13-03-2017, 15:42
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#136
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My post info may change
Join Date: Jul 2006
Location: Media Boy UK HQ
Posts: 14,780
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Re: John Malone/Liberty/VM General News Thread
Liberty Media owner on track for more motorsport acquisitions
http://www.telegraph.co.uk/business/...-acquisitions/
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15-03-2017, 12:00
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#137
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My post info may change
Join Date: Jul 2006
Location: Media Boy UK HQ
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Re: John Malone/Liberty/VM General News Thread
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Blog - Updated May 2nd.
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15-03-2017, 12:25
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#138
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The Dark Satanic Mills
Join Date: Dec 2003
Location: floating in the ether
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Re: John Malone/Liberty/VM General News Thread
Also been knocking around for a while.
Makes more sense than a deal with Vodafone
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15-03-2017, 22:35
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#139
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Media Watcher
Join Date: Feb 2006
Location: Essex
Services: Sky, Cable & Freeview
Posts: 2,408
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Re: John Malone/Liberty/VM General News Thread
Quote:
Originally Posted by Pierre
Also been knocking around for a while.
Makes more sense than a deal with Vodafone
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02 is small fry and I don't see why Liberty would bother with it.
Vodafone is global and although it doesn't own half of Verizon now (America's biggest mobile co) it makes sense for a tie up between Liberty and Vodafone which I expect would then lead to a tie up with Verizon too.
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16-03-2017, 15:18
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#140
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cf.member
Join Date: Feb 2016
Posts: 94
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Re: John Malone/Liberty/VM General News Thread
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16-03-2017, 21:05
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#141
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The Dark Satanic Mills
Join Date: Dec 2003
Location: floating in the ether
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Re: John Malone/Liberty/VM General News Thread
Vodafone are currently crapping themselves. They've completely missed the boat. They have no TV offering, no content, no fixed lined access network.
In the UK, Vodafone have little to offer Virgin Media, all Vodafone can offer VM is their mobile market. VM have a thin MVNO deal with EE, just renewed, better broadband, TV, and Wifi.
And Vodafone are expensive. If VM wanted their own mobile network O2 would be the better option.
I've said on here for a lng time that A VM/Vodafone tie up is not impossible but it's extremely improbable.
Vodafone need it way more than VM/LG. Vodafone are behind the curve and they'll pay for it.
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16-03-2017, 21:15
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#142
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cf.mega poster
Join Date: Dec 2013
Posts: 14,300
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Re: John Malone/Liberty/VM General News Thread
Quote:
Originally Posted by Pierre
Vodafone are currently crapping themselves. They've completely missed the boat. They have no TV offering, no content, no fixed lined access network.
In the UK, Vodafone have little to offer Virgin Media, all Vodafone can offer VM is their mobile market. VM have a thin MVNO deal with EE, just renewed, better broadband, TV, and Wifi.
And Vodafone are expensive. If VM wanted their own mobile network O2 would be the better option.
I've said on here for a lng time that A VM/Vodafone tie up is not impossible but it's extremely improbable.
Vodafone need it way more than VM/LG. Vodafone are behind the curve and they'll pay for it.
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I guess that the debate is would it be a merger just in the UK or globally or an exchange of assets? Vodafone has a bigger global presence than Liberty Global and is strong in TV in Spain and Germany.
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16-03-2017, 22:45
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#143
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cf.member
Join Date: Feb 2016
Posts: 94
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Re: John Malone/Liberty/VM General News Thread
Quote:
Originally Posted by Pierre
Vodafone are currently crapping themselves. They've completely missed the boat. They have no TV offering, no content, no fixed lined access network.
In the UK, Vodafone have little to offer Virgin Media, all Vodafone can offer VM is their mobile market. VM have a thin MVNO deal with EE, just renewed, better broadband, TV, and Wifi.
And Vodafone are expensive. If VM wanted their own mobile network O2 would be the better option.
I've said on here for a lng time that A VM/Vodafone tie up is not impossible but it's extremely improbable.
Vodafone need it way more than VM/LG. Vodafone are behind the curve and they'll pay for it.
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Telefonica O2 are missing a very important asset: spectrum.
Quote:
Originally Posted by 1andrew1
I guess that the debate is would it be a merger just in the UK or globally or an exchange of assets? Vodafone has a bigger global presence than Liberty Global and is strong in TV in Spain and Germany.
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Let's see what happens. Personally I'm not really a betting man, but at the end of the day it will come down to the regulators, and not just the boardroom. If the Reg is right, we could be seeing the exit of VF from the UK market. HQ will probably move too.
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17-03-2017, 06:44
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#144
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The Dark Satanic Mills
Join Date: Dec 2003
Location: floating in the ether
Posts: 12,072
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Re: John Malone/Liberty/VM General News Thread
Quote:
Originally Posted by Travelstar
Telefonica O2 are missing a very important asset: spectrum.
Let's see what happens. Personally I'm not really a betting man, but at the end of the day it will come down to the regulators, and not just the boardroom. If the Reg is right, we could be seeing the exit of VF from the UK market. HQ will probably move too.
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Or they may just hive off the mobile side. Vodafone has a massive fibre optic backbone network and sub-sea cable portfolio that they acquired from C&W, both of which are no use to VM.
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17-03-2017, 15:16
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#145
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cf.member
Join Date: Feb 2016
Posts: 94
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Re: John Malone/Liberty/VM General News Thread
Quote:
Originally Posted by Pierre
Or they may just hive off the mobile side. Vodafone has a massive fibre optic backbone network and sub-sea cable portfolio that they acquired from C&W, both of which are no use to VM.
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I'm not sure they are of no use to VM, especially as VM charge a lot for their phone service.
Anyhow, let's see what happens. Whilst I don't want to bet on the outcome, I feel that this time something will happen (however large or small that may be).
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17-03-2017, 16:22
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#146
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The Dark Satanic Mills
Join Date: Dec 2003
Location: floating in the ether
Posts: 12,072
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Re: John Malone/Liberty/VM General News Thread
Quote:
Originally Posted by Travelstar
I'm not sure they are of no use to VM, especially as VM charge a lot for their phone service.
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What's that got to do with it?
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17-03-2017, 20:32
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#147
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cf.member
Join Date: Feb 2016
Posts: 94
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Re: John Malone/Liberty/VM General News Thread
Quote:
Originally Posted by Pierre
What's that got to do with it?
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They do offer a phone service and that includes international calls. Using their own cables can offer a reduction in price in some circumstances.
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17-03-2017, 21:29
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#148
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The Dark Satanic Mills
Join Date: Dec 2003
Location: floating in the ether
Posts: 12,072
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Re: John Malone/Liberty/VM General News Thread
Quote:
Originally Posted by Travelstar
They do offer a phone service and that includes international calls. Using their own cables can offer a reduction in price in some circumstances.
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Nope, sorry but you obviously don't have a grasp of the industry. Which is fine.
"Phone calls" is a fraction of international traffic, plus you don't differentiate between voice/ data/IP at that level it is all transported the same way.
Trust me, Vodafones fibre network and subsea cables are of no interest to LG ( well maybe one) they are more of a liability.
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The wheel's still turning but the hamsters dead.
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17-03-2017, 21:34
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#149
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cf.member
Join Date: Feb 2016
Posts: 94
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Re: John Malone/Liberty/VM General News Thread
Quote:
Originally Posted by Pierre
Nope, sorry but you obviously don't have a grasp of the industry. Which is fine.
"Phone calls" is a fraction of international traffic, plus you don't differentiate between voice/ data/IP at that level it is all transported the same way.
Trust me, Vodafones fibre network and subsea cables are of no interest to LG ( well maybe one) they are more of a liability.
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I should not have said calls. My fault! A few wines on a Friday.
Anyhow I personally don't believe that is a likely outcome of any asset swap anyhow. If LG buys VF assets, in the UK only mobile makes sense. This of course assumes that an asset swap is what eventuates.
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18-03-2017, 10:18
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#150
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Cable Guru
Join Date: Jun 2004
Location: Scotland
Age: 41
Services: Virgin Media Gig1 RFOG, TV360, Stream, GoFibre 1Gb
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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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