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Friday 5 June 2015

BOOM: Bloomberg reporting Liberty Global in talks with Vodafone about $200 billion plus merger - part 2

Apologies - I would have posted earlier but I have been out all day.

Anyway, I see Vodafone has responded to Bloomberg's story from last night about the FTSE 100 telecoms giant being in talks with Jon Malone's Liberty Global about a $200 billion plus merger.

It's not quite the statement I was expecting - http://www.investegate.co.uk/vodafone-group-plc--vod-/rns/response-to-media-speculation/201506050803353400P/ - but if you are looking for an insightful analysis on the strategic logic of an asset swap deal then I would advise reading FT Alphaville's markets live column from this morning.

Here is a link to Bryce Elder's column: http://ftalphaville.ft.com/marketslive/2015-06-05/

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