Ann: Termination of transaction discussion & forecast of earnings, page-85

Hopefully we will really know who was right tomorrow morning (Vocus or bidders).

Vocus has obviously bitten off more than it can chew in respect to the Nextgen and M2 acquisitions, especially in respect to delivering on the supposed cost synergies they would deliver.


Looking forward however I think FY18 should be a lot better for Vocus overall for a few main reasons:

1. Increasing NBN subscriptions and hopefully market share.
2. Completion of ASC (Will generate near a billion in recurring revenue by 2029 with a minimum lifespan of another 15 years after this date expected)
3. Cost synergies realised as acquisitions are absorbed
4. Reduction in debt through increasing earnings and hopefully the sale of datacentres

DYOR