By Nick Harris
20 January 2022, 12:30 PM
Megaport Limited's (ASX:MP1) Q2 result was in line with our expectations for revenue while cash costs were ahead of our expectations.
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By Nick Harris
18 January 2022, 12:00 PM
Data#3 (ASX:DTL) have upgraded 1H22 PBT guidance from previously $15-18m to $18.1m. This shows an impressive 30% yoy organic growth from DTL.
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By Nick Harris
10 November 2021, 8:00 AM
Data#3 (ASX:DTL) hosted an investor day which provided a deep dive into the business units, key personnel and the outlook.
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By Nick Harris
26 October 2021, 9:30 AM
Telstra Corporation (ASX:TLS) will acquire 100% of PNG mobile operator Digicel. TLS is effectively guaranteed a six-year payback on its US$270m equity contribution with the Australian Government insuring the risks.
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By Nick Harris
25 October 2021, 7:00 AM
Megaport Limited (ASX:MP1) reported another strong quarter with record Annualised Recurring Revenue added.
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By Nick Harris
07 October 2021, 8:00 AM
Swoop (ASX:SWP) has announced the acquisition of Newcastle based telco Countrytell. Strategically the deal makes sense and financially it is highly accretive. SWP is paying 4.2x FY22F EBITDA vs trading on ~35x (yesterdays close and excluding earnings from todays acquisitions).
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By Nick Harris
27 September 2021, 8:00 AM
Swoop (ASX:SWP) owns and operates one of Australia’s largest fixed Wireless Internet Service Providers. It is focused on regional areas where there are low internet speeds.
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By Nick Harris
17 September 2021, 8:00 AM
With T22 now upon us, Telstra’s investor day focused on aspirations for T25 (from FY23 to FY25), and they didn’t disappoint.
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By Nick Harris
30 August 2021, 11:30 AM
NEXTDC's (ASX:NXT) FY21 result was slightly better than guidance and our forecasts. FY22 revenue and EBITDA guidance is in line with market expectations. For both years growth was/is expected to be 20-30% pa. It was a good year and a good outlook.
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By Nick Harris
23 August 2021, 9:00 AM
TPG reported its 1H21 result. This is the first time we’ve seen some runs on the board from the merged group. EBITDA of $886m was inline (-2%) versus our forecast. It was down 3% yoy but pleasingly up 2% from 2H20 to 1H21.
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