Poste/TIM: The €0.30 Sweetener Arrives, but the Spread Doesn't
Poste has delivered the €0.30 sweetener and waived the 66.67% threshold. With terms now final and the offer reopening later this month, the TIM...
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Telecom Italia SPA (TIT IM): Synthetic Expert Call Transcript (31 Aug 2026)
Poste Italiane’s voluntary €10.8 billion takeover offer at €0.635 per share represents a strategic renationalization, returning the former phone...
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Poste/TIM: Why Tender When the Market Pays More?
TIM continues to trade above offer terms as the deadline approaches. With early acceptances still low, the final two weeks could prove more...
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Primer: Telecom Italia (TITR IM) - Aug 2026
The July 2024 sale of its domestic fixed-line network (NetCo) to KKR for approximately €18.8 billion marks a pivotal transformation for Telecom...
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Poste/TIM Update: More Certain, Not More Attractive
TIM's capital simplification and Board support strengthen deal certainty, but the market now reflects most of that progress. Our updated scenario...
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