Seeking Alpha

DT CEO: T-Mobile USA sale unlikely in near-term

  • Deutsche Telekom (DTEGY, DTEGF) Tim Hoettges says a sale of 67%-owned T-Mobile USA (TMUS +0.1%) is unlikely anytime soon. T-Mobile and Sprint (S -0.5%) have both moved moderately lower in response.
  • The WSJ reported yesterday SoftBank's (SFTBF, SFTBY) Masayoshi Son plans to mount a PR campaign to convince skeptical businesses and policy makers regarding the value of a Sprint/T-Mobile merger.
  • Sprint/SoftBank have been widely reported to be lining up financing for a T-Mobile bid.
Comments (7)
  • MSF INVESTMENTS
    , contributor
    Comments (4012) | Send Message
     
    Bid them down.

     

    As M Son said " We don't need T Mobile they need us."

     

    Sprint is all about the synergies from M Son's other holdings, especially Alibaba Holdings.

     

    Sprint will be at $25.00 by this year.

     

    Lahiem
    5 Mar, 04:22 PM Reply Like
  • PVYMCH
    , contributor
    Comments (42) | Send Message
     
    Could be a partnership is in the works with someone else ---- SHARE THE RISK & REWARDS !
    5 Mar, 04:52 PM Reply Like
  • PVYMCH
    , contributor
    Comments (42) | Send Message
     
    m
    5 Mar, 04:54 PM Reply Like
  • benyo56624
    , contributor
    Comments (12) | Send Message
     
    Forget Tmobile and let's make a deal with Google , Apple or FB
    5 Mar, 05:08 PM Reply Like
  • larrysd1
    , contributor
    Comments (18) | Send Message
     
    Bid them down was my first thought. T-mo ceo knows what will happen to share prices when he makes comments like that. Now I'm getting even more interested
    5 Mar, 09:40 PM Reply Like
  • putzandcallz
    , contributor
    Comments (78) | Send Message
     
    Deutsche Telekom already cut their Dividend from .70 to .50, so their shareholders want them to unload the cash hog T-Mobile. These guys come out with news like this because of the Options expire Fri. 7th. Check AVAFIN for the Block Trades... they a Positive 2.5 to one buy with Positive cash flow of $9M. Look for Positive Earnings this First Q. "my take" this will show everyone how well Sprint is really doing and what the future Value will be. Sprint can do more and I wish they would offer the Triband at a much lower price, which would really bring in the new accounts... IMHO. remember last month when these guys told us to short the stock at $7.75. This Stock will be $25 sooner than they think. I'm not selling, and don't plan to sell anything till I see $35. and T Mobile will be $15 again. And everyone in Germany knows this...
    6 Mar, 04:08 PM Reply Like
  • aryanmehr
    , contributor
    Comments (80) | Send Message
     
    I still can't conceive why the Sprint/TMUS merger would invoke any kind of alarm other than a sigh of relief. TMUS and Sprint's combined subscribers would still be substantially smaller than ATT or Verizon's. Not only would the concern be smaller in absolute numbers but their aggregate Post-Paid subs manifest their distant third place in the USA.

     

    The FCC and DOJ's position is laughable when their only argument is they need four competing carriers in lieu of three. The synergies that would be reaped from this merger would put the current duopoly on their 'qui vie,' giving the newly merged company a fair chance to compete and make a profit, which in turn would greatly benefit the consumer. If the merger did happen, which I expect it will, then you can assume the consumer will benefit twofold, first with accelerated implementation of 4G & 5G LTE coverage and secondly lower wireless monthly obligations.

     

    Don't be fooled by TMUS's discounts, they just don't have the wherewithal to sustain their current drive without putting themselves on the edge of bankruptcy. Sprint and ATT have already matched TMUS's pricing with better coverage.

     

    Sprint doesn't need TMUS, however they would be a much stronger competitor as a combined third telecom.

     

    This is a 'fait accompli.'
    6 Mar, 11:30 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector

Next headline on your portfolio:

|