Technology & Telecommunications
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Is the corporate opportunity for TPG overlooked?
Scott Shuttleworth
December 1, 2014
After a meteoric rise, it’s prudent to question whether there is value left in a share price, and it’s a question we have been pondering on TPG Telecom Limited (ASX: TPM) for quite some time. There is plenty of media on the consumer side of the business, particularly with regard to its positioning against the NBN, but in this post I’ll be discussing the corporate side, which is also deserving of attention. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Is Vocus about to light up?
David Buckland
December 1, 2014
Russell and I attended the Vocus Communications Limited (ASX: VOC) Annual General Meeting last week. While the company could not give anything away on their proposed merger with Amcom Telecommunications Limited (ASX: AMM), we continue to be incredibly impressed with the calibre of the Vocus Board of Directors, especially in the context of its $600m market capitalisation.
In the four years to June 2014, the company’s revenue line has increased from $31m to $92m, while its EBITDA has climbed from $10m to $33m. And in the four years to November 2014, the Vocus Communications’ share price has responded in kind by quadrupling from $1.50 to the current $6.00. continue…
by David Buckland Posted in Companies, Insightful Insights, Investing Education, Technology & Telecommunications.
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Seeking better results?
Roger Montgomery
November 27, 2014
SEEK (ASX:SEK) is a top ten holding in both The Montgomery Fund and The Montgomery [Private] Fund so we are pleased to hear, through the company’s latest update, that the business is performing ‘strongly’.
At the AGM today, Chief Executive Andrew Bassat told shareholders to expect guidance for 2015 – outlined in August – to be maintained. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Are we ready for Netflix and who might benefit?
Scott Shuttleworth
November 27, 2014
Just the other day we met with two executives from Village Roadshow Limited (ASX: VRL), Graham Burke, Managing Director and Adrian Fernando from investor relations, to discuss some of the trends in their business. It was quite an interesting meeting.
Although it was a bit of speed date – trying to fit in six company meetings in a day – we did spend a reasonable amount of time understanding not only their opportunities for development of theme/water parks in South East Asia, but also on the future of content delivery in Australia. continue…
by Scott Shuttleworth Posted in Companies, Media Companies, Technology & Telecommunications.
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Good news this week for two Montgomery holdings
Roger Montgomery
November 14, 2014
Firstly, Seek Limited (ASX:SEK) subsidiary Zhaopin Limited (NYSE:ZPIN) received a boost when it reported 3Q14 revenue growth of 32 per cent year-on-year (YOY); and EBITDA growth of 34 per cent YOY.
We will be investigating why the unaudited result was so strong given the company had been growing at around 11 per cent YOY; and Zhaopin’s key competitor, JOBS, reported 3Q14 revenue growth of just 13 per cent YOY. The result, which was reported under A-IFRS (Australian Accounting standards), will differ to the results prepared under GAAP for its US listing. continue…
by Roger Montgomery Posted in Financial Services, Insightful Insights, Investing Education, Technology & Telecommunications, Value.able.
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The need for speed
Scott Shuttleworth
November 11, 2014
Last week I posted some data from the Australian Bureau of Statistics to find out how fast Australia’s appetite for downloads had been growing over the past few years. If you haven’t read it, you can find the post here.
Now I pose a different question although slightly related, is there a relationship between the speed of internet offered in a country and demand? Interestingly enough there is. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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The Exabyte: It’s Big
Scott Shuttleworth
November 3, 2014
What is an Exabyte, exactly? It’s 1 million terabytes or, if you’d prefer; 1 billion gigabytes. According to the Australian Bureau of Statistics, Australians have downloaded nearly 1 exabyte of data in just three months from April to the end of June 2014. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Pick up the phone
Roger Montgomery
October 28, 2014
As you know, anyone who invests in the stock market is bound to experience both winners and losers. A portfolio approach is the solution; ensuring that a well-constructed team of players is pursuing the goal – and in the event that any individual member of the team is sidelined, the team can still win the prize. continue…
by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications.
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An update on: Vocus
David Buckland
October 27, 2014
I was cantering though the Vocus Communications Ltd (ASX: VOC) 2014 Annual Report, and I thought I would highlight the following points… continue…
by David Buckland Posted in Insightful Insights, Technology & Telecommunications.
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Watch this space
Tim Kelley
October 16, 2014
I had the good fortune to attend presentations and discussions with a range of leaders from the telecommunications industry on Tuesday. The space is going to be an interesting one in the years ahead. continue…
by Tim Kelley Posted in Insightful Insights, Technology & Telecommunications.
