Time to hang up on Vocus?

This one time minnow has mopped up the sector and is now a better business than ever. How should investors react?

When we upgraded M2 Communications in M2 finds life in Dodo (Buy – $6.02) it was a simple business and a simple idea. M2 leased broadband capacity from wholesalers and resold that capacity to retail customers under several brands including Dodo and Commander.

We weren’t particularly enthused by the business model which leased infrastructure rather than owned it outright, but the business was growing and, most importantly, it was cheap.


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