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James Ratzer
  • James Ratzer
EUR 8465.00
VMED VIRGIN MEDIA O2

Nexfibre to buy Netomnia? A potential first "real" in-market UK conso...

The FT is reporting that a nexfibre/ Netomnia deal could be imminent at a valuation of £2bn with a potential customer/ asset swap with VMO2 to follow. In this note we review how this might work and the broader sector/ competition implications given this would be the first “real” UK in-market consolidation deal involving overlapping infrastructure.

4h / 37m 4h / 37m 1 EN
James Ratzer
  • James Ratzer
EUR 8465.00
123F 123FAHRSCHULE S...
BCOW 1895 BANCORP OF... ... (+3)

VMO2 NetCo What might it be worth – what are the implications?

We understand that a process is now formally underway for a stake sale in VMO2’s NetCo. We look in detail at what this might be worth and the fundamental outlook for the asset.

123F 123FAHRSCHULE SE
BCOW 1895 BANCORP OF WISCONSIN INC
VMED VIRGIN MEDIA O2
01/23/25 January 23, 2025 1 EN
James Ratzer
  • James Ratzer
EUR 8465.00
VMED VIRGIN MEDIA O2

VirginMedia-O2 Q1 24 with a deeper-dive on the nexfibre accounts

VMO2 has reported their full Q1 results (after summary results last night) and interestingly nexfibre has also filed their FY23 accounts.

05/02/24 May 2, 2024 1 EN
James Ratzer
  • James Ratzer
EUR 8465.00
DTE Deutsche Teleko...
CNU CHORUS LIMITED ... (+8)

FTTF Conference Summary: Top Ten Takeaways

Our Global Fiber-to-the-Future conference has just wrapped up with over 50 companies worldwide presenting their views on the state-of-play of the fiber market.

DTE DEUTSCHE TELEKOM AG
CNU CHORUS LIMITED
LBTYK LIBERTY GLOBAL PLC CLASS C
VOD VODAFONE GROUP PLC
TEF TELEFONICA SA
TC1 TELE COLUMBUS
BT BRITISH TELECOM
VMED VIRGIN MEDIA O2
03/25/24 March 25, 2024 1 EN
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