VOC 0.00% $5.49 vocus group limited

Ann: Investor Update Presentation & Confirmation of FY18 Guidance, page-7

  1. 6,633 Posts.
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    Enterprise and Wholesale looks to be doing well, good to see government contracts.

    Consumer growth continuing, but NBN margins down slightly again, 19.95 vs 20.26, but i guess thats not really a significant number...
    "Dodo and iPrimus net growth of 9,100 subscribers in 1QFY18", there was 547k at start of Q, so thats 1.66% growth for quarter, equivalent to 6.6% growth annually.

    NZ looking good;
    "Taking unfair share in UFB – 16% share of all UFB connections in 1QFY18" and
    "55% of all subscribers signed in 1QFY18 were digital only sign ups"

    Nothing about the 1HFY19 US$110m payment for ASC

    Wait, telcowiz wasnt even trolling...
    "The Board has now determined that the Vocus New Zealand (VNZ) business will be prepared for sale"
    "Advisors appointed to the sale of the Australian Data Centre assets"
    "
    Other non-core Australian assets will continue to be evaluated"

    First thoughts, with Data Centers and NZ, that better go close to wiping out all our debt or i will be pissed off.
 
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