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  Reply # 1467534 11-Jan-2016 13:10
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I thought this thread was about stuff in their webstore being on sale .. ie a cheap new phone



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  Reply # 1467550 11-Jan-2016 13:22
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nzkiwiman: I thought this thread was about stuff in their webstore being on sale .. ie a cheap new phone


Sorry about that




Mike
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  Reply # 1467560 11-Jan-2016 13:30
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MikeB4:
kawaii:
mattwnz:
MikeB4: A gut feeling, intuition that's all, time maybe for the venture capital shareholders to move on. Lets see what 2016 brings. Doesn't mean they are on the block, sometimes its just time for a change.

I guess at some stage someone wants to make some real money off the business. But I can't see them really fattening up the business getting it ready to float or sell. They did buy an ISP last year, but they don't seem to be in real growth mode. Their prepay pricing is also being left behind a bit. But we do need 2degree otherwise we have a duopoly which has proven not to be good for consumers pricing. A pity the government allowed a duopoly to occur in the super markets, and now Campbell Live is gone, no media is doing price comparisons as to whether we are paying too much in NZ.


I'd also say that given the low interest rates and lackluster economic results in the US and UK I'm not surprised that businesses are looking for countries that are at least providing modest returns vs. next to nothing. That being said, who would they sell it to? is it profitable? would they do a partial float? maybe sell their steak to Optus in Australia to have a presence in Australia and New Zealand?


I did suggest a possible buyer earlier, that being Vocus


Do they have the sort of cash though, I can't see it being cheap. Also does 2 degrees even have nationwide 4g coverage, if not they are going to have to make a lot of investment upgrading things? Spark and vodafone would be the obvious types of buyers for it, but I can't see them being allowed to buy it due to competiton. Although Woolworths were allowed to buy countdown, when we used to have 3  big players in the supermarket game, creating just 2 main providers. Was that good for consumers, becuase I recall at the time, it was said to only have minimal to no effect on consumers? 



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  Reply # 1467561 11-Jan-2016 13:36
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mattwnz:
MikeB4:
kawaii:
mattwnz:
MikeB4: A gut feeling, intuition that's all, time maybe for the venture capital shareholders to move on. Lets see what 2016 brings. Doesn't mean they are on the block, sometimes its just time for a change.

I guess at some stage someone wants to make some real money off the business. But I can't see them really fattening up the business getting it ready to float or sell. They did buy an ISP last year, but they don't seem to be in real growth mode. Their prepay pricing is also being left behind a bit. But we do need 2degree otherwise we have a duopoly which has proven not to be good for consumers pricing. A pity the government allowed a duopoly to occur in the super markets, and now Campbell Live is gone, no media is doing price comparisons as to whether we are paying too much in NZ.


I'd also say that given the low interest rates and lackluster economic results in the US and UK I'm not surprised that businesses are looking for countries that are at least providing modest returns vs. next to nothing. That being said, who would they sell it to? is it profitable? would they do a partial float? maybe sell their steak to Optus in Australia to have a presence in Australia and New Zealand?


I did suggest a possible buyer earlier, that being Vocus


Do they have the sort of cash though, I can't see it being cheap. Also does 2 degrees even have nationwide 4g coverage, if not they are going to have to make a lot of investment upgrading things? Spark and vodafone would be the obvious types of buyers for it, but I can't see them being allowed to buy it due to competiton. Although Woolworths were allowed to buy countdown, when we used to have 3  big players in the supermarket game, creating just 2 main providers. Was that good for consumers, becuase I recall at the time, it was said to only have minimal to no effect on consumers? 


I do not think VF or Spark would get regulatory approval to but 2 Degrees.




Mike
Retired IT Manager. 
The views stated in my posts are my personal views and not that of any other organisation.

 

 It's our only home, lets clean it up then...

 

Take My Advice, Pull Down Your Pants And Slide On The Ice!

 

 


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  Reply # 1467565 11-Jan-2016 13:41
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GEOMAX: Maybe time for Vodafone to grow into the number one service provider ?
Make a Vodafone Skinny and the rest into their Broadband mix.

Maybe Chorus left with the dregs in the split from Telecom's need something to replace the dying copper network.

Countless options all revolve around being profitable in the long term.


Haha imagine that. Another billing system. /shudders

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  Reply # 1467567 11-Jan-2016 13:41
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Why would either Spark or Vodafone want to buy us? You may as well suggest 2degrees buy Spark.




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These comments are my own and do not represent the opinions of 2degrees.




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  Reply # 1467589 11-Jan-2016 13:55
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SaltyNZ: Why would either Spark or Vodafone want to buy us? You may as well suggest 2degrees buy Spark.


I agree 2 Degrees would not provide Spark anything they don't already have. For example one of their motivations to by CCL was the South Island Data Center. 2 Degrees does not bring anything
like that. Similar with VF.

However Vocus would benefit quite a bit from the expansion possibilities of buying 2 Degrees and it would continue the Vocus growth of late.




Mike
Retired IT Manager. 
The views stated in my posts are my personal views and not that of any other organisation.

 

 It's our only home, lets clean it up then...

 

Take My Advice, Pull Down Your Pants And Slide On The Ice!

 

 


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  Reply # 1467616 11-Jan-2016 14:18
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Focus and 2D are two completely distinct companies with distinct exec team capability. They are too dissimilar to be a good fit with one another. I can't see Vocus purchasing 2D - their own published business objectives indicate this.




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  Reply # 1467624 11-Jan-2016 14:28
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BlinkyBill: Focus and 2D are two completely distinct companies with distinct exec team capability. They are too dissimilar to be a good fit with one another. I can't see Vocus purchasing 2D - their own published business objectives indicate this.


Yes and no, it would help diversify their offerings and consolidate that they already have. I am not saying Vocus is an absolute suitor but a possibility postulated for discussion. Any other suitors?




Mike
Retired IT Manager. 
The views stated in my posts are my personal views and not that of any other organisation.

 

 It's our only home, lets clean it up then...

 

Take My Advice, Pull Down Your Pants And Slide On The Ice!

 

 


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  Reply # 1467643 11-Jan-2016 14:57
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SaltyNZ: Why would either Spark or Vodafone want to buy us? You may as well suggest 2degrees buy Spark.


I think you might be having a laugh. 2D buying Spark would be like NZ buying the USA. Makes a LOT more sense the other way around, from an "being able to afford it in the first place" perspective. 

Regardless, neither of the 2 big telcos would get regulatory approval.

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  Reply # 1467679 11-Jan-2016 15:18
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networkn:  from an "being able to afford it in the first place" perspective. 



Well, yes, but I was thinking more of the 'what would Spark/Vodafone gain from doing so?' perspective. Nothing, really. And (in the world where it doesn't matter if we could afford it) we wouldn't gain anything the other way round either.




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  Reply # 1467685 11-Jan-2016 15:28
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SaltyNZ:
networkn:  from an "being able to afford it in the first place" perspective. 



Well, yes, but I was thinking more of the 'what would Spark/Vodafone gain from doing so?' perspective. Nothing, really. And (in the world where it doesn't matter if we could afford it) we wouldn't gain anything the other way round either.


Yah ok. I think it's a little disingenuous to suggest 2D would get nothing from buying of the two though, 2D would have a LOT more to gain than the other way around.

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  Reply # 1467689 11-Jan-2016 15:31
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networkn: 

Yah ok. I think it's a little disingenuous to suggest 2D would get nothing from buying of the two though, 2D would have a LOT more to gain than the other way around.


If you mean 'coverage', then we're building that anyway - only constrained by the money which would also prevent us buying a bigger competitor. If you mean 'customers', then we're doing much better than Vodafone or Spark want us to already. It was pretty cruisy when they ignored or laughed at us. It's much more fun now that we're stealing their lunches. :-D




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  Reply # 1467691 11-Jan-2016 15:34
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SaltyNZ:
networkn: 

Yah ok. I think it's a little disingenuous to suggest 2D would get nothing from buying of the two though, 2D would have a LOT more to gain than the other way around.


If you mean 'coverage', then we're building that anyway - only constrained by the money which would also prevent us buying a bigger competitor. If you mean 'customers', then we're doing much better than Vodafone or Spark want us to already. It was pretty cruisy when they ignored or laughed at us. It's much more fun now that we're stealing their lunches. :-D


Again I think you are being disingenuous. How many customers do 2D have vs either of the other two? In terms of High Value contracted business (The type that you require for your EBIT to increase), I'd suggest both those companies would be FAR FAR ahead. 

I am not picking on 2D here, but I think you are being a little funny about it :) 


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  Reply # 1467696 11-Jan-2016 15:43
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networkn: 

I am not picking on 2D here, but I think you are being a little funny about it :) 



Not at all. If we were, hypothetically, to buy a competitor to get their customers, we would also buy their problems. Don't forget that practically everyone here at 2degrees is a veteran of at least one other major telco already. We know how they work, and are putting a lot of effort into not replicating them (their cons, anyway). We're not perfect by any means; it would be foolish to suggest that. But we have come much further, much quicker than practically any outsider predicted and that puts us in a much better position in the long run than trying to remove the competition by buying it along with all it's problems.






iPad Air + iPhone SE + 2degrees 4tw!

These comments are my own and do not represent the opinions of 2degrees.


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