Quote:
Originally Posted by Horizon
I think the tax thing is key here actually, and that is what will be attractive to any buyer of Liberty/VM. But I'd imagine the offsetting of the tax losses would stay with VM though. I don't see how Liberty could keep them if VM were sold to someone else.
But as we're playing fantasy who will merge with whom next, I've not seen anyone suggest a Vodafone/Sky combination. So there, I just have, just for fun! But yeah, it is interesting to see what happens next. I've not seen any speculation about Talktalk. I am sure they would not want to miss out on the mobile musical chairs party.
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LibertyGlobal can keep the company and just sell the assets of VM. But there are lots of companies within the VM group so in reality I assume it could sell the operating companies and keep the holding companies which ahve the tax losses in them.
Vodafone/Sky combination is an issue in Germany and ultimately Fox will surely buy Sky so unlikely.
But similar customer profile. Unlike Vodafone/TalkTalk.