Technology & Telecommunications
-
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.
-
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.
-
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.
-
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.
-
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.
-
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 -
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.
-
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.
-
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.
-
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.
-
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.
