Vonex Limited


  Our Initial Entry

Portfolio Initiation

5 Day VWAP
After Initiation

Current Price

Our Current Returns

Sep 25 2020

Our Current Returns


What does VN8 do?

Vonex Limited (ASX:VN8) is an Australian telecommunications company providing innovative VoIP solutions, particularly to the Small and Medium Enterprise (SME) market segment.

VoIP stands for Voice over Internet Protocol - basically super clear and easy to manage phone calls over the Internet.

These calls are done via something called a PBX - PBX stands for Private Branch Exchange, which is a private telephone network used within a SME.

VN8 is employing an aggressive acquisition strategy to grow revenues at scale and claim market share more quickly than by organic growth alone.

What is the macro theme behind VN8?

The importance of reliable and secure business interconnectivity has become even more prominent in a pandemic-impacted world, and so enterprises are placing greater priority on possessing and maintaining quality communication networks.

Additionally, the Australian telecommunications industry is especially prone to M&A activity.

Namely, bigger telco companies generally look to acquire smaller more nimble companies with expanding revenue and user bases in order to more quickly capture their growth, rather than do the hard yards of building and growing customer bases/ building new complementary divisions/ verticals.