Unlike most carriers, Amcom has diversified away from their core telecommunications capability, bolting on acquisitions such as IP Systems and L7 to complement the existing fibre business and create more cross-sell opportunities. Reviewing the recently published HY12 numbers, things are looking pretty good: Revenue up 39% to $55.1M EBITDA up 20% to $16.6M Cashflow…
Month: February 2012
BigAir – The growth story continues, on track for maiden dividend (BGL)
BigAir posted their HY12 numbers today, and even though I’m a true believer, I was still impressed by BigAir’s excellent result. Let’s review: Revenue up 115% to $10.97M EBITDA up 161% to $4.57M NPAT up 211% to $1.97M Cashflow up 57% to $3.78M Additionally, as at December 31, BigAir’s cash reserves sat at $4.1M….
BSA shoot the lights out with HY12 numbers (BSA)
I mentioned in my FY11 post that despite BSA’s share price receiving a bollocking by Mr Market (at one point touching 18c), the underlying business was sound. Based on the HY12 numbers BSA put up today, Mr Market is now panicking to buy back those 18c shares at a 50% premium – with the share…
Supply Network profit guidance (SNL)
I just can’t shut up about Supply Network (SNL). After predicting at the start of 2011 that the company would grow at roughly the size of the economy, Supply Network has blitzed the general market, with NPAT growing 53% in FY11 and the share price almost doubling in a year, all while paying out generous…