All Infracapital articles – Page 2
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M&A
FTTP buyer’s guide: consolidation rife among UK altnets
Fibre-building upstarts and established incumbents target multimillion-premises infrastructure within next several years, putting M&A on agenda for many.
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Network & Infrastructure
Investor caution creeps into UK fibre altnet sector
Dramatic macroeconomic changes, supply chain issues, and competition move the goal posts for alternative fibre builders.
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Network & Infrastructure
Funding keeps flowing for UK full-fibre altnets
Investor appetite still strong for UK’s busy fibre build scene. Altnets swell ranks to 100 and counting, some start to snap up rivals. Old guard Openreach keeps ahead of the pack with seven million premises passed for full-fibre rollout.
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Premium
Digging the UK fibre scene: competition hots up
Investment funds continue to flood fibre altnets, with emerging challengers collectively committing to passing more than 20 million homes in coming decade and many billions in investment promised.
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Network & Infrastructure
Openreach misses out on NI’s Project Stratum deal — reports
Startup Fibrus reportedly wins contract for Project Stratum. Fibrus shaking up Northern Irish fibre scene with big plans and deep pockets.
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Network & Infrastructure
Openreach NI pushes to keep pace in dynamic Gigabit contest
Openreach Northern Ireland accelerating full-fibre rollout as challengers expand their ambitions. Market has highest full-fibre coverage in UK, but urban–rural divide persists. Startup Fibrus takes on Openreach and Virgin Media. Long-awaited, £165m Project Stratum to be awarded soon.
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Premium
Full-fibre report card shows some UK progress
Latest IDATE figures show UK as one of Europe’s fastest-growing FTTH/B markets by coverage. But only Austria and Serbia fare worse in terms of subscriber penetration.
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Strategy & Change
Openreach rivals in expansive mood
Liberty Global reignites M&A talk around Virgin Media. CityFibre CEO in bullish mood after being freed from Vodafone shackles. Sky reportedly keen on full-fibre infrastructure investment.
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Premium
BT Group financial reports roundup, October 2019
Credit Suisse reiterated its “outperform” rating for BT Group. Woodford Equity Fund reported that it had acquired a 1.4% stake in BT Group. Berenberg noted the low valuation on BT Group, based on its current share price. Group CEO Jansen bought 584,000 shares in the telco during mid-September 2019. ...
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