Megaport Limited: The writing is on the wall

By Nick Harris

10 February 2022, 11:00 AM

Given Megaport Limited (ASX:MP1) released its Q2 last month, much of the 1H22 result was known. Additional data points are a net positive with the significant investment in VME and channel (costs layered into 1H22) should drive an acceleration in sales in Q3 and a faster acceleration in sales in Q4 FY22 and beyond.

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Swoop: Diving into Newcastle

By Nick Harris

07 October 2021, 8:00 AM

Swoop (ASX:SWP) has announced the acquisition of Newcastle based telco Countrytell. Strategically the deal makes sense and financially it is highly accretive. SWP is paying 4.2x FY22F EBITDA vs trading on ~35x (yesterdays close and excluding earnings from todays acquisitions).

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