Technology & Telecommunications
-
Is the Cloud Getting Crowded?
Ben MacNevin
April 21, 2016
The Commonwealth Bank of Australia (ASX: CBA) has announced a deal with Workday to provide enterprise software via the cloud. We consider the implications for TechnologyOne (ASX: TNE), the Australian-listed enterprise software provider. continue…
by Ben MacNevin Posted in Insightful Insights, Technology & Telecommunications.
-
Vita Group Limited
Scott Shuttleworth
March 24, 2016
Vita Group Limited (ASX: VTG) is an established operator of retail telecommunications product resellers. It holds a Master Agreement with Telstra Corporation (ASX: TLS) to run 100 Telstra retail outlets. This is a key driver of its performance over the last half a decade from which it evolved as an operator earning circa $7m in underlying earnings to $18m in FY15. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
-
NBN’s major issue
Scott Shuttleworth
March 14, 2016
We haven’t commented on the National Broadband Network (NBN) for some time but Montgomery has nonetheless been keeping up to date with its development and the seemingly never ending saga of leaks. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
-
Seeking an Update
Roger Montgomery
January 18, 2016
As you may already be aware the employment job board provider Seek (ASX: SEK) is held in both The Montgomery Fund and Montgomery [Private] Fund.
Recently our friend at Morgans, Ivor Ries, published a terrific note on the Seek Premium Talent Search (PTS) product. While this is one of a number of the new initiatives the company will launch over the next few years – to effectively move into the recruitment market, it is perhaps the most significant in terms of identifiable opportunity for revenue growth. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Technology & Telecommunications.
-
Still focusing on Vocus
Scott Shuttleworth
December 3, 2015
We last spoke about Vocus Communications Limited (ASX: VOC) at the end of October and it’s rallied nicely since. The firm in November held its investor day in New Zealand and provided some material which we thought was interesting. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
Lock up your Children!
Roger Montgomery
November 10, 2015
Do not wear a smart watch or fitness tracker or buy one for others.
In March this year we wrote an article for The Australian about the dangerous combination of wearable technologies that tracked vital health statistics and moods, the insurance industry, and artificial intelligence. continue…
by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications.
-
Vocus & M2: First thoughts
Scott Shuttleworth
October 19, 2015
The silence on the Montgomery blog around the Vocus Communications Limited (ASX: VOC) / M2 Group Limited (ASX: MTU) reverse acquisition was rather deafening, but as our funds are shareholders in each entity we had extensive due diligence to complete before any response could be warranted. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
-
Blacksmiths and Tesla
Roger Montgomery
October 19, 2015
Many investors want to know if the market is going up or down. It doesn’t matter.
Many investors also want to know who is going to win in this era of disruption. That’s also hard to tell. But it is almost boringly easy to find those companies that will lose.
continue…by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications.
-
Value the Quality
Roger Montgomery
October 12, 2015
Isentia (ASX: ISD) is a top three position across the Montgomery domestic funds and investors in The Montgomery Fund and The Montgomery [Private] Fund should be pleased to see the company’s shares reaching all time highs. continue…
by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications.
-
Vodafone gets wired
Scott Shuttleworth
October 1, 2015
Vodafone Australia and TPG Telecom Limited (ASX: TPM) yesterday announced a circa $1 billion deal for the rollout of 4,000 km’s of dark fibre around Australia.
The agreement will allow Vodafone to link up it’s circa 3,000 mobile towers across Australia. This will enable the carrier to advance later in the decade into offering 5G mobile broadband services, a requirement for future competition with Telstra Corporation Limited (ASX: TLS) & Singtel Optus Pty Limited (SI: Z74). continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
