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Amaysim Australia Ltd. - Der Symio-Freenet Klon aus Oz

ISIN: AU000000AYS5 | WKN: A14VZA | Symbol: BRJ
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Seit Ende 2010 ist der virtuelle Mobilfunknetzbetreiber amaysim auf dem australischen Markt aktiv. Das Geschäftsmodell eines online-basierten und kostenoptimierten Mobilfunkanbieters haben die Gründer Rolf Hansen, Thomas Enge, Christian Magel und Andreas Pferreiter erstmals 2005 in Deutschland mit symio umgesetzt. Zum deutschen Gründerteam ist bei amaysim der Australier Peter O’Connell hinzugestoßen. Bis März 2015 konnte amaysim laut eigenen Angaben eine Kundenbasis von 693.000 Nutzern aufbauen. Bei einem Umsatz von 213,1 Mio. AUD erzielte der Mobilfunkanbieter im zum 30. Juni beendeten Geschäftsjahr 2014/15 ein EBITDA von 15,9 Mio. AUD. Für das gerade angebrochene Geschäftsjahr prognostiziert das Unternehmen ein EBITDA von 31,7 Mio. AUD bei Erlösen in Höhe von 263,6 Mio. AUD.

IPO war letzte Woche. Wenn das Unternehmen die Guidance einhalten kann bieten sich Kurschancen mit Dividenpotential


Wenn man die Bewertung in Relation zu Drillisch oder Freenet sieht bietet sich immer noch attraktives Kurspotential.
Antwort auf Beitrag Nr.: 51.383.967 von Xetraparasit am 30.12.15 06:29:49Amaysim shakes up BYO mobile market with Vaya deal

Jan 4 2016 at 12:10 PM

Shares in budget mobile phone group Amaysim have jumped 20 per cent off the back of deal to acquire Queensland player Vaya

"We see enormous structural growth opportunities from the move to BYO contracts. In two years from now, it will be the most dominant product category in Australian mobile," Amaysim chief Julian Ogrin says.

He says the mobile market is becoming more competitive and players in the market need scale to survive. Amaysim is the fourth-largest mobile provider in Australia after Telstra, Optus and Vodafone.

Mr Ogrin would not comment on the company's subscriber targets as it is blackout ahead of first-half results, but says the deal to buy Vaya "fast forwards" the strategy.

Offiziell wird eine Ausschüttungsquote von 60 - 80 % des NPATA angestrebt. Da die Prognose des Managements für das laufende Geschäftsjahr ein NPATA von ca. 20 Mio AUD vorsieht - exklusive der kürzlich erfolgten Akquisition von Vaya - sollte im Grunde genommen ein Interims-Dividende von ca. 0,06 AUD in den kommenden 2~3 Wochen mit der Veröffentlichung der Halbjahreszahlen verkündet werden.
Danke für die Dividendengutschrift und ein Danke an allen Vollidioten aus Oz, die mir in den letzten Wochen in unbegründeter Panik ihre Zettel zu Discountpreisen überlassen haben. Nach der erfolgreichen Integration von Vaya wird das allein wegen der nächsten Dividendenerhöhung eine 100 % Chance auf Sicht von 9-12 Monaten.
Und immer noch auf IPO Niveau. 100 % bis Weihnachten. Justmy2Cents.


Recently listed telecoms company Amaysim has drafted in boutique investment bank Investec as its defence adviser as it remains at the centre of takeover speculation.

Discussion in the market that the business could be swallowed by a suitor was first flagged in this column in March, and talk continues that the company could be within the sights of Optus.

Optus did not comment and Amaysim said there had been no discussion with the telco.

Investec was the adviser to Amaysim when it was floated last year, while Macquarie Capital and Goldman Sachs were the joint lead managers on the deal.
Am 21.8. kommen die Full Year Results, damit endet die Lock Up Period der Gründer und spätestens dann steigt die Party. Justmy2Cents.
Amaysim takes on Australia

Back in 2005, four German telco entrepreneurs got together with a simple, smart idea – to launch a mobile phone company offering low-price, pay-as-you-go subscriptions.

The result was Simyo, a wildly successful mobile virtual network operator that shook up the status quo in several European markets.

In a departure from the standard model of locking customers in to a two-year plan including a new handset, Simyo encouraged people to bring their own phone, buy a no-contract monthly subscription and self-manage their account online.

It was a model with low overheads, enabling the company to compete aggressively with established competitors and score a sizeable slice of the home user market in Germany, the Netherlands, Belgium and France. Its success spawned a slew of imitators and resulted in low cost providers collectively snaring more than a third of the mobile market across Europe.

Five years later, a sale to Royal Dutch KPN saw Simyo founders Rolf Hansen, Thomas Enge, Christian Magel and Andreas Perreiter team up with Aussie telecoms entrepreneur Peter O’Connell with a plan to replicate their success in another market they believed was ripe for disruption – Australia. They did a feasibility study and identified there was a real opportunity to come down here and shake things up.

Signing up a million Australians
By anyone’s measure, the team’s hunch has proved a sound one. Five years after setting up shop Down Under, their Aussie venture amaysim has become Australia’s fourth-largest mobile service provider, with just shy of a million subscribers.

Amaysim’s success saw the German quartet awarded the Pearcey Foundation’s NSW Entrepreneur Award in 2015. Named in honour of Australian computing pioneer Trevor Pearcey, the awards are presented annually to outstanding entrepreneurs in the technology and telecommunications fields.

The company’s services are offered off the back of a strong five-year renewable wholesale contract with Optus to access its fourth generation (4G) network.

Like Simyo, amaysim’s BYOD (Bring Your Own Device) model is a successful one.

SIM-only mobile plans and data packs
are sold in over 12,000 retail stores including supermarkets and convenience stores as
well as online, with a three-hour courier delivery service available to Sydney and Melbourne customers and standard delivery Australia-wide.

All subscriptions in amaysim’s suite of “one decision” unlimited plans include unlimited talk and text, and cost between $19.90 and $49.90 a month. Customers can self-optimise by upgrading or downgrading their plan online, and can cancel their subscription at any time.

Based in Sydney, amaysim has a staff of 80. Developers and customer care representatives make up the bulk of the headcount, along with a lean line-up of executive management.

“A lot of [our] employees are developers, because we’re very focused on our business platforms,” says Chief Financial Officer Leanne Wolski, who joined the company as employee number seven before the head office fit-out and final choice of business name.

“And we have our sales and marketing team, and finance and HR support. There’s not a big corporate structure, because the amaysim business model is online driven and DIY focused. We invest and leverage on the success of our technology rather than expanding physically.”

The amaysim service is for personal use so its customers are primarily Aussies of all ages and stages of life, along with a smattering of self-employed and small-business folk.

Shaking things up
Selling Aussies on an offering that was very different from those of the Telstra–Optus–Vodafone triumvirate was a challenge initially – and combatting the perception that changing service providers is a fraught and complex business remains one, according to Wolski.

“Australia was, and still is, a carrier-dominated market, and when amaysim came in the first challenge was that consumers didn’t understand our model and we needed to take time and educate them,” she says.

“When we talk about disruption, it’s about disrupting the way that we in Australia have been interacting with our carriers. We have these traditional thoughts that ‘I can’t move’ or ‘It’s too difficult to move’. It isn’t – and we’ve worked hard to show Aussies that.

“Even to this day we’re still seeing a need to teach Australian consumers that they don’t have to be locked in to capped plans or tied to the one carrier. That’s one of our biggest challenges, even though we [now] have over 900,000 customers in the amaysim group user base.”

Despite not having lock-in contracts, the customer stays with amaysim for more than two years on average – proof, says Wolski, that locking people in is unnecessary if the business offering is right.

“It comes back to customers understanding the flexibility and freedom that they have. We happily find what’s appropriate and right for our customers but if what amaysim’s offering isn’t right for the individual, they’re free to go.”

Floating the business
June 2015 saw amaysim’s five founders – along with a clutch of high-net-worth individuals who’d provided start-up capital – recoup their investment with interest, when the company floated on the Australian Stock Exchange with a capitalisation of $370 million.

Enge, Magel and Perreiter subsequently exited the business, while Hansen and O’Connell remain on the board.

The public listing was a move amaysim had been preparing for from the get-go – even before the company had opened its doors for business.

“When we raised capital the first couple of times around, we said to the shareholders that in year five there needed to be an exit strategy for them, and that’s exactly what we all worked towards,” Wolski says.

“By 2014 we were at break-even point, and that’s when we started looking at an opportunity for an exit, because we’d reached critical mass and the focus was now on scaling.

“This was always the goal – to enable the shareholders to exit, whether it was through a trade sale or sharemarket listing – so everything we did was about ensuring we were in ‘ready’ mode for that to occur smoothly when the time was right.

“From day one, although we were a private company, we operated very much like a small corporate regarding governance and responsibilities. Everything was done very professionally; our advisers said they were pleasantly surprised they didn’t have to go back and reconstruct a lot of stuff.”

After its public listing the company made its first acquisition: the $70 million takeover of Brisbane-based competitor Vaya in January
this year.

The move added around 140,000 subscribers to the amaysim customer base and provided the company with a development and customer care unit in the Philippines.

A dual branding strategy is expected to help amaysim make further inroads into the Aussie market, as its focus shifts back to organic growth.

“Vaya will enable us to compete in the $30 plan market; amaysim will continue to take on the carriers,” Wolski explains.“Vaya is very much the price fighter and amaysim the customer champion.”

The company has set its sights on country Australia, on the back of Optus’ expansion of its 4G network into more than 700 regional and holiday towns.

Investing in technology will remain a priority, given amaysim’s focus on online engagement and self-service.

“We’ve achieved an incredible amount in five short years but there’s still a lot to do to educate Aussies about our BYOD model and to help them shake the apathy associated with switching mobile service providers,” says Wolski.

“We’ll continue to do what we do well and be the customer champion, and we’ll continue to disrupt the market and give Australian consumers the choice and the freedom to choose who they want to partner with.

“And we’ll continue to give new and existing customers good products, so they don’t have to worry about switching.”
Es sieht so aus als ob es die "australische Freenet" wird.

19 July 2016
amaysim announces accelerated broadband strategy
 Unveils plan to extend its disruptive technology-led approach into broadband
 Enters into agreement to purchase Australian Broadband Services Pty Ltd
 Gains access to a proven, proprietary technology platform purpose built for broadband
amaysim Australia Limited (ASX: AYS) confirms its strategy of entering into the broadband market in
order to be ready for the upcoming ‘forced churn’ event presented by the rollout of the National
Broadband Network (NBN).
The broadband market is a natural extension of amaysim’s existing business and answers the
ongoing requests by many of amaysim’s mobile subscribers for the company to provide broadband
amaysim aims to replicate its success in the mobile market with a technology-led solution offering
subscribers price competitive broadband products accompanied with amaysim’s customary high
service levels via its unique online-led, DIY service model. amaysim expects to grow its broadband
subscriber base while maintaining its low cost of acquisition and low cost to serve. amaysim is also
expecting to benefit from reduced churn through bundling and new opportunities to sell products ‘in
the home’. As in mobile, amaysim will operate as a virtual network operator, leveraging the existing
fixed line networks including NBN.
To accelerate amaysim’s entry into the broadband market, the company has entered into a binding
share purchase agreement to acquire 100% of the shares in Australian Broadband Services Pty Ltd
(AusBBS and the Transaction). AusBBS was launched in 2012 and has since developed a uniquely
scalable and feature-rich platform for ADSL and NBN provisioning and subscriber management. As
an innovative and agile technology company with a keen focus on automating complicated
processes, AusBBS is a strong fit for the amaysim team and enables amaysim to readily launch its
own compelling broadband products later this calendar year. As part of the Transaction, AusBBS’
team of three telecommunications industry experts will join amaysim as employees on completion
of the Transaction to drive its broadband strategy.
Gratulation zu diesem sehr schönen Jahresabschluß, der mit einer saftigen Dividende gekrönt wird.

Announcing final dividend of 5.3 cents per share (unfranked) bringing the total dividend for FY16 to 8.3 cents per share4


Ich bleibe bei der Einschätzung, dass diese Akzie alleine auf Basis der zu erwartenden Dividendenentwicklung ein Verdoppler binnen 12 Monaten ist.

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