Comments on: Still Don’t Get BCE LBO http://www.markevanstech.com/2007/04/18/still-dont-get-bce-lbo/ Insight and Analysis from North of the Border Sat, 22 Nov 2008 02:52:42 +0000 http://wordpress.org/?v=2.6.1 By: So “They” Want To invest My Pension Fund Monies in Bell Canada, eh? : voiceontheweb.biz http://www.markevanstech.com/2007/04/18/still-dont-get-bce-lbo/#comment-106114 So “They” Want To invest My Pension Fund Monies in Bell Canada, eh? : voiceontheweb.biz Mon, 15 Sep 2008 02:28:52 +0000 http://markevanstech.com/2007/04/18/still-dont-get-bce-lbo/#comment-106114 [...] Evans has taken one approach to analyzing their business but I would also include the [...] [...] Evans has taken one approach to analyzing their business but I would also include the [...]

]]> By: Rob Hyndman http://www.markevanstech.com/2007/04/18/still-dont-get-bce-lbo/#comment-5181 Rob Hyndman Fri, 20 Apr 2007 21:43:51 +0000 http://markevanstech.com/2007/04/18/still-dont-get-bce-lbo/#comment-5181 Well, they control two businesses that have deep customer relationships with costly services that will be at the core of telecom for years to come. Cripes, I now spend more on celphone and 'net access than I spent on food not that long ago. And the more we get plugged into the grid the more important these services will be. Every form of media - every bit of information we get - will come to us from mobile wireless or the pipe that feeds into the house. Matrix indeed. This is one of the big household budget items, and it will get bigger, and regardless of the destruction that Sabia and his predecessors managed to inflict by their deer-caught-in-the-headlights policies, there is still an enormous market opportunity there. I think it's at its core a great asset. Well, they control two businesses that have deep customer relationships with costly services that will be at the core of telecom for years to come. Cripes, I now spend more on celphone and ‘net access than I spent on food not that long ago.

And the more we get plugged into the grid the more important these services will be. Every form of media - every bit of information we get - will come to us from mobile wireless or the pipe that feeds into the house. Matrix indeed. This is one of the big household budget items, and it will get bigger, and regardless of the destruction that Sabia and his predecessors managed to inflict by their deer-caught-in-the-headlights policies, there is still an enormous market opportunity there.

I think it’s at its core a great asset.

]]> By: Eric http://www.markevanstech.com/2007/04/18/still-dont-get-bce-lbo/#comment-5170 Eric Thu, 19 Apr 2007 14:01:00 +0000 http://markevanstech.com/2007/04/18/still-dont-get-bce-lbo/#comment-5170 Perfectly right, its all about the money. Many have written also about the pressure on KKR to use their considerable assets to create investor value. These types of companies used to go for higher yield acquisitions but now that their fortunes have expanded over the last few years they are under a lot of pressure to use their money to make more money. Even though BCE will not offer KKR as high a yield as it usually like to have, it will prove to be a safe and profitable investment if it can get partners in canada with the same vision as it has. I also beleive that they will break up the land line companies from the other entities. Only time will tell. Perfectly right, its all about the money. Many have written also about the pressure on KKR to use their considerable assets to create investor value. These types of companies used to go for higher yield acquisitions but now that their fortunes have expanded over the last few years they are under a lot of pressure to use their money to make more money. Even though BCE will not offer KKR as high a yield as it usually like to have, it will prove to be a safe and profitable investment if it can get partners in canada with the same vision as it has. I also beleive that they will break up the land line companies from the other entities. Only time will tell.

]]> By: BCE Deal: Buyers And Sellers, But Who Is The Sucker? » Investments + Editorials: Dissecting the good, the bad, and the ugly of investment / financial media! http://www.markevanstech.com/2007/04/18/still-dont-get-bce-lbo/#comment-5169 BCE Deal: Buyers And Sellers, But Who Is The Sucker? » Investments + Editorials: Dissecting the good, the bad, and the ugly of investment / financial media! Thu, 19 Apr 2007 04:17:59 +0000 http://markevanstech.com/2007/04/18/still-dont-get-bce-lbo/#comment-5169 [...] you want to know how I feel about the deal, I couldn’t say it any better than Mark Evans. Mark has been writing about the telecom industry for many years, and he lays out nicely my [...] [...] you want to know how I feel about the deal, I couldn’t say it any better than Mark Evans. Mark has been writing about the telecom industry for many years, and he lays out nicely my [...]

]]> By: B http://www.markevanstech.com/2007/04/18/still-dont-get-bce-lbo/#comment-5166 B Wed, 18 Apr 2007 22:27:21 +0000 http://markevanstech.com/2007/04/18/still-dont-get-bce-lbo/#comment-5166 so ur saying..these people will spend billions of dollars so that the investment banks can make their fees..i dont think so.. i do however believe that people are speculating at too high a price for BCE! If it goes through i am looking at $38-40. I think what Ontario Teachers said about them looking at a competing bid, is just liars poker. Having said all this, what do you think will happen with Telus. I dont knw and dont think a merger is possible!! Its price decreased last few sessions? going back to $59? so ur saying..these people will spend billions of dollars so that the investment banks can make their fees..i dont think so..

i do however believe that people are speculating at too high a price for BCE! If it goes through i am looking at $38-40. I think what Ontario Teachers said about them looking at a competing bid, is just liars poker. Having said all this, what do you think will happen with Telus. I dont knw and dont think a merger is possible!! Its price decreased last few sessions? going back to $59?

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