[AusNOG] Vocus to buy NextGen/Infoplex/Metronode?

Chris Ricks chris.ricks at securepay.com.au
Fri Nov 16 11:32:12 EST 2012


They could by some on SXC though, surely?

On 16/11/12 11:28, Matthew Moyle-Croft wrote:
> I can't see Level3 as a buyer - to make sense they'd have to get
> submarine capacity to hook it into their global network. 
>
>
> On Thu, Nov 15, 2012 at 3:51 PM, Chris Ricks
> <chris.ricks at securepay.com.au <mailto:chris.ricks at securepay.com.au>>
> wrote:
>
>     With Level 3's credit rating, financing the deal may be the problem.
>
>
>     On 16/11/12 10:40, Zone Networks - Joel wrote:
>>
>>     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>
>>     [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> <mailto: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
>>     <mailto:skeeve at eintellego.net> ; www.eintellego.net
>>     <http://www.eintellego.net/>
>>
>>     Phone: 1300 753 383; Cell +61 (0)414 753 383
>>     <tel:%2B61%20%280%29414%20753%20383> ; skype://skeeve
>>
>>     facebook.com/eintellego
>>     <http://facebook.com/eintellego> ; linkedin.com/in/skeeve
>>     <http://linkedin.com/in/skeeve> 
>>
>>     twitter.com/networkceoau <http://twitter.com/networkceoau> ;
>>     blog: www.network-ceo.net <http://www.network-ceo.net/>
>>
>>     The Experts Who The Experts Call
>>
>>     Juniper - Cisco – IBM - Brocade - Cloud
>>
>>     -----
>>
>>     Check out our Juniper promotion website for Oct/Nov!
>>      eintellego.mx <http://eintellego.mx/>
>>
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>>
>>      
>>
>>
>>
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