IFT - Infratil

[kiora]

Some more skin in the game
https://stocknessmonster.com/announc...ft.nzx-409320/

[Toddy]

One NZ has signed a deal with Starlink that will enable customers to send data via the satellites meaning that the old issue of areas blank spots will be history.

This is a real game changer. I live rural and have been on starlink for 2 years. Whenever the Spark tower network was down (alot since anniversary weekend floods) then I was still able to send communication via data (messenger, what's app etc).

[Ricky-bobby]

One NZ has signed a deal with Starlink that will enable customers to send data via the satellites meaning that the old issue of areas blank spots will be history.

This is a real game changer. I live rural and have been on starlink for 2 years. Whenever the Spark tower network was down (alot since anniversary weekend floods) then I was still able to send communication via data (messenger, what's app etc).

Great move I recon! Another point of difference and I think Spark will be kicking themselves for missing this one….

[Sideshow Bob]

Great move I recon! Another point of difference and I think Spark will be kicking themselves for missing this one….

Just pity they couldn't do something half smart with their new name....!!

[kiora]

Vodafone
I this how it plays out?
Pay around $1b for half share
Sell towers for around $500 half share(low ROR, dinosaur technology, replaced with deal with Starlink, think Yellow Pages)

Float half share in 2 years for $2b?

Classic Playbook?

[Ggcc]

At this rate we will be seeing new high’s shortly. The good story continues

[Swala]

At this rate we will be seeing new high’s shortly. The good story continues

Yes. I recently watched the five hour presentation (as highlighted by a previous poster). There's an awful lot to feel confident about.

[Ggcc]

Yes. I recently watched the five hour presentation (as highlighted by a previous poster). There's an awful lot to feel confident about.

Yes and we will continue to see growth if all falls into place as long as outside interferences don’t control what will happen.

[kiora]

"Vodafone NZ: creating momentum is 'hard to do, but also hard to stop'"
https://www.reseller.co.nz/article/7...p/?fp=2&fpid=1

[kiora]

Vodafone
I this how it plays out?
Pay around $1b for half share
Sell towers for around $500 half share(low ROR, dinosaur technology, replaced with deal with Starlink, think Yellow Pages)

Float half share in 2 years for $2b?

Classic Playbook?

Even better than I surmised
"Infratil CEO Jason Boyes told shareholders that following completion of Vodafone's tower sale, Infratil would have received almost $1 billion in cash distributions over the three years since it spent $1.03 billion to buy just shy of half of the telco. "
https://www.reseller.co.nz/article/7...ng-first-half/