According to fresh traces (#analytics of the sprout), the sale of Internet business Usmanov GPMU, ka …

For fresh tracks (#Analytics of aPastor)

The sale of the Internet business of Usmanov GPMU, like previous transactions (Cherepennikov’s ransom of USM shares in X Holding, for example) is only the beginning of a number of transactions, the purpose of which is to ensure a smooth transition of Don Burkhanych’s property to the right hands. In personal conversations, according to our parishioners, Don Burkhanych always emphasized that all this wealth is not his – he was only given him to hold him. But since formally wealth was written precisely on him, the guys thought in advance that the question of inheritance did not arise. And in this regard, two points are interesting.

The first-they say that once a long time Don Burkhanych promised to transfer his technological assets to the former vice-king d’imon (Aka Medvedev). What happened to this promise is not clear, perhaps it was just the past … It is also interesting that the buyer did not become a buyer, for example, Sberus (he, on the contrary, comes out of the MF technology). Either Don Oscarovich (AKA Gref) is not interesting for the Internet as media, or Don Oscarovich himself is not interesting to the Kremlin as the heir to Don Burkhanych.

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The second point is what will happen to Megafon, in connection with this running the process of transfer of property. On the one hand, nothing prevents him from selling his Gazprom-the unification of Megafon and VK with GPM will create a super-monster. On the other hand, the idea of ​​combining a megaphone with Rostelecom (and Tele2) has long matured. Whether this process has begun now or there will be some other ideas, it is not clear.

Obviously, if this happens, then, firstly, this will become the beginning of the end of MTS (and the end of the end of Beeline). Such a telecom monster will devour all subscribers in a year, our parishioners believe. Actually, the deal has not yet taken place because everyone understands that this is a large market reduction with an application for its murder. The only salvation for the market and MTS will be the purchase, MTS of Beeline-then the advantage will not be so impressive, and the market will move from four operators to a two-operator model. Maybe, by the way, Don Maratych (AKA Friedman) has not yet got rid of Beeline so far that he understands that sooner or later Don Petrovich (Aka Yevtushenkov) will have nowhere to go. Still, MTS remains the main asset of AFK, its Cash Cow.

Secondly, the unification of the RTK with MF can greatly hit all the same long-suffering Don Oscarovich and sister. Just imagine that a player with direct access to such a number of subscribers and such knowledge about them makes a retail bank. Maybe, again, because this deal, which is mentioned on the sidelines, is far from the first year, until it has taken place.