Technology & Telecommunications
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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.
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Chasing Viewers – Part 3
Russell Muldoon
June 29, 2015
It may just be the straw that breaks the camel’s back. Free-to-air television advertising that is! Recent data published by Roy Morgan Research on Streaming Video On Demand (SVOD) services shows that since launching a few months ago, Netflix in Australia is absolutely killing it.
by Russell Muldoon Posted in Insightful Insights, Technology & Telecommunications.
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Australia’s demand for data is off the charts!
Scott Shuttleworth
June 24, 2015
As we have previously noted, the demand for data in Australia (and the world) is growing at an exponential rate and the statistics are staggering. IBM notes here that “Every day, we create 2.5 quintillion bytes of data — so much that 90% of the data in the world today has been created in the last two years alone.”
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Burson revs up its engine
Scott Shuttleworth
June 18, 2015
On Monday it was announced that Burson Group Limited (ASX: BAP) had agreed to acquire the automotive division of Metcash Limited (ASX: MTS). Below we’ve included some of our notes on the transaction as a summary. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Chasing viewers – Part 2
Russell Muldoon
June 11, 2015
What a difference a few months can make in the share market. Back in February this year, we penned a short piece on Nine Entertainment (ASX: NEC), concluding that despite their shares looking cheap in a market which offered little in terms of value, it was a valuation that we believed the business probably deserved. continue…
by Russell Muldoon Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Consolidation in the corporate telecom space
Scott Shuttleworth
June 9, 2015
As many readers will know, Vocus Communications Limited (ASX: VOC) has been the potential acquirer of Amcom Telecommunications Limited (ASX: AMM) for quite some time. This has been speculated since Vocus’ October 2014 10 per cent acquisition of the shares outstanding in Amcom. We thought it may be worthwhile to review the timeline of events up to now and consider what this means for the future. continue…
by Scott Shuttleworth Posted in Insightful Insights, Takeovers, Technology & Telecommunications.
