Technology & Telecommunications
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Own Telco stocks? Read this.
Scott Shuttleworth
April 21, 2015
As reported in the Sydney Morning Herald, iiNet (ASX: IIN) customers have reportedly experienced internet speed slowdowns from the later afternoon into the evening post the release of its Netflix offering. Note, watching Netflix doesn’t use up any of the users monthly data allowance. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Dodo… the share price that flies
Scott Shuttleworth
April 1, 2015
M2 Group Limited (ASX: MTU) has been a holding in our funds since the second half of the 2014 calendar year. Purchases were first made around August-September at approximately $7.50 with further purchases made in the beginning of 2015. As per the below chart, it seems we have done well for our investors. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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TPG – Ringing up growth
Scott Shuttleworth
March 27, 2015
Heathcare, telecommunications and financial services are three of only a handful of sectors enjoying tailwinds in the otherwise lacklustre Australian economy. TPG, the telephone and internet service provider we owe some thanks to for bidding for our iiNet shares, has just reported their results. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Is TPG Value.Able?
Scott Shuttleworth
March 20, 2015
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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One man’s trash is another man’s treasure
Ben MacNevin
March 19, 2015
Whether willing or not, people are increasingly divulging their personal information through Apps and mobile devices, which means that competitive advantages will accrue to companies that can best collect and use this data. Investors are facing an increasingly difficult ethical dilemma – should returns come at the cost of personal freedom? continue…
by Ben MacNevin Posted in Insightful Insights, Technology & Telecommunications.
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The 2.5 million connection question
Scott Shuttleworth
March 18, 2015
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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Telstra’s losing muscle
Roger Montgomery
March 12, 2015
Just when baby boomers are pouring their hard-earned savings into Telstra’s (ASX: TLS) high dividend yields, the Australian Competition and Consumer Commission (ACCC) has announced a price change for regulated infrastructure that weakens the company’s moat. It therefore has more meaningful financial implications – through long-term valuations – than the immediate impact on prices. continue…
by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications.
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Carsales: How did the first half of 2015 fare?
Ben MacNevin
March 2, 2015
We recently discussed the prospects for Carsales.com Limited (ASX:CAR) and covered why we had a cautious view coming into the first half result. The company has since reported and we have some details to share following the group’s conference call and meeting with Management. continue…
by Ben MacNevin Posted in Insightful Insights, Manufacturing, Technology & Telecommunications.
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Chasing Viewers…..
Russell Muldoon
February 27, 2015
Given its relatively undemanding market price, we decided to take a cursory glance at Nine Entertainment Co. Holdings Limited (ASX: NEC). While the shares might look attractively price however, there’s a good reason we believe they aren’t. continue…
by Russell Muldoon Posted in Companies, Technology & Telecommunications.
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diamond in the rough
Scott Shuttleworth
February 26, 2015
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.
