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

[Matthew Moyle-Croft]

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>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 <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> <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 ; www.eintellego.net****
>
> Phone: 1300 753 383; Cell +61 (0)414 753 383 ; skype://skeeve****
>
> facebook.com/eintellego ; linkedin.com/in/skeeve ****
>
> twitter.com/networkceoau ; blog: 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****
>
> Free Apple products during this promotion!!! ****
>
> ** **
>
>
> _______________________________________________
> AusNOG mailing listAusNOG at lists.ausnog.nethttp://lists.ausnog.net/mailman/listinfo/ausnog
>
>
>
>
> _______________________________________________
> AusNOG mailing list
> AusNOG at lists.ausnog.net
> http://lists.ausnog.net/mailman/listinfo/ausnog
>
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.ausnog.net/pipermail/ausnog/attachments/20121115/847c1f2d/attachment.html>