I don't know about Wind being the consolidator, at least until their ownership questions are resolved, but I'd be even more shocked to see Public acquire Wind of Mobilicity. Public has a very different business plan and target market. In my mind, the only way they would become a true threat to Wind and Mobilicity would be with an aggressive showing in the upcoming 700 auction, the kind of aggressiveness which would leave them with limited capital for acquisitions.A topic of conversation over the last several months has been who will (if any) of the new entrants will be acquired. Public Mobile says they would consider buying WIND Mobile or Mobilicity. WIND says they will snatch up the other and Mobilicity has just remained quiet on the issue all together.
At the press conference today Public Mobile CEO Alek Krstajic said “I would love to be an acquirer. I think one or more of the other new entrants runs out of money by the end of this year. Access to capital is everything… We have a very diverse shareholder group, so I think we’re in a good position.”
We then reached out to Mobilicity and are waiting a response but WIND Chairman Anthony Lacavera stated in an email to us that "The pricing plans introduced by Public Mobile today reflect a company with a weak market position and a weaker offering that is well behind the other new entrant players. They will not survive long selling services below cost just to try and pressure Globalive or one of the incumbents to buy them out… We continue to be open to dialog with other new entrants as there is room for only one new national carrier, and with our market lead and strong financial footing we believe we are the logical consolidator."