I do not believe complicated asset swaps are in current shareholders' best interests. Spinning off emerging markets like India will damage long term prospects for a short term boost to share price. The best deals in business are usually the simple, straight forward deals where each party gets something clear and unambiguous. This doesn't sound like one of those deals.
I for One don’t swallow these asset swapping talks, after Malone recent comments “How do you get the banana out of the jar” IMHO Malone wants a merger/takeover of VOD European assets.
I can see these talks going the same way the AT&T talks went with Vittorio telling Malone “Put up or shut up”. It makes more sense that Malone wants a merger, because Liberty needs mobile, and Vittorio knows that.
LOL look at the Nige wimp tell AT&T investors that they "better sell !" at 32.
No they won't. Do your DD. Project Spring. Big spending through early next yet will give VOD +90% 4G coverage. Coverage nobody will compare to as VOD launches best of market the customers will follow just like VZ in the U.S.
Clown says “Get back over to the AT&T board and make a bigger fool of yourself than you already have, dork.”
LOL, You don’t need me to make you look foolish, you are more than capable all on your own. Blow up boy. Lol
I see nothing changes with the spineless Clown, he is still spouting his usual drivel….BLAR… BLAR…. BLAR. He posted the same post yesterday on the AT&T board, but I chose to ignore the fool. He is now stalking me on the VOD board. He complained when I was posting on the T board…..He now comes looking for me….Priceless Fool.
Bring on the DirecTV, AT&T deal…LET THE FUN BEGIN....Forward on 2 years, then lets see who is right Clown. You can keep spouting your usual drivel, I will let AT&T do my talking….Keep counting your dividends Clown, make the most of them, while you can.
The Clown summed up perfectly by Smalls……“Klown is a single guy in his 40's at home with an inflated doll”
Pretty much what Colao did to your klown Stephenson. Pay up or shut up......yawn zzzzzzz. Instead Stephenson is leading AT&T into an AOL rerun purchase of DTV. Priceless ignorance by Stephenson.
The filing by VOD pretty much indicates they talks are not for Vodafone to be in the acquirer position, it is Malone trying to get the green banana out of the jar.
His card play has been far from the "buy us" you suggest. Colao (spell it correctly klown) says pay to play. You have to sweeten the pot. “We have a strategy and we are putting a lot of money into it, but if somebody comes and....." Colao has always said we have a strategy but if someone wants to pay up. Keep in mind he proceeded with fixed line acquisition (for data backhaul) even as your klown at AT&T warned against such purchases.....put up or shut up, VOD is pursuing its strategy UNLESS someone pays up to buy the poker pot.
A full on merger cannot happen for Liberty as the acquirer due to market cap and his penchant for maintaining the helm. It would require a complex "swap" of assets aka spin off of emerging markets leaving the VOD banana small enough for a Malone to swallow.... A full on merger is not on the table for VOD because Colao doesn't appear to see much of any value beyond German cable assets. ....of course it isn't a full merger because VOD doesn't want or need all of Liberty, but a "swap" arrangement would be required for Malone to get his VOD EU target.
Agreed Jborg, The good news is they are talking. Colao will be playing his cards close to his chest I’m sure. At this very early stage I’m not ruling anything in or out.
IMHO, don’t rule anything out just yet, talks are at a very early stage, anything can happen. Malone needs mobile more than VOD needs Liberty’s cable assets. Malone can see that VOD is most likely to have the best European network once VOD completes Project Spring in March 2016.
I intend holding VOD for the foreseeable future, and willing to wait for the growth that Project Spring should produce along with the EU QE that should help. The company is successful in its own right regardless of merger or takeover talk, I ignore the bid chatter and hold VOD shares for income long term. Bring on next weeks dividend.