Re: John Malone/Liberty/VM General News Thread
Virgin Media O2 have made a £3bn opening offer for TalkTalk
https://news.sky.com/story/virgin-me...ktalk-12652429 |
Re: John Malone/Liberty/VM General News Thread
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I wonder what the CMA will make of it? Thanks for posting. |
Re: John Malone/Liberty/VM General News Thread
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It’s not like you buy the customer base, transfer them onto your network and shut down the TT network, making savings that way. The OR and VM networks are not cross compatible by tech or footprint. VM don’t want to be, and are not, an OpenReach FTTC reseller, they binned their own plans for that when LG bought them. Interesting, look forward to seeing how it develops. |
Re: John Malone/Liberty/VM General News Thread
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But given the above, I suspect the VMO2-TT talks may just be VMO2's way of making Vodafone pay more and getting some up to date market intelligence. |
Re: John Malone/Liberty/VM General News Thread
Interesting, my backup connection is Talk-Talk.
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Re: John Malone/Liberty/VM General News Thread
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Re: John Malone/Liberty/VM General News Thread
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On the other hand, with LG/VMO2 expanding their network in the coming years, the difference in footprint will reduce and TT customers could be gradually migrated over to the cable network. Who knows, interesting times ahead |
Re: John Malone/Liberty/VM General News Thread
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Re: John Malone/Liberty/VM General News Thread
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---------- Post added at 22:42 ---------- Previous post was at 22:28 ---------- Quote:
VM started a project to roll out VM over OpenReach’s FTTC network 10 yrs ago but when LG bought VM they stopped that to differentiate themselves from BT. So I cannot imagine they would want to buy an OpenReach FTTC reseller network. |
Re: John Malone/Liberty/VM General News Thread
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For the reasons I explained earlier, I think it's an unlikely acquisition. (Cost of transfer to VM network, high broadband market share). |
Re: John Malone/Liberty/VM General News Thread
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I know we’re not disagreeing. I can’t see the the reasoning behind the deal, but who knows! |
Re: John Malone/Liberty/VM General News Thread
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Other benefits that would likely be pitched are the benefits for VMO2 to have a value brand during a recession and if they're stretching things, bundling in mobile contracts for TalkTalk customers too. The latter does not have a good history. I still think their reasoning for tabling the offer is to get Vodafone to pay more for TalkTalk (or put them off buying it) and get some competitive intel on TalkTalk. If they can do this without buying TalkTalk then perfect. But as you rightly say: Who knows? |
Re: John Malone/Liberty/VM General News Thread
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Re: John Malone/Liberty/VM General News Thread
It is worth remembering that VMO2 *are* a Openreach reseller though.
O2 are a large-ish player in the business broadband/ethernet/wifi game. https://www.o2.co.uk/business/soluti...d-and-internet https://www.o2.co.uk/business/soluti...ity/o2-gateway A lot of the public wifi networks are O2 networks. There is just no consumer side to the FTTC/ADSL business - yet. |
Re: John Malone/Liberty/VM General News Thread
Virgin Media O2 has started the process to sell at least 50% of its stake in its masts business.
The sale could raise as much as £750million and would be used to expand fibre broadband and mobile operations https://www.ft.com/content/933abcba-...2-dbf058aa6e6c |
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