You know it’s not terrible idea… 1.3M households for $7B vs 1.8M(+2M tv) households for $24B.
bell deal vs Shaw deal.
Don't like the timing of it so close to the direction set after MLSE sale (reduce debt) and after CRTC call (maintain markup). The market also was shocked and we see the results of this shock..
In terms of Raw growth it's better than Shaw, and in a new market...
in the end I think it will be a huge net positive if this is done strategically in the American markets...
what I really noticed in the CRTC plan was Bell had much lower costs than the others this may further improve the scaled cost reductions.