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. Read more...
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. Read more...
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. Read more...
Telstra Corporation: Pleased to be ringing in a new year By Nick Harris 16 August 2019, 5:00 PM TLS’s result was largely as expected, albeit at the upper end of guidance. Read more...
Reporting Season Preview: Telecommunications By Nick Harris 09 August 2019, 4:56 PM Analysis on the Telecommunications sector ahead of the August Reporting Season 2019. Read more...
Telstra Corporation: The margin buyer is calling back By Nick Harris 24 June 2019, 2:45 PM After four years of underperformance, the tide has finally turned for Telstra. Read more...
Superloop: Getting back to business By Nick Harris 17 May 2019, 1:50 PM M&A probably off the table but we weren't there for it anyway Read more...
Superloop – Hitting the reset button By Nick Harris 28 March 2019, 8:20 AM Lots of upside upon successful execution Read more...
Reporting season preview: Telecommunications By Nick Harris 11 February 2019, 3:52 PM I discuss the Telecommunications sector ahead of reporting season and highlight our key stock picks. Read more...
Telstra Corporation: Getting geed up for 5G By Nick Harris 07 December 2018, 10:55 AM The recent Investor Day was largely an educational session delving into the technicalities of 5G. We see TLS as a relative safe haven in volatile equity markets. Read more...