AYS amaysim australia limited

EQT bids for VOC, potentially also for AYS?

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    EQT's infrastructure fund has tabled a yet non-binding offer for Vocus Group (VOC) worth $3,3 billion, or $5.25 a share, a 35 per cent premium on Friday's price: https://www.copyright link/business/telecommunications/vocus-confirms-3-3b-takeover-bid-from-eqt-20190527-p51rgy

    Now what's interesting is that EQT has a history of acquiring and merging telecom companies to unlock synergies (e.g. Broadnet/GlobalConnect last year) and further to that in the past other parties have considered combining Vocus and Amaysim.


    On 28 August 2018 The Australian reported:

    "This column also understands that James Spenceley was eager for the company that he co-founded, Vocus, to buy Amaysim when he was on the board about two years ago [so in 2016], but the former Vocus managing director, Geoff Horth, was against the idea."
    source: https://www.theaustralian.com.au/business/dataroom/optus-reengages-with-amaysim-over-possible-merger/news-story/69b1dfe2e3a2ab51dbea6790236a3817


    Another article from 11 September 2018 stated:

    One possible opportunity for a buyout fund is an acquisition of New Zealand’s third-largest telco, 2degrees, along with the Vocus NZ operations and also Amaysim, taking Amaysim’s SIM-only model across the Tasman.
    source: https://www.theaustralian.com.au/business/dataroom/optus-eyes-amaysim-but-rentrop-has-other-ideas/news-story/6335ba61111eb5874d498e46aaf0b611


    It's pure speculation but EQT could have picked up above considerations and might be working on a wider strategy of acquiring and merging multiple telecom providers in Australia and New Zealand to unlock synergies like they've successfully done before in other parts of the world.
 
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