How does Freedom Mobile help CCA? It gives them zero bundling power whatsoever. They need mobile service in Quebec, not the western provinces. Makes way more sense for BCE to get it since they have the money to build out a real network using those customers and create a strong third competitor in the region. Otherwise the market there will be a duopoly. I don't get these analysts.
>>>McFadgen said concerns that the Rogers-Shaw transaction cannot be completed without divesting wireless operations — together they would have roughly 40 per cent market share — caused Shaw shares to trade at a “big” discount to Rogers’ offer of $40.50 a share for much of the day on Monday. Shaw shares rose as high as $35 after the merger announcement and ended the day at $33.85, up from Friday’s close of $23.90. It’s not a foregone conclusion that the wireless/mobile business will be up for grabs, with some precedent for negotiated accommodations with competition authorities in the telecommunications sector. But if the opportunity arises, Freedom Mobile would be a good fit for Cogeco, which has struggled to secure a wireless play for its suite of telecommunications services, analysts said Wireless, or mobile, is seen as necessary component for cable and phone companies that secure customers by offering packages including television, internet and phone service. Cogeco has been trying to line up an arrangement that would allow it to become what’s called a mobile virtual network operator, essentially a wireless services provider that doesn’t own the network infrastructure that carries the service — but with no luck so far.
https://financialpost.com/telecom/cogeco-could-find-a-silver-lining-in-the-rogers-shaw-tie-up