[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/>
>>
>> Free Apple products during this promotion!!!
>>
>>
>>
>>
>>
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