a new frontier

Did some research over the weekend on FRE's new additions.

Companies research included:

Custodial Capital Management
Ingot Capital Management
Voicedot Networks
ConceroTel Pty Ltd
Pacific Teleports
Utilico
Trust Australia (ASX:TRU)

It seems FRE's wholesale arm has been selected to provide services that could be supported by some of the infrastructure/telecoms funds management companies mentioned above - and they are far from small caps.

Perhaps a little offtopic (with a tad of cross promoting)but I was actually not aware of TRU's investment stategies. Just had a glance at their annual report. WOW - what a fantastic company. Relevance? Well Ingot Capital Management (same management as Custodial) are major shareholders in TRU. And some of TRU's investments are in undervalued telecom/Infrastrucutre projects. Similar setup for Utilico in the UK.

It is also great to see what Pacific Teleports are aiming to achieve especially in the rural areas of several countries (and also offering exponential growth opportunities)

The management of ConceroTel are no newbies to add. Experience of board includes roles with Telstra/Optus/Satellite companies/International sales companies etc etc.

Will be interesting to see the level of shortfall there is this week. There shouldn't be too much one would think (given the smallish volume in the FRER's) but if by chance there is, then it will get snapped up pretty quickly imo

As always DYOR

Cheers,
The Sparkler