Author Topic: TI-A Telecom Italia  (Read 20639 times)

paologorgo

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Re: TI-A Telecom Italia
« Reply #60 on: May 16, 2018, 08:47:41 AM »
Quick updates:
- Iliad will launch by June 21th, and Sisal approved it will sell Iliad's SIM
- TIM responded with a  10 monthly offer for the first 6 months

correct me if I'm wrong, but it looks like Sisal will only take care of the "recharge" service, adding Iliad to a large number of operators it is offering this service for:

https://www.sisalpay.it/servizi/ricariche/cellulari/iliad

Iliad seems to be opening "points of presence" within malls to sell its SIMs to consumers:

https://www.universofree.com/tag/negozi-iliad/

according to their customer service number (177), now active, SIMs will also be sold online.

https://www.universofree.com/2018/05/16/servizio-clienti-177-iliad/

Looking forward to their launch... they seem to be endorsing a "no hidden costs" strategy - something Italian operators are very famous for.

http://www.iliad.it


LightWhale

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Re: TI-A Telecom Italia
« Reply #61 on: May 30, 2018, 11:06:16 AM »
Iliad unveils mobile package of €5.99 per month
(not clear if only for the first 1m subs)
« Last Edit: May 30, 2018, 11:13:49 AM by LightWhale »

Packer16

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Re: TI-A Telecom Italia
« Reply #62 on: May 30, 2018, 11:14:07 AM »
The question IMO is how long will Iliad tolerate losses in Italy when their franchise in France has topped out.  They missed earnings last Q & now they are entering a market with losses for many years.  Will they risk a greater decline in France to get an uncertain prize in Italy?  Time will tell.

Packer

LowIQinvestor

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Re: TI-A Telecom Italia
« Reply #63 on: May 31, 2018, 08:01:15 AM »
Has anyone thought about playing TI through VIVHY ?
Vivendi seems to be safer

Packer16

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Jurgis

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Re: TI-A Telecom Italia
« Reply #65 on: June 01, 2018, 07:36:28 AM »
How much of the Elliott plans can go south (pun?  ::) ) if there is dysfunctional government in Italy?

I am not talking full blown It-exit/euro crisis. Just barriers/non-approval to separation and stake sales.

I guess regulator does not change with govt change, but they still might be affected by where the wind blows?
"Before you can be rich, you must be poor." - Nef Anyo

Spekulatius

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Re: TI-A Telecom Italia
« Reply #66 on: June 01, 2018, 08:40:49 AM »
Biggest risk is that interest rates in Italy go north, imo.
To be a realist, one has to believe in miracles.

LowIQinvestor

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Re: TI-A Telecom Italia
« Reply #67 on: June 20, 2018, 12:52:46 PM »
Telecom Italia keen to discuss fiber-to-the-home tie-up with Open Fiber
https://www.reuters.com/article/us-telecomitalia-openfiber/telecom-italia-keen-to-discuss-fiber-to-the-home-tie-up-with-open-fiber-idUSKBN1JG1UD

TI is worth a shot at this price!

Spekulatius

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Re: TI-A Telecom Italia
« Reply #68 on: June 20, 2018, 03:44:36 PM »
Telecom Italia keen to discuss fiber-to-the-home tie-up with Open Fiber
https://www.reuters.com/article/us-telecomitalia-openfiber/telecom-italia-keen-to-discuss-fiber-to-the-home-tie-up-with-open-fiber-idUSKBN1JG1UD

TI is worth a shot at this price!

Yep, nibbled a bit on Ti/A today.
To be a realist, one has to believe in miracles.

LowIQinvestor

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Re: TI-A Telecom Italia
« Reply #69 on: June 25, 2018, 01:28:50 PM »
There was a board meeting today.

Hope to get some positive news soon on strategic plans ( RE: Elliott's recommendations )