Macquarie Telecom started out positioning itself as a telecommunications rival to Telstra, particularly for government and medium sized businesses. Having grown into a diversified technology and communications business we believe Macquarie Telecom is both a defensive and exciting growth stock irrespective of how COVID-19 plays out. In this week’s video insight I discuss why it’s a core holding in the Montgomery Small Companies Fund and the opportunities for growth. | Roger Montgomery
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FacebookRoger Montgomery
Gary Rollo joined David Tudehope, Macquarie Telecom’s Chief Executive at their data centre campus in Macquarie Park to hear the businesses latest developments. Phase 2 will see the further 32 megawatt expansion of the campus with development of the IC3 Super West bringing the total campus capacity to 50 megawatts and become the most advanced data centre in Sydney. With cloud trends accelerating, there is a huge opportunity for Macquarie Telecom. | Roger Montgomery | Facebook
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260.8K views1 week ago
FacebookRoger Montgomery
With guidance for profitability for the 2020 year re-affirmed at between $63-$66 million EBITDA, Macquarie Telecom (ASX:MAQ) has a strong track record of consistent profit growth having successfully expanded from a telco, to a supplier of critical technology and datacentre capability to Australian business and Government. Gary Rollo recently spoke with CEO, David Tudehope to discuss the investments the company’s making to extend its growth horizon. | Roger Montgomery
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The ACCC has launched its investigation into Vocus Communications' acquisition of Nextgen Group, calling for industry submissions into how the deal could impact competition in the sector. In this video, Scott Shuttleworth outlines Montgomery's thinking on Vocus | Roger Montgomery | Facebook
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