Maas Group shares fell as much as 30% as demand faded for the A$11-a-share IPO of Nvidia-backed Firmus, the AI data centre operator it part-owns. Its A$517 million loss by the close is about five times what the reported A$8.25 price would take off the stake.
Perspective Coverage
8 publishers
- Builder
- Builder 6%
- Operator
- Operator 15%
- Investor
- Investor 79%
Reality
- Evidence62
- Adoption12
- Hype gap+40
- Incentives60
- Confidence58
Telstra has switched on the Perth-Sydney route of its Aura fibre network, its longest leg, with 9,000km of a planned 14,000km now built. WA operators placing AI and cloud workloads now have a second east-west path to bring into this quarter's capacity and redundancy reviews.
Reality
- Evidence50
- Adoption30
- Hype gap+35
- Incentives70
- Confidence55
Firmus Technologies is seeking $7bn in an ASX float this month after its $2.1bn Launceston datacentre won fast-tracked approval without a public hearing. Most of the capacity behind its valuation is still to be built, at sites where residents are now pushing back.
Reality
- Evidence55
- Adoption30
- Hype gap+50
- Incentives70
- Confidence60
buildOne report1 publisher An unreviewed stratum-1 change let one GPS card send Telstra's network back to 2006
Telstra's external audit traces the July 8 outage that hit nearly nine million customers to one unpatched GPS card holding stratum 1. Operators who change stratum assignments without review can have one bad receiver set every downstream clock.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+5
- Incentives45
- Confidence55
Google's undercover analyst watched TeamPCP poison packages from inside its core chat
Austin Larsen of Google's threat intelligence group says a Mandiant persona sat in TeamPCP's inner circle from almost the start of the campaign. For the companies the group breached, that infiltration was the warning system.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+20
- Incentives60
- Confidence55
Senate committee wants a statutory authority to answer Australia's 32,000 daily Triple Zero calls
Telstra has answered Australia's 000 calls under contract since 1961. Eleven recommendations from a Senate committee would move that job to a statutory authority and set reliability standards for the carriers connecting to it.
Reality
- Evidence58
- Adoption18
- Hype gap+22
- Incentives62
- Confidence55
Firmus targets an ASX valuation 3.3 times its August private mark
The Sydney builder of AI data centres opens a A$7 billion share sale on October 6 at a target value near A$50 billion, with 40 percent of its contracted megawatts sitting in one Indonesian contract signed with Nvidia.
Reality
- Evidence34
- Adoption42
- Hype gap+48
- Incentives80
- Confidence38