Technology & Telecommunications
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Implant This
Roger Montgomery
February 25, 2015
As you know, one of the positive arguments for Montgomery funds investing in Medibank Private, is the ability of the company to harness rapidly-advancing technologies to improve patient outcomes and lower private health insurance claims.
In the US the question being asked is; Why give your doctors permission to incorporate data from fitness trackers and health apps into electronic patient records? continue…
by Roger Montgomery Posted in Health Care, Insightful Insights, Technology & Telecommunications.
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Smashed. Look out Kogan, JB, Bing Lee and Harvey Norman
Roger Montgomery
February 24, 2015
Last week in Sydney’s Inner West and only meters from a homeless person’s humpy, a plasma TV sat on the footpath awaiting council collection. A large, flatscreen plasma TV. On the street. In the rain.
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights, Manufacturing, Technology & Telecommunications.
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Is there early pressure from the collapsing oil and gas price?
David Buckland
February 6, 2015
In late 2013, I wrote a number of blogs on Liquefied Natural Gas (LNG) concluding that unless the industry cost structure in Australia changes and productivity improves, there are unlikely to be any new offshore “green field” LNG projects, except for Floating LNG facilities. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights, Technology & Telecommunications.
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Will Telstra’s lead in mobile persist?
Scott Shuttleworth
January 22, 2015
Last month we took a quick look at the Commsday test of mobile operators in Australia (see here for the article). Notably, Telstra’s (ASX: TLS) service scored best followed by Optus (ASX: SGT) and then Vodafone. We also inferred that this may possibly explain Telstra’s growing market share in the mobile space over the past several years.
Now we pose the question, could this change? continue…
by Scott Shuttleworth Posted in Technology & Telecommunications.
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Infomedia: Loss of Superservice Menus contract
Ben MacNevin
January 20, 2015
On 6 January 2015, Infomedia (ASX: IFM) announced the loss of a Superservice Menus contract with Jaguar and Land Rover Limited (Jaguar Land Rover). After discussions with management, we feel confident that the long-term prospects of Infomedia remain intact.
For those unfamiliar with the company, Infomedia’s primary product is an Electronic Parts Catalogue that enables dealers of major car manufacturers to identify replacement parts. The Superservice Menu is a value-added product that enables the service department to produce accurate service quotations for its customers. continue…
by Ben MacNevin Posted in Technology & Telecommunications.
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Can TPG buy Vodafone?
Scott Shuttleworth
January 19, 2015
When you’re in the markets, you hear a lot of ‘talk’ and it’s an interesting exercise to work through the numbers of some of that ‘talk’ – particularly when you can show that the ‘talk’ is probably on the wrong track.
Recently we’ve been hearing rumours that TPG may make a bid for Vodafone’s Australian business. I took the time to run through the numbers and see whether it was a likely event. continue…
by Scott Shuttleworth Posted in Insightful Insights, Takeovers, Technology & Telecommunications.
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Should you ignore the hype?
Scott Shuttleworth
December 19, 2014
TPG Telecom Limited (ASX: TPM) has been sold off sharply over the past few days presumably post the Government’s response to the Vertigan Panel’s review of the National Broadband Network & telecommunications industry which you can find here.
The report contains a lot of material, an analysis of which could extend for several pages, so below we attempt a more concise review of some of the changes and their potential implications for TPG as we currently see them. continue…
by Scott Shuttleworth Posted in Insightful Insights, Investing Education, Technology & Telecommunications.
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Battle of the mobiles – who is the winner?
Scott Shuttleworth
December 15, 2014
Commsday ran a test of the various major mobile networks to see which performed best in various environments on their shiny new 4G services. A full copy of the report can be found here.
Telstra took first place with solid results across the board. This wasn’t unexpected result, Telstra owns the most and highest quality mobile spectrum as well as the most expansive network of wireless infrastructure in the country.
Optus was second, whilst Vodafone was third having been weighed down by poor results when the mobiles were streaming from Youtube. continue…
by Scott Shuttleworth Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Looking for value in TPG
Scott Shuttleworth
December 9, 2014
I recently attended TPG Telecom Limited’s Annual General Meeting in Macquarie Park. Below is an ‘over-the-shoulder’ view of my notes which you may find useful. continue…
by Scott Shuttleworth Posted in Insightful Insights, Investing Education, Technology & Telecommunications.
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IS CASH DEAD FOR GOOD?
Roger Montgomery
December 3, 2014
DEC 3, 2014: According to Finsia “competition from new technology and growing customer demands have seen 12 financial services organisations team up to back a world-leading, real-time payments solution for Australia.
The New Payments Platform (NPP) marked a milestone on December 2, 2014 when the Society for Worldwide Interbank Financial Telecommunication (SWIFT) was unveiled as NPP Australia’s chosen platform builder and operator. continue…
by Roger Montgomery Posted in Financial Services, Insightful Insights, Technology & Telecommunications.
