How big are VM's infills?

[MrIca]

Originally Posted by Ignitionnet

The total build is about 9,000 premises all told. Those aren't all of it, more were added earlier today which represent about 1/3rd of it I would guesstimate.

This is, of course, a tiny fraction of the overall Lightning project.

The top image above now looks like this - each phone is a street getting cabled:

Like you say though that's a lot of new homes in one area. Impressive!

I wonder what the prospects are for small towns that were intended to be done but never were? I can think of a town that has about 8000 homes, and is linked to a neighbouring Virgin Media town with empty NYNEX ducting.

I didn't envisage Lightning adding that many homes at once, I just thought it would be a couple of hundred homes here and there.

[vm_tech]

Originally Posted by MrIca

Like you say though that's a lot of new homes in one area. Impressive!

I wonder what the prospects are for small towns that were intended to be done but never were? I can think of a town that has about 8000 homes, and is linked to a neighbouring Virgin Media town with empty NYNEX ducting.

I didn't envisage Lightning adding that many homes at once, I just thought it would be a couple of hundred homes here and there.

Those are the sort of places vm will be going for.

[Horizon]

Originally Posted by MrIca

I wonder what the prospects are for small towns that were intended to be done but never were? I can think of a town that has about 8000 homes, and is linked to a neighbouring Virgin Media town with empty NYNEX ducting.

I once thought it was a good idea to buy shares in some of these old cablecos. If I had known then what I know now about how much time and money was wasted, I wouldn't have bothered. I wonder how many other small towns have empty ducting but no cables running through them.... No wonder Sky won the pay tv battle.

Good to see ignition's area getting sorted out at last.

Originally Posted by Horizon

I once thought it was a good idea to buy shares in some of these old cablecos. If I had known then what I know now about how much time and money was wasted, I wouldn't have bothered. I wonder how many other small towns have empty ducting but no cables running through them.... No wonder Sky won the pay tv battle.

Good to see ignition's area getting sorted out at last.

Think this new build is going to give them a bigger opportunity to take Sky on in new areas. Where they do compete head on, they do very well against their competitors but have finally realised that you can't grow a customer base when all of the major players move customers between each other tempted by introductory offers and tend to grow revenue through yearly price rises.

I agree on the old cable co's but VM/LGI shares have done incredibly well.

[MrIca]

Do you think they will go for wealthier suburban areas this time? Areas with large 1930s semis and big detached houses? Surely people in wealthier areas are more likely to subscribe? But of course build costs more as the houses are more spaced out.

Seems to me like in the past they went for mostly council estates and terraces housing areas in this area (with the exception of where the hub site is based).

[Ignitionnet]

Originally Posted by MrIca

Surely people in wealthier areas are more likely to subscribe?

Are they? Or are they more likely to watch less TV, not care that much about the Internet as long as it's usable, as they are more affluent and can have more nights out and have more hobbies?

Higher uptake tends to come in less affluent areas as TV along with the Internet are the main forms of entertainment.

That the build costs are also lower per premises is a bonus, and then you have the install costs going up long drives.

---------- Post added at 10:37 ---------- Previous post was at 10:37 ----------

Originally Posted by Horizon

I once thought it was a good idea to buy shares in some of these old cablecos. If I had known then what I know now about how much time and money was wasted, I wouldn't have bothered. I wonder how many other small towns have empty ducting but no cables running through them.... No wonder Sky won the pay tv battle.

Good to see ignition's area getting sorted out at last.

The general area is getting sorted which I'm delighted about. My immediate area is not in the rollout

They literally ran out of money overnight and downed tools.

---------- Post added at 10:39 ---------- Previous post was at 10:37 ----------

Originally Posted by Mr Banana

I agree on the old cable co's but VM/LGI shares have done incredibly well.

A lot of shares have done very well. We'll see if this is a permanent trend or just asset inflation from QE and other things.

Home entertainment is probably a good bet for right now. People have less cash and staying in has indeed become the new going out for many.

[MrIca]

Originally Posted by Ignitionnet

Are they? Or are they more likely to watch less TV, not care that much about the Internet as long as it's usable, as they are more affluent and can have more nights out and have more hobbies?

I'm sure I read somewhere that the VM rollout these days is based on how many people are likely to go for the higher price packages though? Hence why they have rolled out to areas like Papworth.

[qasdfdsaq]

Originally Posted by Ignitionnet

Are they? Or are they more likely to watch less TV, not care that much about the Internet as long as it's usable, as they are more affluent and can have more nights out and have more hobbies?

You've clearly missed the impact the recession has had on middle class lifestyles

Originally Posted by Ignitionnet

Are they? Or are they more likely to watch less TV, not care that much about the Internet as long as it's usable, as they are more affluent and can have more nights out and have more hobbies?

Higher uptake tends to come in less affluent areas as TV along with the Internet are the main forms of entertainment.

That the build costs are also lower per premises is a bonus, and then you have the install costs going up long drives.

---------- Post added at 10:37 ---------- Previous post was at 10:37 ----------



The general area is getting sorted which I'm delighted about. My immediate area is not in the rollout

They literally ran out of money overnight and downed tools.

---------- Post added at 10:39 ---------- Previous post was at 10:37 ----------



A lot of shares have done very well. We'll see if this is a permanent trend or just asset inflation from QE and other things.

Home entertainment is probably a good bet for right now. People have less cash and staying in has indeed become the new going out for many.

I mean over time Igntionnet. Can rememember when VM shares were 8 dollars in 2007, LGI bought them at 17 dollars per share plus percentage of LGI and they are now at 56 dollars with investment houses suggesting they may rise to 64 dollars in the short term.

[sollp]

Originally Posted by MrIca

Do you think they will go for wealthier suburban areas this time? Areas with large 1930s semis and big detached houses? Surely people in wealthier areas are more likely to subscribe? But of course build costs more as the houses are more spaced out.

Seems to me like in the past they went for mostly council estates and terraces housing areas in this area (with the exception of where the hub site is based).

Far from it, the wealthier the less they used to pay. Nowadays more households with higher incomes are paying for TV/BB in the early days though your council estates the cabinets were rammed with customers.

Alot of older people though still stick with BT for phone ect. Can't get rid of GPO and use them news companies

[Ignitionnet]

Originally Posted by Mr Banana

I mean over time Igntionnet. Can rememember when VM shares were 8 dollars in 2007, LGI bought them at 17 dollars per share plus percentage of LGI and they are now at 56 dollars with investment houses suggesting they may rise to 64 dollars in the short term.

This confuses me a bit. Virgin Media shares don't trade anymore. Their entire share capital was acquired by LGI.

[jungleguy]

LGI payed £30 per VM share plus a $17 per share dividend.....

We seem to have wandered a long way from the subject...

[MrIca]

Originally Posted by Maggy J

We seem to have wandered a long way from the subject...

Nah. I don't see it. Maybe the share price discussion. But the rest of it, no. We are discussing where they might expand to.

Originally Posted by MrIca

Nah. I don't see it. Maybe the share price discussion. But the rest of it, no. We are discussing where they might expand to.

I tried being kind..so let's try and get back to the topic..