[AusNOG] TPG vs the World

[Shane Short]

I think investing in a competitor to stop them being bought by another 
competitor, so you then don't have to compete with them is by definition 
anti-competitive (well it should be by the amount of times I said compet*).
Some analysts have mentioned this might be a shot across the bow to 
iiNet implying "take our deal over M2's, or we'll do this to you and 
block the M2 deal too".

Regardless of the end game, it's clear Teoh's got his shit in a twist 
about something and he's throwing his money around to get his way. 
Hopefully the anti-telstra commission step in and do something useful.

Regarding consolidation in the industry, it's bound to happen, if 
nothing else the POI/CVC charges are going to make it extremely 
difficult for national carriers to offer services everywhere-- but it 
does open another potential avenue; where you have smaller players 
focusing on their own little back yards, buying connections to specific 
POIs inside their market; almost like the dialup days before MegaPOP.

-Shane

Damian Guppy wrote:
> Lets just take TPG, M2, iiNet, Amcom, and Vocus, and merge them all 
> into one giant company. That way we can stop all this fighting. We can 
> take the names of the top two companys (TPG and M2) and combine their 
> names to be T2.
>
> Wait....
>
> But seriously, it is clear TPG is just blocking the Vocus+Amcom stuff 
> just because they don't want that competition. I wouldn't call it 
> "toys being thrown out of the sandbox" but just very very aggressive 
> corporate dealings by TPG. At some point they are bound to cross the 
> line, and this could be that line. Consolidation in the telco sector 
> is inevitable thanks to the NBN.
>
> --Damian
>
> On Thu, Apr 30, 2015 at 10:25 AM, Brad Peczka <brad at bradpeczka.com 
> <mailto:brad at bradpeczka.com>> wrote:
>
>     TPGs campaign to own every customer and strand of fibre in
>     Australia continues, with an announcement from Amcom this morning
>     (http://www.asx.com.au/asxpdf/20150430/pdf/42y7jb0tv5530k.pdf)
>     stating that they intend to refer TPGs actions and purchase of a
>     blocking stake to the ACCC.
>
>     There was a related article on ITNews
>     (http://www.itnews.com.au/News/403386,tpg-boosts-amcom-stake-to-block-vocus-merger.aspx),
>     in which James from Vocus makes some choice quotes - my personal
>     favourite being "And that's the shame of it, one anti-competitive
>     telco is affecting the value and the future of 9000 mums and dads.
>     It's disgusting really."
>
>     From the outside looking in, the whole TPG/Vocus/Amcom thing
>     smacks of toys being thrown out of the sandbox because TPG can't
>     have it all their way. The act of buying shares to block a merger
>     without making a competing offer screams anti-competitive
>     behaviour, though there's no undertaking that TPG won't make a bid
>     for Amcom at a later date (and lower price?) if the Vocus deal
>     gets scuttled?
>
>     Looks like interesting times ahead for all involved in the iiNet
>     and Amcom deals...
>
>     Regards,
>     -Brad.
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