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

Fri Nov 16 22:54:47 EST 2012

Estimates schmestimates, those projections are relying on certain projects
in the USA to take place, which will certainly be impacted by Sandy. In the
past 2 months Level 3 has sold over 200Gbps of capacity ranging from
20-55c/Mbps, how can that equate to that level of profit? ~100k/month is
certainly a decent income boost, but nowhere near their current
expectations?

On Fri, Nov 16, 2012 at 10:36 PM, Mick O'Rourke
<mkorourke+ausnog at gmail.com>wrote:

> Level 3 - seem to have been in right place at the right time plus what
> seems a good stable strategy of growth through acquisition.
>
> The level3 P/E ratio is interesting
> http://www.nasdaq.com/symbol/lvlt/pe-ratio
>
> What's been their most successful in your opinion MMC?
>
>
> On Fri, Nov 16, 2012 at 11:47 AM, Matthew Moyle-Croft <mmc at mmc.com.au>wrote:
>
>> Level3 has been successful where its an owner not a buyer.
>>
>> On 15/11/2012, at 16:32, Chris Ricks <chris.ricks at securepay.com.au>
>> wrote:
>>
>> 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> 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<%2B61%20%280%29414%20753%20383>;
>>> 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
>>>
>>> -----
>>>
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>>>
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>>>
>>>
>>>
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>>
>>
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