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OPC, OptiComm Limited
nipper
post Posted: Jun 15 2020, 11:00 AM
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In Reply To: nipper's post @ Jun 15 2020, 10:36 AM

ACQUISITION OF OPTICOMM by Uniti UWL by a RECOMMENDED SCHEME OF ARRANGEMENT
QUOTE
CREATION OF A GROWING, LARGE SCALE NATIONAL PRIVATE FIBRE CHALLENGER, with requisite scale, capability and adjacent market opportunities

Strengthened RECURRING FINANCIAL PROFILE with HIGH LEVEL VISIBILITY INTO FUTURE ORGANIC GROWTH with approximately 190,000 combined contracted lots

Immediately EPS accretive pre-synergies and 23% EPS ACCRETIVE including $10 MILLION of estimated RUN-RATE SYNERGIES.

Unitis acquisition consideration of $532 million funded via a $270 MILLION ENTITLEMENT OFFER, $150 million new debt facilities and 84.0 million Uniti Shares with an implied value of $125 million
cash or mix of cash n shares, @ $5.10. ..

..... OPC trading ahead of this on opening;. UWL in halt and going to the market to raise capital.



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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 15 2020, 10:36 AM
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OptiComm is getting into bed with Uniti UWL.

OPC holders seem to think it is a good deal, up a bit this morning on the news.

Probably scaling up us the sensible pathway for smaller outfits in the telco space, now the NBN build has finished.



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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 4 2020, 02:00 PM
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In Reply To: blacksheep's post @ Aug 22 2019, 08:35 PM

OPC seems to be doing well. After IPO @ $2.00, and straight out of the blocks last August, it hit $4.40 by Dec, with a gentle selldown after that.

Had an Investor day yesterday, confirmed guidance, built on the story of ever increasing use of fixed line broadband (fibre to the premises), developing services that will grow market share, and being smart about it. I like the idea of working with planned communities, retirement complexes, apartments, commercial, hotels and shopping centres; anything with a bit of central control rather than scattershot NBN "build and they will come" wishful thinking.

They must have opened up the bonnet; someone must have been impressed as there has been a nice 50c lift, back to $4.25



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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
 
blacksheep
post Posted: Aug 22 2019, 08:35 PM
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New IPO listed today. SP opened @ $3.10 finished the day up 54% @ $3.08 - volume - 4.7 m

QUOTE
Melbourne-based wholesale network infrastructure operator OptiComm is set to list on the Australian Securities Exchange (ASX) following $42.3 million in capital raising.

The company’s offer price was set at $2.00 per share, with 21.18 million shares on offer. Using the ticker OPC, OptiComm is due to start trading on the ASX on 22 August.

OptiComm, which has been operating since 2007, specialises in the design, installation, operation and maintenance of fibre to the premises (FTTP) network solutions for new residential and business development sites in Australia. It also has offices in Sydney, Brisbane and Perth.


Prospectus - > https://www.opticomm.net.au/wp-content/uplo...iComm-Ltd-1.pdf

Website -> https://investors.opticomm.net.au/investor-centre/

Top 20 own 82.55%



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 



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