IIN 0.00% $9.52 iinet limited

iinet and swt values asqew, page-3

  1. 1,263 Posts.
    I think they are both good value....

    It is more than just ADSL customers alone. SWT is smaller cap, so its leverage to the ADSL market is greater. It is much easier for SWT to double its customer base than IIN. This is just because if SWT signs 5000 customers in a month, it is easier to double it to 10 000 customers than it would be say for IIN to go from 50 000 customers to 100 000. So it should be easier for SWT to double in size then IIN in terms of cusomers.

    Both IIN and SWT expanding, SWT using organic growth, IIN through an aquistion.

    SWT more into corporate customers and potentially higher margins. Also SWT signed the VOIP agereement which is a lot of upside.

    So for IIN shareholders, i would take another look at SWT as well. It is very much like a junior IIN and look what happened to it.

    Personally I hold both.
 
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