We believe this is a conservative assumption." Canadian bank RBC has downgraded TalkTalk from " outperform " to " under perform " , citing regulatory issues from BT , which bought rival EE two years ago , and broadband undercutting by Vodafone . In a letter to clients , RBC analysts estimated that an unlimited mobile broadband offering from BT could result in the telecom giant wresting 300,000 mobile customers from other operators . RBC also noted that Vodafone is undercutting TalkTalk in both slow and fast fibre broadband offerings .
Canadian bank RBC has downgraded TalkTalk from " outperform " to " under perform " , citing regulatory issues from BT , which bought rival EE two years ago , and broadband undercutting by Vodafone . In a letter to clients , RBC analysts estimated that an unlimited mobile broadband offering from BT could result in the telecom giant wresting 300,000 mobile customers from other operators . RBC also noted that Vodafone is undercutting TalkTalk in both slow and fast fibre broadband offerings .