NAOS Asset Management

“It’s in their [The Telco’s] interest to just flick people to the low speed plans as the lower access charge makes a higher margin for them” Nicholas Demos, CEO, MyRepublic. Below are quotes from the week which in our view detail some of the most important and prominent industry trends... Show More

Robert Frost

Developer of broadband products for global telecommunication networks, NetComm Wireless (ASX:NTC), recovered nicely during July after being beaten up in June due to uncertainty regarding the federal election outcome. NTC is well placed to win material hardware supply contracts for the federal government’s NBN roll-out but the election was a... Show More

Livewire Equities

Scott Shuttleworth from Montgomery Investment Management says they’ve sold their position in Vocus. Before the M2 merger, the Amcom/Vocus merger allowed it to offer “a Telstra-like service at a fraction of the price,” with incremental margins were up to 90%. “We only required a moderate increase in revenue and a... Show More

Livewire News

Randal Jenneke, head of Australian equities for global investment manager, T. Rowe Price says it’s a risky time to own high yielding, “bond-proxy” stocks. The SMH reports that Jenneke has completely sold all his holdings in Australian telcos, infrastructure and utilities companies – except for Mirvac. “Telecommunications companies such as... Show More

Matt Felsman

Vocus Communications will today come out of a trading with speculation they will acquire FX Networks out of New Zealand. VOC is a telecommunications infrastructure owner with world-class assets. The quality and nature of assets create significant barriers to entry creating a wide moat around its operations. Vocus provides underwater... Show More

Join the conversation
Livewire Equities

Richard Hemming says beware the telco sector, warning that stock prices (are) liable to halve if negative sentiment emerges. This sector is where some of the greatest uncertainty exists, leveraged as its earnings are to the will of government and to the timing of the National Broadband Network. Once it... Show More

Avatar fallback

TPG Telecom (TPG) may be the darling in the small cap telecommunications sector due to its stellar returns, but another lesser known junior is close to stealing its crown. Find out which one Show More