Technology & Telecommunications
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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.
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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.
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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.
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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.
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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.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
READ HERE -
Consumer broadband – brief market overview
Scott Shuttleworth
September 23, 2015
As many readers are aware, the Montgomery funds monitor the telecommunications industry on a consistent basis. With the development of the National Broadband Network over the next decade there appears to be an immense number of opportunities for valuation creation as the spend of each broadband consumer rises and the number of broadband users across Australia continues to grow. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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The disintermediation gathers pace
David Buckland
August 19, 2015
Streaming services from Netflix and Hulu have dramatically cut the viewer numbers of the top US cable companies. According to Nielsen, the aggregate audience of the top six US cable channels declined 21 per cent from 11.8 million in July 2014 to 9.3 million in July 2015. So far this summer, (free to air) broadcast and cable channels are averaging 94.7 million viewers, down 3 per cent year on year, and down 6 per cent on the 2013 numbers. continue…
by David Buckland Posted in Insightful Insights, Technology & Telecommunications.
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Small cap series – Senetas Corporation Limited
Scott Shuttleworth
July 17, 2015
Last week we discussed Integrated Research Limited (ASX: IRI), a small cap stock with a pleasing track record of performance. Several readers mentioned they would like to hear our comments on Senetas Corporation Limited (ASX: SEN). continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Vocus & Amcom: Together at Last
Scott Shuttleworth
July 7, 2015
It almost didn’t happen, but last month Amcom Telecommunications Limited (ASX: AMM) received approval from its shareholders to merge with Vocus Communications Limited (ASX: VOC), creating a $1.2 billion telecommunications giant. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Lower phone bills for Telstra?
Scott Shuttleworth
July 2, 2015
On Monday, the ACCC proposed its intention to reduce the rates that Telstra Corporation (ASX: TLS) can charge for access to its national copper network. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
