Telecom companies are in a state of agitation
There are many effects of the fall of the Draghi government. One of these is the impact on the world of telecommunications. The operators, in fact, by 30 September will have to pay 4 billion euros as a “maxi-installment” for the auction of 5G. A figure that Asstel – the trade association – hofficially asked to postpone, given that the frequencies will be valid until 2037. But the fall of the government makes it nearly impossible for this to happen. This is a request that had already been made to the first government of Giuseppe Conte, and had fallen into the void. He had had a different fate with the Conte 2, when the then Minister of Economic Development Stefano Patuanelli, together with that of the economy Roberto Gualtieri had started the investigation. The fall of that executive also froze everything, because with the advent of Dragons there was no more talk of installments.
The increase in tariffs
As confirmed by the CEO of Tim Pietro Labriola at Affaritaliani.itthe margins of the companies in the sector are so reducing that rebalancing the tariffs has become essential. How? Obviously by raising prices to increase profitability. On the other hand, we have the lowest rates in Europe. The idea, also supported by an intervention by Roberto Bassor, director of Wind Tre’s external relationsis to ask Agcom for the possibility of derogating from Legislative Decree 259/2003 which it requires telecommunications companies to be able to raise tariffs at their discretionbut requires to warn with at least 30 days users and asks to allow the withdrawal, in the following 30 days, without any penalty. Wind Tre and Tim, on the other hand, would like to be able to increase tariffs, linking them to inflation. Eliminating the possibility of withdrawing within 30 days of the tariff adjustment.
The single network dossier
Tariffs are not the only issue on which Tim – back in the eye of the market storm and today valued at less than 4.6 billion on the stock market – is having some difficulties. There is also the single network dossier: the ordinary activity of the government, in fact, cannot also concern such an important issue. And there is the risk of a new impasse. Giorgia Meloni, credited by many as a possible leader of the next executionvo, in May of this year had applauded the integration between Fibercop And Open Fiber. But a few days ago Alessio Butti, head of the Tlc Department of Fratelli d’Italia, he fired at the unic networka: “’The top management of Cdp, a direct expression of President Draghi, should consider in a different way the contexts in which to make decisions that are already difficult and critical by their nature – continues Butti-. The single network project, as it has been conceived in recent weeks, does not convince us and this assessment is also confirmed by the attitude of institutional investors who have largely rejected Tim’s proposal. Cdp must take note that with the crisis of the The Draghi Government is no longer possible to submit an offer for Tim’s network, even if it is not bindingand -adds Butti-. It would be a joke for Italian citizens, because it risks being a way to take opaque decisions that only benefit private individuals, and foreigners, with public money. It is no longer the age of gifts of the generAnd”.
As Repubblica points outthe issue of network evaluation is of fundamental importance: Vivendi’s French have even raised the bar, and believe that its value is among the 31 and 34 billion euros, higher than both analysts’ estimates (17-21 billion) and Tim’s independent advisors (25 billion). The problem, therefore, is that the stalemate in the evaluation, in addition to the fall of the Draghi government, has made the single network a little further away. In the meantime, however, it is a question of understanding what will become of the ex-Sip. The Labriola plan, for now, does not seem to have convinced the markets, so much so that Moody’s has lowered il rating at B1, with a negative outlook.
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