brief chronology of events for Vocation over the last 6 months or so. Continue…

by Scott Shuttleworth Posted in Consumer discretionary.

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Last month we took a quick look at the Commsday test of mobile operators in Australia (see here for the article). Notably, Telstra’s (ASX: TLS) service scored best followed by Optus (ASX: SGT) and then Vodafone. We also inferred that this may possibly explain Telstra’s growing market share in the mobile space over the past several years.

Now we pose the question, could this change? Continue…

by Scott Shuttleworth Posted in Technology & Telecommunications.

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