Report
Jonathan Chaplin
EUR 9177.00 For Business Accounts Only

BCE + Ziply: quick thoughts following the call

In this note we run through a full analysis of BCE’s acquisition of Ziply, and the implications for Frontier. BCE is paying a 55-117% premium to what Verizon is paying for Frontier, for an asset that is very similar. The Ziply transaction will make it harder to Frontier investors to accept $38.50, and easier for Verizon to offer more.
Underlying
FRONTIER COMMUNICATIONS PARENT INC

Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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  • Pan European Telecom Services and Cable
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  • Pan European Telecom Services and Cable


Analysts
Jonathan Chaplin

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