There are no permanent allies, just permanent interests – as Charter Communications investor John Malone has just been reminded. He thought he had Time Warner Cable cornered. Despite its protests, TWC would succumb to his bid in time. The only possible spoiler, Comcast, had a handshake agreement to assist Charter by acquiring some TWC assets down the line, to help Charter reduce debt. But Thursday, Comcast announced it wanted all of TWC and stepped up with a $159 per share, all stock, offer (Charter’s offer is $132.50 in cash and stock).
没有永久的盟友，只有永远的利益——Charter通信公司(Charter Communications)的投资者约翰•马龙(John Malone)刚刚被提醒这一点。他以为自己肯定能够拿下时代华纳有线(Time Warner Cable, TWC)。尽管嘴上抗议，但TWC迟早将屈从于他的出价。唯一可能的搅局者康卡斯特公司(Comcast)签了一份握手协议：它将协助Charter公司，在这项收购完成后，收购TWC的部分资产，以帮助Charter减少债务。但康卡斯特周四宣布，它想要全盘收购TWC，为此开出每股159美元的全股票要约（Charter的报价是每股132.50美元——现金加股票）。