SKT Sky Network Television Limited.

[mistaTea]

They understand that consolidation is the recent trend among media and telecommunication companies. If they're going to go into "Energy" broadband, mobile, and all these other markets, then it makes sense to join forces.

In my opinion, once OSB is gone a merger will likely happen soon after.

Ok, but can you please tell them I need 62c to walk away with $1M please.

[Ogg]

Ok, but can you please tell them I need 62c to walk away with $1M please.


https://www.youtube.com/watch?v=jL2DH-nKBeA

[Jay]

Ok, but can you please tell them I need 62c to walk away with $1M please.

As Ogg said you may be dreaming but a much better chance than me, as I need about $50 takeover price to walk away with a million- possibly a bit more if tax is taken into account :)

[mistaTea]

As Ogg said you may be dreaming but a much better chance than me, as I need about $50 takeover price to walk away with a million- possibly a bit more if tax is taken into account :)

Discovery will have to pry my shares out of my cold, dead hands...

[Waltzing]

I keep reading with interest and my confusion as the thinking of the consuming public remains high. IS there any chance this companies increases EPS? just asking from an investor interest, We would love to own this share again but still we are on the side lines.

[Ogg]

Sky TV weeks away from broadband customer trials

https://www.stuff.co.nz/business/123069408/sky-tv-weeks-away-from-broadband-customer-trials-chief-executive-tells-investors

Sky TV also weeks away from selling off OSB.

If a takeover doesn't come by years end then I'm throwing in the towel.

[madmat]

They understand that consolidation is the recent trend among media and telecommunication companies. If they're going to go into "Energy" broadband, mobile, and all these other markets, then it makes sense to join forces.

In my opinion, once OSB is gone a merger will likely happen soon after. The sky is the limit it seems XD

[Akane]

If a takeover doesn't come by years end then I'm throwing in the towel.

Empty promises, last time around you said you'll take drastic measures if takeover isn't happening..... and here we are :D

[Ogg]

Empty promises, last time around you said you'll take drastic measures if takeover isn't happening..... and here we are :D

They got an exemption as they need to sell OSB first.

[mistaTea]

If a takeover doesn't come by years end then I'm throwing in the towel.

lol, you have been threatening to call it quits for ages.

I think you love Sky too much to sell your shares now!

[Ogg]

lol, you have been threatening to call it quits for ages.

I think you love Sky too much to sell your shares now!

I need to sell by Christmas, as like one of the questions at the AGM suggested; I'm a struggling retail holder who has been living off Sky dividends to pay for household expenses and to put food on the table during these difficult times...


https://www.youtube.com/watch?v=zA7_HivbLHc

[Dlownz]

I need to sell by Christmas, as like one of the questions at the AGM suggested; I'm a struggling retail holder who has been living off Sky dividends to pay for household expenses and to put food on the table during these difficult times...


https://www.youtube.com/watch?v=zA7_HivbLHc

Your a impatient bunch arnt you

[Ogg]

Your a impatient bunch arnt you

Me after day one...


https://www.youtube.com/watch?v=C8x64O1EPF8

[tqtq]

What does this mean:
https://www.scoop.co.nz/stories/BU2010/S00202/statement-of-preliminary-issues-released-for-nep-acquisition-of-skys-outside-broadcasting-assets.htm

[winner69]

ASM hasn’t done much for market sentiment

Suppose a long boring unrewarding wait until the next results update

[Ogg]

What does this mean:
https://www.scoop.co.nz/stories/BU2010/S00202/statement-of-preliminary-issues-released-for-nep-acquisition-of-skys-outside-broadcasting-assets.htm

It means that the ComCom has formally replied to the proposal and is asking for any submission.

https://comcom.govt.nz/__data/assets/pdf_file/0029/226586/NEP-Broadcast-Services-New-Zealand-Limited-and-Sky-Network-Television-Limited-Statement-of-Preliminary-Issues-13-October-2020.pdf

Looks pretty clear cut to me. Should go through without a hitch.

Point 18 is interesting: "We will also briefly consider whether any coordinated effects might result from the Proposed Acquisition."

I hope they don't discover any coordinated effects with my evil takeover plan...

https://media.tenor.com/images/fd734625adb25a609429eca9a5a66381/tenor.gif

[nztx]

Sky TV weeks away from broadband customer trials

https://www.stuff.co.nz/business/123069408/sky-tv-weeks-away-from-broadband-customer-trials-chief-executive-tells-investors

Sky TV also weeks away from selling off OSB.

If a takeover doesn't come by years end then I'm throwing in the towel.


I can't believe Ogg will throw in the towel any time soon while SKT keeps offering tempting potential
opportunities of large Ca$h falling from the Sky probably at the most unexpected moment .. ;)

[mistaTea]

I can't believe Ogg will throw in the towel any time soon while SKT keeps offering tempting potential
opportunities of large Ca$h falling from the Sky probably at the most unexpected moment .. ;)

When do you need the cash for the house you are going to build Ogg?

Early next year?

You better give Discovery and Universal a rev up now so the bidding war can begin and you can walk away with top dollar.

[Ogg]

Of cause I'm not selling. Just ignore everything I say as it's usually false.

[nztx]

Of cause I'm not selling. Just ignore everything I say as it's usually false.

Still accumulating on dips - huh ? ;)

[moimoi]

ASM hasn’t done much for market sentiment

Suppose a long boring unrewarding wait until the next results update

Yup. Re-skinning someone else's broadband or mobile offer hardly seems transformational.

The depth of the task at hand etched on Martin's face in the Q&A session....

[Ogg]

Still accumulating on dips - huh ? ;)

I'm in too deep as it is...

I'm confident once OSB is sold off next month and Sky is no longer a vertically integrated company, buyers (Comcast, Discovery, Infratil) will be lining up for their 1m customers and Sky will be bought out.

[jimdog31]

Yup. Re-skinning someone else's broadband or mobile offer hardly seems transformational.

The depth of the task at hand etched on Martin's face in the Q&A session....

And the pauses for the difficult questions....

[biker]

Still accumulating on dips - huh ? ;)

Yep, deffs.

[Ogg]

Yup. Re-skinning someone else's broadband or mobile offer hardly seems transformational.

The depth of the task at hand etched on Martin's face in the Q&A session....

The whole broadband/mobile, and now as of today "energy" was just a ploy to bait Infratil.

It's also to bait ComCast as they have registered the domain xfinity.nz and also the trademark in NZ.

Just lol if you think "Sky Broadband" is actually happening.

[mistaTea]

Just lol if you think "Sky Broadband" is actually happening.

I mean, I genuinely think it is happening.

Think about it...

Existing satellite subs with poor internet are going to keep their Sky sub regardless of what is happening in the media sector. Great.

There are thousands and thousands of other Sky subs who are in fibre connected areas...awesome, should be pretty straightforward to upsell to a lot of those.

But then there are the thousands of houses in fibre areas where there is a satellite dish on the roof, but no Sky connection. From previous subs who decided Sky was no longer value for money.
Sending some door to door salesmen with special offers should be a piece of cake - given these houses already have a dish on the roof, getting them reconnected should be easy.

Then there are the wider possibilities for the rest of us whereby bundles that include streaming services could be very attractive indeed.

It is absolutely the way forward, and any suggestion that Sky aren’t serious about offering Broadband, and that they are just playing some kind of weird game of chicken to try force someone to bid for the company is nuts.
If the Board wanted a sale as their ‘exit plan’ they would just commission some investment bankers to go out and find some buyers to get some bidding going.

Now then, if Sky make a success of Broadband + Mobile + Energy...it doesn’t take a huge stretch of the imagination to see a $2B company.

I think that if IFT don’t have a crack at buying Sky they are crazy. But they seem to disagree because they would have had a go at buying Sky by now if they wanted it.

If Ogg is (eventually) proven correct and there are attempts by Discovery and Universal, the price could triple from where it is now and they would still be getting a good deal imo.

[Lion_graf]

Sending some door to door salesmen with
I think that if IFT don’t have a crack at buying Sky they are crazy. But they seem to disagree because they would have had a go at buying Sky by now if they wanted it.

If Ogg is (eventually) proven correct and there are attempts by Discovery and Universal, the price could triple from where it is now and they would still be getting a good deal imo.

Wouldn't the time for a takeover or atleast bid or even an enquiry come at the time the share price was under 14c? Not a lot has changed since. We all know what sky is trying to achieve.

Either they want to see how the broadband and app based etc plays out first. Or they are not confident in Sky's strategy and implementation. If it goes well we will see a big jump in share price and a golden opportunity will be somewhat missed for potential buyers. or the company will sink lower and be not worth buying anyway....

My thought is noone is interested. Atleast at present anyway.

[Ogg]

My thought is noone is interested. Atleast at present anyway.

That's what Mediaworks was thinking back in September 2019. Then they put it up for sale and got multiple offers.

[Ogg]

Check your PM mistaTea, my conspiracy radar is going off the charts!

[Ogg]

Me right now...


https://www.youtube.com/watch?v=5Kek3GqbsTk

[jimdog31]

Me right now...


https://www.youtube.com/watch?v=5Kek3GqbsTk

Dont be a holdout OGG I just logged in for my daily dose!!

[Ogg]

Was going to pick up this. What do you think MT?

https://www.ishopnewworld.co.nz/product/5000423_ea_000nw?name=champagne-special-cuvee

[Ogg]

Dont be a holdout OGG I just logged in for my daily dose!!

The amount of conspiracy is just too much for this forum. It's off the chart stuff.

[mistaTea]

Check your PM mistaTea, my conspiracy radar is going off the charts!

I read your observation with interest, Peter Parker!

[Alpha]

Come on guys sharing is caring - I am a believer and sufferer of this stock. I am happy for either a buy out or for this company to be turned around. Please tell me this has been worth the wait what ever happens.

[Ogg]

Come on guys sharing is caring - I am a believer and sufferer of this stock. I am happy for either a buy out or for this company to be turned around. Please tell me this has been worth the wait what ever happens.

It's only for the Die Hards. Very speculative. Look at my track record, it's terrible, I've been wrong all the time (up till now).

[Entrep]

See ComCom is asking for submissions on the sale of OSB
These guys just can't catch a break can they...

[Ogg]

See ComCom is asking for submissions on the sale of OSB
These guys just can't catch a break can they...

Yep. They just can't catch a break. Maybe one day they will get some luck with the ComCom.

I think I know why Martin accidently said "Energy" yesterday.

[Akane]

Yep. They just can't catch a break. Maybe one day they will get some luck with the ComCom.

I think I know why Martin accidently said "Energy" yesterday.

Are they being tyre kicked by an Energy company?

[Ogg]

Are they being tyre kicked by an Energy company?


https://www.youtube.com/watch?v=3sX_sE31r9Q

[Akane]

https://www.youtube.com/watch?v=3sX_sE31r9Q

Well, you might as well spill the beans.......

[Ogg]

Well, you might as well spill the beans.......

There's nothing to share. Apart from the usual shenanigans that have been happening on this thread for the last 6 months.

[Alpha]

I am getting no work done. Frequently find myself returning to this forum.

Solar energy?

[tga_trader]

I am getting no work done. Frequently find myself returning to this forum.

Solar energy?

Tesla is buying SKY?

[Alpha]

Sky is making electric vehicles?

[Akane]

There's nothing to share. Apart from the usual shenanigans that have been happening on this thread for the last 6 months.

I guess we'll just have to start naming energy companies, until one that strikes a nerve and make your face change............

[SpaceZ]

SKY and Trust power ?

[Ogg]

Just relax Guy's...

I'm getting my big speech ready though. Might be tonight or tomorrow night depending on timing.

[Ogg]

People here should read this

https://www.fma.govt.nz/assets/Guidance/HitsandMyths-MaryHolm-Guidebook.pdf

https://www.goodreturns.co.nz/article/976517606/fma-tells-online-investors-to-do-their-homework.html

[mistaTea]

Just relax Guy's...

I'm getting my big speech ready though. Might be tonight or tomorrow night depending on timing.

Relax?!

You’ve been messaging me all morning like Trumpy on a Twitter rampage! ALL IN CAPS!

I thought you were going to have an aneurism at one point!

[Ogg]

Relax?!

You’ve been messaging me all morning like Trumpy on a Twitter rampage! ALL IN CAPS!

I thought you were going to have an aneurism at one point!


https://www.youtube.com/watch?v=IUB-wjXUREE

I almost came this morning.

[airedale]

I am getting no work done. Frequently find myself returning to this forum.

Solar energy?


I have cancelled my SKY subscription......I get all my entertainment now from this channel.:)....on these pages;).

[Alpha]

Hmm thanks for the links... but as you are my financial adviser ogg I have put my trust in you to do all my homework. I have taken your advice and re mortgaged the home, sold the boat, sold the car, sold the kids and everything is now in SKT.

Now you have me nervously waiting some news. Do I jump or hold.

[Ogg]

Hmm thanks for the links... but as you are my financial adviser ogg I have put my trust in you to do all my homework. I have taken your advice and re mortgaged the home, sold the boat, sold the car, sold the kids and everything is now in SKT.

Now you have me nervously waiting some news. Do I jump or hold.

I bought more this morning. Holding 1,462,870 now. Looking for things around the house to put on Trademe.

[Alpha]

I'm only at 500K but that's enough for me atm. Should I stump up another 500k and join the Million dollar club.

Or more importantly is the news worth while for me to buy more.... Looking forward to your BIG speech.

[bulltrap]

People here should read this

...

https://www.goodreturns.co.nz/article/976517606/fma-tells-online-investors-to-do-their-homework.html

From the article:



Some point to Sky Network Television and Cannasouth as examples of stocks that retail investors bid higher ahead of a result for no clear reason, only to drop again when their earnings were in line with professional investors' expectations.


I can't comment on Cannasouth, but my narrative for what happened to Sky shares plays out a bit differently:

1. Stock gets bid up approaching release, on growing market sentiment that Sky wasn't in imminent danger of collapse
2. Price surges on morning of release, as insiders are unmuzzled
3. Price plummets as retail investors dump the stock after seeing the scary headline loss

[mistaTea]

Looking forward to your BIG speech.

I just hope Ogg's speech begins with "I have a Dream..." :t_up:

[Ogg]

I just hope Ogg's speech begins with "I have a Dream..." :t_up:

May have jumped the gun a bit. Could be a week or two before anything happens, if ever.

[mistaTea]

I almost came this morning.

You mean you came for nothing earlier?

[Ogg]

You mean you came for nothing earlier?

I'm confident this time.

The headline says it all really.

https://www.nbr.co.nz/node/227890

[Alpha]

So IFT then....energy + mobile

[Ogg]

You mean you came for nothing earlier?

Drink to HC tonight, right mistaTea?


https://media.tenor.com/images/5eca9ea4754d1e98638cd5393ddddf5d/tenor.gif

[Ogg]

Drink to HC tonight, right mistaTea?





O wait, I keep forgetting you don't want this to happen...


https://www.youtube.com/watch?v=IUB-wjXUREE

[Ogg]

Blair hard at work I presume, working on that special assignment.

Just lol at them still not appointing a CFO replacement. But why bother ah...

[Alpha]

I'm just going to buy more. No point doing any DD with this stock. Hope my wife doesn't kill me. I am pretty confident something is going to happen either way I think we all will win.

If its a Buy out I'm happy with anything over 40cent

If no buy out I will hold and watch this stock return hopefully to its former glory and 10years from now be a happy hold but wife may have left by then....

So kind of hoping the buy out happens.

[Ogg]

"Sky Broadband" in trail phase with employees for months and months. What the hell is that...

https://thumbs.gfycat.com/SelfassuredSafeAlpineroadguidetigerbeetle-size_restricted.gif

[Ogg]

I'm just going to buy more. No point doing any DD with this stock. Hope my wife doesn't kill me. I am pretty confident something is going to happen either way I think we all will win.

If its a Buy out I'm happy with anything over 40cent

If no buy out I will hold and watch this stock return hopefully to its former glory and 10years from now be a happy hold but wife may have left by then....

So kind of hoping the buy out happens.

Give Mary a call first.

https://www.fma.govt.nz/assets/Guidance/HitsandMyths-MaryHolm-Guidebook.pdf

[Alpha]

Does Mary know what's happening with SKY anyone got her number.

[RTM]

So IFT then....energy + mobile

Infratil certainly going up over last few days.

[mistaTea]

Drink to HC tonight, right mistaTea?


https://media.tenor.com/images/5eca9ea4754d1e98638cd5393ddddf5d/tenor.gif

Better nip out and get that bottle of Dom Perignon.

[Ogg]

Better nip out and get that bottle of Dom Perignon.

Water for me tonight. More shares tomorrow.

[Slim]

12014
Within the last week

[Ogg]

12014
Within the last week


lol, you found it.

It was created this morning. That's what we've been PMing.

[Ogg]

Can someone help me out here.

I've been trying to find the part where he says "energy" but I can't find it.

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6200345820001

I think they've actually edited it out of the video. Just lol.

This version has the fixed audio so it must be an edited version.

[Ogg]

12014
Within the last week

HC means Holding Company, for you low IQ muppets.

[Ogg]

Too bad Balance was banned. Was gonna PM you bro!

[Ogg]

$20 bucks to anyone who can find where he says "energy".

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6200345820001

Just lol if they edited it out.

[Alpha]

Maybe that’s why there was no sounds during the film reel. The whole thing seemed very scripted until Martin said energy

[Ogg]

Maybe that’s why there was no sounds during the film reel. The whole thing seemed very scripted until Martin said energy

Yeah I know. He slipped up big time.

"Energy" = Trust Power.

[Ogg]

Trading halt tomorrow boys. If not, just lol.

[LEMON]

So we think Infratil is looking to takeover or merge with sky to offer that broadband and energy service Sky is talking about?

[Ogg]

So we think Infratil is looking to takeover or merge with sky to offer that broadband and energy service Sky is talking about?

Durr... Where have you been for the last 150 pages of this thread!

[LEMON]

Durr... Where have you been for the last 150 pages of this thread!

Yes but you also speculate on discovery. It's just a very good find and helps add another brick to your wall. I believe the conspiracy is looking at lots less like a conspiracy after silently reading and researching this forum. Over the months daily.

[Ogg]

Yes but you also speculate on discovery. It's just a very good find and helps add another brick to your wall. I believe the conspiracy is looking at lots less like a conspiracy after silently reading and researching this forum. Over the months daily.

It's gonna be a three way bidding war between Infratil, Discovery and ComCast.

It was all part of the narrative.

This is just the beginning. The Sky UK takeover went on for more than a year.

[mistaTea]

It's gonna be a three way bidding war between Infratil, Discovery and ComCast.


God you know all the right things to say to me honey.

[Gregnz]

[QUOTE=Ogg;849971]$20 bucks to anyone who can find where he says "energy".

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6200345820001

Just lol if they edited it out.[/QUOTE



Its not there, just watched the whole thing and 'Energy' is definitely not mentioned.

[mistaTea]

https://www.investopedia.com/terms/h/holdingcompany.asp

So IFT are planning to buy something. But is it Sky? Why didn’t they do this earlier of Sky was the target?

[The diver]

$20 bucks to anyone who can find where he says "energy".

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6200345820001

Just lol if they edited it out.

30:07 did you mishear "and in due course, mobile"? That kind of sounds like energy the way he says it. The timing is half an hour in too which was when you posted energy in the forum.

[Ogg]

[QUOTE=Ogg;849971]$20 bucks to anyone who can find where he says "energy".

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6200345820001

Just lol if they edited it out.[/QUOTE



Its not there, just watched the whole thing and 'Energy' is definitely not mentioned.

That's what I thought. They've edited it out.

It's obvious that Martin and Marko have had casual talks. That's why Martin slipped up and said energy as Infratil have Trust Power and they could offer that as part of a bundle.

@57:40 is when the question about "Tyre kicking" is asked

Noticed that Martin doesn't speak.

The chair only says that no offer has come forward yet. He talks about consolidation and is open if a formal offer was received. He doesn't rule out that he has had causal talks with anyone. Seems very coy about it all. Just look at the body language.

[airedale]

Just tried to open that link and it said ...video not found...the plot thickens.

[LEMON]

Just tried to open that link and it said ...video not found...the plot thickens.

I'm a believer

[LEMON]

Looking back on the relationship of Infratil, Vodafone and Sky TV one could assume this has always been the objective to merge. Seems it's been tried and failed attempts many times on the DL over the years

[Gregnz]

Just tried to open that link and it said ...video not found...the plot thickens.


You can view it here:

https://www.sky.co.nz/investor-centre/results-and-reports

[mistaTea]

LOL, loving the conspiracy theories around how management have 'edited' the AGM video. Utter nonsense.

None of the media outlets picked up on anyone saying energy - perhaps some posters misheard? I had to go off the meeting for about 10 mins, so when I saw the ST posts about Energy I just assumed Bowman or Stewart must have said something while I wasn't tuned in.

I have my doubts now!

[DownTownJr]

I listened to the live feed. I never heard energy mentioned once. I assumed I must have missed it as news articles picked up on it, possibly not now?

Interesting times. Keen to see where this stock goes and am happy I was finally able to create an account here.

[Gregnz]

Multiple posters mishearing, that would seem very odd?

[SpaceZ]

I think this is going to be the mother of all conspiracies..... and After that our forum spiritual leader will be leaving and selling off before Christmas.:cool:

[Ogg]

Sharesies in the dark as they've all been banned from talking about Sky.


https://www.youtube.com/watch?v=IUB-wjXUREE

100% sure he said "energy". Who else heard it?

The video has been edited as the montage audio has been fixed.

[Ogg]

100% confirmed the video has been edited as the tyre kicking question is now at timestamp @56:01 and not 57:40 like on the other video! There's missing content!

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6200464372001

[Greekwatchdog]

This is becoming an episode of NCIS..

[jimdog31]

100% confirmed the video has been edited as the tyre kicking question is now at timestamp @56:01 and not 57:40 like on the other video! There's missing content!

https://players.brightcove.net/6122285394001/default_default/index.html?videoid=6200464372001

holey sheet!

[jimdog31]

30:07 did you mishear "and in due course, mobile"? That kind of sounds like energy the way he says it. The timing is half an hour in too which was when you posted energy in the forum.

Yo ogg - confirmation of the time difference

Original Video "and in due course mobile" 30:07
Edited Video "and in due course mobile" 28:28

There is 1min 40 secs missing from the first 30 mins somewhere

[Ogg]

Yo ogg - confirmation of the time difference

Original Video "and in due course mobile" 30:07
Edited Video "and in due course mobile" 28:28

There is 1min 40 secs missing from the first 30 mins somewhere

I know right. Where's the missing tapes...


https://www.youtube.com/watch?v=gnsyS0fLKx0

[jimdog31]

I know right. Where's the missing tapes...


https://www.youtube.com/watch?v=gnsyS0fLKx0

Now to add to my 1,487,664 shares!!

[Ogg]

Now to add to my 1,487,664 shares!!

25k more than me...


https://www.youtube.com/watch?v=aZVkW9p-cCU

[Akane]

I know right. Where's the missing tapes...


Missing tapes, just like Hillary's missing emails....

[Gregnz]

A lot of volume seems to be going thru, just saw 1,000,000 shares at 0.149 @ 11:12am. Someone knows something?

[Ogg]

A lot of volume seems to be going thru, just saw 1,000,000 shares at 0.149 @ 11:12am. Someone knows something?


https://www.youtube.com/watch?v=4C2AhIjAy_0

[Alpha]

Ogg now has 1M more shares.

[Ogg]

Ogg now has 1M more shares.

It was an off market trade. I think they're (In***til) creeping.

[NZInvestLife]

Been following this thread for month - really fantastic reading haha it just keeps delivering. I'm wanting to buy in further but wondering what everyone's average price is atm if not too much of an invasive question? If i buy in i will be increasing my average to about 15c.

[RTM]

Yo ogg - confirmation of the time difference

Original Video "and in due course mobile" 30:07
Edited Video "and in due course mobile" 28:28

There is 1min 40 secs missing from the first 30 mins somewhere

If someone is so sure of this....why don't "you" ask SKY about this directly ?
I never heard it.

[Ogg]

If someone is so sure of this....why don't "you" ask SKY about this directly ?
I never heard it.

That's like asking Hilary where the emails are...

[RTM]

That's like asking Hilary where the emails are...

At least a couple or three of you are substantial shareholders....must count for something.
But yeah...nice analogy. Surprised there was no YOUTUBE link.

[Ogg]

CLEAR EVIDENCE THE VIDEO WAS RESHOT AFTER

See attachment:

https://i.imgur.com/kmTLtMn.jpg

You can clearly see his earpiece has changed.

Parts of the interview was reshot afterwards!

[jimdog31]

https://www.youtube.com/watch?v=N8cUy163_rg
CLEAR EVIDENCE THE VIDEO WAS RESHOT AFTER

See attachment:

https://i.imgur.com/kmTLtMn.jpg

You can clearly see his earpiece has changed.

Parts of the interview was reshot afterwards!

[Alpha]

That cheaky little smile as well. Like he knows he fd up. But playing it cool.

[Alpha]

Just rearranging some funds now will be placing an order asap. Something is def going on.

[Ogg]

I've got the exact moment where it cuts.

It's between 26:56 - 27:09

See attachment:

https://i.imgur.com/z4TyJx0.jpg


Link to video:

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6200464372001

[DownTownJr]

Confirmed. Time to buy more shares. Better check with the wife first.

[iamaskier]

Confirmed. Time to buy more shares. Better check with the wife first.

Can you please use the changing earpiece as justification and report back? Depending on how you go I might try a different approach.

PS. thanks to all involved in this thread. Very entertaining.

[Alpha]

Done just freed up 70K now what to do....

https://media3.giphy.com/media/26uf4LsTj87JjVDbO/200.gif

[NZInvestLife]

I've got the exact moment where it cuts.

It's between 26:56 - 27:09

See attachment:

https://i.imgur.com/z4TyJx0.jpg


Link to video:

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6200464372001

I watched it a few times and hoping im wrong but from what i can see, Martin adjusts his arm to rest on the couch and as he turns his head to face her the earpiece pops out a bit at 27:09-27:10. Someone confirm but its like 2 frames..???

[Meh]

With money freed up BUY BUY BUY BUY BUY! With all the conspiracies out there, this one is the right one!


DYOR - Not advice to buy SKT shares.

[LEMON]

With money freed up BUY BUY BUY BUY BUY! With all the conspiracies out there, this one is the right one!


DYOR - Not advice to buy SKT shares.

Sounds like advice and something you'd find on sharsies Facebook page.

[Slim]

If it was sharsies he would show his massive $17 dollar investment while claiming 'he's invested in his decisions', not knocking first time inverstors but ill pass on the advice.

Interesting to see how it plays out, personally ive never seen a holding company on the companies register before (probably from lack of looking) bot no doubt Infratil has done it alot, they have done so many deals over the years.

That aside, I'm a believer but was hoping for a re-rating mid next year after I've had time to free up another investment to reposition

[Dlownz]

I'm really not so sure on a takeover from infratel. How would they do it anyway. Would they buy up just under 5 %. Then make a push before it's declared then make a offer. Why pay full price when you might get 10% or more for under 20cents

[SpaceZ]

[QUOTE=Dlownz;850239]I'm really not so sure on a takeover from infratel. How would they do it anyway. Would they buy up just under 5 %. Then make a push before it's declared then make a offer. Why pay full price when you might get

From memories, they will talk to a couple of shareholders that make up 10% and agreed in principle to pay them X dollar, this normally is done off market. The offeror normally will pay more than market value for that 10%.

With that 10%, they can file Take Over Notice with NZX and enter formal negotiation with the board. That is one of the routes, there might be other ways.

[RTM]

I'm really not so sure on a takeover from infratel. How would they do it anyway. Would they buy up just under 5 %. Then make a push before it's declared then make a offer. Why pay full price when you might get 10% or more for under 20cents

What is full price ?

[Ogg]

I watched it a few times and hoping im wrong but from what i can see, Martin adjusts his arm to rest on the couch and as he turns his head to face her the earpiece pops out a bit at 27:09-27:10. Someone confirm but its like 2 frames..???

I've been studying the video all night!

It's possible Martin's earpiece may have popped out. If you watch closely you can see the Chair's earpiece pop out at 42:20.

However:

1. There's a hard cut at 21:22 as the video goes directly to Martin sitting on the couch when he was clearly sitting at the desk. Therefore this is an edited video.

2. The interview with Bernadine starts at 21:23 with her saying "And Martin". There is missing content before this scene.

3. The live version had a montage with no audio. This version has no montage at all.

The only logical explanation is that they have cut the montage completely but also the first part of the interview with Bernadine that contained the phrase "energy". They've sliced in an extra sentiment at 21:08 to 21:22 so they can keep the continuity.

100% certain that's what happened.

Link to video:

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6200464372001

[bull....]

Rugby Championship in disarray as Springboks withdraw
https://www.nzherald.co.nz/sport/rugby-championship-in-disarray-as-springboks-withdraw-what-it-means-for-all-blacks/U4XMFMLHIYHEP2V5FDFMLLJCZE/

paying nearly $75 per mth for rugby looking less and less attractive all the time. they better hurry up with pic n mix

[RTM]

Rugby Championship in disarray as Springboks withdraw
https://www.nzherald.co.nz/sport/rugby-championship-in-disarray-as-springboks-withdraw-what-it-means-for-all-blacks/U4XMFMLHIYHEP2V5FDFMLLJCZE/

paying nearly $75 per mth for rugby looking less and less attractive all the time. they better hurry up with pic n mix

Agree....but the Streaming Sport package @ 25 per month to help keep Sky afloat feels ok.

[clown]

Rugby Championship in disarray as Springboks withdraw


https://www.nzherald.co.nz/sport/rugby-championship-in-disarray-as-springboks-withdraw-what-it-means-for-all-blacks/U4XMFMLHIYHEP2V5FDFMLLJCZE/

paying nearly $75 per mth for rugby looking less and less attractive all the time. they better hurry up with pic n mix

Definitely a big blow to the championship. Isn't IPL a big thing anymore?

[nevchev]

Done just freed up 70K now what to do....

https://media3.giphy.com/media/26uf4LsTj87JjVDbO/200.gif
Looking like a reasonable open this morning.Is that you Alpha?

[Alpha]

Nope not me.

[nevchev]

Nope not me.

Must be oggs theories drawing punters in

[Greekwatchdog]

Or Ogg building up his stake to 19.99%

[mistaTea]

Where is this Trading Halt Ogg?

The HC was incorporated today (https://app.companiesoffice.govt.nz/companies/app/ui/pages/companies/8133354?backurl=H4sIAAAAAAAAAC2LQQoCMQxFb9ONizlBEH Ghi1kIeoFPE7Uwk9YkFeb2lsHdf4%2F3p4aX%2BJTr2qBlLBdY fh%2FXykIeUIZxiq0JiUaJkaQPFX0aoiyH6zmBv9AsfIPKQmFd 0l5uj3FyOs3zn%2B%2BB6H6x2tuuf3z3Nfl7AAAA)...

[Ogg]

Where is this Trading Halt Ogg?

The HC was incorporated today (https://app.companiesoffice.govt.nz/companies/app/ui/pages/companies/8133354?backurl=H4sIAAAAAAAAAC2LQQoCMQxFb9ONizlBEH Ghi1kIeoFPE7Uwk9YkFeb2lsHdf4%2F3p4aX%2BJTr2qBlLBdY fh%2FXykIeUIZxiq0JiUaJkaQPFX0aoiyH6zmBv9AsfIPKQmFd 0l5uj3FyOs3zn%2B%2BB6H6x2tuuf3z3Nfl7AAAA)...


https://www.youtube.com/watch?v=h81Ojd3d2rY

[mistaTea]

https://www.youtube.com/watch?v=h81Ojd3d2rY

Ok wonderful news sugar puff.

So IFT will launch an offer on Monday at, what?, 30c?

Then Universal come in with a King Hit of 35c.

Then Discovery say "Oh Hell no, we didn't come here to just buy crappy TV3. WE are buying Sky - 40c!".

And then all is well in the world.

Is that how it will play out?

[jimdog31]

Ok wonderful news sugar puff.

So IFT will launch an offer on Monday at, what?, 30c?

Then Universal come in with a King Hit of 35c.

Then Discovery say "Oh Hell no, we didn't come here to just buy crappy TV3. WE are buying Sky - 40c!".

And then all is well in the world.

Is that how it will play out?

They could sell the ensuing movie rights of the story to netflix?!

[mistaTea]

They could sell the ensuing movie rights of the story to netflix?!

Barbarians at the Gate 2 !!!

[clown]

Hmmmm... This is innovative

https://www.eventcinemas.co.nz/EventsFestivals/BledisloeCup2020Live?source=hompagebanner

[ados_nz]

Ok wonderful news sugar puff.

So IFT will launch an offer on Monday at, what?, 30c?

Then Universal come in with a King Hit of 35c.

Then Discovery say "Oh Hell no, we didn't come here to just buy crappy TV3. WE are buying Sky - 40c!".

And then all is well in the world.

Is that how it will play out?

At 40c OGG's SKT holders party is going to be massive!

Some days I wonder if I brought in just so I could ride this conspiracy hype train. Regardless of a takeover this is by far the most entertaining stock I have owned!

[Ogg]

Joint venture company now being formed.

https://i.imgur.com/9qdyWMh.jpg

Infratil HC Limited will own this company who will then own another company with Brookfield Asset Management.

It's all going to plan...


https://www.youtube.com/watch?v=4_Ak-3qWUC4

[jimdog31]

Barbarians at the Gate 2 !!!

Id watch that! the original was Such a good movie. I wonder if in the sequel the barbarians are real?

[jimdog31]

Joint venture company now being formed.

https://i.imgur.com/9qdyWMh.jpg

Infratil HC Limited will own this company who will then own another company with Brookfield Asset Management.

It's all going to plan...


https://www.youtube.com/watch?v=4_Ak-3qWUC4

Did you just reserve that name?! if you didn't im going to vote no on the referendum tomorrow as I dont need to legalise my paranoia!!!

[RGR367]

Barbarians at the Gate 2 !!!

If all come to fruition, I would rather call it "Ogg, The Conqueror". One man's quest to bring the lost multitude to the promised land of Valhalla.

[Ogg]

If all come to fruition, I would rather call it "Ogg, The Conqueror". One man's quest to bring the lost multitude to the promised land of Valhalla.

My disciples continue to pile in. Stock is going up.

Hopefully the stock heads up to 20+ before the takeover hits.

I've probably cost Infratil and Brooksfield millions.


https://www.youtube.com/watch?v=IUB-wjXUREE

[mistaTea]

https://i.imgur.com/9qdyWMh.jpg


Now why can't I reproduce that search result?

Did you just alter the browser UI using Chrome Inspect function mate. Come on, be honest.

[Ogg]

Now why can't I reproduce that search result?

Did you just alter the browser UI using Chrome Inspect function mate. Come on, be honest.

What do you mean? Just type it in.

[mistaTea]

What do you mean? Just type it in.

Just found it - it says "Approved" now.

I think when I happened to search for it they must have been updating the status which is why it never came up in my search results before. So I just assumed you were pulling a fast one mate! :D

[jimdog31]

Just found it - it says "Approved" now.

I think when I happened to search for it they must have been updating the status which is why it never came up in my search results before. So I just assumed you were pulling a fast one mate! :D

Oh yeh of little faith!!

[Ogg]

Just found it - it says "Approved" now.

I think when I happened to search for it they must have been updating the status which is why it never came up in my search results before. So I just assumed you were pulling a fast one mate! :D

I'm not 100% sure if "JV Investment" is Infratil's but the Vodafone structure is:

Vodafone New Zealand Limited - (COMPANY)
ICN JV Limited - (Joint Venture COMPANY)
Infratil 2019 Limited (Holding COMPANY)

So it follows that "JV Investment" is the joint venture company for Sky.

[mistaTea]

I'm not 100% sure if "JV Investment" is Infratil's...

So it follows that "JV Investment" is the joint venture company for Sky.

LOL.

So, assuming this company is even set up by IFT...

It could be createdto buy something not related to Sky TV at all.

But hey, let's crack open the Dom Perignon anyway!

[Ogg]

LOL.

So, assuming this company is even set up by IFT...

It could be createdto buy something not related to Sky TV at all.

But hey, let's crack open the Dom Perignon anyway!

Everything I post is pure speculation... I would have thought you know that by now.

We'll see in a day or two if it incorporates.

In the meantime, I'll go out and find some more conjecture.

[Ogg]

JV INVESTMENT LIMITED is now showing "Approved" instead of "Approved Name Reservation" but it hasn't incorporated yet. Weird.

[Tripp]

Everything I post is pure speculation... I would have thought you know that by now.

We'll see in a day or two if it incorporates.

In the meantime, I'll go out and find some more conjecture.


But but but....... I am buying sky stock because you said all this :scared:

:eek2:
(note: i know its speculation)

[Ogg]

I'm refreshing the page every 10 seconds on the companies website waiting for JV Investment to come to life...

[Ogg]

But but but....... I am buying sky stock because you said all this :scared:

:eek2:
(note: i know its speculation)

Lot of noobs here with less than 10 posts buying in.

Please read this:

https://www.fma.govt.nz/assets/Guidance/HitsandMyths-MaryHolm-Guidebook.pdf

[sb9]

Here comes end of week big dump at 15c...

[Cash_Lion]

Here comes end of week big dump at 15c...

More for me

[DownTownJr]

Those sure piled on quick

[Cash_Lion]

Looks like accumulation going on

[Ogg]

JV investment was a false alarm.

https://thumbs.gfycat.com/ImpishGreedyFoal-max-1mb.gif

[nztx]

How are all our anticipated SKY takeover scenarios coming along ? ;)

[mistaTea]

JV investment was a false alarm.

https://thumbs.gfycat.com/ImpishGreedyFoal-max-1mb.gif

LOLLL,

Either a false alarm or a Chinaman is about to buy Sky!

[3mman]

Been slowly accumulating SKT shares over the last few months. Each time I read all the Takeover hype on this forum I buy a few more :):) Overtaken you now Ogg so I hope your theories come true. My mother always told me a fool and his money are soon parted. :):):)

[LEMON]

Oh my........

[nztx]

Been slowly accumulating SKT shares over the last few months. Each time I read all the Takeover hype on this forum I buy a few more :):) Overtaken you now Ogg so I hope your theories come true. My mother always told me a fool and his money are soon parted. :):):)

You must have a few hundred more than me then .. ;)

[NZInvestLife]

You must have a few hundred more than me then .. ;)

Holy heck how many shares do you all have... Theres about 6 of you with close to 1.5m from the comments here...

[Cash_Lion]

This is going to be a very happy thread when Sky takes off LOL

[jimdog31]

Holy heck how many shares do you all have... Theres about 6 of you with close to 1.5m from the comments here...

Well if no takeover comes we have a the beginnings of good size block to start our own hostile version

[jimdog31]

This is going to be a very happy thread when Sky takes off LOL

I like your use of “when”

[Ogg]

This is going to be a very happy thread when Sky takes off LOL

Me Monday morning...


https://www.youtube.com/watch?v=hIvRkjOd1f8

[Dlownz]

Me Monday morning...


https://www.youtube.com/watch?v=hIvRkjOd1f8

Now Ogg you had your chance at a speech before the full year results. Lol. You missed your boat

[Stranger_Danger]

Do you guys hate money or something?
Signed,
Genuinely Confused.

[Alpha]

Pretty sure we love money. This stock will take off soon enough mark my words. :)

[3mman]

Well Ogg I’m a believer and in your army. After the charge happens and the 0.40c is hit, it’s the SKT holders party that I’m looking forward to the most. Only then it will be safe to tell the wife we had slightly more SKT shares than she thought :):):)

[LEMON]

Pretty sure we love money. This stock will take off soon enough mark my words. :)

Why you so certain it will take off Alpha?
As a future outlook for SKT new packages and products or because you also believe in a take over/ Merger? If so what're your reasons for a takeover? Be interesting to hear why, rather than one man Ogg being the main instigator and researcher into the takeover theory.

[Alpha]

I think Ogg has pretty much summed it up for us. It looks like this company is ripe for the picking. What more can I really add. I wish I had more to tell.

As to the future I would love it if this company could turn it self around and I think they are at that point that they will.

But given how low the SP Has gone I think it won’t be long before someone makes a move if not already in the works. I would honestly be quite surprised if we don’t have a takeover very soon Ie in the next month or so.

[LEMON]

I think Ogg has pretty much summed it up for us. It looks like this company is ripe for the picking. What more can I add. I wish I had more to tell.

As to the future, I would love it if this company could turn itself around and I think they are at that point that they will.

But given how low the SP Has gone I think it won’t be long before someone makes a move if not already in the works. I would honestly be quite surprised if we don’t have a takeover very soon Ie in the next month or so.

What makes you believe they are at a turning point though? Is it not more so what they plan to offer in the future that looks promising, it's not necessarily the here and now. I mean they haven't turned anything around yet, the SP is still slammed and it's way under fair valued, but why?

[jimdog31]

I think Ogg has pretty much summed it up for us. It looks like this company is ripe for the picking. What more can I really add. I wish I had more to tell.

As to the future I would love it if this company could turn it self around and I think they are at that point that they will.

But given how low the SP Has gone I think it won’t be long before someone makes a move if not already in the works. I would honestly be quite surprised if we don’t have a takeover very soon Ie in the next month or so.

I agree Ogg has laid it out.

How about a parable instead?

Imagine theres a house that was once grand, built on a hill with great views. Overtime the house had not much spent on keeping it maintained and the owners were just happy with it in its current state.

The property next door had a new shiny house built on it and had similarly nice views. The first house owners tried to sell to this property and combine the 2 houses to make a grand villa. The consent to merge the 2 properties got denied by the local council as it would make it too hard for surrounding properties to have views as good. There was also an awesome viewing platform on the edge of the property.

One of the dissenting neighbours ended up finding a way to engineer a massive house that managed to achieve nice views, and then the viewing platform got sold to a 3rd party so all property owners were able to pay to use this platform.

Now the owners of the once grand house are faced with a choice, spend some overdue money on completly remodelling the house , and the end result could make it grand once more , or they are also free to sell to the first neighbours for less than before as the dissenting neighbours arguments no longer valid, plus there are alot of overseas investors who love the spot and are considering making an offer for the property , with the intention of bowling the house and redeveloping.

Either way, the property has value , that in its current state appears to be less than what it could be worth if ANY of the options come off.

There are risks with any move but the one thing that doesnt change is there is underlying value that exists today.

Of course, There could also be a fire. and then all thats left could be sold for a fraction of the value in its current state.

[Ogg]

Now Ogg you had your chance at a speech before the full year results. Lol. You missed your boat

I'm doing the speech this time!

I wasn't sure at the full year results so the speech didn't happen.

I feel confident it's happening on Monday for the following reasons:


The name reservation of the holding company was done the day after the AGM.
The AGM video was edited not only once, but twice, at the likely request of "you know who".
The holding company was incorporated on Friday, which is the last step, thus making the next business day the most logical time.

It's likely that there was an informal approach the day after the AGM requesting that the video be edited and also indicating that a formal offer would be presented shortly. The video was then edited by Sky and the holding company was formed. Talks are likely happening now over the weekend. The results of the NZ election will also be known. A formal offer will likely be presented before market open on Monday and Sky will go into a trading halt. I'm guessing a full takeover at mid 20's conditional on ComCom clearance.

Disclosure: The above is all my opinion and likely wrong.

[LEMON]

I believe the theory of a takeover more than sky turning a new leaf. Especially when looking at the history of sky NZ and attempts previously made. Then the actions of its parent Sky UK back home in Scotland. I appreciate your time guys, I'm learning all the goings-on here in NZ since moving over, as a new investor on the NZX when products, entertainment, health and care etc could all be different to back home it's taking time to build that backdrop most already have. It's nice to hear different opinions and challenge the faithful, it's good to be around people who discuss and produce the evidence. I do think Ogg is on to something though. It seems it's only the right move for Sky now

[Ogg]

I believe the theory of a takeover more than sky turning a new leaf. Especially when looking at the history of sky NZ and attempts previously made. Then the actions of its parent Sky UK back home in Scotland. I appreciate your time guys, I'm learning all the goings-on here in NZ since moving over, as a new investor on the NZX when products, entertainment, health and care etc could all be different to back home it's taking time to build that backdrop most already have. It's nice to hear different opinions and challenge the faithful, it's good to be around people who discuss and produce the evidence. I do think Ogg is on to something though. It seems it's only the right move for Sky now

To be honest, I'm looking forward to moving on from this investment. Like the Chair at the AGM said, the trend is more consolidation of media companies both here and overseas. The best move is Sky to merger with another larger company. Sky's core asset is it's 1m customer relationships and strong brand awareness in the market. The only question is how much is it worth. At 20c a share, Sky is better off trying to turn the corner. At 30c a share, today, Sky is better off joining forces with another company. With such a low market cap, healthy balance sheet, and a path to stability, the stock price isn't likely to fall from here, which makes the timing of a takeover now likely as the most opportunistic time. If a takeover doesn't happen now, then the broadband and mobile initiatives will go to market. We're only a few working weeks away from Christmas. It really is decision time. It's now or never.

[Ogg]

Seems odd there hasn't been any insider buying lately.

Last purchase was made on the 24th September.

[LEMON]

Seems odd there hasn't been any insider buying lately.

Last purchase was made on the 24th of September.

Yes which is unusual considering they claim a huge change for Sky, you would expect insider buying. Also, it's wasn't huge amounts of shares they bought back in Sep also.

[LEMON]

Maybe I can take a thermo and binos then go stake out the HQ of sky in Welly. Look for any suspicious activity. Men's in suits, big briefcase,

[DownTownJr]

Yes. The shares purchased was such a pitiful amount that it wasn't even worth looking at. Was disappointed that they didn't see more faith in their future decisions.

[jimdog31]

Yes. The shares purchased was such a pitiful amount that it wasn't even worth looking at. Was disappointed that they didn't see more faith in their future decisions.

I think what they are saying is they are wary of the look buying more if a takeover was happening....

[jimdog31]

Was there any mention at the agm about the new “box” i couldnt remember it being talked about. odd considering its been in the media?

[DownTownJr]

No mention. I found it very odd also.

[Ogg]

Maybe I can take a thermo and binos then go stake out the HQ of sky in Welly. Look for any suspicious activity. Men's in suits, big briefcase,

Took this photo today outside Sky HQ at 10 Panorama Road in Mount Wellington. (https://i.imgur.com/dH9X7YH.jpg)

[Alpha]

Awesome thought he would be driving a better car. ;)

[jimdog31]

Took this photo today outside Sky HQ at 10 Panorama Road in Mount Wellington. (https://i.imgur.com/dH9X7YH.jpg)

So many lols. How long was he on the board of sky for back in the day?

[jimdog31]

Awesome thought he would be driving a better car. ;)

IFT loves renewable energy its a hybrid no doubt

[Ogg]

I'VE FOUND THE MISSING TAPES!

AGM 1:01:35 in length

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6200464372001

AGM 1:02:27 in length

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6200776236001

[Ogg]

If you watch the first version of the AGM @ 21:23 Bernadine says "And Martin can you tell me how we are tracking."

If you watch the second version of the AGM @ 21:23 Bernadine only says "How are we tracking."

This is the CUT. They've cut content out just before 21:22. This is where the phrase "energy" was said by Martin.

[jimdog31]

I'VE FOUND THE MISSING TAPES!

AGM 1:01:35 in length

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6200464372001

AGM 1:02:27 in length

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6200776236001

that still means theres almost 50 secs missing?

[Ogg]

that still means theres almost 50 secs missing?

The live version is the only full version, with the montage and the missing 50 seconds. I can't find it anywhere.

[jimdog31]

If you watch the first version of the AGM @ 21:23 Bernadine says "And Martin how are we tracking"

If you watch the second version of the AGM @ 21:23 Bernadine only says "How are we tracking"

This is the CUT. They've cut content out just before 21:22. This is where the phrase "energy" was said by Martin.

the smoking gun!!!!

[jimdog31]

The live version is the only full version, with the montage and the missing 50 seconds. I can't find it anywhere.

What you have found proves that something is going down..

It reminds me of that scene from JFK when he describes that 2 shooters equals a conspiracy.

Nice work.

[allfromacell]

I'm curious on the legality of this, I'm not saying it was definitely cut because I've not got Oggs energy to investigate but if Sky have posted an undisclosed edited version of the AGM, is that legal? Seems incredibly fishy and surely unethical if the case.

[Ogg]

I'm curious on the legality of this, I'm not saying it was definitely cut because I've not got Oggs energy to investigate but if Sky have posted an undisclosed edited version of the AGM, is that legal? Seems incredibly fishy and surely unethical if the case.

Multiple users here heard him say "Energy"

I'm hoping this will all be 'water under the bridge' when the takeover comes on Monday.

[allfromacell]

Multiple users here heard him say "Energy"

I'm hoping this will all be 'water under the bridge' when the takeover comes on Monday.

Yes but surely this is unethical? As a shareholder I don't want the AGM posted after the fact to be edited without discourse. I'm a shareholder, regardless of the outcome if this has been edited I'll be disappointed in management.

[jimdog31]

I'm curious on the legality of this, I'm not saying it was definitely cut because I've not got Oggs energy to investigate but if Sky have posted an undisclosed edited version of the AGM, is that legal? Seems incredibly fishy and surely unethical if the case.

I dont think they legally have to publish what was discussed at agm, other than resolution results, however the fact there appears to be 3 different versions of the recording does make for outstanding drama. Id say the videos are released voluntarily for the market, which means they can edit them if they choose.

[Ogg]

3 different versions of the recording


https://www.youtube.com/watch?v=IUB-wjXUREE

[Alpha]

Note to self. Going forward I will record these meetings.

[Ogg]

If you watch closely at 21:22 you will see on one version it's a hard cut, and on the other it's a soft fade. Solid evidence it's been in the editing room and been worked on.

[Ogg]

I've been doing some more prep...

The other company that owns 50% of Vodafone New Zealand is "BIF IV ICN HOLDINGS PTE. LTD." incorporated in Singapore. It stands for Brookfield Infrastructure Fund 4 (IV is roman numerals). I don't know what ICN means - I think it just means Infratil and CHAN, who was one of the directors of Brookfield that formed the joint venture. There's no other mention of ICN anywhere so it has to be that.

I couldn't find any recently formed holding companies on the Singapore companies website. You have to pay to get the data. What's interesting is that "Infratil HC" only has 1 share allocated. Are they planning on bidding just by themselves or going halves with Brookfields again?

What we do know about Brookfields is that they have raised $20 billion in capital this year and still have another 60% left to allocate. Here's a recent investor presentation:

BROOKFIELD INVESTOR DAY PRESENTATION 24TH STEPTEMBER 2020 (https://bip.brookfield.com/~/media/Files/B/Brookfield-BIP-IR-V2/ir-day/2020/5%20BIP%202020%20Investor%20Day%20Presentation%20-%20Final.pdf)

Quote from page 39: "our focus will be on acquiring software/software-like services that resemble utilities"

https://i.imgur.com/8Gb8VJh.jpg

INVESTOR DAY TRANSCRIPT (https://bip.brookfield.com/~/media/Files/B/Brookfield-BIP-IR-V2/Investor%20Day%202019/bip-2020-investor-day-transcript.pdf)

Snippet from page 10": "data infrastructure will represent a more significant portion of our capital deployment going forward...with the replacement of obsolete copper and the investment info fiber optics and new satellite systems, we are clearly in a unique 100 year data investment upgrade."

https://i.imgur.com/bnoxQ13.jpg

One thing for sure is that Brookfield is very much aligned with Infratil in terms of their investment philosophy. The shift to data infrastructure as a long term investment is a common theme between these two. It seems likely they will continue to work together in the future.

The real question is, does Sky qualify as a "data infrastructure" company. If so, then yes, it seems likely that Brookfields will be interested in buying them. You could argue that Sky's shift towards streaming and it's recent satellite deal with Optus for the next 10 years qualifies them a data infrastructure company.

The bottom line is that the money is there. Infratil and Brookfield are both cashed up and are looking for acquisitions. If they do make a bid for Sky, it better be a decent bid and not some crappy low ball offer that wastes everyone's time.

[SpaceZ]

Trust power - meant to be together ;)


https://youtu.be/7chwoEKznd0

[Ogg]

https://www.youtube.com/watch?v=FOBtR-i6CbM


In this grave hour, perhaps the most fateful in Sky's history, I send to every user, my peoples, both at home and at work, this message. Written with the same depth of feeling for each one of you, as if I were able to befriend your account and private message you myself. For the second time, Sky is to be consolidated. Over and over again we have tried to find a profitable way out for the business, we have raised additional capital and have relaunched Neon. But it has been in vain. We have been forced into a merger, conditional on clearance from the Commerce Commission, if it were to prevail, we would be offered a cash settlement. Such a takeover, stripped of all disguise, is surely the mere primitive doctrine that 'Cash Is King'. For the sake of all that we ourselves hold dear, it is unthinkable that we should refuse this offer. It is to this high purpose that I now call my people at home, and my peoples across the internet, who will make our cause their own. I ask them to hold their shares and stand calm and united as there may be further offers ahead. The takeover will be long and hard. There may be dark days ahead, and there is no certainty of a successful transaction. But we can only do the right as we see the right, and reverently commit our cause to Sky as it is fundamentally undervalued. If one and all we keep resolutely faithful to it, then, with the market's help, we shall prevail.

[LEMON]

https://www.youtube.com/watch?v=FOBtR-i6CbM


In this grave hour, perhaps the most fateful in Sky's history, I send to every user, my peoples, both at home and at work, this message. Written with the same depth of feeling for each one of you, as if I were able to befriend your account and private message you myself. For the second time, Sky is to be consolidated. Over and over again we have tried to find a profitable way out for the business, we have raised additional capital and have relaunched Neon. But it has been in vain. We have been forced into a merger, conditional on clearance from the Commerce Commission, if it were to prevail, we would be offered a cash settlement. Such a takeover, stripped of all disguise, is surely the mere primitive doctrine that 'Cash Is King'. For the sake of all that we ourselves hold dear, it is unthinkable that we should refuse this offer. It is to this high purpose that I now call my people at home, and my peoples across the internet, who will make our cause their own. I ask them to hold their shares and stand calm and united as there may be further offers ahead. The takeover will be long and hard. There may be dark days ahead, and there is no certainty of a successful transaction. But we can only do the right as we see the right, and reverently commit our cause to Sky as it is fundamentally undervalued. If one and all we keep resolutely faithful to it, then, with the market's help, we shall prevail.

What a guy, let's see if the announcement will be put out today.

[Slim]

What a day to be working on a high risk site where I cant look at my phone.
Can you ask them to delay by two months, I had planned on making a substantial investment around Mid December

[Dlownz]

Zzz zzz. Another day

[Akane]

Zzz zzz. Another day

Hey there negative Nancy, another week day means another chance for takeover to happen.

Have some faith, it's gonna happen.

[Dlownz]

Hey there negative Nancy, another week day means another chance for takeover to happen.

Have some faith, it's gonna happen.

I'm actually not worried about a take over. Sky's turned a corner and it's a waiting game. Takeover talk keeps popping up too much. Kinda like end of the world sayers. Date comes nothing happens then they make up another date. Rinse and repeat

[Alpha]

end of day or end of week for the real announcement

[Ogg]

Zzz zzz. Another day

It's the weather. Far too cloudy today.


https://www.youtube.com/watch?v=uZXf9-_mS9A

[Ogg]

Half a million just went through at 15.


https://www.youtube.com/watch?v=5Kek3GqbsTk

[Alpha]

whattttttttt

[Gregnz]

I saw 3,000,000 shares off market earlier in the day for $450k. Is that the same one you spotted Ogg?

[Ogg]

Looks like they're still filling out paper work.

Mmm, this could take a while...

https://i.imgur.com/2tMtaxj.jpg


https://www.youtube.com/watch?v=SQsXznYNzz8

[Akane]

I found a SKT NZX Simulator online:


https://www.youtube.com/watch?v=oAJLKDMihnU

[SpaceZ]

Still at the law firms.

i saw Bundle Findlay yesterday (for setting up the HC company) and today Morrison & Co?

[Ogg]

I saw 3,000,000 shares off market earlier in the day for $450k. Is that the same one you spotted Ogg?

Yeah.

It could be the first on market purchase for HC. They may accumulate for the next few weeks until OSB goes unconditional then make a move. Could be a bit more of a wait.

More shenanigans on here likely.

[Ogg]

Still at the law firms.

i saw Bundle Findlay yesterday (for setting up the HC company) and today Morrison & Co?

Bundle are their lawyers. Morrison is their in house management that look after Infrial.

[DownTownJr]

I am more than happy waiting a few weeks for a buyout (if there even is one) as it gives me more time to move some funds and accumulate more shares over the next couple of weeks.

I am not a large holder by far compared to a few here, but I do have a sizeable chunk invested into SKT as I do see their potential like many others have already stated on here. Here's hoping to the best outcome for everyone involved.

[clown]

IFT SP has been going up over the last few days too :eek2:

[Alpha]

With all this going on why is there still so many shares on sale. Who are these people selling

[Ogg]

With all this going on why is there still so many shares on sale. Who are these people selling

They're stuck in the system...


https://www.youtube.com/watch?v=LZdlqTQ3PpY

[Cash_Lion]

With all this going on why is there still so many shares on sale. Who are these people selling

A bunch of bag holders for the past 5 years of decline is your answer Lol

[dazcloud]

Trust power - meant to be together ;)


https://youtu.be/7chwoEKznd0

Aaron Spiller & The Gooch would approve of any takeover.

[airedale]

With all this going on why is there still so many shares on sale. Who are these people selling


Obviously people who do not keep up with the gossip on these pages.

[kyanar]

Obviously people who do not keep up with the gossip on these pages.

Or possibly people who don't make investment decisions based on "gossip". That's the definition of insanity.

If there is zero coverage of any of this crazy speculation, not even Bloomberg Terminal coverage, it clearly is just that - speculation.

[mistaTea]

Or possibly people who don't make investment decisions based on "gossip". That's the definition of insanity.

If there is zero coverage of any of this crazy speculation, not even Bloomberg Terminal coverage, it clearly is just that - speculation.

Agreed, even the purchase of TV3 by Discovery was leaked to the media long before the deal happened. These things never keep quiet for long if they are in the works.

But the endless takeover speculation with the old “ok guys - this time it really IS happening because <insert latest bs story> is amusing to watch.

I do hope nobody has actually bought shares based on he scuttlebutt on this forum. But no doubt there are some patsy’s who have.

[LEMON]

I think airedale is talking about keeping up with the gossip about who has been selling shares, not the speculation of a takeover. It's obvious some people here are in it for the takeover jib without any of their own research judging by their comments, but as airedale stated you should keep up the gossip and you'd realise those who have all rights to piece together speculation of a merger/takeover has expressed that it is only their opinion and no one should follow suit.

[DownTownJr]

Speculation aside, SKT is a buy. New set top box on the way, broadband, Neon, re-working current packages and future moves into mobile and potentially energy (not that I heard them say energy)

At 15cents a share it's a buy all day long, it's only due time until the SP starts to increase, although I was hoping that would have been on the 10th.

If anyone is buying out of pure speculation and thoughts shared amongst the group here then you are a fool.

For the record I do love the speculation talk amongst the group here, it makes SKT a fun stock to watch. But I'm not going out and buying from said rumours.

[Ogg]

Agreed, even the purchase of TV3 by Discovery was leaked to the media long before the deal happened. These things never keep quiet for long if they are in the works.

But the endless takeover speculation with the old “ok guys - this time it really IS happening because <insert latest bs story> is amusing to watch.

I do hope nobody has actually bought shares based on he scuttlebutt on this forum. But no doubt there are some patsy’s who have.

The Discovery deal got leaked to the media because they were buying a media company! It wasn't a secret it was for sale, it was just a question of who the buyer was. Mediaworks is a private company as well. Pretty sure they told the employees about the arrangement as Discovery were buying the assets, not the business.

Anyway, it's a fact that Infratil are about to buy something. They've recently raised capital and said it was for an acquisition. They've created a holding company, which means their announcement is imminent. It's just a question of what are they going to buy? Are they going to buy NZR, like another rumor that's going around or something else? They not buying an airport that's for sure. It's obvious their investment is going into data infrastructure as they've signaled that and so has Brookfield.

The most obvious sign that it's likely Sky, is not only is it data infrastructure, but it's also a distressed asset and if you read the Infratil announcement it said they were looking for distressed assets effected by covid.

Finally, reserving the company name the day after the AGM, to me, is just so obvious, that it makes me laugh. I'm so convinced that it's happening, that I actually go about my day believing it's already happened.

[Tripp]

So when i was there (almost a year ago now) the talk was increasing the revenue streams and creating more streams. These new streams were everything that has been said from the AGM. Takeover was never talked about when i was there but this was when the share price was also higher.

[steveb]

The Discovery deal got leaked to the media because they were buying a media company! It wasn't a secret it was for sale, it was just a question of who the buyer was. Mediaworks is a private company as well. Pretty sure they told the employees about the arrangement as Discovery were buying the assets, not the business.

Anyway, it's a fact that Infratil are about to buy something. They've recently raised capital and said it was for an acquisition. They've created a holding company, which means their announcement is imminent. It's just a question of what are they going to buy? Are they going to buy NZR, like another rumor that's going around or something else? They not buying an airport that's for sure. It's obvious their investment is going into data infrastructure as they've signaled that and so has Brookfield.

The most obvious sign that it's likely Sky, is not only is it data infrastructure, but it's also a distressed asset and if you read the Infratil announcement it said they were looking for distressed assets effected by covid.

Finally, reserving the company name the day after the AGM, to me, is just so obvious, that it makes me laugh. I'm so convinced that it's happening, that I actually go about my day believing it's already happened.
Wow nice one ogg but what are you going to do when its over apart from take the money and run,or get stuck into Wrightson before the chinese gobble them up!

[Ogg]

Wow nice one ogg but what are you going to do when its over apart from take the money and run,or get stuck into Wrightson before the chinese gobble them up!

Looking to double up here and withdraw half a million.

Going to put it back into property...


https://www.youtube.com/watch?v=IUB-wjXUREE

[Ogg]

Will also look to buy some IFT.

When Vodafone/Sky refloats in 5 years time. It's gonna be worth $10B

[Alpha]

Ogg what is your best guess at the take over price.

[Ogg]

Ogg what is your best guess at the take over price.

25 cents - 28 cents

~$500m

[Dlownz]

Wonder if the seller has finally dried up

[Ogg]

Wonder if the seller has finally dried up

Only the UBS bot and retail are trading on market. The real action is happening off market.

Is someone big shopping around for another large parcel? Will we see another large off market trade today?

[SpaceZ]

May i know what is your average price now, ogg?

[Ogg]

May i know what is your average price now, ogg?

1,462,870 @ 0.1465