Net neutrality is back in the headlines. We view current UK rules as overly restrictive, but the chances of a windfall for telcos are slim in any case given the highly skewed economics of content providers. Read here: https://t.co/KFU2asiPkU
We regard BT’s fibre investment case as strong, but it needed to give more detail on this and other factors to justify such a dramatic dividend cut. Read here: https://t.co/K4kzqbnyWR
Director of Telecoms @jamesbarford was quoted in @TheEconomist on #COVID19 and telecoms, and if networks can handle increasing demand. Read here: https://t.co/T7NNlJhN5W