IFT - Infratil

[turnip]

thought that would be the case but worth coat tailing if possible, thank you.

Yep I would add CDC to my portfolio if it was listed. I'm not unhappy with any of Infratil's current investments, but if I had the choice I would hold more of CDC and Longroad Energy, less of Vodafone and Trustpower.

[Rowdy Flat]

Yep I would add CDC to my portfolio if it was listed. I'm not unhappy with any of Infratil's current investments, but if I had the choice I would hold more of CDC and Longroad Energy, less of Vodafone and Trustpower.

Good news on the Vodafone front: In the latest TelcoWatch market share report Vodafone climbed 1% to 36% market share over the final quarter of 2019. Main rival Spark fell 3% to 35%. 2degrees held at 23%.

In the most important percentage, that of customers on contract - (as they spend about 4x per month more than those on pre-pay.) Vodafone climbed from 41.7% to 44.5% on contract for the year.

[bull....]

Good news on the Vodafone front: In the latest TelcoWatch market share report Vodafone climbed 1% to 36% market share over the final quarter of 2019. Main rival Spark fell 3% to 35%. 2degrees held at 23%.

In the most important percentage, that of customers on contract - (as they spend about 4x per month more than those on pre-pay.) Vodafone climbed from 41.7% to 44.5% on contract for the year.

spark wont be happy losing top spot , paris ceo of vodaphone has insider knowledge of spark so it probably helping vodaphone compete better. ift share price on new highs so gotta be good

[macduffy]

Speaking as a shareholder of IFT and a customer of Vodafone, Spark and 2Degrees must be making a hash of their businesses!

[ScrappyO]

Have Spark really lost top spot? Don't they own skinny Mobile which has 8% share of the market.

[Rowdy Flat]

Have Spark really lost top spot? Don't they own skinny Mobile which has 8% share of the market.

Skinny is a sub brand of Spark. They have a 6% share of the market but margins are small at the budget end.

[kiora]

5 G networks in USA
https://www.tipranks.com/analysts/brett-feldman

[Rowdy Flat]

5 G networks in USA
https://www.tipranks.com/analysts/brett-feldman

https://billbennett.co.nz/huawei-uk-5g.

Bennett illustrates just how big the jump is, that Vodafone has got over Spark in the 5G market.

He had previously nominated Vodafone's resurgence as one of the seven NZ tech highlights for 2019.

https://billbennett.co.nz/tech-moments-2019. In the piece titled; "The Vodafone giant awakes."

"It’s as if Vodafone has had a vitamin injection. Now there is an energy to the business that wasn’t there before. It helps that Paris recruited fresh talent to senior positions, but it goes beyond that. It is as if the company has awoken from a slumber."

[kiora]

Thanks RF.Interesting

[bull....]

if you want to follow mobile market share report go here

https://www.datamine.com/telcowatch?...edium=referral