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IIN - iiNet Limited

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Re: IIN - iiNet

VSntchr said:
A while back SKC alerted me to the rumour of TPM taking over IIN.

Looks like the rumour has strengthened a bit today as TPM has put in a good result and speculation that IIN founder leaving opens the door for TPM to take control...
Click to expand...

I deeply regret not puting on a long IIN / short TPM trade this morning.
 
Re: IIN - iiNet

VSntchr said:
A while back SKC alerted me to the rumour of TPM taking over IIN.

Looks like the rumour has strengthened a bit today as TPM has put in a good result and speculation that IIN founder leaving opens the door for TPM to take control...
Click to expand...

I wonder what the medium to long term effect of losing Malone & Hackett will be, its not clear to me what their succession plans were but these two guys absolutely drove the development of Internet access in Australia and they consistently ran the best networks with the best service and support.

Its hard to imagine how poor the landscape might have been if it had been left to Telstra without these two innovative businessmen in the picture.
 
Re: IIN - iiNet

$7.26

Lowest it's been since June 2014. Any takers on explaining the recent 15% dip?
- NBN uncertainty
- Malcolm Fraudband's knee jerk reaction on enforcing CLC
- No more smaller ISPs to acquire

I already own TPM and VOC so uncertain on adding another telco, but at this level I'm tempted.
 
Re: IIN - iiNet

Regardless of information known or unknown, today showed that demand was not around at the lower prices for the day to close on its low with higher volume. This could mean, but I don't know for sure, that there is more downside to come. The weekly chart shows the lower trend line broken a few months ago. They certainly had a fantastic run.
 
Re: IIN - iiNet

For what its worth i have recently been concerned at the lack of competitiveness shown by IIN re their plans when compared to the competition, however as of a few days ago they have re-jiged most of their plans to make them more competitive.

A good sign that they are ready to respond to the competition, however it is starting to look like a race to the bottom as there cant be much money to be made by iinet, TPG and Dodo etc at the current package prices.
 
Re: IIN - iiNet

Got into IIN/TPM yesterday for technical reasons, but fundamentally TPM is now trading at the highest multiple I've seen over IIN, so if TPM is really thinking about an all script merger then this is probably a better time than 2014
 
Re: IIN - iiNet

Which one are you long on and which short?

I'm interested as well!
 
Re: IIN - iiNet

The mid cap Telco's have been a pretty good space for the last decade.

10 year rebased relative strength chart for the three Aussie mid tier Telco's.



IIN has bee a bit over a 2 bagger whilst delivering good yield.

TPM has delivered moderate yield and a bit over a 3 Bagger but with near death volatility along the way.

MTU has been a 30 Bagger and delivered the best yield of the trio.
 
Re: IIN - iiNet

Triathlete said:
I am interested in your technical view of IIN can you explain further or maybe a chart to explain...Thanks
Click to expand...


As a pair IIN/TPM dropped to a "low" yesterday (same level as the November 14 "low" which is the other point on the red line), and deviates enough from the "mean".

tech/a said:
Which one are you long on and which short?

I'm interested as well!
Click to expand...

Long IIN and short TPM, mean reversion is the game to play
 
Re: IIN - iiNet


Hey craft

What program is that, out of curisoity?
 
Re: IIN - iiNet

McLovin said:
Hey craft

What program is that, out of curisoity?
Click to expand...

Insight trader - Pretty old school I think, compared to what's available now, but its simple, still supported and is good for looking at volumes of charts in different perspectives efficiently. It does my basic scans and produces a portfolio equity curve for me so, have never needed anything more.

I don't particularly recommend it one way or another - because I don't know how it compares to competitors - I just bought it ages ago and have continued to use it for a visual perspective on things.
 
Re: IIN - iiNet


Thanks. I only asked because my computer that has all my portfolio stuff on it is days away from kicking the bucket (all backed up and ready for when it does happen). I'm just using Stator at the moment and was wondering what else is out there.

I might see if there's a thread about such things.
 
Re: IIN - iiNet

Takeover complete, very annoyed at Link, somehow i wasn't given a share allocation...i do remember voting for it but somehow all my IIN shares have been paid for in full on the link web site...moneys deposited.
 
Re: IIN - iiNet

On September 11th, 2015, iiNet Limited (IIN) was removed from the ASX's official list in accordance with Listing Rule 17.11, following implementation of the scheme of arrangement by which TPG Telecom Limited acquired all of the Company's issued capital.
 
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