[AusNOG] Vocus to buy NextGen/Infoplex/Metronode?
Chris Ricks
chris.ricks at securepay.com.au
Fri Nov 16 11:05:38 EST 2012
Putting gear in a Telstra data centre is horrible though - the access
requirements, Telstra spend commit levels, difficulty of getting
non-Telstra services handed off.
On 16/11/12 11:01, Tony wrote:
> I read a story earlier in the week about Telstra looking over Leighton
> assets and the conclusion was that they would only be interested in
> the DC & services side of things, not the fibre, as the ACCC wouldn't
> let them buy Nextgen so they wouldn't worry about considering it.
>
> Telstra seem to be grabbing a few DC assets as the moment (just bought
> Adam, looking at Metronode), maybe Vocus should be watching over their
> shoulder for the big Telstra hawk swooping down on them...
>
>
>
> regards,
> Tony.
>
>
> ------------------------------------------------------------------------
> *From:* Zone Networks - Joel <joel at zonenetworks.com.au>
> *To:* 'Skeeve Stevens' <skeeve+ausnog at eintellego.net>;
> ausnog at lists.ausnog.net
> *Sent:* Friday, 16 November 2012 9:40 AM
> *Subject:* Re: [AusNOG] Vocus to buy NextGen/Infoplex/Metronode?
>
> Vocus + 1 J
>
> Would have been interesting to see Level 3 in Aus though
>
> *From:*ausnog-bounces at lists.ausnog.net
> [mailto:ausnog-bounces at lists.ausnog.net] *On Behalf Of *Skeeve Stevens
> *Sent:* Friday, 16 November 2012 10:28 AM
> *To:* <ausnog at lists.ausnog.net>
> *Subject:* [AusNOG] Vocus to buy NextGen/Infoplex/Metronode?
>
> For those that aren't subscribers to AFR (I'm not either!), here
> is a story about NextGen and potentially Vocus being involved.
>
> If Vocus were, I'd say HELL YES! and it would be an awesome fit,
> give them new DC's and make them an awesome player. Yes, everyone
> knows I'm a fan of Vocus, a lot of us in the Service Provider game
> are... and it would be amazing to see Vocus rise to this level.
>
> I'm really NOT a fan of TPG having both Pipe Networks and NextGen
> (as someone who designs infrastructure). The same reason goes for
> Telstra and Optus not having it. Maybe the ACCC would stop TPG
> buying it as well (let's hope).
>
> I've heard a few things at different events in the last couple of
> weeks. Apparently Level 3 are no longer interested - too
> expensive for what it is.
>
> I've also heard that the price that Leightons wants to these
> assets seem to be way more than what people are prepared to pay.
>
> ...Skeeve
>
> ---
>
> From the AFR:
> (http://www.afr.com/p/opinion/mixed_bag_of_contenders_mulls_leighton_DaVoj8N1t22wY0436jXHnI)
>
> *Mixed bag of contenders mulls Leighton assets*
>
> PUBLISHED: 16 Nov 2012 PRINT EDITION: 16 Nov 2012
>
> Edited by Sarah Thompson and Anthony Macdonald
>
> As the sale process for Leighton Holding's telecommunications
> assets inches forward, there is no shortage of theories on what
> kind of deal might emerge.
>
> Leighton has engaged Macquarie Capital to explore the sale of its
> fibre network owner NextGen, managed services provider Infoplex
> and data centre business Metronode. Indicative bids are due by the
> end of next week.
>
> The latest unlikely company to be thought to be involved is Vocus
> Communications. With a market capitalisation south of $130
> million, it seems very hopeful. It would clearly need a bigger
> partner to fund any tilt at the assets, which analysts say could
> fetch as much as $1 billion.
>
> Would a private equity buyer be able to shore up funding amid a
> weak macro-economic outlook and the politically precarious state
> of the national broadband network?
>
> Only time will tell but it seems safe to say that Vocus is a name
> to keep an eye on. The small-cap data centre provider is among a
> range of domestic telcos and international private equity firms
> that was handed an information memorandum last month.
>
> Vocus would bring local expertise to the table in any partnership
> with an offshore buyer, and its management has high ambitions.
>
> Its shares have outperformed the broader market, rising about 22
> per cent in 2012. Yesterday, Perpetual increased its stake to 8.6
> per cent.
>
> For Leighton, a successful sale before Christmas could alleviate
> pressures on its balance sheet amid lingering concerns over
> further write-downs.
>
> TPG Telecom remains the most plausible buyer given its strong
> balance sheet, acquisitive owner David Teoh and the fact that
> NextGen would complement its existing fibre backhaul footprint.
>
> iiNet will mull over a potential bid at a board meeting next week
> but is still considered a long shot. Telstra and Optus could
> consider Infoplex and Metronode but would likely be blocked by the
> competition regulator in any move for NextGen.
>
> The Australian Financial Review
> -----
>
>
> *Skeeve Stevens, CEO - *eintellego Pty Ltd
> skeeve at eintellego.net
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