Morgans Blog | Morgans

OptiComm: Off to a great start

By Nick Harris

25 February 2020, 12:43 PM

OPC delivered a result that was slightly better than we had forecast and places the company well to achieve, and maybe even beat, its FY20 Prospectus forecasts.

Telstra Corporation: Good result, outlook overruled by the judge

By Nick Harris

14 February 2020, 11:40 AM

TLS reported an inline result, held DPS at 8cps and reiterated guidance.

Sector Update: Telecommunications

By Nick Harris

11 February 2020, 5:08 PM

Morgans Senior Analyst, Nick Harris, discusses the Telecommunications Sector and his expectations ahead of the February 2020 Reporting Season.

Superloop: Three out of four ain't bad

By Nick Harris

23 October 2019, 4:29 PM

We believe the CEO and CFO have made significant progress in rightsizing and refocusing the business on value creation for customers and shareholders. We resume coverage post capital raising with an Add recommendation.

OptiComm: The inter-net-work of the future

By Nick Harris

20 September 2019, 5:33 PM

OptiComm is a unique and attractive business. We see a long growth pathway for the company; defendable and growing long term recurring earnings; and significant insider ownership as the key attractions.

Telstra Corporation: NBN delays strike again

By Nick Harris

03 September 2019, 12:48 PM

The NBN's updated corporate plan now forecasts LESS households being forcibly disconnected from the Telstra Corporation and placed onto the NBN. This change alone has led to TLS and us to downgrade.