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.
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A beautiful trade… on your dime
Scott Shuttleworth
October 15, 2014
One of the requirements for the Coalition’s Multi-Technology Mix National Broadband Network (the NBN) is the takeover of Telstra Corporation Ltd’s (ASX: TLS) copper network. The Government and Telstra are currently in contract negotiations, but the telco has already provided (in principal) agreement for a deal with a present value of approximately $11 billion. continue…
by Scott Shuttleworth Posted in Insightful Insights, Takeovers, Technology & Telecommunications.
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Updates on TPM & the National Broadband Network
Scott Shuttleworth
September 25, 2014
Yesterday we attended TPG Telecom Limited’s (ASX: TPM) FY14 full-year results presentation. I’ve compiled some short notes on their results below, as well as some more comprehensive thoughts on the expansion of their fiber-to-the-basement (FTTB) network. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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More questions than answers…
Scott Shuttleworth
September 11, 2014
Continuing on our NBN theme, the ACCC today announced their findings on the first of several reviews on TPG Limited (ASX: TPM). They were investigating a complaint that TPG – via its plans to deliver fibre-to-the-basement (FTTB) infrastructure – would be in breach of the ‘NBN level playing field’ provisions in the Telecommunications Act. These provisions are intended to give a monopoly-like status to NBN Co. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Looking at: Vocus Communications
David Buckland
September 3, 2014
I was reading the Independent Report on the merits of the proposed acquisition of FX Networks by Vocus Communications Ltd (ASX: VOC), and thought I would provide the following points made by KPMG, that haven’t previously been articulated in past posts. continue…
by David Buckland Posted in Companies, Technology & Telecommunications, Value.able.
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Show me the money
Tim Kelley
August 28, 2014
Michael Lewis’ 2003 book, Moneyball: The Art of Winning an Unfair Game, describes the approach taken by the Oakland Athletics baseball team in the early 2000s. Essentially, the approach involved determining which performance measures contributed the most to the outcome of a baseball game, and recruiting players that rated highly against those measures. continue…
by Tim Kelley Posted in Insightful Insights, Technology & Telecommunications, Value.able.
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An update on: AGI
Roger Montgomery
August 27, 2014
A number of investors have posted requests for us to look at Ainsworth Game Technology Ltd (ASX: AGI) following the sell-off in the market price yesterday. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Technology & Telecommunications.
