09
Jul
2020

Share

Macquarie Telecom: the data centre business is a real growth engine

 

Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government customers. Gary recently spoke with Chief Executive Officer, David Tudehope to discuss business and the investments the company’s making to extend its growth horizon.

With guidance for profitability for the 2020 year re-affirmed at between $63-$66 million EBITDA, MAQ has had a strong track record of consistent profit growth.  MAQ has successfully expanded from a telco, to a supplier of critical technology and datacentre capability to Australian business and Government.

With the continued demand from Federal Government Agencies for cybersecurity and secure cloud has given the Government business great confidence in its future. Looking ahead, the company is focused on capturing the growing demand for Cloud delivered Technology by expanding investment in its data centre  assets in the hot Sydney market, taking its data centre footprint capacity there from 10 MW up to 43MW, a significant multi-million dollar investment that should drive growth for years to come.

The Macquarie story is a compelling tale of passionate people with the drive to make a difference and innovate.

“Macquarie focuses on customer experience. Our whole reason for being, our purpose, is to make a difference in markets that are underserved and overcharged. In the world of data centres, customers, because you’re taking their most valuable assets, the things you can do to support them in the night, on the weekends when their staff are not onsite and not available, makes all the difference. So, for us, we think customer experience is the standout and it’s the one that really generates the incentive for customers” David Tudehope

If you are interested in hearing more about Macquarie Telecom, Gary joined Chris Judd on Talk Ya Book to discuss the huge tailwinds working in the company’s favour: Macquarie Telecom – a sector exposed to huge tailwinds

The Montgomery Small Companies Fund own shares in Macquarie Telecom. This video was prepared 09 July with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Macquarie Telecom you should seek financial advice.

Our Funds

The Montgomery Fund

  • AUSTRALIA/NZ
  • Concentrated high conviction equities
  • From $25,000
Learn More

Montgomery Global Fund

  • GLOBAL
  • Concentrated high conviction equities
  • From $25,000
Learn More

Montaka Global Access Fund

  • GLOBAL
  • Access long/short global equity portfolio
  • From $50,000
Learn More

Montgomery Global Equities Fund (ASX:MOGL)

  • GLOBAL
  • Concentrated high conviction equities
  • No minimum investment - see your broker limits
Learn More

Montgomery Small Companies Fund

  • AUSTRALIA/NZ
  • Concentrated high conviction equities
  • From $25,000
Learn More
Close

Our Funds

Concentrated High Conviction Equities

Listed

Montgomery Global Equities Fund (ASX:MOGL)

Global
Available on the ASX as an Exchange Traded Managed Fund, invests in 15 to 30 quality global businesses for long-term capital growth with a target distribution yield of 4.5% per annum. Mirrors the strategy of the Montgomery Global Fund.
Unlisted From $25,000

Montgomery Global Fund

Global
Invests in 15 to 30 quality global businesses for long-term capital growth. Priced daily. Mirrors the strategy of the Montgomery Global Equities Fund (ASX:MOGL).
Unlisted from $25,000

The Montgomery Fund

Australia/NZ
Aims to provide long-term growth and income by investing in 20 to 40 high-quality Australian and New Zealand businesses trading at attractive valuations. Priced daily.
New Fund

Montgomery Small Companies Fund

Australia/NZ
Aims to provide long-term growth by investing in 30 to 50 high quality, undervalued, Australian and NZ small and emerging companies with strong growth potential. Priced daily.
Unlisted from $1 Million

The Montgomery [Private] Fund

Australia/NZ
Seeks to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount. By invitation only.

Alternate Equity Strategies

Unlisted from $50,000

Montaka Global Access Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. Priced monthly. Provides retail investors access to the Montaka Global Fund.
Unlisted from $1million

Montaka Global 130/30 Fund

Global
Provides the opportunity to benefit from both the gains of extraordinary businesses and the declines of deteriorating businesses through a global equity active extension strategy, which has the potential to significantly outperform the broader equities market over time. Seeks to generate double-digit annual average returns, net of fees. Daily priced.
Unlisted From $1 Million

Montaka Global Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. By invitation only.