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5GG, PENTANET LIMITED
nipper
post Posted: Apr 30 2021, 01:58 PM
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In Reply To: nipper's post @ Apr 23 2021, 10:15 AM

and 5GG is trading around $1.10 today



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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: Apr 23 2021, 10:15 AM
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as you would hope, with a name like PentaNet, code 5GG,
QUOTE
We have been successful in securing a 15 year licence for high band 5G spectrum in the 26 GHz April Auction conducted by the Australian Communications and Media Authority.


The licence is for 200 MHz of 5G millimetre wave spectrum covering the Greater Perth area in Western Australia including Perth, Mandurah, Bunbury and Margaret River. The licence fee of $8.0 million will be able to be paid in equal instalments over a 5 year period, with $1.6 million paid in FY 2021 out of existing cash reserves.

Identified as optimal for the delivery of 5G wireless broadband services, the 26 GHz band allows for significantly increased spacing between transmission towers and equipment, providing scope for Pentanet to increase network coverage and backhaul more quickly and at reduced cost.





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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: Mar 19 2021, 06:44 PM
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Ally Selby (Livewire Markets): Next up, we have Pentanet, it listed earlier this year, is it a buy, hold or sell?

James Dougherty: (Lennox Capital Partners) :
QUOTE
It is a buy as well. It has a very similar business to Aussie Broadband, it is an ISP. There are only so many ways you can really differentiate yourself as an ISP. It is latency and customer service. They have got a fixed wireless network, their own infrastructure, which means they get great speed, and they have got local call centres, which means you get great service and they continue to take share. The management team, the Cornish brothers, actually sold their house to start this business and have not sold a share into IPO.


Ally Selby: How about for you, Nick? Is it a buy, hold or sell?

Nick Guidera: (Eley Griffiths Group):
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Yeah, it is a buy for us. It reminds us a lot of iiNet in the early days, another Perth ISP. The former CEO is chairman, they share similar colours and they have got a significant focus on customer service. As James touched on, the fixed wireless model that they are pioneering with technology out of Facebook, I think is a pretty interesting space and one the majors are probably watching pretty closely to see if they can improve the quality of NBN speeds through fixed wireless technology.

They have also got a decent opportunity in the gaming space through their partnership with Nvidia, which is pretty amazing given Nvidia is a NASDAQ listed company. This is an emerging micro cap that ultimately has been able to negotiate a partnership for 12 months to see them utilise that gaming technology over time. I think it is a buy for us and one that we are watching pretty closely, albeit in its early stages.




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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 26 2021, 10:22 AM
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In Reply To: nipper's post @ Feb 6 2021, 06:43 PM

Pentanet Limited (ASX:5GG) is pleased to announce strong market interest in the Australian launch of GeForce NOW ... NVIDIA's premiere cloud-based game streaming service. This week marks one month since the public announcement of the NVIDIA Alliance Agreement.

On 27 January 2021, Pentanet commenced online registrations of interest by allowing future Australian users of GeForce NOW to reserve their usernames and register for an invitation to the Beta Program, to capture a good understanding of potential market demand for the service across the country.

Since the 27 January announcement, over 24,300 gamers have registered, significantly exceeding our expectation of the early interest for the upcoming new service. This level surpasses our initial business case expectations and provides strong confidence to scale up our initial launch plans.

Therefore, Pentanet has proceeded with the placement of an initial hardware order with NVIDIA in line with the cloud gaming strategy outlined in the Company's Initial Public Offering Prospectus. The strong registration response has justified an increased initial purchase order for 18 RTX game servers (up from 12 servers) at an approximate capital cost of AUD $3.2 million. The servers will be split across two deployments, one in Perth and the other Sydney, with the increased capital spend allocated from working capital reserves.

Pentanet aims to roll out the Australian GeForce NOW beta this year, with a commercial launch to follow.



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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 6 2021, 06:43 PM
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Number of subscribers over 10,000
QUOTE
... continuing subscriber growth comes as Pentanet is poised to commence the expansion of its fixed-wireless network, increasing network coverage across the Perth metropolitan area and reaching more prospective customers. Expansion of Pentanet's owned fixed wireless network is a key strategic focus for the business given the substantially better margins than reselling the NBN to end users.




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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
 
myshares
post Posted: Jan 30 2021, 09:48 PM
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In Reply To: nipper's post @ Jan 30 2021, 03:34 PM

QUOTE
Pentanet has enough capacity for next generation applications, including 5G


Does that mean they are going to run Pentanet through 5G and not their satellite towers...

i.e buy spectrum off Telstra ?


 


nipper
post Posted: Jan 30 2021, 03:34 PM
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In Reply To: myshares's post @ Jan 30 2021, 03:00 PM

thanks for that, myshares. The concept does seem like a work in progress.... I notice from their PDS

FIXED WIRELESS OPERATION
Having connected dark fibre to our towers, Pentanet has enough capacity for next generation applications, including 5G. SUBSCRIBERS CURRENTLY CONNECT TO 'MACRO TOWERS' WITHIN LINE OF SIGHT
CURRENT FIXED WIRELESS INVESTMENT COVERS APPROX ~32% OF HOMES IN THE PERTH METRO AREA

but the development is coming (and success is clearly dependent on critical mass)

WIRELESS NETWORK EVOLUTION
FIRST DEPLOYMENT OF THIS NEXT-GENERATION WIRELESS TECHNOLOGY IN AUSTRALIA
COST-EFFECTIVE SOLUTION WITH FASTER SPEEDS
SIGNIFICANTLY LOWER CAPITAL COST (COMPARED TO NBN FIBRE)
MULTIPLIES COVERAGE MATERIALLY .. EACH SUBSCRIBER FORMS PART OF THE EXPANDING NETWORK CAPACITY
SUBSCRIBERS NO LONGER NEED TO SEE MACRO TOWERS, ONLY OTHER SUBSCRIBERS
INCREASES AVAILABLE SPEEDS 5-10X USING 5G MILLIMETER WAVE TECHNOLOGY
LOWERS LATENCY OF NETWORK
QUOTE
"Terragraph allows you to efficiently extend the reach of your existing fibre network wirelessly throughout dense urban/suburban environments providing your customers reliable internet" Jay Parikh Head of Engineering and Infrastructure, Facebook




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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
 
myshares
post Posted: Jan 30 2021, 03:00 PM
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In Reply To: nipper's post @ Jan 30 2021, 02:04 PM

Pentanet in Perth has an excellent product.. but the one barrier is you need to be line of site to the transmitters...

That all depends on the lay of the land.

My wife wouldnt let me put the 4.5 m tower on the roof of our 2 story house to get access over the trees .. weirdsmiley.gif

It really depends where you live.

 
nipper
post Posted: Jan 30 2021, 02:04 PM
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Raised $22M at IPO , priced at 25c a share
Debuted on ASX on Friday at 75c, settled by CoB at 59c.
QUOTE
Pentanet is a Perth -based licensed telecommunications carrier and internet service provider (ISP), delivering high bandwidth internet services via its own fixed wireless network and other fixed line networks, with an emphasis on local service, support and excellent customer experience.

Founded in 2017, the Company provides a range of services for residential, commercial and enterprise customers. Pentanet owns and operates Perth's largest fixed-wireless network, delivering superfast speeds within the 2,000sq.km. of coverage across the metropolitan area. Wholly owning and operating the quality telecommunications network enables the Company control over wholesale costs, plan capacity, operation, and maintenance, to deliver a premium internet experience backed by local Perth-based customer service. The network has been designed to enable a rapidly deployable and scalable service offering.

The Company also delivers services on the National Broadband Network (NBN) and Local Broadband Network (LBN), as well as commercial fibre and 10Gbps multigig internet access services .... the fastest retail internet service in Australia

USE OF FUNDS
  • ... Telecommunications infrastructure $10.5m
  • ... NVIDIA cloud gaming infrastructure $4.0m
  • ... Working capital and cost of offer $8.0m
also, and a point of differentiation/ growth, Pentanet is (an?) exclusive NVIDIA GeForce NOW partner to bring cloud gaming platform to Australia




--------------------
"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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