..23 Dec 2015 19:35
Clearly at this stage the "rival BT" aspect could well be somewhat of a misnomer, but this figure of eight Network is pretty much how Cable and Wireless (Nee Mercury) started out and it is a decent Network to have (the age of it being pretty irrelevant I suggestat this stage). My only misgiving about the KCom acquisition is that perhaps it may have been better to get the equipment on the end of it as well.
Competition is all over the place, Virgin Media , owned by Liberty Global could end up in the hands of Vodafone , whom own the old Cable and Wireless Network or vice versa, LG is buying the old CWC Company as well. Plenty of activity in the sector , plenty of profits , potential of takeovers, lots of revenue to chase.
Getting back directly to CFHL, they seem to be building a niche market to some degree by targetting high Net Worth business in the Governement sector and by offering Gig as standard. They have made good progress and I fail to see how it should not continue. Pretty much all Coms companies end up highly leveraged at some point but there are decent returns to be had. The growth of the Junior stocks in this market can be very rapid, there are plenty of examples and I proffer that none were achieved without significant debt.
There is a reason why so much is being invested by so many in this arena and why there have been so many takeovers and Mergers Globally