Matteo Salvini and Giorgia Meloni
Fs, Rai and the other appointments: where is the night at?
Raise your hand if you were surprised at the discovery that the appointments of the new leaders of CDP, RAI and FS will be postponed until after the European elections. On the other hand, it is obvious that the government will use the continental consultations to establish balances of power and balances within the majority.
If, therefore, for Cdp there should be no surprise about it Dario Scannapieco (Giovanni Gorno Tempini has already been confirmed as president); if in Rai we are moving towards a possible alternation between the outgoing administrator Roberto Sergio and the current general manager Giampaolo Rossi; is in Railways that the toughest game will be played.
Around Piazza della Croce Rossa the situation is still waiting. The current CEO, Luigi Ferrarishas just launched a maxi strategic plan of 200 billion in 10 years, in addition to a significant portion of the Pnrr. He was the last person to be reappointed for more than one term Mauro Morettiotherwise an alternation after just three years that could be repeated this time too.
Possible substitutes? Stefano Donnarumma (with whom there is a debt of gratitude when his appointment as CEO of Is in the) and the number one of ATM Arrigo Gianavery much appreciated by Matteo Salvini, Minister of Transport.
According to what appears to Affaritaliani.it, the secretary of the Northern League would have been quite present and this could represent a possible battleground with the prime ministerwho has always said that she wants to be personally involved whenever there is an appointment in a subsidiary company.
Fs, among other things, is unique because it is 100% owned by the State and is not listed on the stock exchange. A scenario destined to change given that the government has promised to obtain 20 billion from privatizations by the end of 2026 and for now it is just under 20% of the total.
If Ferraris were to be replaced, many are betting that the doors of NetCo could open for him, i.e. the company that will have to manage the network after the sale of the asset to Kkr. “With Tim you are never sure of anything” an analyst confides to Affari. And in fact there are risks that the negotiation could still slow down.
The lawsuit brought by Vivendi does not weigh so much, which should not represent a big problem. What is worrying is the European attitude: the Ita-Lufthansa affair, with the continuous objections of Madame Vestager, has caused much concern. The risk is that there will be a new slowdown in the negotiations.
One last comment on Ferraris-NetCo. According to Affaritaliani, the CEO of FS would have received expressions of interest from the Americans of KKR, with the CV of the former CEO of Terna being among the most interesting. The manager is currently focused on the Railways. But it is obvious that, in the case of farewell to Piazza della Croce Rossa, the management of the network company could be an excellent opportunity.
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