Vodafone and Liberty Global

Might just be hot air but would be interesting.

http://www.theguardian.com/business/...obal-ftse-down

[Pierre]

Seems there is uncertainty in that story.

However, it has been mooted now for over a year. I would never say never, ultimately money talks.

However this interview suggests that Malone would resist a sale of Liberty.

http://online.wsj.com/articles/next-...ent-1406667563

Originally Posted by Pierre

Seems there is uncertainty in that story.

However, it has been mooted now for over a year. I would never say never, ultimately money talks.

However this interview suggests that Malone would resist a sale of Liberty.

http://online.wsj.com/articles/next-...ent-1406667563

And also looks like LG are looking for more deals in the UK

http://www.telegraph.co.uk/finance/n...UK-assets.html

[Ignitionnet]

Ultimately the shareholders, not John Malone, decide whether a sale goes through.

Seems unlikely right this second but if Liberty have a dip in their fortunes I'd fully expect Vodafone's extremely large wallet to open.

[Pierre]

Originally Posted by Ignitionnet

Ultimately the shareholders, not John Malone, decide whether a sale goes through.

Not really. the board, of which Malone is Chairman can reject any offer if they don't feel the deal is in the interests of the shareholders, such as if the price is too low or for other reasons.

[Ignitionnet]

Originally Posted by Pierre

Not really. the board, of which Malone is Chairman can reject any offer if they don't feel the deal is in the interests of the shareholders, such as if the price is too low or for other reasons.

Enough shareholders sell to Vodafone or whomever else there is nothing the board can do about it.

The board is there to represent the company's owners. If the owners want to sell the board shouldn't oppose on their own grounds.

Obviously a hostile takeover isn't likely. Probably cost too much.

[Kushan]

Originally Posted by Top banana

And also looks like LG are looking for more deals in the UK

http://www.telegraph.co.uk/finance/n...UK-assets.html

Interesting. I wonder what LibGlob is planning. They seem to be aiming for content and I think that's a good step. Wonder who and what else they're going to buy.

I'm not sure how I feel about Vodafone's interest. I suppose it could extend Liberty's reach into mobile really well, I can see a good combination between a strong fibre/cable network and a strong mobile network but I'm not sure there's enough overlap to make each interest's worthwhile. I have no idea what I'm talking about, though.

[Horizon]

Originally Posted by Kushan

Interesting. I wonder what LibGlob is planning. They seem to be aiming for content and I think that's a good step. Wonder who and what else they're going to buy. .

Personally, I think the long term plan of Malone is the same as what he did with his US cable company, ie build the company up to the point that it becomes very attractive to a buyer.

If Vodafone make a bid for LG, then a bunfight will ensue. I expect, at the very least, Comcast to get involved too.

[1andrew1]

Originally Posted by Horizon

Personally, I think the long term plan of Malone is the same as what he did with his US cable company, ie build the company up to the point that it becomes very attractive to a buyer.

If Vodafone make a bid for LG, then a bunfight will ensue. I expect, at the very least, Comcast to get involved too.

"Vodafone CEO Vittorio Colao has said Liberty Global, could be a good fit for the mobile operator “for the right price”. http://www.broadbandtvnews.com/2014/...iberty-global/

[Pierre]

Originally Posted by 1andrew1

"Vodafone CEO Vittorio Colao has said Liberty Global, could be a good fit for the mobile operator “for the right price”. http://www.broadbandtvnews.com/2014/...iberty-global/

That is just regurgitating the exact same story from the original post last week, and does nothing to move the story on.

Old news.

And it was questioned whether he actually said that or not.

[1andrew1]

Originally Posted by Pierre

That is just regurgitating the exact same story from the original post last week, and does nothing to move the story on.

Old news.

And it was questioned whether he actually said that or not.

Yes, it's just a re-hash of the original Bloomberg News story, nothing new.