Technology & Telecommunications
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How to value the Vocus/Nextgen deal
Scott Shuttleworth
July 6, 2016
Last week’s takeover by Vocus Communications of Nextgen was the latest chapter in the consolidation of our telecommunications sector. On paper, it looks like a good deal. Do the numbers stack up? continue…
by Scott Shuttleworth Posted in Technology & Telecommunications.
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The World’s Largest Employers
Ben MacNevin
June 17, 2016
CSLA has produced a table of the world’s biggest workforces to highlight how companies like Walmart, McDonald’s and Foxconn (a manufacturer of Apple products) are already moving towards large-scale automation. continue…
by Ben MacNevin Posted in Editor's Pick, Technology & Telecommunications.
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Stocks We Like – Circuit board designer rides big tech wave
Roger Montgomery
June 16, 2016
Altium (ASX:ALU) designs software that is used to design circuit boards in a virtual environment. These boards are later manufactured, becoming the backbone of every electronic device. And devices of course are proliferating.
by Roger Montgomery Posted in Companies, Stocks We Like, Technology & Telecommunications.
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Hold the phone – a telco stock we like
Roger Montgomery
June 6, 2016
It is said that investing in ‘growth’ companies can be riskier than large ‘blue chips’ companies. However many large blue chip companies are mature and don’t grow. What then could be riskier than being assured of zero growth? How would one maintain their purchasing power? continue…
by Roger Montgomery Posted in Stocks We Like, Technology & Telecommunications.
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Uber is in the Driver’s Seat
David Buckland
May 25, 2016
Uber is a classic disruptive business model, offering a service of convenience and generally lower prices to their passengers and additional work for their “partner drivers”. Taxi drivers are protesting as the value of their “plates” suffer from structural decline. continue…
by David Buckland Posted in Insightful Insights, Technology & Telecommunications.
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Is the Cloud Getting Crowded?
Ben MacNevin
April 21, 2016
The Commonwealth Bank of Australia (ASX: CBA) has announced a deal with Workday to provide enterprise software via the cloud. We consider the implications for TechnologyOne (ASX: TNE), the Australian-listed enterprise software provider. continue…
by Ben MacNevin Posted in Insightful Insights, Technology & Telecommunications.
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Vita Group Limited
Scott Shuttleworth
March 24, 2016
Vita Group Limited (ASX: VTG) is an established operator of retail telecommunications product resellers. It holds a Master Agreement with Telstra Corporation (ASX: TLS) to run 100 Telstra retail outlets. This is a key driver of its performance over the last half a decade from which it evolved as an operator earning circa $7m in underlying earnings to $18m in FY15. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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NBN’s major issue
Scott Shuttleworth
March 14, 2016
We haven’t commented on the National Broadband Network (NBN) for some time but Montgomery has nonetheless been keeping up to date with its development and the seemingly never ending saga of leaks. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Seeking an Update
Roger Montgomery
January 18, 2016
As you may already be aware the employment job board provider Seek (ASX: SEK) is held in both The Montgomery Fund and Montgomery [Private] Fund.
Recently our friend at Morgans, Ivor Ries, published a terrific note on the Seek Premium Talent Search (PTS) product. While this is one of a number of the new initiatives the company will launch over the next few years – to effectively move into the recruitment market, it is perhaps the most significant in terms of identifiable opportunity for revenue growth. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Still focusing on Vocus
Scott Shuttleworth
December 3, 2015
We last spoke about Vocus Communications Limited (ASX: VOC) at the end of October and it’s rallied nicely since. The firm in November held its investor day in New Zealand and provided some material which we thought was interesting. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
