Poland plans ambitious national data centre project

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Solomon Islands choose Huawei for telecom towers

Keep up-to-date with all the latest news, articles, event and product updates posted on Developing Telecoms.
Subscribe to our FREE weekly email newsletters for the latest telecom info in developing and emerging markets globally.

Sending occasional e-mail from 3rd parties about industry white papers, online and live events relevant to subscribers helps us fund this website and free weekly newsletter. We never sell your personal data. Click here to view our privacy policy.

Is Vodafone about to sell its Indian tower company stake?

There are still a few caveats, but it looks as though giant operator Vodafone is getting closer to selling its stake in India’s largest mobile tower installation company after Indian news reports suggested a Canadian pension fund is considering making an offer.

The pension fund, Caisse de depot et placement du Quebec (CDPQ), is said to be in talks with Vodafone to buy its residual 21% stake in Indus Towers.

The reports emphasise that the talks are still at an early stage, though they suggest that Vodafone’s stake in Indus is valued at around 11,270 crore (more than $US1.4 billion). 

This would be quite a commitment for CDPQ as it would constitute its biggest deal to date in India, though, as India’s Economic Times points out, CDPQ has already taken big bets on toll roads and power utilities, among other sectors, in the country.

Of course Vodafone has also had talks with other potential buyers, including long-term infrastructure investors and other sovereign wealth and pension funds, but with no results so far. If Vodafone does sell its remaining stake in Indus, it would end the company’s involvement in the passive telecom infrastructure business in India.

It’s also worth mentioning that, as the largest shareholder in Indus, with about 48%, operator Bharti Airtel has the right of first refusal if Vodafone does decide to sell its stake to an external investor. Not only that, but, according to a source quoted by the Economic Times, the sale may also rely on Vodafone Idea, in which Vodafone holds a stake estimated at just over 28%, clearing its payment arrears to the tower company.

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Why the New Open RAN Principles Matter to Telecoms Innovation

This Industry Viewpoint was authored by Maria Lema, Co-Founder, Weaver Labs

With the UK quickly becoming one of the most optimal places to invest in telecoms innovation, the existing deployment model has not been effective in coordinating communication and integration within the telecoms supply chain. This lack of consensus in the industry led the government to develop … [visit site to read more]

VMO2 boosting apprenticeship schemes

This week, Virgin Media O2 (VMO”) has announced that launch of five new apprenticeship schemes, set to focus on digital marketing, cyber security, quantity surveying, network cabling and DevOps.
 
These new schemes will run in addition to the 40 the company already offers in these crucial areas, with VMO2 also running alternative schemes for network engineering roles.
 
Apprentices will reportedly be paid a minimum annual salary of £19,000, with the company seeking to fill an additional 70 roles in total…

This week, Virgin Media O2 (VMO”) has announced that launch of five new apprenticeship schemes, set to focus on digital marketing, cyber security, quantity surveying, network cabling and DevOps.

These new schemes will run in addition to the 40 the company already offers in these crucial areas, with VMO2 also running alternative schemes for network engineering roles.

Apprentices will reportedly be paid a minimum annual salary of £19,000, with the company seeking to fill an additional 70 roles in total, adding to the 450 apprentices it has taken on since June 2021.

“We’re on a mission to upgrade the UK, and are recruiting talented people to make this happen,” said Karen Handley, Head of Future Careers at Virgin Media O2. “With thousands of people finishing school or college and receiving their A-Level results, there has never been a better time to join us as an apprentice where you can earn whilst you learn. Whether it’s cyber security or network engineering, digital marketing or planning, at Virgin Media O2 we’re constantly expanding our array of apprenticeship programmes to help our people develop the skills they need for the future.”

VMO2’s decision to announce this expansion at the same time as UK students receive their A-Level results is no coincidence. 

This year, despite top grades falling compared to 2021, UCAS figures show that around 425,000 students achieved the grades required to go to university, the second highest amount ever in the UK. 

However, in contrast to enduring popularity of going to university, recent studies have shown that teenagers are increasingly concerned about securing a career path earlier in life, potentially concurrently with their studies. An 800-person study conducted by VMO2 itself found that more than a quarter (27%) of teens aged 11 to 18-years-old felt that university was not the right choice unless it led directly towards a career. The cost-of-living crisis was also a major concern, with 31% of respondents in the study saying they felt the economic environment meant that university was not longer a good idea.

Parents, however, still view university as superior to apprenticeships and other work schemes, with 41% of parents saying they hoped their child would go to university, versus just 21% that would like to see them do an apprenticeship. 

VMO2 itself suggests that this study indicates that there are still negative misconceptions attached to the idea of apprenticeships – something they hope to change with their own schemes.

“Apprenticeships are still a confusing concept to many parents and potential apprentices – but they offer a great alternative to university,” said Handley. “There is a common misconception in the UK that apprenticeships are only for traditional trades such as plumbing or hairdressing – but in actual fact, there are many opportunities available in fields as broad as cyber security, marketing, and IT.”

With finding the next generation of telecoms professionals a constant thorn in the industry’s side, VMO2 will be hopeful that the expansion of their apprenticeship programmes will help alleviate some of their recruitment pressure in the years to come, particularly in increasingly crucial areas like software development and cybersecurity. 

Are UK operators doing enough to nurture the next generation of telecoms professionals? Join the experts in discussion at this year’s Connected Britain conference 

Towercos set to do battle for Oi’s Brazilian towers

Today, Brazilian media is reporting that both ATC and IHS Towers are lining up to bid for OI’s 8,000 mobile towers, situated throughout Brazil, according to anonymous sources close to the matter.
Oi has already received a binding offer of roughly $326 million in early August for the towers from NK 108 Empreendimentos e Participacoes (NK 108)…

Today, Brazilian media is reporting that both ATC and IHS Towers are lining up to bid for OI’s 8,000 mobile towers, situated throughout Brazil, according to anonymous sources close to the matter.

Oi has already received a binding offer of roughly $326 million in early August for the towers from NK 108 Empreendimentos e Participacoes (NK 108), an affiliate of Brazilian infrastructure developer Highline do Brasil II Infraestrutura de Telecomunicacoes (Highline). The deal would see around $210 million paid to Oi immediately, with the rest of the sum paid up until 2026, depending on the level of infrastructure usage.

Now, according to reports, any new proposals from other potential suitors are expected to be submitted by Monday afternoon, with the minimum bid at least matching that of Highline. 

All three of these tower companies have been growing at pace in recent years, with tower infrastructure becoming an ever more attractive long-term investment, particularly in today’s unstable global economy. 

Highline has increased its Brazilian tower portfolio significantly in recent years through a number of acquisitions, including buying 637 towers from Oi itself last year and over 3,000 via the acquisition of Phoenix Tower Brazil back in 2020. 

ATC, meanwhile, most notably acquired Telefonica’s tower unit, Telxius, last year, giving it access to an additional 30,722 mobile towers spread throughout Germany, Spain, Brazil, Chile, Peru, and Argentina.

Finally, IHS Tower’s most recent acquisitions have been on the African continent, most notably paying telecoms giant MTN $412 million for around 13,000 sites in South Africa. However, IHS has also expanded its Brazilian tower holdings already this year, with its acquisition of São Paulo Cinco Locação de Torres Ltda. (“SP5”) increasing their portfolio in the country to over 7,000 sites.

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Connecting Kilimanjaro: Africa’s tallest peak to gain internet access

This week, the Tanzanian government has announced that state-owned mobile operator Tanzania Telecommunications Corporation (TTC) has begun connecting Africa’s highest mountain to the internet. 
 
The government said that it had completed the installation of telecommunications equipment 3,720 metres up the mountainside, providing access to a high-speed broadband connection for the thousands of climbers that visit the mountain every year. 
 
By the end of the year…

This week, the Tanzanian government has announced that state-owned mobile operator Tanzania Telecommunications Corporation (TTC) has begun connecting Africa’s highest mountain to the internet. 

The government said that it had completed the installation of telecommunications equipment 3,720 metres up the mountainside, providing access to a high-speed broadband connection for the thousands of climbers that visit the mountain every year. 

By the end of the year, TTC says it will have deployed infrastructure covering Kilimanjaro’s summit, some 5,895 metres above sea level.

The specific technologies used to provide these services and the speeds that consumers can expect have not been revealed.

« Today Up on Mount Kilimanjaro: I am hoisting high-speed INTERNET COMMUNICATIONS (BROADBAND) on the ROOF OF AFRICA, » wrote Tanzania’s minister of information, communication and information technology, Nape Moses Nnauye in a tweet.

The government says that the infrastructure deployment will allow for greater safety while up on the mountain, giving climbers better access to emergency services, as well as navigation and weather information. 

While this is certainly a major advantage for prospective climbers, mountaineering organisations have warned climbers to be wary of an overreliance on fallible technology.

Beyond safety concerns, perhaps a bigger driver for this infrastructure deployment is the connectivity’s potential positive impact on tourism. 

In recent years, the Tanzanian government has been realigning its tourism strategy with regard to the continent’s most famous mountain, including last year announcing a controversial plan to build a cable car on mountain’s southern slope. Allowing tourists to post pictures and engage with social media while climbing the mountain itself, will surely be a boon for the country’s tourism board.

Another interested party that seems particularly excited about this announcement has been the Chinese government, which has been helping Tanzania to invest in connectivity infrastructure for many years. 

According to data from the Tanzania Investment Center (TIC), China is Tanzania’s largest source of foreign investment, funding projects transportation, manufacturing, mining, tourism, agriculture, fishing, agro-processing, and, indeed, telecommunications. Back in 2017, for example, China’s Exim Bank loaned the Tanzanian government $70 million for the rollout of the first phase of the nation’s fibre optic backbone project.

Tanzania is also a key location in the Chinese government’s Belt and Road Initiative.

It is worth noting that this is not the first time that China will have helped put connectivity equipment on a mountaintop. Back in 2020, Huawei and China Mobile announced that they had deployed 5G connectivity at the summit of Mount Everest, describing it is achieving ‘mission impossible’.
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Helios Towers aims to seal deals in Oman, Gabon

Helios Towers attributed its strong H1 results to more tower tenants and recent acquisitions in Senegal, Madagascar and Malawi, while also expressing confidence in closing deals in Oman and Gabon in H2.

Speaking to Developing Telecoms, CEO Tom Greenwood said: “Our strategy right now is to consolidate all of the new markets that we’ve entered. That includes Oman and Gabon but it also includes Malawi, Madagascar, and Senegal, which we’ve entered very recently as well.

“Ongoing integration behind the scenes have been going very well so we’re really keen on focusing on organic growth this year. This means we’re building more sites, and gaining more tenants in our existing market, we’re focused on driving the best out of the assets that we have,” said Greenwood.

The company currently has towers in Tanzania, the Democratic Republic of Congo, Congo Brazzaville, Ghana, South Africa, Senegal, Madagascar and Malawi.

Helios is currently going through challenging regulatory hurdles to acquiring Airtel Africa towers in Gabon, a deal that hinges on gaining a passive infrastructure licence. The company anticipates capex of US$650m in 2022 for deals in Malawi, Senegal and Madagascar, the latter two through “deferred acquisition payments”.

On potentially expanding from its current base of market, Greenwood said there are opportunities in North and West Africa, that the company is currently mulling.  

“There’s a number of markets around North Africa, which is looking more interesting and potential opportunities may be popping up, there’s a few around West Africa that is similar. There are a few in East Africa as well, but we’re not focusing hugely on them right now,” said Greenwood.

The company has around 14,000 towers in its portfolio with the aim to reach 22,000 by 2026 which will be done through acquisitions and new tower constructions.

H1 results

The company reported growth in its latest financial results which were due to the integration of acquisitions in Senegal, Madagascar and Malawi, as well as gains in new tenants.

Revenue for H1 grew 25% year-on-year from US$212.4 million to US$265.4 million, while adjusted EBITDA increased from US$114.2 million to US$136.1 million in the same period.

Tower tenancies grew 20% from 17,090 to 20,549, while operating profit surged 48% from US$26.9 million to US$39.8 million.

The targeted capex for this year is between US$810 million to US$850 million.

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Helios Towers aims to seal deals in Oman, Gabon

Helios Towers attributed its strong H1 results to more tower tenants and recent acquisitions in Senegal, Madagascar and Malawi, while also expressing confidence in closing deals in Oman and Gabon in H2.

Speaking to Developing Telecoms, CEO Tom Greenwood said: “Our strategy right now is to consolidate all of the new markets that we’ve entered. That includes Oman and Gabon but it also includes Malawi, Madagascar, and Senegal, which we’ve entered very recently as well.

“Ongoing integration behind the scenes have been going very well so we’re really keen on focusing on organic growth this year. This means we’re building more sites, and gaining more tenants in our existing market, we’re focused on driving the best out of the assets that we have,” said Greenwood.

The company currently has towers in Tanzania, the Democratic Republic of Congo, Congo Brazzaville, Ghana, South Africa, Senegal, Madagascar and Malawi.

Helios is currently going through challenging regulatory hurdles to acquiring Airtel Africa towers in Gabon, a deal that hinges on gaining a passive infrastructure licence. The company anticipates capex of US$650m in 2022 for deals in Malawi, Senegal and Madagascar, the latter two through “deferred acquisition payments”.

On potentially expanding from its current base of market, Greenwood said there are opportunities in North and West Africa, that the company is currently mulling.  

“There’s a number of markets around North Africa, which is looking more interesting and potential opportunities may be popping up, there’s a few around West Africa that is similar. There are a few in East Africa as well, but we’re not focusing hugely on them right now,” said Greenwood.

The company has around 14,000 towers in its portfolio with the aim to reach 22,000 by 2026 which will be done through acquisitions and new tower constructions.

H1 results

The company reported growth in its latest financial results which were due to the integration of acquisitions in Senegal, Madagascar and Malawi, as well as gains in new tenants.

Revenue for H1 grew 25% year-on-year from US$212.4 million to US$265.4 million, while adjusted EBITDA increased from US$114.2 million to US$136.1 million in the same period.

Tower tenancies grew 20% from 17,090 to 20,549, while operating profit surged 48% from US$26.9 million to US$39.8 million.

The targeted capex for this year is between US$810 million to US$850 million.

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