Technology & Telecommunications
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New phone plans make it easier to cut the broadband cord
Scott Shuttleworth
September 18, 2017
How feasible is it to give up paying for broadband and rely solely on mobile internet? It’s a question many consumers who have moved onto the NBN must be pondering as they struggle with multiple issues, many hours on the phone and long wait times for repair requests to be processed.
continue…by Scott Shuttleworth Posted in Technology & Telecommunications
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Does Telstra represent good value after its fall?
Tim Kelley
August 25, 2017
Back in May, we noted that the Telstra (TLS) share price had fallen by more than 20 percent in the previous 12 months, and we asked whether good value might be on offer. At that time, we estimated the value of TLS shares to be in the region of $3.77 per share, and concluded that value was not compelling against a share price at the time of $4.42. Following its recent results announcement, TLS shares have fallen to a level close to our previous value estimate, and in a market where value generally is scarce, it makes sense to repeat the question: does TLS represent good value? continue…
by Tim Kelley Posted in Companies, Editor's Pick, Technology & Telecommunications
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Hold the phone, how are the telcos?
Roger Montgomery
August 3, 2017
The telecommunications sector endured a horrible year in 2016 with slumping share prices reflecting the uncertainty of the viability of various business models ahead of the completion of the NBN rollout. Downgrades, writedowns and capital raisings are just some of the events shareholders themselves have had to endure. continue…
by Roger Montgomery Posted in Technology & Telecommunications
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Could mobile eclipse fixed broadband?
Tim Kelley
August 2, 2017
Just as mobile telephony has led to a plunge in fixed line connections, it’s possible that mobile broadband could have a similar effect on fixed line broadband. If this happens, there will be major implications for broadband service providers, mobile operators and the NBN. continue…
by Tim Kelley Posted in Technology & Telecommunications
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Why we continue to keep the telcos on hold
Scott Shuttleworth
August 1, 2017
Lately, there have been media reports about potential changes to NBN Co’s pricing structure for wholesale services to broadband providers. Could this be good news for Australia’s telcos? Well, right now, the jury is out. continue…
by Scott Shuttleworth Posted in Technology & Telecommunications
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Should Telstra securitise its NBN Co. payments?
Tim Kelley
July 27, 2017
Over the next few months – and possibly as soon as August – Telstra will make some important capital allocation decisions, including what to do with billions of dollars in payments from NBN Co. Naturally, investors are eagerly awaiting the announcements. So, what can they expect to see? continue…
by Tim Kelley Posted in Technology & Telecommunications
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Wrapping up Vita Group
David Buckland
June 8, 2017
Today’s blog will most likely be our final with respect to Vita Group Limited (ASX: VTG). In a portfolio of 20-30 companies, we will make mistakes – and VTG is, in absolute terms, one of our larger ones. Importantly, despite this loss and others The Montgomery Fund has outperformed over the long term. We also maintain a continued focus on where and why we erred. continue…
by David Buckland Posted in Companies, Editor's Pick, Technology & Telecommunications
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Take-Two’s business model powers its share price to new highs
George Hadjia
June 6, 2017
Our global funds have owned shares in video game company Take-Two Interactive (Nasdaq: TTWO) since their inception. During that time, the stock price has surged by over 180%. We were ahead of the pack in selecting TTWO as a key holding, and I’d like to set out why we were attracted to the business. continue…
by George Hadjia Posted in Companies, Technology & Telecommunications
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Which online technology platforms will dominate the future?
Daniel Wu
June 2, 2017
In our latest whitepaper, Andrew Macken wrote about online technology platforms. These platforms are the infrastructure upon which ecosystems are built, and we believe these businesses will dominate the future. But, like physical infrastructure, not all platforms are created equal. So, what are the traits of successful platforms, and how can investors separate the workhorses from the unicorns? continue…
by Daniel Wu Posted in Technology & Telecommunications
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Why we continue to put Vocus on hold
Scott Shuttleworth
June 1, 2017
Just 12 months ago, Vocus Group (ASX: VOC) soared above $9. Unfortunately, for investors who held on (happily not us – we sold out near the top) that was as good as it got. The telco’s share price has since plunged to around $3, which prompted us to re-evaluate the business. What we found failed to give us a buzz. continue…
by Scott Shuttleworth Posted in Technology & Telecommunications
