Our Initial Entry
5 Day VWAP
Our Current Returns
Sep 25 2020
Our Current Returns
Vonex Limited (ASX:VN8) is an Australian telecommunications company providing innovative VoIP solutions. The company has a target audience of over 2.37 million SMEs in Australia, with a goal to connect them simply, efficiently and affordably. Vonex’s national and award-winning Channel Partner network has been key to its rise.
Why we have invested...
- Annualised Recurring Revenue (ARR)
- ARR has increased to $16.7 in Q1 FY21.
- Qantas Partnership
- Qantas Business Rewards has helped Vonex achieve Total Contract Value sales of new customer sales of $5.3M in 2020YTD +36%^ year on year.
- Growing subscriptions
- Hosted PBX subscriptions grew past the milestone of 40,000 users per day.
- Oper9tor app
- Due to its unique neutrality, this app is able to consolidate and centralise communications through a range of competing social media platforms. Commercialisation is yet to be finalise
Our Past Commentary on Vonex Limited
|Type||Date||Share Price $||Title|
|27-Apr-2021||$ 0.175||Our Portfolio Performance from January 1st to March 31st 2020|
|Article||03-Feb-2021||$ 0.230||VN8’s Latest Acquisition Boosts Group ARR to Over $18M|
|Article||07-Jan-2021||$ 0.225||Our Stock Picks for 2021|
|20-Nov-2020||$ 0.215||VN8 Moving up to the Next Tier of ASX Telcos|
|Article||30-Oct-2020||$ 0.165||$31M ASX Small Cap Telco Posts $16.7M Annual Recurring|
|Article||25-Sep-2020||$ 0.165||Meet Our Latest ASX Tech Portfolio Addition: VN8 is a Company Transformed|
|Article||11-Aug-2020||$ 0.105||88% Revenue Growth for Vonex (ASX: VN8) - More Upside Ahead?|
|Article||30-Apr-2020||$ 0.100||Vonex Share Price Set to Double, Says Analyst|
|Article||22-Aug-2019||$ 0.110||VN8’s New Qantas Partnership Presents Blue Sky Opportunity|
|Article||29-Apr-2019||$ 0.110||Mirror, Mirror on The Wall: Who’s The Greatest App of Them All?|
Our Portfolio Performance from January 1st to March 31st 2020
Apr 27, 2021
Next Investors have put together a "report card" on how our portfolio companies performed in the last calendar quarter
Our Stock Picks for 2021
Jan 7, 2021
VN8 Moving up to the Next Tier of ASX Telcos
Nov 20, 2020
Vonex Share Price Set to Double, Says Analyst
Apr 30, 2020