The words 'pigs' and 'flying' come to mind ...

In reply to a post by JonDav:

TalkTalk already are in partnership with O2 who are providing 2G, 3G and 4G services for TalkTalk. It would make sense for TalkTalk to actually buy O2 for its' network infrastructure, and O2 has effectively put itself up for sale with its' approach to BT.

It would be O2 buying TalkTalk were a deal to happen. O2 have an enterprise value 4 times that of TalkTalk right now.

Far from impossible of course; Telefonica may decide to execute the takeover and spin the resultant business unit off.

In reply to a post by Ignitionnet:

In reply to a post by JonDav:

TalkTalk already are in partnership with O2 who are providing 2G, 3G and 4G services for TalkTalk. It would make sense for TalkTalk to actually buy O2 for its' network infrastructure, and O2 has effectively put itself up for sale with its' approach to BT.

It would be O2 buying TalkTalk were a deal to happen. O2 have an enterprise value 4 times that of TalkTalk right now.

Far from impossible of course; Telefonica may decide to execute the takeover and spin the resultant business unit off.

One fly in that particular jar of ointment: Telefonica is sitting on a massive pile of debt, which is why they wanted to sell o2 to BT. Telefonica are in no position to raise capital to buy TalkTalk, nor would they want to.

TalkTalk could put together a shares and cash deal (i.e. giving Telefonica a holding in the new company, plus some cash), or have a rights issue or share placement, in a what would end up a much bigger company.

Edited by deleted (Wed 17-Dec-14 01:17:26)