Re: John Malone/Liberty/VM General News Thread
Coming from someone in the industry... I dont see how this deal works. Its been talked up by media sources that don't understand how these companies operate. The VF spectrum is of little use at its current value to LG when other operators like O2 offer a much better return of investment for mobile spectrum. VF has a single asset that LG/VM could utilise while farming off the other elements of their fixed line networks, there is no strategic benefit to a merger/buyout from LG's perspective IMO.
The talks and rumours of talks have boosted share price, that may be as much action as you see from this deal.
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Access Network Innovation @ Liberty Global/Virgin Media
All comments are my own opinion and not a direct expression of LG/VM.
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