VOC 0.00% $5.49 vocus group limited

Hi Ormond, have been thinking about the next run recently. What...

  1. 496 Posts.
    Hi Ormond, have been thinking about the next run recently. What are your thoughts? I think we could see $2 by March on release of good half year and good commentary about the future. Also think the data centre fever could hit VOC causing the price to be propelled higher. MAQ has made strong gains recently on the back of being in the data centre space and the recent IPO of NextDC demonstrates the markets interest in the industry. NextDC listed 40mill shares at $1 in early to mid december 2010 and they closed today at 1.75. They dont even have operations yet with data centres scheduled to open in Sydney and Brisbane in March 2011 and Melbourne in November 2011. Who knows what their earnings are likely to be? VOC has presently operating data centres with capacity with a first class industry operator (MD of E3). Sure VOC might not have the same scale in terms of investment as MAQ or NextDC but there is certaintly the potential to scale up quickly if it makes sense from a business sense. MAQ and to a larger extent NextDC seem to be making all in bets on the data centre industry. VOC certainly has a more deversified product offering as well - more so than NextDC anyway. With 2012 EPS of between 19 to 21 cents per share, a $2 share price is certainly justifiable on a pure fundamental valuation basis. Be interested in your thoughts on if and when $2 will be achieved.
 
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