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. <div class="gmail_extra"><br><br><div class="gmail_quote">On Thu, Nov 15, 2012 at 3:51 PM, Chris Ricks <span dir="ltr"><<a href="mailto:chris.ricks@securepay.com.au" target="_blank">chris.ricks@securepay.com.au</a>></span> wrote:<br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div bgcolor="#FFFFFF" text="#000000">
<div>With Level 3's credit rating, financing
the deal may be the problem.<div><div class="h5"><br>
<br>
On 16/11/12 10:40, Zone Networks - Joel wrote:<br>
</div></div></div>
<blockquote type="cite"><div><div class="h5">
<div>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Vocus
+ 1 </span><span style="font-size:11.0pt;font-family:Wingdings;color:#1f497d">J</span><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Would
have been interesting to see Level 3 in Aus though<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"" lang="EN-US">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"" lang="EN-US"> <a href="mailto:ausnog-bounces@lists.ausnog.net" target="_blank">ausnog-bounces@lists.ausnog.net</a>
[<a href="mailto:ausnog-bounces@lists.ausnog.net" target="_blank">mailto:ausnog-bounces@lists.ausnog.net</a>] <b>On Behalf Of </b>Skeeve
Stevens<br>
<b>Sent:</b> Friday, 16 November 2012 10:28 AM<br>
<b>To:</b> <a href="mailto:ausnog@lists.ausnog.net" target="_blank"><ausnog@lists.ausnog.net></a><br>
<b>Subject:</b> [AusNOG] Vocus to buy
NextGen/Infoplex/Metronode?<u></u><u></u></span></p>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<p class="MsoNormal">For those that aren't subscribers to AFR
(I'm not either!), here is a story about NextGen and
potentially Vocus being involved.<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">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.<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">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).<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">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.<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">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.<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">...Skeeve<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">---<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">From the AFR: (<a href="http://www.afr.com/p/opinion/mixed_bag_of_contenders_mulls_leighton_DaVoj8N1t22wY0436jXHnI" target="_blank">http://www.afr.com/p/opinion/mixed_bag_of_contenders_mulls_leighton_DaVoj8N1t22wY0436jXHnI</a>)<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<div>
<p class="MsoNormal"><b>Mixed bag of contenders mulls
Leighton assets</b><u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">PUBLISHED: 16 Nov 2012 PRINT EDITION:
16 Nov 2012<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">Edited by Sarah Thompson and Anthony
Macdonald<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">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.<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">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.<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">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.<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">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?<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">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.<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">Vocus would bring local expertise to
the table in any partnership with an offshore buyer, and
its management has high ambitions.<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">Its shares have outperformed the
broader market, rising about 22 per cent in 2012.
Yesterday, Perpetual increased its stake to 8.6 per cent.<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">For Leighton, a successful sale before
Christmas could alleviate pressures on its balance sheet
amid lingering concerns over further write-downs.<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">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.<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">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.<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal">The Australian Financial Review<u></u><u></u></p>
</div>
</div>
<div>
<p class="MsoNormal">-----<u></u><u></u></p>
</div>
<p class="MsoNormal"><br clear="all">
<u></u><u></u></p>
<div>
<p class="MsoNormal" style="margin-bottom:12.0pt"><u></u> <u></u></p>
</div>
<div>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Calibri","sans-serif"">Skeeve
Stevens, CEO - </span></b><span style="font-size:10.0pt;font-family:"Calibri","sans-serif"">eintellego
Pty Ltd</span><u></u><u></u></p>
</div>
<div>
<div>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri","sans-serif""><a href="mailto:skeeve@eintellego.net" target="_blank">skeeve@eintellego.net</a> ; <a href="http://www.eintellego.net/" target="_blank">www.eintellego.net</a><span style><u></u><u></u></span></span></p>
<p style="margin:0cm;margin-bottom:.0001pt"><span style="font-size:10.0pt;font-family:"Calibri","sans-serif"">Phone:
1300 753 383; Cell <a href="tel:%2B61%20%280%29414%20753%20383" value="+61414753383" target="_blank">+61 (0)414 753 383</a> ; skype://skeeve<u></u><u></u></span></p>
<p style="margin:0cm;margin-bottom:.0001pt"><span style="font-size:10.0pt;font-family:"Calibri","sans-serif""><a href="http://facebook.com/eintellego" target="_blank">facebook.com/eintellego</a> ; <a href="http://linkedin.com/in/skeeve" target="_blank">linkedin.com/in/skeeve</a> <u></u><u></u></span></p>
<p style="margin:0cm;margin-bottom:.0001pt"><span style="font-size:10.0pt;font-family:"Calibri","sans-serif""><a href="http://twitter.com/networkceoau" target="_blank">twitter.com/networkceoau</a> ;
blog: <a href="http://www.network-ceo.net/" target="_blank">www.network-ceo.net</a><u></u><u></u></span></p>
</div>
</div>
<div>
<div>
<div>
<div>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:#7f007f"><img border="0"><u></u><u></u></span></p>
</div>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:#7f007f">The
Experts Who The Experts Call</span><span style="font-family:"Calibri","sans-serif""><u></u><u></u></span></p>
</div>
<div>
<div>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:#002060">Juniper
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</div>
<div>
<div>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:#002060">-----</span><span style="font-size:10.5pt;font-family:"Calibri","sans-serif";color:#7f007f"><u></u><u></u></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#002060">Check
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri","sans-serif"">Free
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<p class="MsoNormal"><u></u> <u></u></p>
</div>
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