<html>
<head>
<meta content="text/html; charset=ISO-8859-1"
http-equiv="Content-Type">
</head>
<body bgcolor="#FFFFFF" text="#000000">
<div class="moz-cite-prefix">In all likelihood, they may have in
fact had the cash to make the purchase but then realised they'd
need to pay the likes of Telstra or Optus for domestic transit and
were utterly disgusted by the idea, and thus decided to do
something else with the funds.<br>
<br>
<br>
</div>
<blockquote cite="mid:50A5800D.1070405@securepay.com.au" type="cite">
<meta content="text/html; charset=ISO-8859-1"
http-equiv="Content-Type">
<div class="moz-cite-prefix">With Level 3's credit rating,
financing the deal may be the problem.<br>
<br>
On 16/11/12 10:40, Zone Networks - Joel wrote:<br>
</div>
<blockquote
cite="mid:079801cdc38a$a5352880$ef9f7980$@zonenetworks.com.au"
type="cite">
<meta http-equiv="Content-Type" content="text/html;
charset=ISO-8859-1">
<meta name="Generator" content="Microsoft Word 14 (filtered
medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]-->
<style><!--
/* Font Definitions */
@font-face
{font-family:Wingdings;
panose-1:5 0 0 0 0 0 0 0 0 0;}
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Tahoma;
panose-1:2 11 6 4 3 5 4 4 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0cm;
margin-bottom:.0001pt;
font-size:12.0pt;
font-family:"Times New Roman","serif";}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:purple;
text-decoration:underline;}
p
{mso-style-priority:99;
mso-margin-top-alt:auto;
margin-right:0cm;
mso-margin-bottom-alt:auto;
margin-left:0cm;
font-size:12.0pt;
font-family:"Times New Roman","serif";}
span.EmailStyle18
{mso-style-type:personal-reply;
font-family:"Calibri","sans-serif";
color:#1F497D;}
.MsoChpDefault
{mso-style-type:export-only;
font-family:"Calibri","sans-serif";
mso-fareast-language:EN-US;}
@page WordSection1
{size:612.0pt 792.0pt;
margin:72.0pt 72.0pt 72.0pt 72.0pt;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
<div class="WordSection1">
<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"><o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></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<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></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 moz-do-not-send="true"
class="moz-txt-link-abbreviated"
href="mailto:ausnog-bounces@lists.ausnog.net">ausnog-bounces@lists.ausnog.net</a>
[<a moz-do-not-send="true" class="moz-txt-link-freetext"
href="mailto:ausnog-bounces@lists.ausnog.net">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 moz-do-not-send="true"
class="moz-txt-link-rfc2396E"
href="mailto:ausnog@lists.ausnog.net"><ausnog@lists.ausnog.net></a><br>
<b>Subject:</b> [AusNOG] Vocus to buy
NextGen/Infoplex/Metronode?<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></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.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></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.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></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).<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></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.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></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.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">...Skeeve<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">---<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">From the AFR: (<a
moz-do-not-send="true"
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>)<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<div>
<p class="MsoNormal"><b>Mixed bag of contenders mulls
Leighton assets</b><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">PUBLISHED: 16 Nov 2012 PRINT EDITION:
16 Nov 2012<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">Edited by Sarah Thompson and Anthony
Macdonald<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></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.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></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.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></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.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></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?<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></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.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></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.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></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.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></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.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></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.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></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.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">The Australian Financial Review<o:p></o:p></p>
</div>
</div>
<div>
<p class="MsoNormal">-----<o:p></o:p></p>
</div>
<p class="MsoNormal"><br clear="all">
<o:p></o:p></p>
<div>
<p class="MsoNormal" style="margin-bottom:12.0pt"><o:p> </o:p></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><o:p></o:p></p>
</div>
<div>
<div>
<p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Calibri","sans-serif""><a
moz-do-not-send="true"
href="mailto:skeeve@eintellego.net" target="_blank">skeeve@eintellego.net</a> ; <a
moz-do-not-send="true"
href="http://www.eintellego.net/" target="_blank">www.eintellego.net</a><span
style="color:black"><o:p></o:p></span></span></p>
<p 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<o:p></o:p></span></p>
<p style="margin:0cm;margin-bottom:.0001pt"><span
style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:black"><a
moz-do-not-send="true"
href="http://facebook.com/eintellego"
target="_blank">facebook.com/eintellego</a> ; <a
moz-do-not-send="true"
href="http://linkedin.com/in/skeeve" target="_blank">linkedin.com/in/skeeve</a> <o:p></o:p></span></p>
<p style="margin:0cm;margin-bottom:.0001pt"><span
style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:black"><a
moz-do-not-send="true"
href="http://twitter.com/networkceoau"
target="_blank">twitter.com/networkceoau</a> ;
blog: <a moz-do-not-send="true"
href="http://www.network-ceo.net/" target="_blank">www.network-ceo.net</a><o:p></o:p></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
moz-do-not-send="true" id="_x0000_i1025"
src="http://eintellego.net/sig/logo.png"
border="0"><o:p></o:p></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""><o:p></o:p></span></p>
</div>
<div>
<div>
<p class="MsoNormal"><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"><o:p></o:p></span></p>
</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"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><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
moz-do-not-send="true"
href="http://eintellego.mx/" target="_blank"><span
style="font-size:10.0pt">eintellego.mx</span></a><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><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"><o:p></o:p></span></p>
</div>
</div>
</div>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<br>
<fieldset class="mimeAttachmentHeader"></fieldset>
<br>
<pre wrap="">_______________________________________________
AusNOG mailing list
<a moz-do-not-send="true" class="moz-txt-link-abbreviated" href="mailto:AusNOG@lists.ausnog.net">AusNOG@lists.ausnog.net</a>
<a moz-do-not-send="true" class="moz-txt-link-freetext" href="http://lists.ausnog.net/mailman/listinfo/ausnog">http://lists.ausnog.net/mailman/listinfo/ausnog</a>
</pre>
</blockquote>
<br>
<br>
<br>
<fieldset class="mimeAttachmentHeader"></fieldset>
<br>
<pre wrap="">_______________________________________________
AusNOG mailing list
<a class="moz-txt-link-abbreviated" href="mailto:AusNOG@lists.ausnog.net">AusNOG@lists.ausnog.net</a>
<a class="moz-txt-link-freetext" href="http://lists.ausnog.net/mailman/listinfo/ausnog">http://lists.ausnog.net/mailman/listinfo/ausnog</a>
</pre>
</blockquote>
<br>
<br>
</body>
</html>