Re: T-Mobile US

Ez már csak akkor indul meg ha valami szép árat kínál érte az Iliad, de az új hírek fényében én nem látom miért adná el ezt a DT. Az Iliad most is 33 dollárt akar érte adni csak megvenne több részt a cégből, ez szerintem nem lesz elég... Főleg hogy a D már pedzegette hogy lehet várnak még egy évet az eladással, mert a frekvenciapályázat után többet érne a cég.

Szóval most kicsit negatív lettem ezzel kapcsolatban. De remlem az Iliad kitartó lesz és összejön a finanszírozás is. Ez a cég nagyon terjeszkedni akar, kell neki a TMUS.

A hírt itt találtam: http://www.bidnessetc.com/26712-why-tmobile-increased-245-yesterday/1/

The report claimed that Iliad’s revised bid will still be around $33 per share but the French carrier is looking to acquire a significantly larger stake in T-Mobile. Since Deutsche Telekom AG (ADR) (DTEGY) has valued T-Mobile in the range of $35-40, it is unlikely that Iliad’s latest offer will be above or in line with the German telecom company’s bid. However, Iliad is reported to have received some success in gaining the financial backing of its investors.

Iliad believes that Deutsche would consider its offer for a larger stake at the same price, as it would not only result in a higher cash value but will also reduce the stake of the German company, which has been trying to exit the US market for some years now.

In July, Iliad had proposed a bid of $15 billion, at $33 per share, to acquire a 56.6% stake in T-Mobile. At that time T-Mobile was already in talks with Sprint Corporation (S). Deutsche Telekom which owns 66% of T-Mobile rejected Iliad’s bid as it already had Sprint’s $40 per share offer on the table. However, after Sprint left the bidding race, Iliad was the only contender willing to acquire T-Mobile. Since then Iliad has been trying to make its T-Mobile bid more attractive.

According to previous news, Iliad had been facing difficulties in trying to secure financing from investors, therefore, the French carrier set a mid-October deadline to hold talks with the parent company. This self-imposed deadline sent the stock down 3.62%. Furthermore, it was reported that Deutsche was considering to maintain its stake in the US subsidiary; nonetheless, the company’s board stood divided on the issue. T-Mobile with its recent subscriber growth and competitive pricing strategy is Deutsche’s only saving grace, which is facing saturation in the European wireless market.

Last week it was reported that Deutsche might wait another year to sell its stake in T-Mobile. By then, T-Mobile and other wireless carriers and cable operators will complete the AWS-3 spectrum auction. The enhanced spectrum assets will most likely result in a higher valuation for the company.

Moreover, Deutsche hopes to have more potential bidders after the spectrum action. However, an anti-collusion clause forbids companies to discuss potential mergers as they can affect the result of the auction. Furthermore, Dish Network Corp (DISH) CEO Charlie Ergen has hinted interest in T-Mobile, once the cable operator completes the auction.

T-Mobile has fallen 12.86% year-to-date, and so far has been unable to bounce back to the level it was trading at before its deal with Sprint fell apart in August.