Technology & Telecommunications
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Are new batteries the latest way to lose money?
Roger Montgomery
April 12, 2018
It’s easy to be excited by new technology, like artificial intelligence, 3D printing, autonomous electric vehicles, and ride sharing. And for investors, new tech brings so many exciting opportunities to speculate – and lose. Which brings me to the recent wave of speculation in commodities for making the latest batteries, like cobalt and lithium. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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They took our jobs
Lisa Fedorenko
March 28, 2018
“Whatever your job is, the chances are that one of these machines can do it faster or better than you can.” Sound familiar? It’s from a tabloid (the Daily Mirror) back in 1955. This was first instance where the media headlines fuelled fears that artificial intelligence (a term coined by mathematician John McCarthy), would lead to mass unemployment. continue…
by Lisa Fedorenko Posted in Technology & Telecommunications.
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AI is here, and it’s about to change the world
Roger Montgomery
March 12, 2018
Artificial Intelligence (AI) is no longer the stuff off sci-fi movies. From SIRI to self-driving vehicles, it’s now part of everyday life. So far, we’ve mainly seen the benefits. But many experts are warning that, unless society takes control of the technology, the downside could be massive. continue…
by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.
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The future of transportation
Scott Shuttleworth
January 30, 2018
One theme that we’re paying particular attention to at Montgomery is the prospect of autonomous cars – once thought as an unlikely futuristic scenario, it now appears that at least in the next 30 years this technology will become widely available.
continue…by Scott Shuttleworth Posted in Manufacturing, Technology & Telecommunications.
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Positioning for an electric vehicle future
Tim Kelley
November 24, 2017
As we have written previously, it seems reasonable to expect that the rate of adoption of electric vehicles (EVs) will increase markedly in years to come. Within a handful of years, it is thought that advancing technology will make EVs competitive with internal combustion engine (ICE) vehicles on a lifecycle cost basis, and at that point they should start to become a meaningful fraction of total vehicle sales. Looking further, due to their very low operating costs, EVs lend themselves to Transport as a Service (TaaS) applications, and the use of autonomous electric vehicles in these applications has the potential to offer dramatically lower transport costs compared with current alternatives. continue…
by Tim Kelley Posted in Technology & Telecommunications.
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Is Telstra (finally) cheap?
Tim Kelley
October 30, 2017
Only 12 months back, Telstra (ASX: TLS) shares were trading at around $5.00. The fall since then has been precipitous. Which has got a lot of investors asking: does it finally represent good value? continue…
by Tim Kelley Posted in Companies, Editor's Pick, Technology & Telecommunications.
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New phone plans make it easier to cut the broadband cord
Scott Shuttleworth
September 18, 2017
How feasible is it to give up paying for broadband and rely solely on mobile internet? It’s a question many consumers who have moved onto the NBN must be pondering as they struggle with multiple issues, many hours on the phone and long wait times for repair requests to be processed.
continue…by Scott Shuttleworth Posted in Technology & Telecommunications.
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Does Telstra represent good value after its fall?
Tim Kelley
August 25, 2017
Back in May, we noted that the Telstra (TLS) share price had fallen by more than 20 percent in the previous 12 months, and we asked whether good value might be on offer. At that time, we estimated the value of TLS shares to be in the region of $3.77 per share, and concluded that value was not compelling against a share price at the time of $4.42. Following its recent results announcement, TLS shares have fallen to a level close to our previous value estimate, and in a market where value generally is scarce, it makes sense to repeat the question: does TLS represent good value? continue…
by Tim Kelley Posted in Companies, Editor's Pick, Technology & Telecommunications.
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Hold the phone, how are the telcos?
Roger Montgomery
August 3, 2017
The telecommunications sector endured a horrible year in 2016 with slumping share prices reflecting the uncertainty of the viability of various business models ahead of the completion of the NBN rollout. Downgrades, writedowns and capital raisings are just some of the events shareholders themselves have had to endure. continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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Could mobile eclipse fixed broadband?
Tim Kelley
August 2, 2017
Just as mobile telephony has led to a plunge in fixed line connections, it’s possible that mobile broadband could have a similar effect on fixed line broadband. If this happens, there will be major implications for broadband service providers, mobile operators and the NBN. continue…
by Tim Kelley Posted in Technology & Telecommunications.
