Discover and read the best of Twitter Threads about #vodaidea

Most recents (3)


Vodafone Idea to be a Government-owned company now!

The Board approves conversion of AGR and spectrum liabilities into Equity! This will lead to a huge dilution for all shareholders!
Offers 35% stake to Govt at 10 Rs Valuation

The government will be 35.8% , Vodafone will hold 28.5% and Birla Group will hold 17.5% stake

Deal is subject to Govt Approval
Considering Equity Dilution and stake sale to Govt (means they don't have other investors to invest) : its negative for the company in longer term

While another problem is What If govt dont accept the conversion and equity stake
Read 8 tweets
#Vodaidea | #VodafoneIdea rebrands as #Vi as it gears up for its second innings…

By @jainrounak Image
#vodafoneidea today announced that it is rebranding itself as Vi, two years after the two telecom companies merged. The company has been maintaining two brands for the last two years, finally completing the integration now.

The new #Vi branding has gone live already, with the company launching a new website and rebranded apps. Our sources tell us that the new design has also been spotted in a few retail outlets in a few cities already.

#vodafoneidea #VIL #Vodaidea
Read 6 tweets
#vodaidea is a delight to analyse from two perspectives: 1) #gametheory and 2) Soro's #reflexivity theory

some thoughts...
Competition would like Vodaidea gone. But Vodaidea has bought itself a couple of yrs of survival from AGR verdict as they will be able to raise enough funds to last a couple of years by convincing board that 'as ARPU's rise things will get better'
To kill Vodaidea competition needs to keep ARPUs low for 2 more years. But competition itself doesn't make enough money at these ARPUs. So will they want to self inflict pain for 2 more yrs?
Read 11 tweets

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