10-12-2023 12:01
My concern is the possible reduction in MNVO'S. We have lost Plus Net and Virgin recently. Will Smarty or Voxi survive this tie up.
10-12-2023 12:49
10-12-2023 12:49
I think the MVNO market is a tough place to be at the moment, quite a few have disappeared along with Plus Net and Virgin..
BT closed BT Mobile and Plusnet Mobile, as are moving everyone to the EE consumer brand..
Vectone went pop recently, although that is one of the LycaMobile's sub brands..
But there are still lots of them and most of them are on BT (EE's) MVNO Platform..
https://en.wikipedia.org/wiki/List_of_mobile_virtual_network_operators_in_the_United_Kingdom
10-12-2023 15:52
Three have said that they are leaving the UK market, which seems to suggest that if the merger is blocked, they will be sold to the highest bidder. The scholarly articles that I have read seem to think that Sky and Amazon are likely bidders, in the they have both the motive and the funds.
I agree that if the Vodaphone/Three merger goes ahead, a merger of Voxi and Smarty seems likely. However, we do not know what constraints the regulator might put on a merger, and whether say Smarty might have to be spun-off as a separate MVNO.
There is an element of the unknown here, in that it is impossible to know how ownership of Three by Amazon - or even by somebody like Facebook - would look in a few years.
10-12-2023 17:12
10-12-2023 17:12
Both Telefónica and Liberty Global want out. So join together, create synergies etc, then flog off to Venture Capatilists or hedge funds
31-12-2023 23:08
31-12-2023 23:08
01-01-2024 01:46
01-01-2024 11:23
01-01-2024 11:23
Nothing strange it's take the money and run
The bosses of Wilko did the same.
01-01-2024 12:06
01-01-2024 12:06
01-01-2024 12:09
01-01-2024 12:09
01-01-2024 19:23
01-01-2024 19:23