Infra Investors, Finance & M&A
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Financial & PerformanceCost leadership key as UK FibreCo Grain sows seeds of profitability
Connected North: Grain CEO Richard Cameron positions “cost leadership” as the key to long‑term success for a consolidating and converging altnet sector, following positive earnings in most recent quarter.
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Public AffairsOVHcloud says firms are seeking ‘alternative’ cloud solutions amid geopolitical ructions
The France‑based cloud services provider says “strategic autonomy” in cloud is becoming increasingly critical for enterprises as data sovereignty continues to rise up the agenda.
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Strategy & ChangeFresh from owner rejig, Onivia banks on open access to fill Spain’s rural fibre gap
Spanish FibreCo Onivia plans to augment pioneering open access model with value-added services for rural communities to bridge digital divide in the countryside.
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Financial & PerformanceWhat has the past week revealed about telecoms tariff exposure?
Analysis: Following the past week of international markets grappling with the USA’s now-paused ‘Liberation Day’ tariffs, TelcoTitans mined the global data for impact on top telcos, vendors and digital infra players…
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Network & InfrastructureCordiant’s Emitel strikes fresh tower build-out deal with Orange Poland
Polish TowerCo to expand tower estate to comprise “well over” 1,000 masts, with Orange signing on as anchor tenant. Move aligns with Cordiant’s Buy, Build & Grow strategy, and forms part of plans to double Emitel’s portfolio over the next five years…
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M&AFullFibre eyeing next M&A target as UK altnets enter ‘consolidation phase’
FTTH Conference 2025: FullFibre CEO James Warner teases more M&A to come as altnets prepare for ‘consolidation phase’, underpinned by regulatory certainty and investor confidence…
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Strategy & ChangeGreek utility progresses disruptive full-fibre power-play
Energy group PPC reports acceleration of fibre rollout as its builds power infrastructure-based challenge to incumbent OTE Group.
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M&AUK investor Actis picks up South African tower player
Actis joins forces with local investors to acquire Telkom’s Swiftnet tower business, with plans to expand to become a market leader.
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PeopleInvestor Cube appoints ex-Telefónica and ONI boss to run European fibre portfolio
Cube Infrastructure Managers makes key leadership changes to drive its growth strategy forward, including the appointment of Xavier Martin to manage digital infra and telecoms investments, as well as a new COO and finance lead.
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M&ACityFibre returns to M&A with Connexin deal
Acquisition of network assets in Hull and surrounding region could see additional 184,000 premises passed by CityFibre network.
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M&ACordiant’s Emitel keeps watch for bolt-on tower buys
Polish wireless infra operator exploring further acquisitions after bolt-on acquisitions over recent years help to drive revenue growth.
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M&A2025: the year UK FibreCo cash becomes king?
This year may see further billions injected into altnets to pump-prime M&A consolidation, while 2026 could start to see what the end-state looks like (third scale player or continued swarm).
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Venturing & InvestmentsPatrizia targets connectivity players with fresh European infra fund
Patrizia teams up with Universal Investment to launch new long-term European investment fund, with focus on digital infrastructure. Pair seeking businesses with “stable, predictable cash flows” to grow portfolio and drive return on investment.
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Financial & PerformanceAfrica’s Helios Towers still prioritising tenancy over build; seeks to maintain FY24 ‘momentum’
One year into Africa-focused TowerCo’s ‘lease-up’ strategy pivot: CEO Tom Greenwood says group is confident in reaching colo and cash targets, with further tenancies on existing towers within grasp. M&A remains no-go…
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Network & InfrastructureVM O2 takes aim at mobile network ‘pain points’ with £700m spend plan
UK operator expects to spend £700m this year to alleviate network “pain points” for customers and improve mobile service experience.
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M&ABlackstone’s £10bn UK data centre gets green light
Blyth site set begin construction later this year, with Blackstone acquisition QTS to run and operate the ‘hyperscale’ facility. Energy a consideration in selection of former power station site. Blackstone builds up European digital infra interest with Dutch footprint, Digital Realty JV.
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Network & InfrastructureVivo eyes windfall by ditching copper assets
Brazilian telco seeks a commercial, operational, and financial win by extracting and selling its legacy copper network.
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Financial & PerformanceCellnex ‘assessing’ further asset slim-down
European tower giant undertaking in-country review of portfolio to pick out further opportunities to rationalise. Selective strategic acquisitions remain on cards, once Irish sale completes …
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Network & InfrastructureDT’s wireless infra masterplan progresses in Greece
Greek incumbent OTE flags board approval for creation of new TowerCo, following review.
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Network & InfrastructureGreece’s OTE deploys fixed wireless to stem rural churn to Starlink et al
Incumbent positions recently launched FWA service as a handy retention and acquisition tool to patch up its presence in areas not yet in reach of its fibre infra.