The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Thats for 1 million homes �2.5 billion for 5 million homes, market cap of 300 million
http://www.bbc.co.uk/news/technology-41931492 "The telecoms firm company is partnering with broadband network specialist CityFibre to achieve the goal by 2025." Financial Times https://www.ft.com/content/3e7ace84-c527-11e7-a1d2-6786f39ef675
...for your answers.
Vodaphone contract !!!
500 Million contract market cap 300 milion
RBC Capital markets raised their TP to 200p
Phase one 1 million homes = � 500 million . Extension to 5 million homes gives � 2.5 Billion . Worked from 4.383 million addressable homes ( assume at present ) . Thanks Vodaphone .
NOTE ..the first phase is worth over � 500 million GBP to us in REVENUE . .....The FTTH/P network will be fully owned by CityFibre and ultimately made available to all service providers on a wholesale basis. The Agreement delivers a minimum volume-based commitment for ten years, which scales over the period, maturing at 20% of homes passed. In turn Vodafone has been granted a period of marketing exclusivity, city by city, for consumer grade FTTH services largely during the construction period. Over 20 years the first phase of the Agreement for one million homes is estimated by the Company to be worth over �500 million3 total revenues for CityFibre.
Not the first phase is worth over � 500 million GBP to us in REVENUE . .....The FTTH/P network will be fully owned by CityFibre and ultimately made available to all service providers on a wholesale basis. The Agreement delivers a minimum volume-based commitment for ten years, which scales over the period, maturing at 20% of homes passed. In turn Vodafone has been granted a period of marketing exclusivity, city by city, for consumer grade FTTH services largely during the construction period. Over 20 years the first phase of the Agreement for one million homes is estimated by the Company to be worth over �500 million3 total revenues for CityFibre.
Lots more delayed buys popping up now, much more than mine!
Probably 30.64%...with yesterday close price which was 43.25
Its taken from yesterdays close of 43.25
this, but how can a share open at 48.5p, go up by 13.25p to 57p and claim to have risen by 30.64%.?
500 Million? Pounds or dollars? I assume pounds sterling.....
From RNS about 6 weeks ago .... "Focusing on densification and active layer commercialisation of our 42 revenue generating cities ." Revenue generating so don't see why the Vodaphone contracts should be any different .
Wow contact with Vodaphone worth 500 miill
Yes, suppose line rental covers maintenance.
If they own the line will they get line rental?
Possible..... Woodford investment holding 18.1% of the company ....... Probably they are thinking the same way. DYOR.
Maintenance contracts likely
Lots of delayed buys popping up. See mine popup of 20,000 shares buy around 12:56, so should pop around 13:56 Game changer here!
Does City have reoccurring income once the fibre is fitted?
Peel Hunt today reaffirms its buy investment rating on Cityfibre Infrastructure Holdings Plc (LON:CITY) and raised its price target to 100p (from 52p).
The CEO Greg Mesch has already built and sold Two company's for over a Billion pounds each . Will this be the Third .
Cool . Looks like we just need to wait for the news to filter through and sink in .