All Charles Bracken articles
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M&ALiberty CFO welcomes Vodafone–Three merger proposal
Bracken senses UK and EU regulators now recognise they have driven telecoms sector to a “very low return on capital” and will be more amenable to market consolidation.
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M&ALiberty CEO: call me, Nick, if you want to sell VodafoneZiggo
Mike Fries says Liberty “open-minded” on possibility of transaction with co-parent Vodafone. Management of Dutch JV conducting “strategic review” around issues including infrastructure and content ownership.
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M&ALiberty CEO puts two-year timeframe on VodafoneZiggo IPO
Fries cautiously tells analysts to watch out for some “activity” at its Dutch JV in the next 24 months. VodafoneZiggo burnishes its IPO credentials with target-busting financials for FY20.
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Strategy & ChangeLiberty likes idea of VodafoneZiggo listing
Vodafone partner’s CFO argues that an IPO would command “premium valuation” in comparison with incumbent KPN. Bracken casts Vodafone as “wonderful partner”, and that the JV has done a “great job” in cutting costs and increasing revenue. Talks enthusiastically about VodafoneZiggo as “national FMC champion”. ...