Originally Posted by Aye Up (Post 35935566)

£2bn would net Vodafone 4m+ customers compared to the probably £15-£17bn needed for VM.

Originally Posted by Horizon (Post 35935567)

I know what Vodafone want, including considering launching their own pay tv service, but where once they were dominate in their field, they're now the number three player.

Lets not forget 5g. Mobile companies need fibre networks to help them power their mobile networks if we're all going to download hd/4k films onto mobile devices in seconds. VM has a fibre network, so does Talktalk, albeit a smaller one.

I don't see TalkTalk surviving much longer in any case after their data breach, so Vodafone could in theory buy both of them.

Originally Posted by Kushan (Post 35935610)

I think you very much pay for what you get in this case. Although TalkTalk will be cheaper to buy outright, Vodafone would have to invest a few billion quid into it to bring it up to spec. VM is currently running well and expanding and you get a lot more infrastructure for your money.

Hard to say really. Voda needs to do something, they are not exactly competitive at the moment.

Originally Posted by Aye Up (Post 35935644)

VF sacked off launching their own PayTV service because it was a pain in the arse to run, cancelled at considerable cost getting out of the carriage agreements.

VF is already prepped for 5G, money ready and waiting to be spent. You forget VF has about £72bn on its balance sheet waiting to be spent, its not like they don't have the means to do it.


I don't disagree with anything you say, it just comes down to money if I'm honest. TT is easier to justify given its relatively cheap price but also crucially its customer base which is comparable to VM. Vodafone has its own large fibre network which would integrate well with TT, so infrastructure side I don't think thats a worry.

VM is a more advanced company that is true, it is well established and has a proper solid quadplay offering. I just don't think Vodafone is readsy to splash the £15bn+ on one market alone, given they already have a sizable foothold and a rapidly growing broadband customer base.

I just think VM will cost too much, its a prize asset, just not one VF needs.

Originally Posted by Horizon (Post 35936160)

As to the comments about Vodafone buying Talktalk, why bother now, in light of this latest news? They'll just let it collapse and get it for next to nothing. I reckon Vodafone are keeping hold of all that dosh, because they regret pulling out of America, so they might re-merge with Verizon at some point.

I was unaware Vodafone had cancelled their tv plans, thanks for highlighting that here. Are there any articles available to read about why they did this? If they were about to merge with VM, then fair enough, but that doesn't look likely at the moment.

Originally Posted by denphone (Post 35946789)

Yes that is what l thought so it was quite a surprise to read this.