The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Nigeco- with so many shares held by only a couple of interests, share price should be increasing, based I. Supply and demand (a’la buyback)
The question is why isn’t it? There are billions & billions fewer shares available to buy now? Very strange
“Recharge Vodafone “ as a source ?
Goodness me. Data I’ve seen from Ofcom shows
EE+BT as one operator
O2+VM mobile as one operator
Potential Vodafone & three
Leaving EE/ BT in 3rd place by subscriptions
But O2 also serving giffgaff, Tesco, sky (I think) too.
If the Vodafone / three merger happens EE does go from 2nd to last by customer size, although strangely it might be the most used? By data usage
Fleccy, I shouldn’t need to tell you that having the best network is an expense not an income,
Having the best network and loosing market share screams a problem, not a solution.
I like EE, I like.BT. I personally have both. I consider heavily investing in a company & not using their services to be a contradiction I’m wouldn’t do. I personally think doing otherwise is a bit silly.
Anyway, I agree best network. How do you explain loosing market share with it? BT management of their asset or a strategic play?
I can’t define exact amounts without access to BT retail customer bills average and current wholesale deals
But a hosted BT consumer should generate between & £20 to £70 depending on voice, BB, tv contract
A wholesale consumer type service generates a lot less per wholesale line transferred to another operator.
Wholesale price per minute could be as low as 0.3ppm when compared to a retail charge of 20ppm
Leasing capacity to mobile base stations etc would be very low per customer, when compared to the retail income lost, if they were a BT or EE hosted customer.
Loosing a retail bill paying customer, only reduces income overall, every time. whether BT wholesale or not & not every loss results in a wholesale replacement!!!!!
Why don’t people on this site understand the difference between a retail, owned hosted customer account & a wholesale account?
The difference in margin, between a hosted retail account and providing a wholesale arrangement, even worse a wholesale backhand / interconnect significantly impacts revenue.
A wholesale arrangement would generate a fraction of income compared to a hosted, retail or business account. A wholesale, backhaul arrangement would then deliver a fraction of a fraction of the income, compared to a hosted retail / business account.
It’s not difficult to understand is it?
Giffgaff, virgin media mobile, Tesco & sky all use O2
Are you for one second suggesting market share is meaningless Fleccy ?
When BT took over EE their market share was 30 something (34% I think) & the obvious choice for mvno’s
BT’s stewardship for one reason or another has turned that dominance on its head.
It’s worthy of a discussion, seeing as this is a BT share discussion board
Will Vodafone and three get the go ahead ?
Although it looks like a done deal, I still can’t see how OFCOM could perform such a U turn after years of insisting four operators needs to be maintained.
If it does go ahead, that would mean EE has gone from the biggest to smallest mobile operator whilst under the stewardship of BT.
Haha may or may not be a non event. If Amazon decide to go ahead, that will change, in one way or another.
Glad to see Fleccy understands so well that to counter an “unlimited “ Amazon service other operators would offer more data…….
If Amazon were to proceed, with the obvious intention to disrupt, for a period of time losing money would be of little concern, surely part of the disruptive tactic would be to speed up the use of an unlimited mobile account to supply BB to the home too.
I’m not sure if Amazon will proceed at this stage in the UK but US market it sounds likely to me. Amazon’s business model is all about achieving domination by making lots and lots of very small amounts of profit, from books, to everything to all kinds of media sectors & many more. Only a fool would dismiss a company like Amazon, before you knew for sure what their intentions were
Fleccy I realise you find it hard to understand stuff but
If Amazon did you a free unlimited sim deal if you already paid for Amazon prime, would you sign up?
Would you them also pay your £7 month 5gb sim payment?
Probably not. That’s the point.
If you wouldn’t, then Amazon are trying to work out if enough people would. Again, that’s the point.
Devastating disruption of the telecoms industry in the planning.
When I look at this plan, I’m thinking the idea of a free or super cheap mobile service wouldn’t be able to support the network costs, if it took off as Amazon must be planning.
But then again, you look at the cost for some of the sim only deals, it starts to look more possible, although surely the Amazon Prime cost would need to increase?
Maybe you guys are getting close as to why DT can’t takeover BT.
I think they can’t offer less than the maximum share price they paid, which I think is £4.84.
The bit I’m not sure about, is whether this rule applies to shares given by BT as part of their EE takeover?
I would love to know whether “shared purchase” & “share value” would be treated the same if the owner of those shares has to offer maximum value to buy shares?
I’ve been thinking about this for a while, which could explain why DT might need Drahi ?