Feb. 13 - Reynolds Holding and Richard Beales discuss the biggest U.S. provider's deal to buy No. 2 Time Warner and the host of questions it raises.
The big news of the day of course is Comcast deal to buy Time Warner Cable T seventy. Billion dollar transaction that raises a lot of questions among them. Regulatory risk. Cost of capital and whether the crafty John Malone Richard what's the latest on this deal. Well also announces one question kind of switches that the time of the cable boss was at an offer on the table front of the company to go to night. Which wasn't big enough and things that he. To those who said he said he 160. This is a 159. Of us get some right so who's against right and -- -- and but the price the time Alicea said he -- it now. They ended up as you say you know. On mosques -- of request -- so you've got instead of another kind of company two -- of buying cable company -- can begin cable company -- cable company Amazon began to trust question about it they've said they'll sell. Three million of their eleven million customers. Which they claim will be enough to get to -- levels and market -- it. And above our administration's anti trust people have not been pushing their -- university they like to push on these deals as we've found out that. AT&T and other sites and that's what big question. That there isn't much in the way but it sort of protection around the price. But I'm on a show that again associates that he wanted that. For all right tough that -- the company. So if that's all stock deal that cash and stock deal that those sort of protection about the numbers says he gets there. Just in terms of numbers if if compass separatist -- that is the value of the deal what are cable set rights. That is the question -- -- boss is a serial dealmaker Brian Roberts right who has impenetrable. 33%. Voting -- Tiny economic stake in Broncos but he has that he 3% of the vote however many -- says. Issues that he can. Kind of keep control essentially control of that company and if she says the deals you know time and it's just the settlers get diluted -- and well now should we assume that. This whole. You know this whole missile deal making process is over are there are other I don't know arsenal I mean you you mentioned. Auto Lola and another name writes -- -- -- is Liberty Media Liberty Media will aid the roughly a quarter. Of celta right which -- the company that had made and -- with the cardinals with a again on the cable I'm Malayan. At first sight seems to be playing to -- it and told good shots working with -- coast to. All floated some of the assets it -- winnable Time Warner Cable come -- us at NASA have done an end run around that isn't well we'll. Similar instance of playing but he's he has a pretty. Good wreck -- -- -- dealing -- you know and -- -- -- is a man who knows what happens next from both in the leg in the hands of together with Roland. Some rapids is the -- -- shots that he -- look at Time Warner it's cool it as though there's a lot of living a lot of moving parts here a lot to watch will be key in on top of them. In the meantime stay tuned for more breaking views tomorrow.