We're going to see a bunch of altnets that aren't keeping a tight rein on their costs going under over the next couple of years.
Netomnia are under no allusions: the moment they build to those areas with no ultrafast options Openreach will immediately take an interest and their civils guys will be rocking up digging microduct and tees.
Building mostly PIA with a few bits of DiG the DiG is really expensive per premises passed, way more than double the cost per premises for PIA. Zero chance of making the money back.
Definitely brutal but perhaps not insulting given where the altnets are in their development. Even Openreach leave the DiG until the end and that with their far more accommodating investors.
If I was an altnet I would be aiming to make a deal with Openreach along the lines of we will roll out take the risk, and then you can come in and use the fibre on some kind of pre agreed arrangement, sell what you want, purchase of us or whatever. Seems more sensible than just going in and hoping Openreach will ignore, as Openreach do seem to be a bit sly and jumping in at short notice when these altnets start.
Openreach are actually doing FTTP work in my area with no official plans which is a bit weird. It wouldnt surprise me if they turn it on within weeks of CF going live.
