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MNF, MY NET FONE LIMITED
nipper
post Posted: Jul 17 2017, 04:23 PM
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In Reply To: nipper's post @ Nov 1 2016, 05:34 PM

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In Reply To: nipper's post @ Oct 26 2016, 01:48 PM

$5
trying again



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jun 20 2017, 11:07 PM
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"...... investors got carried away with telecommunications stocks in our own market because they thought that the acquisition-led growth would drive down average cost per user, while providing increased revenues that would flow through to the bottom line.

This theory worked, until it didn’t, for the share price of Vocus Communications. In a mere 18 months, this company completed a $1.2 billion merger with Amcom, followed by the $3.8bn deal with M2 Group. While trying to digest all this, there was board and management turnover.

The rise and demise of Vocus has been meteoric. The group’s shares rose from $2 to as high as $9.36 between mid-2013 and this time last year.

They proceeded to trade as low as $2.33 early last month after the company missed one too many profit guidance numbers.

Then the original “barbarians at the gate” came knocking: Kohlberg, Kravis & Roberts with a $3.50-a-share offer. You could have bought in at any point when this stock was heading south and thought that it was good value, and you would probably have been wrong.

In contrast, we spotted a much smaller telco, MNF, after it had come off about 15 per cent in a matter of months because of a fund manager selling about two million shares after their two small cap fund managers left to set up their own shop. Such “mandate”-related selling is something to look out for in the small cap space.

The small cap space in telcos is highly distinct and operates a very particular manner — small caps here are often playing a very different game to the major incumbents.

For example, Vocus and Telstra are focused on revenue per user, or RPU, and subscriber growth.

In contrast, MNF, being a software producer, concentrates on providing variants of its low-cost voice over internet protocol, or VoIP, technology to those customers ignored by the likes of Telstra: the thousands of developers providing voice communications apps to businesses.

A typical case might be Carsales, which uses MNF technology to provide people selling their cars with a temporary mobile number.

I always liked the MNF business but for the first time in a few years I saw value, based on its earnings multiple and dividend yield. ...'

... - Richard Hemming



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Feb 13 2017, 08:12 AM
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insto's coming on board - Ausbil taking a 6% position ... but which fund; Emerging Leaders or MicroCAp?



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jan 31 2017, 08:42 AM
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TH - announcement about a business acquisition and associated funding.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jan 17 2017, 07:52 AM
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In Reply To: nipper's post @ Nov 1 2016, 05:34 PM

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MNF Group (ASX: MNF) made a significant amount of progress in regards to their international expansion, with Point of Presence (POP's) opened in Hong Kong, UK and the USA.

This allowed MNF to bring on several notable multinational clients such as SoftBank Corp and PCCW Global.

Domestically, MNF released its Mobile Virtual Network Operator (MVNO) late in the year, which allows any Australian business with a network of customers to roll out a mobile offering, fully branded as their own without the hassle of the back end.

didn't hold 5, but not dire (unlike some others in telco space)



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Nov 1 2016, 05:34 PM
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In Reply To: nipper's post @ Oct 26 2016, 01:48 PM

$5



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 

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nipper
post Posted: Oct 26 2016, 01:48 PM
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In Reply To: nipper's post @ Sep 6 2016, 09:53 AM

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Better known as MyNetFone, the niche telco has held its lofty valuation despite the recent share battering suffered by Vocus Communications and TPG Telecom. Investors believe the internet telephony specialist is better insulated than its listed peers from a margin crunch when customers are converted to the national broadband network (NBN).

Like the old M2 Communications which merged with Vocus, MNF is network agnostic in that it buys capacity from the infrastructure owners and then uses its smarts to create enhanced products. This includes acquiring network capacity in the UK, the US and Hong Kong.

Vocus and TPG are on the nose as investors absorb the likely effects of the NBN roll out, which intensifies from early next year. While the retail telcos skirmish for market share, VOIP usage increasingly is migrating to mobile platforms independent of the NBN.

Yesterday's AGM guided to current-year earnings of $11m, which while 22 per cent higher was shy of expectations. Still, Criterion ascribes a long-term buy call on the strength of MNF's uninterrupted six-year track record of paying divs.
couldn't hold out - off a bit today .... but still above $4.60




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Sep 6 2016, 09:53 AM
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In Reply To: crooky's post @ May 1 2012, 09:56 PM

since the last post, just under 5 years ago, MNF has risen from 15c to $4+, though with a few retracements (one for the fib-bers?)

MNF Group Limited (MNF, formerly My Net Fone Limited) is a provider of Internet-based (IP) telecommunication services which include VoIP (Voice over Internet Protocol) data and video services to residential and business enterprise. MNF consists of two operating divisions: MyNetFone division and Symbio Group division.

one investor sees further growth
QUOTE
MNF Story So Far:
•MNF is Australia's largest provider of wholesale and retail voice over internet (VOIP) services within Australia.
•In 2015 MNF acquired TNZI, a Tier 1 international wholesale voice carrier.
•MNF has been able to grow NPAT by >20% for each of the last 3 years.

The Potential for MNF Over the Next 3 Years:
•Large corporate clients moving from fixed line telecommunications to cloud based is accelerating.
•Digital offerings such as Google Ads, Skype and Facebook still require some form of voice offering and lack the expertise in house.
•Convert current TNZI clients to MNF wholesale services and existing domestic MNF clients to global offerings.

next kick up will come from App development for things like
- Plug & play VoIP, Virtual PBX, number porting
- Embracing new service models to monetise software assets: SaaS toll fraud mitigation, wholesale aggregation, MVNO



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
crooky
post Posted: May 1 2012, 09:56 PM
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In Reply To: nebo's post @ May 1 2012, 08:56 PM

Hi nebo ,

Have them on my watchlist as well, missed the boat when the sign was there around 16th and 21st Dec 2011.
MNF is my provider for my voip phone service, OS calls a bargain and can call Nationwide for 10 cents unlimited.
Highly recommend them .
Will keep looking for a entry as like you a happy customer.
Glad to see you have MNF shares , looking good.

 
nebo
post Posted: May 1 2012, 08:56 PM
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In Reply To: roddombo's post @ Oct 11 2009, 08:11 PM

Well 2 1/2 years since last post so since some action happening last week thought i would write something here.

Nice prediction Roddombo

Company became cash flow positive shortly after the last post here and is profitable now(although is only a micro cap co, so micro profits).

MNF have upgraded full year forecast last week, and it has gotten 2 mentions around the traps.

The aquisition of Symbio networks is most of the growth.

The Roger Montgomery blog site has a guest writer who has written it up.
And now Motley Fool are saying the blog has boosted the price,(how that was accomplished when it popped couple of days before published) wow wish it was that easy, i would get someone to write up nebo enterprises next time i need a cap raising hehe.

Anyways thought this co needed a post, Ive had the shares for a couple of years and use them for our telecoms, and is boring seeing the same threads at the top of the list all the time hehe.

it definately isnt a trading stock though liquidity extremely small, i just like the company :0

(not a ramp, i dont own that many, just a happy customer).

Regards,

Nebo

 
 


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