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Old 07-05-2020, 10:52   #28
Pierre
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Re: Liberty Global in talks to merge Virgin Media with O2

Quote:
Originally Posted by Horizon View Post
so I would not be surprised if Vodafone bought TalkTalk with its 4 million plus broadband customers and possibly CityFibre too. Vodafone and CiryFibre have been working together on various FTTP projects around the country.
I think this is the most likely scenario. CityFibre recently bought the Talk talk FTTP subsidiary Fibre Nation, and although City Fibre is building apace it has avery small Access Network footprint, so Vodafone would need Talk Talk as well to give them a decent fixed line consumer base.

---------- Post added at 10:52 ---------- Previous post was at 10:50 ----------

Quote:
Originally Posted by 1andrew1 View Post
The deal also hoists a for sale sign over VM Ireland. In the Republic of Ireland the broadband market shares are: Eir 31%, Virgin Media 26%, Vodafone 19%, and Sky 13%. Per https://www.comreg.ie/publication/qu...report-q3-2019
Without Telefonica in that marketplace, there's no obvious trade buyer. Maybe BT at a push.
There's nothing stopping LG and Vodafone doing a JV with VMIE and Vodafone in Ireland as they have with Ziggo in the NL.
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