<html><body><div style="color:#000; background-color:#fff; font-family:times new roman, new york, times, serif;font-size:12pt">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.<br><br>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...<br><br><div style="color: rgb(0, 0, 0); font-size: 16px; font-family: times new roman,new york,times,serif; background-color: transparent; font-style: normal;"><br></div><div><br><span></span></div><div style="color: rgb(0, 0, 0); font-size: 16px; font-family: times new roman,new york,times,serif; background-color: transparent; font-style:
normal;"><span>regards,</span></div><div style="color: rgb(0, 0, 0); font-size: 16px; font-family: times new roman,new york,times,serif; background-color: transparent; font-style: normal;"><span>Tony.</span></div><div style="color: rgb(0, 0, 0); font-size: 16px; font-family: times new roman,new york,times,serif; background-color: transparent; font-style: normal;"><span><br></span></div><div><br><blockquote style="border-left: 2px solid rgb(16, 16, 255); margin-left: 5px; margin-top: 5px; padding-left: 5px;"> <div style="font-family: times new roman, new york, times, serif; font-size: 12pt;"> <div style="font-family: times new roman, new york, times, serif; font-size: 12pt;"> <div dir="ltr"> <font face="Arial" size="2"> <hr size="1"> <b><span style="font-weight:bold;">From:</span></b> Zone Networks - Joel <joel@zonenetworks.com.au><br> <b><span style="font-weight: bold;">To:</span></b> 'Skeeve Stevens' <skeeve+ausnog@eintellego.net>;
ausnog@lists.ausnog.net <br> <b><span style="font-weight: bold;">Sent:</span></b> Friday, 16 November 2012 9:40 AM<br> <b><span style="font-weight: bold;">Subject:</span></b> Re: [AusNOG] Vocus to buy NextGen/Infoplex/Metronode?<br> </font> </div> <br><meta http-equiv="x-dns-prefetch-control" content="off"><div id="yiv1650855156"><style><!--
#yiv1650855156
_filtered #yiv1650855156 {font-family:Wingdings;panose-1:5 0 0 0 0 0 0 0 0 0;}
_filtered #yiv1650855156 {font-family:"Cambria Math";panose-1:2 4 5 3 5 4 6 3 2 4;}
_filtered #yiv1650855156 {font-family:Calibri;panose-1:2 15 5 2 2 2 4 3 2 4;}
_filtered #yiv1650855156 {font-family:Tahoma;panose-1:2 11 6 4 3 5 4 4 2 4;}
#yiv1650855156
#yiv1650855156 p.yiv1650855156MsoNormal, #yiv1650855156 li.yiv1650855156MsoNormal, #yiv1650855156 div.yiv1650855156MsoNormal
{margin:0cm;margin-bottom:.0001pt;font-size:12.0pt;font-family:"Times New Roman", "serif";}
#yiv1650855156 a:link, #yiv1650855156 span.yiv1650855156MsoHyperlink
{color:blue;text-decoration:underline;}
#yiv1650855156 a:visited, #yiv1650855156 span.yiv1650855156MsoHyperlinkFollowed
{color:purple;text-decoration:underline;}
#yiv1650855156 p
{margin-right:0cm;margin-left:0cm;font-size:12.0pt;font-family:"Times New Roman", "serif";}
#yiv1650855156 span.yiv1650855156EmailStyle18
{font-family:"Calibri", "sans-serif";color:#1F497D;}
#yiv1650855156 .yiv1650855156MsoChpDefault
{font-family:"Calibri", "sans-serif";}
_filtered #yiv1650855156 {margin:72.0pt 72.0pt 72.0pt 72.0pt;}
#yiv1650855156 div.yiv1650855156WordSection1
{}
--></style><div><div class="yiv1650855156WordSection1"><div class="yiv1650855156MsoNormal"><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;"></span></div><div class="yiv1650855156MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri", "sans-serif";color:#1F497D;"> </span></div><div class="yiv1650855156MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri", "sans-serif";color:#1F497D;">Would have been interesting to see Level 3 in Aus though</span></div><div class="yiv1650855156MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri", "sans-serif";color:#1F497D;"> </span></div><div class="yiv1650855156MsoNormal"><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"> ausnog-bounces@lists.ausnog.net [mailto:ausnog-bounces@lists.ausnog.net] <b>On Behalf Of </b>Skeeve Stevens<br><b>Sent:</b> Friday, 16 November 2012 10:28 AM<br><b>To:</b> <ausnog@lists.ausnog.net><br><b>Subject:</b> [AusNOG] Vocus to buy NextGen/Infoplex/Metronode?</span></div><div class="yiv1650855156MsoNormal"> </div><div><div class="yiv1650855156MsoNormal">For those that aren't subscribers to AFR (I'm not either!), here is a story about NextGen and potentially Vocus being involved.</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">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.</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">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).</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">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.</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">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.</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">...Skeeve</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">---</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">From the AFR: (<a rel="nofollow" target="_blank" href="http://www.afr.com/p/opinion/mixed_bag_of_contenders_mulls_leighton_DaVoj8N1t22wY0436jXHnI">http://www.afr.com/p/opinion/mixed_bag_of_contenders_mulls_leighton_DaVoj8N1t22wY0436jXHnI</a>)</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div><div class="yiv1650855156MsoNormal"><b>Mixed bag of contenders mulls Leighton assets</b></div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">PUBLISHED: 16 Nov 2012 PRINT EDITION: 16 Nov 2012</div></div><div><div
class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">Edited by Sarah Thompson and Anthony Macdonald</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">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.</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">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.</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">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.</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">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?</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">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.</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">Vocus would bring
local expertise to the table in any partnership with an offshore buyer, and its management has high ambitions.</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">Its shares have outperformed the broader market, rising about 22 per cent in 2012. Yesterday, Perpetual increased its stake to 8.6 per cent.</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">For Leighton, a successful sale before Christmas could alleviate pressures on its balance sheet amid lingering concerns over further write-downs.</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">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.</div></div><div><div
class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">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.</div></div><div><div class="yiv1650855156MsoNormal"> </div></div><div><div class="yiv1650855156MsoNormal">The Australian Financial Review</div></div></div><div><div class="yiv1650855156MsoNormal">-----</div></div><div class="yiv1650855156MsoNormal"><br clear="all"></div><div><div class="yiv1650855156MsoNormal" style="margin-bottom:12.0pt;"> </div></div><div><div class="yiv1650855156MsoNormal"><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></div></div><div><div><div class="yiv1650855156MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri", "sans-serif";"><a rel="nofollow" ymailto="mailto:skeeve@eintellego.net" target="_blank" href="mailto:skeeve@eintellego.net">skeeve@eintellego.net</a> ; <a rel="nofollow" target="_blank" href="http://www.eintellego.net/">www.eintellego.net</a><span style="color:black;"></span></span></div><div style="margin:0cm;margin-bottom:.0001pt;"><span style="font-size:10.0pt;font-family:"Calibri", "sans-serif";color:black;">Phone: 1300 753 383; Cell +61 (0)414 753 383 ; skype://skeeve</span></div><div style="margin:0cm;margin-bottom:.0001pt;"><span style="font-size:10.0pt;font-family:"Calibri", "sans-serif";color:black;"><a rel="nofollow" target="_blank"
href="http://facebook.com/eintellego">facebook.com/eintellego</a> ; <a rel="nofollow" target="_blank" href="http://linkedin.com/in/skeeve">linkedin.com/in/skeeve</a> </span></div><div style="margin:0cm;margin-bottom:.0001pt;"><span style="font-size:10.0pt;font-family:"Calibri", "sans-serif";color:black;"><a rel="nofollow" target="_blank" href="http://twitter.com/networkceoau">twitter.com/networkceoau</a> ; blog: <a rel="nofollow" target="_blank" href="http://www.network-ceo.net/">www.network-ceo.net</a></span></div></div></div><div><div><div><div><div class="yiv1650855156MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri", "sans-serif";color:#7F007F;"><img id="yiv1650855156_x0000_i1025" border="0"></span></div></div><div class="yiv1650855156MsoNormal"><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";"></span></div></div><div><div><div class="yiv1650855156MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri", "sans-serif";color:#002060;">Juniper - Cisco – IBM - Brocade - Cloud</span><span style="font-size:10.5pt;font-family:"Calibri", "sans-serif";color:#7F007F;"></span></div></div><div><div><div class="yiv1650855156MsoNormal"><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;"></span></div></div><div><div class="yiv1650855156MsoNormal"><span style="font-family:"Calibri", "sans-serif";color:#002060;">Check out our Juniper promotion website for Oct/Nov! </span><span style="font-family:"Calibri",
"sans-serif";color:black;"><a rel="nofollow" target="_blank" href="http://eintellego.mx/"><span style="font-size:10.0pt;">eintellego.mx</span></a></span></div></div><div><div class="yiv1650855156MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri", "sans-serif";color:black;">Free Apple products during this promotion!!! </span><span style="font-family:"Calibri", "sans-serif";color:black;"></span></div></div></div></div></div></div><div class="yiv1650855156MsoNormal"> </div></div></div></div><meta http-equiv="x-dns-prefetch-control" content="on"><br>_______________________________________________<br>AusNOG mailing list<br><a ymailto="mailto:AusNOG@lists.ausnog.net" href="mailto:AusNOG@lists.ausnog.net">AusNOG@lists.ausnog.net</a><br><a href="http://lists.ausnog.net/mailman/listinfo/ausnog" target="_blank">http://lists.ausnog.net/mailman/listinfo/ausnog</a><br><br><br> </div> </div>
</blockquote></div> </div></body></html>