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Tim Poulus
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Telstra Investor Day: Telstra2022 Plan
Highlights from Telstra's Telstra2022 plan: 4 Key pillars 1. Simplify offerings consumer & SME plans from 1800 to core 20 all-digital experience (complete migration consumer & 50% of business by 210630 to reduce customer service calls by 33% in 2 years and ...
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Deutsche Telekom Capital Markets Days 2018 - Highlights
Deutsche Telekom Group Guidance  2017-21: uninterrupted growth for revenues (1-2%), adj. EBITDA (2-4%), FCF (10%), capex (excl US) flat (EUR 12.1b), all units contribute from 2019; dividend 2018 to track FCF (70 c/share over 2017), dividend to track adj. EP...
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Vodafone to acquire Liberty Global assets
Vodafone acquires Liberty Global assets for EUR 18.4b o/w 10.8 cash, 7.6 existing Unitymedia debt. Operations DE (Unitymedia; together 25m HP = 2/3) HU (1.8m HP = 43%) RO (3.1m HP = 41%) CZ (1.5m HP = 33%) Valuation EV EUR 18.4b 10.9x EBITDA 2019 (pre syner...
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T-Mobile US acquiring Sprint: doing 5G-based FMC after all
T-Mobile US (DT 62%) acquires Sprint (SoftBank 83%) $26b in shares (no cash out), EV $59b: 9.75 Sprint for 1 T-Mobile US (1 Sprint = 0.10256 T-Mobile US = $6.62), EV combination $146b DT to own 42% (voting rights 69% incl. perpetual proxy SoftBank, SoftBank...
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Iliad 17Q4: targets maintained, to bid for 5G spectrum in Italy
Most targets were reiterated. 17Q4 div 2017 68c acquired 50% stake in Sepia (housing Telecom Reunion Mayotte) in 2017 Targets fixed LT 25% market share BB grow FTTH subs 300-500k/yr from 2018 9m FTTH HP YE 2018, 20m FTTH HP YE 2022 Targets mobile add 2k sit...
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Orange BE 17Q4 highlights: Luxembourg impairment, underlying high growth
Impairment Orange LU 17.9m MSR -3.3% (+2.9% excl MVNO impact, +6.7% excl MVNO & RLAH impact) Adj EBITDA -21% (-1.8% excl Wallon pylon deal; +11% excl Wallon deal & RLAH impact) Opex related to BB+TV 13.4m (~x2) Rev MVNO-loss impact (Telenet) 2017 on rev -9....
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KPN Q4: FTTH to migrate to PON technology after 2018
Details from the main release Outlook 2018 Adj EBITDA flat, capex 1.1b, FCF up (excl TEF DE div), div 12 c/share; Telefonica DE stake 8.6% IFRS 15 recognition & measurement of revenues different timing of revenue recognition for handset transactions via dir...
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Tele2 acquires Com Hem: target 'untapped customer demand'
Merger announcement & presentation : Acquires Com Hem HH coverage 60%, 1100 employees Results TTM: rev SEK 7.1b, adj EBITDA SEK 2.9b, OFC SEK 1.8b) Merger, Tele2 absorbs Com Hem. Cash (per share: SEK 37.02 SEK) + stock (per share: 1.0374 B-shares) = SEK 6.6...
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Altice strategy update: USA spin-off, Europe disposals, both deleveraging
To spin-off Altice USA (incl Altice Technical Services US; 67.2%; excl Netune stake)  by end 18Q2; 0.4163 Altice USA shares (A (1 vote) or B (25 votes)) for 1 Altice share, CEO Dexter Goei. Altice USA free float from 10.3 to max 42.4% (voting from 0.6 to 47...
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7 Predictions for 2018 for the Dutch market: consolidation, newcomers and an IPO
1. T-Mobile NL/Tele2 NL a strong #3 This merger seems inevitable . What is more intriguing, is options for creating an even stronger challenger to the KPN/VodafoneZiggo 'duopoly'. Candidates include the M7 Group (Canal Digitaal, Online, Stipte, Fiber NL) an...
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