Vodacom, Vumatel - Herotel (45% Vumatel owned), DFA, (Mazif)
This appears to be one of the first large consolidation/coalition's In SA fibre.
There is much more to this than meets the eye. As these companies are intertwined.
The untoward and underhanded things happening. And more to come.
To mention a few - DFA's "network collapse", Herotels Mafia tactics, and overbuilding by all larger players Telkom still with there Last mile monopoly.
This is not something new, and has happened everywhere else the world.
Its a natural progressive process in the fibre game. As is the competition on pricing.
As larger operators start engulfing other players in a game to gain market share and uptake.
Whats needed is -
Liquid, Telkom, MTN and CellC with some larger FNO's Metro Fibre, Frogfoot, Octotel and Evotel need to form competitive opposition alliance's. We may even find NLD Carriers and other larger carriers also delve in or get caught up in this.
Then to mention - Its the Investment companies and funds that drive this i.e Remgro.
The South African Housing and Infrastructure Fund, Old Mutual’s AIM, France’s STOA, MTN, Standard Bank, RMB, Investec, and most recently newer players and Fibonacci\Gaia.
They need to consolidate and step up the game or get left behind.
Until this happens I hope this deal does not see the light of day.
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