Архив рубрики: M&A

REG-TeliaSonera AB TeliaSonera and Spotify to expand innovation partnership

Reuters  10.06.2015


Following more than five years of successful partnership, TeliaSonera and Spotify have decided to further boost cooperation. Under the new strategic partnership, TeliaSonera is investing USD115 mln for a 1.4% stake in Spotify. They will also join forces to take innovation to the next level.


TeliaSonera and Spotify to Expand Innovation Partnership TeliaSonera AB (OSE:TEL) (STO:TLSN) (HEX:TLS1V) (LSE:TEE) (Nasdaq:TLSN) Following more than five years of successful partnership, TeliaSonera and Spotify have decided to further boost co-operation. TeliaSonera will join forces with Spotify to take innovation to the next level and will additionally make an equity investment of USD 115 million. Under the new strategic partnership, TeliaSonera is investing USD 115 million for a 1.4 percent stake in Spotify. Both companies are also committing resources, staff and other assets to ignite the joint innovation agenda within areas such as media distribution, customer insights, data analytics and advertising. A joint TeliaSonera-Spotify team will be set up to run the projects. “We have a long and great relationship with TeliaSonera and I’m pleased we’re able to take this to the next level together with this strategic partnership”, said Daniel Ek, CEO and Founder, Spotify. “We’ve set-out to create a New Generation Telco where innovation is key to our success. Spotify is a great company, loved by customers and with a world class take on innovation I’m excited to join Spotify’s journey as investor and key partner”, says Johan Dennelind, President and CEO, TeliaSonera. Martin Lorentzon, Spotify Chairman of the Board, has been a member of TeliaSonera’s Board of Directors since 2013. Martin Lorentzon has not participated in the board’s discussions or in the decision leading up to the partnership. TeliaSonera’s board and management have been in dialogue and discussed the transaction directly with Spotify’s executive management. TeliaSonera AB discloses the information provided herein pursuant to the Swedish Securities Markets Act and/or the Swedish Financial Instrument Trading Act. The information was submitted for publication at 8 a.m. CET on June 10, 2015. Forward-Looking Statements Statements made in the press release relating to future status or circumstances, including future performance and other trend projections are forward-looking statements. By their nature, forward-looking statements involve risk and uncertainty because they relate to events and depend on circumstances that will occur in the future. There can be no assurance that actual results will not differ materially from those expressed or implied by these forward-looking statements due to many factors, many of which are outside the control of TeliaSonera. TeliaSonera provides network access and telecommunication services in the Nordic and Baltic countries, the emerging markets of Eurasia, including Russia and Turkey, and in Spain. TeliaSonera helps people and companies communicate in an easy, efficient and environmentally friendly way. Our ambition is to be number one or two in all our markets, providing the best customer experience, high quality networks and cost efficient operations. TeliaSonera is also the leading European wholesale provider who owns and operates one of the world’s most extensive fiber backbones. In 2014, net sales amounted to SEK 101.1 billion, EBITDA to SEK 35.2 billion and earnings per share to SEK 3.35. The TeliaSonera share is listed on Nasdaq Stockholm and Nasdaq Helsinki. Read more at www.teliasonera.com . ( http://www.teliasonera.com/ ) This information was brought to you by Cision http://news.cision.com TeliaSonera press office 46 771 77 58 30 press@teliasonera.com or visit our Newsroom ( http://www.teliasonera.com/ ) or follow us on Twitter @TeliaSoneraAB ( https://twitter.com/TeliaSoneraAB ).




M&A Analysis — 3/Wind: Merger Will Help Market, But Structural Challenges Remain — JULY 2015

Telecomsinsight.com  06.06.2015


VimpelCom, owner of Wind Italy, has admitted it is in talks with Hutchison Whampoa, owner of 3 Italy, about a merger of the two operators. The discussions are about an equally-owned JV and are still ongoing.


An agreement between Wind and 3 Italy, whether an acquisition or a merger, would make sense in the country as it would provide greater rationalisation. Getting regulatory approval might take some time, as the EC has become more aggressive in scrutinising similar deals, but the biggest issue remains the structure of the Italian mobile market, which is not conducive to the investments necessary in an advanced market. VimpelCom , owner of Wind Italy , has admitted it is in talks with Hutchison Whampoa , owner of 3 Italy , about a merger of the two operators. The discussions are about an equal joint venture (50-50) and are still ongoing. BMI had foreseen Italy as the most probable case for consolidation in the European telecoms market in 2015 (see ‘Consolidation And Convergence Core M&A Drivers’ February 19 2015) . The move towards a merger rather than an acquisition by one of the two parties may seem surprising at first glance, but BMI believes it makes sense for the two operators at this time. Hutchison has been spending heavily, acquiring operators in Austria, Ireland and the UK, and the sale of a third of O2 UK to private investors suggests it might become a bit more cash-conscious, and not have the means to fully acquire another one of its competitors. Wind comes with a lot of debt attached to it, which any full acquisition would need to take into account, and its parent owner VimpelCom is looking to remain in the market while it finalises its future strategy. In the longer-term, we still expect Hutchison to become the full owner of the operator, but that would be highly dependent on the performance of the merged entity.




EU mergers and takeovers

Reuters  02.06.2015


Telenor and TeliaSonera plan to combine their Danish mobile businesses (notified February 27/deadline extended to September 2 from August 19 after the companies asked for more time).


The following are mergers under review by the European Commission and a brief guide to the EU merger process: — Private equity firms IDeA Capital Funds SGR S.p.A, IP Investimenti e Partecipazioni S.r.l. and Hunt Capital S.A. to jointly acquire orthopaedic products maker Corin Group PLC (approved May 28) NEW LISTINGS — British meat producer Dawn Meats to acquire a 49 percent stake in French meat producer Elivia which is only wholly owned by agricultural cooperative Terrena (notified May 28/deadline July 2/simplified) EXTENSIONS AND OTHER CHANGES None FIRST-STAGE REVIEWS BY DEADLINE JUNE 9 — Chemical holding company International Chemical Investors Group to buy Switzerland-based Ineos’ chlorovinyls business (notified April 29/deadline June 9) JUNE 10 — Singapore-based commodities firm Olam International Ltd to aquire Archer Daniels Midland Co’s cocoa business (notified April 30/deadline June 10) JUNE 11 — U.S. flooring products maker Mohawk Industries to buy Luxembourg-based International Flooring Systems (notified March 2/deadline extended to June 11 from May 28 after the companies offered concessions) — U.S. metals company Alcoa to acquire U.S. titanium supplier RTI International Metals (notified May 4/deadline June 11) — U.S. packaging company Plastipak to acquire Spanish peer Appe Packaging Inc(notified May 4/deadline June 11) JUNE 15 — German drugs and chemicals maker Merck KGaA to acquire U.S. peer Sigma-Aldrich (notified April 21/deadline extended to June 15 from June 1 after Merck offered concessions) JUNE 16 — Steel producers Feralpi Siderurgica and Duferco, which is part of Swiss-based Duferco International Trading Holding, to acquire Italian peer Lucchini SpA Servola SpA (notified May 7/deadline June 16/simplified) JUNE 18 — Canada Life Group UK Ltd, which is a unit of Great-West Lifeco Inc, to acquire Irish insurer Legal & General International (Ireland) Ltd, which is a unit of British insurer Legal & General Group (notified May 11/deadline June 18/simplified) JUNE 19 — Finnish energy company Stl to acquire joint control of aviation Fuelling Service Norway AS, which is part of oil producer Royal Dutch Shell Keele Oy (notified May 12/deadline June 19) JUNE 22 — Singapore’s Flextronics to acquire French telecoms company Alcatel-Lucent’s Italian assets (notified May 13/deadline June 22/simplified) — U.S. telecoms equipment maker CommScope Holding Co Inc to buy Swiss electronics firm TE Connectivity’s network gear business BNS (notified May 13/deadline June 22) JUNE 23 — U.S. private equity firm Lindsay Goldberg to acquire German metal producer VDM Metals group (notified May 18/deadline June 23/simplified) — German car parts maker Mahle Behr to acquire U.S. car parts maker Delphi’s Thermal Systems unit (notified May 18/deadline June 23) JUNE 24 — Public Sector Pension Investment Board and Ontario Teachers’ Pension Plan Board to jointly acquire Tonopah Solar Energy Holdings (notified May 19/deadline June 24/simplified) JUNE 26 — Private equity firm Permira and investment fund Canada Pension Plan Investment Board to jointly acquire U.S. software company Informatica (notified May 21/deadline June 26/simplified) — DCC Holding A/S, which is a subsidiary of Irish company DCC Plc, and DLG Service A/S, which is unit of Danish cooperative DLG Group, to combine their Danish energy businesses (notified May 21/deadline June 26) — PRS for Music Ltd (PRSfM), Foreningen Svenska Tonsattares Internationella Mysikbyra (Stim) and Gesellschaft fьr musikalische Auffьhrungs- und mechanische Vervielfдltigungsrechte (Gema) to set up a joint venture to administer mechanical and performing rights (notified Nov. 28/deadline June 26/companies offer commitments on March 13) JUNE 29 — French shipping company CMA CGM to acquire Oldenburg-Portugiesische Dampfschiffs-Rhederei GmbH & Co. KG, which is a unit of the Bernhard Schulte GmbH & Co KG (notified May 22/deadline June 29) — French investment fund LBO France to acquire control of clothing retailer IKKS (notified May 22/deadline June 29/simplified) — Canada Pension Plan Investment Board to acquire joint control of British port operator ABP together with infrastructure investor Borealis and Singapore state-owned investment vehicle GIC Pte Ltd (notified May 22/deadline June 29/simplified) JUNE 30 — U.S. investment firm Centerbridge Partners L.P. to acquire Italian lender Banca FarmaFactoring S.p.A (notified May 26/deadline June 30/simplified) JULY 1 — British Airways-owner IAG’s to acquire a 25-percent stake in Irish airline Aer Lingus (notified May 27/deadline July 1) — China National Chemical Corp to acquire Italian tyre maker Pirelli (notified May 27/deadlineJuly 1) JULY 24 — German conglomerate Siemens to purchase U.S. oilfield equipment maker Dresser-Rand Group Inc (notified Jan. 9/deadline July 24) AUG 6 — Commodities trader Cargill to buy rival Archer Daniels Midland Co’s global chocolate business (notified Jan. 19/deadline Aug. 6/Cargill offers concessions on May 22) AUG 21 — U.S. conglomerate General Electric to acquire most of French engineering group Alstom’s power equipment business (notified Jan. 19/deadline extended for the third time to Aug. 21 from Aug. 6) SEPT 2 — Norwegian telecoms company Telenor and Swedish peer TeliaSonera to combine their Danish mobile businesses (notified Feb. 27/deadline extended to Sept. 2 from Aug. 19 after the companies asked for more time) SUSPENDED — SOCAR, Azerbaijan’s state energy company, to buy stakes in Greek natural gas grid operator DESFA from Greek natural gas utility DEPA (notified Oct. 1/deadline suspended on Jan. 21) GUIDE TO EU MERGER PROCESS DEADLINES: The European Commission has 25 working days after a deal is filed for a first-stage review. It may extend that by 10 working days to 35 working days, to consider either a company’s proposed remedies or an EU member state’s request to handle the case. Most mergers win approval but occasionally the Commission opens a detailed second-stage investigation for up to 90 additional working days, which it may extend to 105 working days. SIMPLIFIED: Under the simplified procedure, the Commission announces the clearance of uncontroversial first-stage mergers without giving any reason for its decision. Cases may be reclassified as non-simplified — that is, ordinary first-stage reviews — until they are approved.




Vodafone and Wind partner with Metroweb on fibre rollout

TeleGeography.com  01.06.2015


Vodafone and Wind Telecomunicazioni have signed a letter of intent with shareholders of the Milan-based broadband network owner Metroweb to roll out joint fiber infrastructure across Italy. The partnership, should it come to fruition, would be open to other operators and investors.


Italian alternative operators Vodafone Italy and Wind Telecomunicazioni have signed a letter of intent with shareholders of the Milan-based broadband network owner Metroweb to roll out joint fibre infrastructure across Italy. A statement released on Friday says that the partnership, should it come to fruition, would be open to other operators and investors. Further details were not given on the extent of Metroweb’s planned network rollout or the size of the investment to be made by the two telcos. Metroweb is part state-owned, and there has been much speculation over the company’s role in the government’s planned EUR12 billion (USD13 billion) project to deploy broadband services to every Italian home by 2020. Both Vodafone and Vimpelcom-backed Wind have made it known that they are interested in acquiring a stake in Metroweb, while incumbent operator Telecom Italia (TI) has had its own takeover moves rebuffed.




European Telecom Companies Race to Merge

WSJ  01.06.2015


In Italy, Hutchison is in talks with VimpelCom Ltd. about forming a JV between their mobile-phone subsidiaries in the country. The parties hope to strike a deal by this summer, according to a person familiar with the matter.


Europe’s telecommunications companies are on a mission: Build scale before it is too late. Telecom operators in the region have been on a deals blitz over the past 18 months, with companies in the U.K., France, Spain and elsewhere looking to share the burden of rising costs as revenues slide. Some executives fear that if rivals in one country don’t team up, they risk being swallowed up by bigger peers from abroad. “Consolidation isn’t about a monopoly,” said Patrick Drahi, executive chairman of Altice SA, who added that European companies need to bulk up to stave off foreign takeovers. “It’s not the end of competition.” Europe’s telecom industry has struggled amid intense competition from low-cost entrants to the market, shifting consumer habits in an Internet age and regulation that has kept pricing low. Feeling the pressure, deal volume in the European telecom sector stands at nearly $67 billion so far this year, the highest level for that period since 2000, according to Dealogic. It has been felt across the region. In the U.K., broadband operator BT Group PLC earlier this year sealed its deal to buy EE, the largest mobile carrier in the country. Hutchison Whampoa Ltd. of Hong Kong agreed to buy mobile operator O2 from Telefуnica SA of Spain in deals valued at a total of $32.81 billion. Last year in France, Vivendi SA sold for $23 billion its mobile and broadband operator SFR to Mr. Drahi’s Altice, the most acquisitive group on the Continent in the past year. Altice is still keen on a purchase of Bouygues SA’s telecom unit, which would shrink the number of mobile carriers in France to three from four. But Bouygues has been adamant that it isn’t for sale. In Italy, Hutchison is in talks with Amsterdam-based telecom company VimpelCom Ltd. about forming a joint venture between their mobile-phone subsidiaries in the country. The parties hope to strike a deal by this summer, according to a person familiar with the matter. The deal spree highlights the fierce competition in many European markets from newer, low-cost entrants. At the same time, consumers have turned away from mobile services such as voice calling and text messaging to less-costly data-based services, such as Facebook Inc.’s WhatsApp. Revenue from European operators fell 11% to Ђ248 billion ($273 billion) from 2009 to 2015, according to a lobby group, European Telecommunications Network Operators’ Association. While revenue has dropped, operators argue that they face higher costs from investments necessary to cope with the rise in data usage. With still more than 150 telecom operators, according to KPMG, Europe is one of the world’s most fragmented telecom markets. Much of the consolidation has centered on whittling down the number of telecom companies per country. In individual European markets, there are often four or more competitors. By contrast, in the U.S., there are four telecom operators for the entire country. “We’re nearly in a madhouse here,” said Orange Chief Executive Stйphane Richard. “No economic model can justify having more than two or, maximum three, fixed and mobile infrastructures in big European countries.” Some companies are looking to merge mobile carriers to combine infrastructures. Others are trying to merge fixed with mobile to push “quad play” offers to customers that combine television, broadband, fixed telephony and mobile service in one, a move that allows carriers to hold on better to customers and spend less on acquiring new ones. The logic in both is to save costs and boost profits. Liberty Global PLC Chairman John Malone has hinted that it could make sense for the cable company to pick up some assets of Vodafone PLC, the Continent’s largest mobile operator. A potential deal would help both companies offer quad-play services. Operators are taking advantage of a regulatory window that appears more merger-friendly. While large mergers were long considered impossible as European authorities pushed for more competition to benefit consumers, the European Commission in recent years has let such deals happen, giving telecom executives the confidence that they can do more. The commission’s new president, Jean-Claude Juncker, and his digital commissioner, Gьnther Oettinger, have both called for easing restrictions on mergers to boost investment, especially amid global competition. But the commission, the European Union’s executive branch, continues to scrutinize deals in depth and often imposes remedies to make sure competition remains vivid. In Spain, for example, Orange had to agree to a package of divestments and network-sharing agreements to help launch a new telecom operator to get the green light for its purchase of broadband and mobile operator Jazztel PLC. The nearly $5 billion merger had been closely watched to see how the commission would approach future mergers. “If you consider that it took us nine months after all to get the commission to approve Jazztel, while it took five weeks for U.S. regulators to approve Facebook buying WhatsApp, that is an issue,” said Mr. Richard. In France, Economy Minister Emmanuel Macron said last month that the time wasn’t right for consolidation as French operators should think foremost about investing, rather than merging, throwing doubts on whether a deal could happen soon. Against this slow progress, some executives have cast their eyes abroad. A year ago, French telecom billionaire Xavier Niel tried unsuccessfully to buy U.S. operator T-Mobile US for $15 billion in a bid to expand low-cost operator Iliad SA. Altice, after spending more than $32 billion on acquisitions in the past year, last week made its foray into the U.S. with the purchase of cable company Suddenlink. Mr. Drahi aims to buy more in a market where fewer competitors share a larger pie of revenues. “I think in terms of opportunities which move the needle, the U.S. makes a lot of sense,” said a London-based banker at Citigroup Inc. “If you can cut costs in Europe, then you can in the U.S.”




Italy — Factors to watch on June 1

Reuters UK  01.06.2015


Telecom Italia, Vodafone, VimpelCom , Vivendi Britain’s Vodafone and VimpelCom’s Italian mobile phone unit Wind have signed a letter of intent with shareholders of broadband firm Metroweb to build a fiber-optic network in Italy, the companies said on May 29.


The following factors could affect Italian markets on Monday. Reuters has not verified the newspaper reports, and cannot vouch for their accuracy. New items are marked with (*). For a complete list of diary events in Italy please click on . POLITICS Sicily region’s administrative elections end. ECONOMY Markit/ADACI releases May PMI manufacturing (0745 GMT). Transport Ministry releases May car sales (1600 GMT). May state sector borrowing requirement data. Trento, ‘2015 Economy Festival’ continues; ends on June 2. Expected attendees include Economy Minister Pier Carlo Padoan, welfare institute INPS President Tito Boeri. COMPANIES TELECOM ITALIA, VODAFONE, VIMPELCOM , VIVENDI Britain’s Vodafone and Vimpelcom’s Italian mobile phone unit Wind have signed a letter of intent with shareholders of broadband firm Metroweb to build a fibre-optic network in Italy, the companies said on Friday. The board of state lender CDP gave the go ahead last week to put forward an offer to take over the whole of Metroweb, La Repubblica said on Saturday. CDP, whose FSI fund is one of the key shareholders in Metroweb, declined to comment. The chairman of Vivendi Vincent Bollore, who will soon take up 8.3 percent of the voting rights at Telecom, will be in Rome next week to meet members of the government and others including the CEO of Mediobanca in which he is the No. 2 shareholder, Il Messaggero said on Sunday. FIAT CHRYSLER AUTOMOBILES An email sent by Fiat Chrysler Automobiles chief Sergio Marchionne to General Motors about a possible merger was not the only such conversation FCA has had with other industry players, Fiat chairman John Elkann said on Friday. Elkann said the Agnelli family «will not be an impediment» to a good merger deal for Fiat and that if there was a good merger opportunity, Agnelli holding Exor would look at possible dilution of its stake «in a rational way». ENI Libya ‘s western El Feel oilfield is still closed due to a strike by security guards over salary payments, a field engineer said on Saturday. The field is co-run by state oil firm NOC and Eni. Eni said on Sunday an audit conducted by an independent U.S. law firm into a case involving alleged corruption relating to a big Nigerian oil deal had found no evidence of illegal conduct. BANCA MONTE DEI PASCHI DI SIENA The president of the Cassa Risparmio Firenze foundation Umberto Tombari told Il Sole 24 Ore on Sunday his foundation was not interested in investing in Monte Paschi. He also said it had not started to think about whether it might invest in Italy’s cooperative banking sector. BANCO POPOLARE The Milan regional tax commission has upheld claims by Italy’s inland revenue worth 170.5 million euros — 56.8 million euros worth of tax surcharge and a penalty of 113.7 million euros. The lender said it would appeal to Italy’s supreme court. SAIPEM The oil contractor will start work on the Turkish Stream gas pipeline project it was recently awarded in the next few days, Corriere della Sera said on Sunday. MONDADORI The publisher has received an offer from radio Rtl 102.5, controlled by Lorenzo Surace, to buy its Radio 101 asset for some 35-40 million euros with a decision due on June 30, Il Messaggero said on Saturday. HERA Moody’s said on Friday it had moved its outlook on the multiutility to stable from negative to reflect its diversified asset base. It confirmed its Baa1 rating. INTERBANCA, GE CAPITAL Private equity groups like Apollo, Cerberus, Lonestar, KKR, Oaktree and Blackstone should take part in the race to buy Interbanca from GE Capital, Il Sole 24 Ore said on Sunday. CARLO TASSARA, PZU, ALLIOR BANK Polish top insurer PZU said on Saturday it had agreed to buy 25 percent of mid-tier lender Allior Bank from Ca rlo Tassara for 1.63 billion zlotys, or PLN 89.25/share. Bourse After Hours trading closed. I GRANDI VIAGGI Reverse stock split in the ratio of one new ordinary share every ten ordinary shares owned. MICROSPORE Delisted. TOSCANA AEROPORTI Effective today after merger of Aeroporto di Firenze and SAT. For Italian market data and news, click on codes in brackets: 20 biggest gainers (in percentage)………… 20 biggest losers (in percentage)…………. FTSE IT allshare index FTSE Mib index…….. FTSE Allstars index… FTSE Mid Cap index…. Block trades………. Stories on Italy…… IT-LEN For pan-European market data and news, click on codes in brackets: European Equities speed guide………………. FTSEurofirst 300 index………………………… DJ STOXX index……………………………….. Top 10 STOXX sectors……………………… Top 10 EUROSTOXX sectors…………………. Top 10 Eurofirst 300 sectors………………. Top 25 European pct gainers………………….. Top 25 European pct losers…………………… Main stock markets: Dow Jones…………… Wall Street report ….. Nikkei 225…………. Tokyo report………… FTSE 100…………… London report……….. Xetra DAX…………. Frankfurt market stories CAC-40…………….. Paris market stories… World Indices………………………………. Reuters survey of world bourse outlook……… Western European IPO diary…………………….. European Asset Allocation…………………… Reuters News at a Glance: Equities…………… Main currency report:………………………….




3 Italia and Wind expected to merge soon

Cellulartopic.com  29.05.2015


A merger between VimpelCom-owned Wind Telecommunicazioni and Hutchison Whampoa’s 3 Italia seems to be a done deal and is expected to be closed in summer 2015, according to sources cited by Bloomberg. The merger would create Italy’s third largest mobile operator with over 30 million customers, behind Telecom Italia and Vodafone.


Una scossa importante nel mondo della telefonia: la fusione forse gia quest’estate Sembra proprio che il vento in Italia, il vento delle comunicazioni, stia per aumentare. E’ praticamente cosa fatta, l’unione di due delle 4 compagnie telefoniche che da anni si dividono il mercato italiano delle telecomunicazioni: ad annunciarlo e la nota testata economica Bloomberg . E’ anche vero che sono anni ormai che si sente parlare di questa mossa, ma a sostegno della veridicita di questa notizia sappiamo che e stato sciolto il nodo di chi debba effettivamente essere a capo di questo matrimonio: sara Hutchinson Whampoa (azienda cinese), che controlla 3 Italia, a detenere il 51% , mentre le restanti quote andranno a Vimpelcom (azienda russa), che controlla Wind; oltre a questo, si conosce il nome del futuro amministratore delegato, e cioe Maximo Ibarra , attualmente AD di Wind, e come supervisore di 3 Italia ci sara Vincenzo Novari . Le prime considerazioni da fare, ovviamente riguardano i numeri che si andranno a modificare dopo questa unione. Attualmente il mercato e cosi suddiviso, in termini di Sim attive: Telecom Italia 32,2% , Vodafone 29,4% , Wind 22,3% e 3 Italia 10% , 6,1% operatori virtuali, cioe senza rete propria. I conti sono presto fatti! La fusione portera alla creazione di un terzo colosso delle telecomunicazione, da 30 milioni di clienti , che andra a scontrarsi alla pari con Telecom e Vodafone, con prezzi bassi e voglia di investire nello sviluppo tecnologico. Ma se dal lato dello sviluppo, questa e una grande notizia, visto anche il continuo progredire della rete 4G, dal lato concorrenziale e della clientela , per molti, questa notizia puo portare solo ad una cosa: l’ aumento dei prezzi minimi . Si perche, fino ad ora, confronti di tariffe alla mano, Wind e 3 Italia, hanno costretto Telecom e Vodafone a rivedere i loro prezzi, in favore del cliente, grazie alla loro politica Low Cost (Wind) e tariffa + device (3 Italia). Cosi facendo le tre super-potenze si dividerebbero un equo 30% a testa del mercato, fermando cosi la gara a chi offre il servizio migliore al miglior prezzo . Non proprio l’ideale per il consumatore. Sempre secondo Bloomberg, l’ufficialita arrivera entro 3 mesi, anche se Jean-Yves Charlier , AD di Vimpelcom, ha dichiarato: “sono in corso le trattative, ma non ci sono certezze che sara trovato l’accordo. la transazione deve essere soddisfacente”. Non ci resta che aspettare per vedere i piani tariffari e le condizioni contrattuali offerte da questo matrimonio, nella speranza che la clientela, come me e voi, ne possa giovare. Vi invito anche a leggere questo articolo interessantissimo, un po lungo, ma che vale la pena leggere per comprendere meglio alcuni aspetti:




Wind, Vodafone ink letter of intent with Metroweb

Italiaoggi.it  29.05.2015


Wind and Vodafone have signed a letter of intent with fiber-optic provider Metroweb to sketch a roadmap for the creation of a newco to roll out faster networks nationwide. The document contains guidelines for the drafting of the industrial plan to be carried out by Vodafone and Wind with regard to Metroweb.


La lettera di intenti tra Wind e Vodafone per entrare nel progetto Metroweb e stata firmata ieri nel tardo pomeriggio. L’idea e’ quella di creare una societa ad hoc (newco) che avra il compito di realizzare la cablatura in fibra ottica del territorio nazionale. E’ quanto ha appreso Mf-Dowjones da una fonte a conoscenza dei fatti che precisa come la lettera porti in calce, oltre alla firma dei due operatori telefonici, anche quelle di F2i e Fsi, azionisti di Metroweb. Il documento, prosegue la fonte, ricalca la missiva siglata a marzo scorso da Vodafone, senza alcuna indicazione di prezzo ma solo una dichiarazione di intenti finalizzata alla stesura del piano industriale che Vodafone e Wind hanno intenzione di realizzare con Metroweb. Una sorta di road map dei prossimi passi che le due societa’ hanno intenzione di compiere, senza pero assumere un vero e proprio impegno formale.




Wind officially interested in Metroweb

Firstonline.info  29.05.2015


Wind expects to sign a new letter of intent with shareholders of the broadband firm Metroweb – F2i and FSI – jointly with Vodafone. The latter has already given the go-ahead to the move.


Dopo la mossa di Wind si attende la firma di una nuova lettera di intenti comune che sara siglata Vodafone Italia, che ha gia dato il nullaosta, Wind e i due soci di Metroweb: F2i e Fsi (controllata da Cdp). Wind ha ufficializzato, con una lettera d’intenti arrivata oggi ad F2i (primo socio di Metroweb), il suo interesse a realizzare, attraverso un veicolo comune individuato in Metroweb Sviluppo, gli investimenti in banda ultra larga. L’accettazione di F2i riguardo all’interesse manifestato da Wind, secondo quanto riferisce Radiocor, e attesa tra oggi e domani. Dopo la mossa di Wind si attende la firma di una nuova lettera di intenti comune che sara siglata da Vodafone Italia, che ha gia dato l’ok, Wind e i due soci di Metroweb: F2i e Fsi (controllata da Cdp). La lettera di intenti comune conterra in nuce il piano industriale da realizzare con il numero di citta da coprire in banda ultra larga.




Wind is also courting Metroweb with a non-binding letter of intent

LA REPUBBLICA  28.05.2015


VimpelCom-owned Wind, which is currently hashing out an intricate merger deal with 3 Italia, could be aiming to sign a non-binding letter of intent with Metroweb over the next couple of days, following the move by the UK company.


MILAN. After Vodafone, Wind is also trying to get involved in Metroweb, the fibre optics network company. According to rumours, the telecom company owned by Russian group VimpelCom, which is currently hashing out an intricate merger deal with 3 Italia, could be aiming to sign a non-binding letter of intent with Metroweb over the next couple of days, following the move by the UK company. However, Wind’s situation is particularly complex, given the various parties and interests involved in the ultra-broadband business. Everything depends on the investments required by the Metroweb operation, and especially what kind of state incentives and contributions will be included in the communications bill drafted by Matteo Renzi’s government and due to be discussed by the council of ministers next week. The affair will see 6 billion Euros up for grabs for developing ultra-broadband, inevitably attracting considerable interest. On one hand, there is Metroweb, Vodafone and now Wind; on the other is Telecom Italia, which, after negotiations with the fibre optics company led by Franco Bassanini (who also holds the same role at the Deposits and Loans Fund) fell through, has decided to go it alone, at least for the moment. If state contributions are not blocked by the EU as state aid, then any discussion must be based on the government’s plan and the resources made available, in order to understand what kind of role Vodafone and Wind could play. In fact, while the UK group led by Vittorio Colao seems willing to buy shares in Metroweb, alongside the FSI (controlled by the Deposits and Loans Fund) and F2i funds, the Russian group seems to be more interested in the possible commercial synergies created by the operation, thanks to the fact that Vodafone and Wind could transfer their own clients from the copper network to Metroweb’s fibre optics plan. Within this framework, Enel could also play an important role, given that their electricity meters in homes could be used to fill in the last mile. Among other things, it’s likely that Wind, led by Maximo Ibarra, will only reach a final decision on broadband investments after the merger with 3 Italia, owned by Chinese group Hutchison. In this respect, the latest rumours reported by Bloomberg, VimpelCom is considering listing the new company, created from the merger of the two operators, on the stock exchange. Depending, of course, on whether the two companies succeed in reaching an agreement, in what is clearly a difficult deal which has been in negotiations for months.