Technology & Telecommunications
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Why the government’s new NBN bill is bad policy
Andreas Lundberg
December 6, 2019
The Minister for Communications, Paul Fletcher MP, recently reintroduced the Telecommunications (Regional Broadband Scheme) Charge Bill 2019 to Federal parliament. The purpose of the bill is to introduce a levy of $7.10 per month on any home or business that opts not to use the National Broadband Network (NBN) to connect to the internet. For several reasons, I think this is bad public policy. continue…
by Andreas Lundberg Posted in Technology & Telecommunications.
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Uniti continues to Unify at an electrifying pace
David Buckland
August 26, 2019
In interviewing Gary Rollo and Dominic Rose, Portfolio Managers of the soon to be launched Montgomery Small Companies Fund, I asked them specifically whether they would have “theoretically” purchased Uniti Wireless (ASX: UWL) back in mid-March 2019, and if so what weighting they would have made it in the portfolio. continue…
by David Buckland Posted in Companies, Technology & Telecommunications.
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Why technology is the big advantage for small companies
Gary Rollo
August 20, 2019
Technology once presented a major barrier to entry and often stifled competition. So what changed? We see the explosion in the cloud as a catalyst for why we believe small companies represent an attractive area of investor opportunity. continue…
by Gary Rollo Posted in Technology & Telecommunications.
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The autonomous age is still some way off
Roger Montgomery
July 5, 2019
Anyone hoping to see the widespread use of autonomous vehicles (AVs) will have to wait quite a while longer. Because, despite the hype, there are still numerous hurdles – financial, technological and social – to overcome. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Recently listed US tech stocks about to face their moment of truth
Roger Montgomery
June 28, 2019
Many high-profile US tech companies – like Uber, Pinterest and Lyft – are about to see the expiry of their share lockups, which are akin to our escrows. If the past is anything to go by, this should lead to some precipitous share price falls. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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How soon will your mail be delivered in self driving trucks?
Roger Montgomery
June 3, 2019
History has a long track record of demonstrating that when it comes to new technology it’s often, and perhaps even usually, the consumer that wins at the expense of investors. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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Are the M2 Telecommunications team getting the band back together?
David Buckland
March 14, 2019
I believe Vaughan Bowen is one of Australia’s great telecommunications entrepreneurs. Vaughan was the founder of M2 Telecommunications, which proved exceptionally rewarding for its long-term shareholders. After floating on the ASX in October 2004 for $0.25, it proceeded to rally to $11.00 – whilst paying out an aggregate $1.23 in dividends – over the ensuing ten-and-a-half year period. continue…
by David Buckland Posted in Technology & Telecommunications.
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The age of autonomous vehicles is closer than you think
Roger Montgomery
March 13, 2019
In a recent report by BIS Research*, the autonomous vehicle market was estimated at 6.6 million units in 2017 and is anticipated to reach 67.5 million units by 2028. This new technology will have a disruptive impact on jobs, not to mention firms linked to the auto industry, like Sydney Airport (think car parking revenues), Cabcharge, Transurban, Automotive Holdings, AP Eagers and Carsales, Bapcor, Super Retail Group and many others. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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Smart phone sales show the growing strength of Chinese consumers
Joseph Kim
January 14, 2019
The latest global data on smart phone shipments reflect the massive spending power of Chinese consumers. They also point to the growing appeal of a number of Chinese tech companies. continue…
by Joseph Kim Posted in Technology & Telecommunications.
