vn8.jpg
Vonex Limited
(ASX:VN8)


 

  Our Initial Entry
Price

Portfolio Initiation

5 Day VWAP
After Initiation

Current Price

Our Current Returns

ASX:VN8
$0.140
$0.165
Sep 25 2020
$0.177
$0.120
    -14%

ASX:VN8
Our Current Returns
-14%
View


Overview

πŸ“‹ About: Vonex Limited (ASX:VN8) is an Australian telecommunications company providing innovative VoIP solutions. Vonex is employing an aggressive acquisition strategy to grow revenues at scale.


🌏 Macro Theme: 5G capable devices and infrastructures to roll out into the market, which will boost the transition into the β€˜Internet of Everything’ network of people, processes, data and things.

Vonex Company Milestones

βœ… 2SG Incorporation Complete: Next Investors Commentary
βœ… Portfolio Initiation:
Next Investors Commentary
πŸ“… FY21 Q1 - $16.7M Annual Recurring Revenue:
Next Investors Commentary
βœ… 2SG Wholesale 5G services selected by Optus as a key 5G partner

πŸ“… FY21 Q2 - $18.0 Annual Recurring Revenue
πŸŸ₯ Oper8r app discontinued
βœ… Nextel Acquisition Complete: Next Investors Commentary
βœ… Wholesale Agreement with Orange: Next Investors Commentary
πŸ“… FY21 Q3 - 45K PBX Users, Cashflow Positive

βœ… Nextel Incorporation Complete: Next Investors Commentary
πŸ”² 50k PBX users
βœ… MNF Group Direct Business Acquisition Announced: Next Investors Commentary
βœ… MNF Group Direct Business Acquisition Complete
πŸ”² MNF Group Direct Business - Incorporate into business
πŸ”² MNF Group Direct Business - Revenue Growth
πŸ”² Acquisition 4 - Announced
πŸ”² Acquisition 4 - Complete Transaction
πŸ”² Acquisition 4 - Incorporate into business
πŸ”² Acquisition 4 - Revenue Growth
πŸ”² Unexpected Positive Announcement 3
βœ… Annual recurring revenue hits $25M
πŸ”² Annual recurring revenue hits $50M
πŸ”² Cashflow positive for half year
πŸ”² Cashflow positive for full year
πŸ”² Vonex acquired by larger telco company

Next Investors Investment Strategy

βœ… Initial Investment: @14c
πŸ”² Increase Investment
πŸ”² Increase Investment
πŸ”² Price increases 500% from initial entry
πŸ”² Price increases 1000% from initial entry
πŸ”² Price increases 2000% from initial entry
πŸ”² 12 Month Capital Gain Discount
πŸ”² Free Carry
πŸ”² Take Profit
πŸ”² Hold remaining Position for next 2+ years

”Expected Company Milestones” are based on the company's publicly available execution plan and some assumptions made by our team on potential announcements that should de-risk the investment. β€œOur investment milestones” show our current long-term investment plan. Early stage investments are risky and there is no guarantee that the expected events will occur. The lists are not in sequential order.

Key

πŸ”² Expected Milestone
βœ… Achieved Milestone
🟩 Above Average Result
🟨 Average (Expected) Result
🟧 Below Average Result
πŸŸ₯ Negative Result
🌎 Macro Event
βš”οΈ Results from Other Company / Project
[UPA] Unexpected Positive Announcement
[NEW] New Milestone Added



Market Data


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