SKT Sky Network Television Limited.

[Ogg]

Back on the hunt for more takeover evidence...

New job listings, 2 days ago, at Discovery Inc.

Director, Corporate Development APAC:

https://sg.linkedin.com/jobs/view/director-corporate-development-apac-at-discovery-networks-asia-pacific-pte-ltd-2243674589?refId=f605f297-45ae-488d-82ea-83fbda1db624


Discovery’s Corporate Development group is primarily responsible for evaluating and executing strategic M&A transactions, partnerships and investments. The team also supports the development and execution of company-wide corporate strategy and assists business units/divisions in evaluating new business and/or cross organization opportunities. The Director, Corporate Development APAC will be responsible for working with Discovery’s senior leadership team across the APAC region to source, evaluate, and execute potential corporate transactions and business development opportunities in support of the company’s mid-to-long range strategy.

https://encrypted-tbn0.gstatic.com/images?q=tbn%3AANd9GcTNMPcP0hP4S8objqWeu2imGBn7RUx OeMVd1w&usqp=CAU

[mistaTea]

Back on the hunt for more takeover evidence...

New job listings, 2 days ago, at Discovery Inc.

Director, Corporate Development APAC:

https://sg.linkedin.com/jobs/view/director-corporate-development-apac-at-discovery-networks-asia-pacific-pte-ltd-2243674589?refId=f605f297-45ae-488d-82ea-83fbda1db624


https://encrypted-tbn0.gstatic.com/images?q=tbn%3AANd9GcTNMPcP0hP4S8objqWeu2imGBn7RUx OeMVd1w&usqp=CAU


Now please also find some more 'evidence' to show that Comcast are getting ready to make an offer we can't refuse.

I only get giddy when you promise me imminent bidding wars between two heavy weights.

FY21 EBITDA projected to be between $125M - $140M. What would be a 'reasonable' multiple given the hiding Sky has taken in terms of quoted value? The Board could look shareholders in the eye if they endorsed a multiple of 5?

So an offer of $625M (~36c/share) - $700M (~40c/share) will be a good starting point thank you very much.

Then the bidding war will push it up to 50c.

Please tell me this is real Ogg, you are the only reliable source of good Sky TV information I have...

[SpaceZ]

[QUOTE=Ogg;852948]Back on the hunt for more takeover evidence...

New job listings, 2 days ago, at Discovery Inc.

Director, Corporate Development APAC:


How about you launch a fake takeover bid with the NZX by giving notice, i am sure it will trigger the share price movement? :eek2:

[Ogg]

https://www.mycareersfuture.gov.sg/job/consulting/director-corporate-development-apac-discovery-networks-asia-pacific-a61ceb18e9f25778a92e068f46ea1233

Posted on 26 Oct 2020
61 applications


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


Ability to analyze, structure, and prepare discussion materials for a variety of potential deals - including acquisitions, combinations, joint ventures, minority investments, and other equity transactions, as well as large-scale new business ventures.

https://encrypted-tbn0.gstatic.com/images?q=tbn%3AANd9GcTNMPcP0hP4S8objqWeu2imGBn7RUx OeMVd1w&usqp=CAU

[Alpha]

Ogg have you applied for these jobs?

[Ogg]

Ogg have you applied for these jobs?

-Apply for job
-Successful
-Buy Sky shares
-Recommend Sky TV as a takeover target
-Happens.jpeg
-Sell shares
-Leave job


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

[Ogg]

The only questions is weather Discovery does a partnership deal or takeover.

This is Discovery's recent deal with Sky UK:

https://www.broadbandtvnews.com/2020/10/20/discovery-channel-uk-rebrands-dplay-streaming-service/

It looks like a good arrangement, however, something like this is unlikely to move the shareprice in the short term.

They need to roll out the new Sky box ASAP.

Seems like Sky NZ will end up with all these "partnership" deals, which should work well long term but only a consolidation will unlock shareholder value.

[DownTownJr]

Sky box is set to be released in 2022 from memory. I don't know why the hold up, especially given that it's just a rebranded nvidia shield. Frustrates me how slow they are moving in that department.

[Ogg]

Sky box is set to be released in 2022 from memory. I don't know why the hold up, especially given that it's just a rebranded nvidia shield. Frustrates me how slow they are moving in that department.

Yep, and employee family trails of the new box for another 2 years on top probably.

Martin hard at work with that $2m salary.

Blair disappeared into the woods somewhere...

[mistaTea]

Sky box is set to be released in 2022 from memory. I don't know why the hold up, especially given that it's just a rebranded nvidia shield. Frustrates me how slow they are moving in that department.

My understanding was that they have only done surveys at this point and are considering whether there is a market for a new STB. They seemed pretty keen on the idea, but the media release was based on a 'leaked' customer survey - not a firm commitment by Sky to do it.

Nvidia Shield does look good, but I am still not totally convinced that this is the right way for Sky to go.

Customers are already well served in the streaming STB market, and most consumers tend to favour apps now. So the new Sky GO app (releasing early next year) is of more immediate interest to me.

The one major thing Nvidia does have going for it is that it is pretty good at surfacing content from multiple subs to your Home Page for convenience. So I suppose Sky could leverage that so that when they offer bundles that include NETFLIX, DISNEY+, Amazon Prime etc...all content from those subs could be presented in one handy UI for the user.

If Nvidia can do that well it will solve a big problem for consumers (navigating multiple platforms to find content) and I suspect would be popular and a positive for Sky. The upscaling feature is also a plus.

But if it just ends up being a new STB with a UI that is a bit nicer than Vodafone TV - then no thanks.

[Ogg]

My understanding was that they have only done surveys at this point and are considering whether there is a market for a new STB. They seemed pretty keen on the idea, but the media release was based on a 'leaked' customer survey - not a firm commitment by Sky to do it.

Nvidia Shield does look good, but I am still not totally convinced that this is the right way for Sky to go.

Customers are already well served in the streaming STB market, and most consumers tend to favour apps now. So the new Sky GO app (releasing early next year) is of more immediate interest to me.

The one major thing Nvidia does have going for it is that it is pretty good at surfacing content from multiple subs to your Home Page for convenience. So I suppose Sky could leverage that so that when they offer bundles that include NETFLIX, DISNEY+, Amazon Prime etc...all content from those subs could be presented in one handy UI for the user.

If Nvidia can do that well it will solve a big problem for consumers (navigating multiple platforms to find content) and I suspect would be popular and a positive for Sky. The upscaling feature is also a plus.

But if it just ends up being a new STB with a UI that is a bit nicer than Vodafone TV - then no thanks.

Any follow up questions to this, send to mistaTea@sky.co.nz

[DownTownJr]

My understanding was that they have only done surveys at this point and are considering whether there is a market for a new STB. They seemed pretty keen on the idea, but the media release was based on a 'leaked' customer survey - not a firm commitment by Sky to do it.

Nvidia Shield does look good, but I am still not totally convinced that this is the right way for Sky to go.

Customers are already well served in the streaming STB market, and most consumers tend to favour apps now. So the new Sky GO app (releasing early next year) is of more immediate interest to me.

The one major thing Nvidia does have going for it is that it is pretty good at surfacing content from multiple subs to your Home Page for convenience. So I suppose Sky could leverage that so that when they offer bundles that include NETFLIX, DISNEY+, Amazon Prime etc...all content from those subs could be presented in one handy UI for the user.

If Nvidia can do that well it will solve a big problem for consumers (navigating multiple platforms to find content) and I suspect would be popular and a positive for Sky. The upscaling feature is also a plus.

But if it just ends up being a new STB with a UI that is a bit nicer than Vodafone TV - then no thanks.

Nvidia Shield is a awesome box, I have one a long with 3 other STB that we use at home. I am also a fan of apps vs a box and feel this is a better direction for Sky, more accessible this way. I didn't know that the STB wasn't 100 percent set to go and confirmed by Sky.

[Xenith]

Just signed up for sky sport, free install and $7/week for a year

[Ogg]

$7/week for a year

0.069 cents per minute, great deal.

https://encrypted-tbn0.gstatic.com/images?q=tbn%3AANd9GcQmKoMvbhqwl5egcodruPuACxhebBq xu-Ui-g&usqp=CAU

[mistaTea]

Any follow up questions to this, send to mistaTea@sky.co.nz

To be fair, I have proven to be a much more reliable source of information than Egg!

[Ogg]

To be fair, I have proven to be a much more reliable source of information than Egg!

True, but let me choose the right time to buy tho...

[clown]

This face will haunt me tonight :p

https://encrypted-tbn0.gstatic.com/images?q=tbn%3AANd9GcTNMPcP0hP4S8objqWeu2imGBn7RUx OeMVd1w&usqp=CAU[/QUOTE]

[Xenith]

The face of 2020 haha. Seems like a forward thinking strategy. They are signing up and telemarketing left right and centre. Package with spark, rally new sign ups with good deals, should be a good year of growth ahead if they keep this sort of direction up.

[Alpha]

https://edge.media-server.com/mmc/p/banx8jjf

Comcast corporate earnings tomorrow.

[mistaTea]

https://www.spark.co.nz/shop/endless-entertainment?dclid=CjkKEQjw0On8BRC6k8TW69ePnK4BEi QAvFyhuONmVi4fRIUqWnRVTnJfPg0zHpYwD0agbKfTRMXRR5vw _wcB

Spark doing their part to bolster our NEON subs...

Let's see what kind of specials they offer to kick start their Spark Sport + Sky Sport NOW bundles mid November.

[DownTownJr]

https://www.nzherald.co.nz/sport/boxing-sports-streaming-service-dazn-to-launch-in-new-zealand-in-december/SQELNRZ7MRKJSMACDTBSYJ3CPI/?utm_medium=Social&utm_campaign=nzh_fb&utm_source=Facebook#Echobox=1603905686

More competition coming into the NZ market.

[Ogg]

https://www.spark.co.nz/shop/endless-entertainment?dclid=CjkKEQjw0On8BRC6k8TW69ePnK4BEi QAvFyhuONmVi4fRIUqWnRVTnJfPg0zHpYwD0agbKfTRMXRR5vw _wcB

Spark doing their part to bolster our NEON subs...

Let's see what kind of specials they offer to kick start their Spark Sport + Sky Sport NOW bundles mid November.

Saw a Spark ad on TV last night. They're pushing 'media bundles'.

Interesting that Neon and Netflix are in the same "tier/league" now. This wasn't the case last year as Netflix was always seen as more premium, now both are the same.

Lots of talk on social media about the $49.99 sports combo. Pretty good deal considering you get cricket and rugby.

These partnerships at the very least will keep Sky treading water. When Sky broadband is released next year this will also slow churn down again.

Conclusion: Sky is not dead. Pundits wrong again, for the 12th straight year.

Every week that goes by Sky makes another $1m in free cash. Once the bonds are paid of next year, that will save another $6m in interest. The turn around for this company is already here, it's just a question of how much will shareholder be reward.

[Ogg]

https://www.nzherald.co.nz/sport/boxing-sports-streaming-service-dazn-to-launch-in-new-zealand-in-december/SQELNRZ7MRKJSMACDTBSYJ3CPI/?utm_medium=Social&utm_campaign=nzh_fb&utm_source=Facebook#Echobox=1603905686

More competition coming into the NZ market.

Another one to throw into the ComCom application.

[tqtq]

https://www.nzherald.co.nz/sport/boxing-sports-streaming-service-dazn-to-launch-in-new-zealand-in-december/SQELNRZ7MRKJSMACDTBSYJ3CPI/?utm_medium=Social&utm_campaign=nzh_fb&utm_source=Facebook#Echobox=1603905686

More competition coming into the NZ market.

"From the UK to Mexico to Australia, we've seen an encouraging level of interest in our key events since first launching in 2016," said DAZN executive vice president Joseph Markowski.

Based in Sydney and haven't heard of these guys. I'd imagine 2.99 is there access fee to the platform with fights being at around the $50 PPV prices. I'd imagine Sky would have access to all of the big fights anyway. Doesn't look to dissimilar to the UFCFightPass platform.

[Ogg]

"From the UK to Mexico to Australia, we've seen an encouraging level of interest in our key events since first launching in 2016," said DAZN executive vice president Joseph Markowski.

Based in Sydney and haven't heard of these guys. I'd imagine 2.99 is there access fee to the platform with fights beingat around the $50 PPV prices. I'd imagine Sky would have access to all of the big fights anyway. Doesn't look to dissimilar to the UFCFightPass platform.

Takeover offer from DAZN?

https://encrypted-tbn0.gstatic.com/images?q=tbn%3AANd9GcTNMPcP0hP4S8objqWeu2imGBn7RUx OeMVd1w&usqp=CAU

[SpaceZ]

Takeover offer from DAZN?

https://encrypted-tbn0.gstatic.com/images?q=tbn%3AANd9GcTNMPcP0hP4S8objqWeu2imGBn7RUx OeMVd1w&usqp=CAU


"Energy" = Boxing?

[Ogg]

"Energy" = Boxing?

AGM video now has the phrase "Energy"!!

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

Timestamp @28:25


https://www.youtube.com/watch?v=epHazJw4B2k

[Alpha]

sure about the timestamp?

[DownTownJr]

I still don't recall hearing energy mentioned once in the live stream. Martin says "and in due course" which is a little mumbled and can be mistaken for energy I guess. But hey, heres hoping I just need my ears cleaned lol.

[Ogg]

sure about the timestamp?

I'm just hearing things now....


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

Was looking for "boxing"

[Ogg]

Comcast results

https://www.cnbc.com/2020/10/29/comcast-cmcsa-q3-2020-earnings.html

NBCUniversal’s Peacock now has nearly 22 million sign-ups. The service, which offers free and paid options, had 10 million sign-ups when Comcast last reported earnings in July. Comcast said in its report that Peacock is “proving to be a differentiating factor for customers considering Xfinity broadband and is also improving churn.”

[Ogg]

Chair's new house

http://app.companiesoffice.govt.nz/companies/app/ui/pages/companies/1579204/30207840/entityFilingRequirement (http://app.companiesoffice.govt.nz/companies/app/ui/pages/companies/1579204/30207840/entityFilingRequirement)

https://vimeo.com/218548869

https://i.gifer.com/1J4P.gif

[tqtq]

I'm just hearing things now....


Was looking for "boxing"

I heard ‘energy’ and my ears did prick up. It makes sense as Sky’s looking for partnerships. It’s obviously true and just a slip up as they can’t release news like that being a publicly listed company without making a proper formal announcement to the market and seems like they’ve got a bit of work to complete the deal. Take a look
At Kogan in Aus/NZ they resell broadband, mobile, insurance, pet insurance, and almost any other service they can to their database. Sky is more attractive as it can support it with advertising as well.

[kyanar]

"From the UK to Mexico to Australia, we've seen an encouraging level of interest in our key events since first launching in 2016," said DAZN executive vice president Joseph Markowski.

Based in Sydney and haven't heard of these guys. I'd imagine 2.99 is there access fee to the platform with fights being at around the $50 PPV prices. I'd imagine Sky would have access to all of the big fights anyway. Doesn't look to dissimilar to the UFCFightPass platform.

That's because they launch in Australia on 1 December 2020. Slightly confused how they can see an encouraging level of interest in events in Australia when their entire presence is a "Sign up from 1 December" page.

Given the advertising says "One Price" and in all countries they operate the price is all-inclusive because they actually are the rights holder (except for some UFC in the US where it's included as part of an ESPN+ add-on), there will not be $50 PPV events. They could seriously hurt Foxtel and, by extension if they move to NZ, Sky. They have a fairly interesting business model, but it seems it's basically just a boxing subscription. Could dig into the business (pubs/sports bar) markets.

[kyanar]

Takeover offer from DAZN?

https://encrypted-tbn0.gstatic.com/images?q=tbn%3AANd9GcTNMPcP0hP4S8objqWeu2imGBn7RUx OeMVd1w&usqp=CAU

Zero chance. They're a sports (mainly boxing) streaming broadcaster under pressure from COVID-related drops in revenue.

[tqtq]

That's because they launch in Australia on 1 December 2020. Slightly confused how they can see an encouraging level of interest in events in Australia when their entire presence is a "Sign up from 1 December" page.

Given the advertising says "One Price" and in all countries they operate the price is all-inclusive because they actually are the rights holder (except for some UFC in the US where it's included as part of an ESPN+ add-on), there will not be $50 PPV events. They could seriously hurt Foxtel and, by extension if they move to NZ, Sky. They have a fairly interesting business model, but it seems it's basically just a boxing subscription. Could dig into the business (pubs/sports bar) markets.

Yes, you're right about the launch date. Explains why I haven't heard from them. The platforms not meeting targets though and has pretty stiff competition ny way of the incumbents. Reports are saying that DAZN not sustainable at that price:

DAZN has been the subject of several articles over the last few weeks questioning the sustainability of the streaming service long-term. Huge contracts handed out to Canelo Alvarez and Gennady Golovkin have pushed the need for subscriptions to an imperative point. Despite statements from the likes of Eddie Hearn on DAZN’s increasing successes, it’s a well-known fact that purchases are not on target. Around 650,000 in the United States is way below the standard needed as DAZN push for longevity in a crowded marketplace. ESPN already boasts 3.5 million subscribers to their app module, which is half the price and recently reached a collaboration deal with Disney. Add to that the fact ESPN has a clutch of pound for pound stars in their ranks and DAZN is falling behind. Canelo is its main asset. The Mexican commands the majority of new eyes on the platform. Whilst his big rival Golovkin is yet to fulfill the promise a mammoth deal had hoped for. At 37 and signing a six-fight deal, it’s hard to see why ‘GGG’ was handed such a long contract in his twilight years. DAZN should have pushed for Canelo vs GGG III and maybe even IV as part of the deal, as opponents are now commanding vast fees way outside of the usual spectrum. So how do they move forward? – Well, it’s quite obvious…and it doesn’t mean hiking the price to $50 as Hearn suggested. That would be nigh on business suicide. A much more viable option would be for DAZN to launch a PPV service of its own.

If you use this content, you legally agree to credit World Boxing News and backlink to our story Why DAZN needs a Pay-Per-View Boxing option…and FAST! (https://www.worldboxingnews.net/2020/01/15/dazn-ppv-boxing-platform-2020/) | WBN - World Boxing News (https://www.worldboxingnews.net/)

[Ogg]

Zero chance. They're a sports (mainly boxing) streaming broadcaster under pressure from COVID-related drops in revenue.

The question is, would Spark be allowed to acquire Sky considering there is now strong competition in the market?

[Ogg]

Imagine a bidding war between Spark and Vodafone?


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

[Alpha]

Where are the big off market buys?

[Ogg]

Where are the big off market buys?

don't forget the sells.

Market spooked by overseas sell off.

[kyanar]

The question is, would Spark be allowed to acquire Sky considering there is now strong competition in the market?


Interesting question. I'd argue why would they want to? They have access to the content already through their partnership agreement, without needing to deal with the hassle of negotiating with rights holders. They've got the best of both worlds right now.

[Ogg]

Interesting question. I'd argue why would they want to? They have access to the content already through their partnership agreement, without needing to deal with the hassle of negotiating with rights holders. They've got the best of both worlds right now.

Perhaps, however...

If Sky go into the broadband market it will take away market share from Spark. It will add another $700m revenue to their top line. If they combine the business together they could strip out a lot of other costs. There will be good opportunities with the upcoming 5G deployment to bundle this with 4k video content. If Spark can pick Sky up for $500m then it's a good fit.

But yes, partnership model may be better suited for them. A content generating company like Discovery, may be a better fit for Sky.

In the end, it all comes down to price. Will Sky shareholders be happy selling out for 20 or 25 cents?

[Dlownz]

Come on Ogg. Enough of the take over talk. The fundamentals of sky are good and the price should be around 20 cents at least... The market doesn't think so and need more evidence of a turnaround which will show more in the fy results next year. The half year may so improvements but will help stabilise the share price do we stop seeing these stupid drops. Even if the share market tanks over the coming weeks sky shares won't be overly affected due to it already being undervalued. If it drops alot which I'd be surprised then more opportunity for me. There's not alot of bargains out there this one is. I am tired of takeover talk in fact it bores me now. Bring on the future if sky as things are looking bright

[tqtq]

Perhaps, however...

If Sky go into the broadband market it will take away market share from Spark. It will add another $700m revenue to their top line. If they combine the business together they could strip out a lot of other costs. There will be good opportunities with the upcoming 5G deployment to bundle this with 4k video content. If Spark can pick Sky up for $500m then it's a good fit.

But yes, partnership model may be better suited for them. A content generating company like Discovery, may be a better fit for Sky.

In the end, it all comes down to price. Will Sky shareholders be happy selling out for 20 or 25 cents?

Does Sky's deal with Chorus for broadband prevent a deal with Spark? Or does Spark buy its broadband from Chorus? Sounds like Sky could be in a good position to acquire Spark Sport soon, possibly after Summer?

[kyanar]

Does Sky's deal with Chorus for broadband prevent a deal with Spark? Or does Spark buy its broadband from Chorus? Sounds like Sky could be in a good position to acquire Spark Sport soon, possibly after Summer?

Chorus is the wholesaler from whom Spark retails broadband, yes (Spark used to be Telecom Retail, Chorus was Telecom Wholesale - they were the same company until structural separation).

[DownTownJr]

https://www.theverge.com/2020/10/29/21540346/netflix-price-increase-united-states-standard-premium-content-product-features

May Netflix price increases also come to NZ please lol. But seriously. Neon has some very good content and I'm hearing more and more people are getting fed up of Netflix. Move back to Sky in the future.

[Moneyman]

What are the chances of an interim dividend in the new year?

[clown]

https://www.theverge.com/2020/10/29/21540346/netflix-price-increase-united-states-standard-premium-content-product-features

May Netflix price increases also come to NZ please lol. But seriously. Neon has some very good content and I'm hearing more and more people are getting fed up of Netflix. Move back to Sky in the future.

They are offering 50% off first 2 months, prices still the same.

[Zaphod]

Does Sky's deal with Chorus for broadband prevent a deal with Spark? Or does Spark buy its broadband from Chorus? Sounds like Sky could be in a good position to acquire Spark Sport soon, possibly after Summer?

Chorus are the dominant player that Spark deals with, however we should also bare in mind that there are other LFC's involved such as Ultrafast, Enable and Northpower.

[mistaTea]

Pretty average opinion piece on stuff today.

https://i.stuff.co.nz/business/opinion-analysis/300144662/sky-sport-now-wont-work-until-it-fixes-one-thing

The writer opines that sky’s streaming capability is largely confined to sport. Incorrect as NEON is more popular than Sky Sport NOW.
Both NEON and Sky Sport NOW are on good platforms so not sure where he is going with the whole ‘Sky’s tech ain’t up to scratch relative to competitors’ angle.

Sky GO is also very very popular with satellite subs. Needs an overhaul though - which is underway and the new app will be released soon.

Reading through the article, there are clearly huge gaps in the authors knowledge. So he does what Chris Keall does when this happens - just make it up.

One thing he is right about though - the SP is absolutely in the toilet and Mr Market does not like our business very much at all!

[Ogg]

Interesting comments:

https://www.stuff.co.nz/business/opinion-analysis/300144662/sky-sport-now-wont-work-until-it-fixes-one-thing#comments


Once again the opinion section of Stuff gives misinformed authors a platform to simplify complicated issues by misrepresenting facts. David Court is technically wrong about live TV production.

Live sport cannot be compared to services like Netflix. Netflix can compress their content offline (ie. it doesn't have to be done at the same time it is recorded). Netflix can have multiple copies of their content already uploaded and ready for streaming on servers around the world *before* release. Netflix content is not consumed by everybody at the same time unlike live sports events. Netflix dramas can be made with a single 4K camera, and one editing device - live sports needs dozens.

Broadcasters are gradually moving towards 4K and 8K production, but the difference in bandwidth required is enormous. Changing the resolution and frequency of a broadcast affects every part of production: Cameras, switchers, cabling, replay devices, etc. The cost of changing from 1920x1080 50i NZ broadcast standard must be passed on to consumers who already complain it costs too much. Upgrading gives no benefit to many viewers and can even result in a worse streaming experience.

Given the choice between 4 different HD sports channels or 1 4K channel, the vast majority of viewers opt for choice over quality.


While the overall gist of this article is correct, on a technical detail the writer gets a lot of it wrong - all TV has been at 24 frames a second for decades? When you go to the movies, they are always 24 frames a second, even now - when they tried to show them at 60 frames a second with The Hobbit, no-one liked it, so they stopped. Most modern TV shows are still pegged at this rate.

It sounds like you're trying to apply video game standards of responsiveness to a TV broadcast, which is a completely different concept.

The second point is that the 4K feeds you talk about are heavily compressed with lossy compression, and are closer to 1080p in their output quality anyway - a pure 4K feed to someones TV is impossible in NZ, even our Gigabit fibre plans wouldn't be able to handle it without heavy buffering and dropped frames, and ironically they'd struggle to even get to 5 frames a second.

The difference from normal journalism and technology journalism, is that you have to be extremely accurate with the specification claims you are making, otherwise your whole argument falls flat.


Well, if you’d done your research, you would know that Sky have acquired one of Europe’s largest specialist sports streaming business’s fairly recently. You would also be aware, that they are trialling and rolling out a ultra fast broadband service nationally. They have recently said that are looking at being more flexible in respect to channel bundles, with the possibility of selecting only the channels you want. They have also purchased light box and neon, to target the lower end of the market. In my opinion, all they need to do now is to set up a mobile phone service or buyout an existing one and they will have the complete offering. Obviously, they will need to integrate this all into a one stop shop, user friendly experience So, I’m of the firm opinion that the Sky’s the limit in the coming years.

[Ogg]

What are peoples thoughts here with a potential merger with 2 degrees?

[Greekwatchdog]

Funny I was thinking the same but was afraid to say it on here...

[jimdog31]

What are peoples thoughts here with a potential merger with 2 degrees?

Replace body count total with takeover theories.....


https://www.youtube.com/watch?v=9aqopEQr7wI

[Ogg]

Replace body count total with takeover theories.....

lol...One of my theories is bound to come true.

[mistaTea]

lol...One of my theories is bound to come true.

Hell, while we are at it - what about Vocus NZ?!

The Aussie Parent Company could buy Sky, then spin off a merged Vocus NZ + Sky Tv as a separate entity. List it on the exchange and hey presto make a load of money!

Plus NZ get the broadband-mobile-energy-sky TV bundles they need right away!

Ok, now you go and do the ‘research’ Ogg and come back to us with a compelling case for why Vocus will by Sky any day now...

[Ogg]

Ok, now you go and do the ‘research’ Ogg and come back to us with a compelling case for why Vocus will by Sky any day now...

I've lost all creditably on here though. Nobody believes me anymore...


https://www.youtube.com/watch?v=kX_O6PULFF4

[mistaTea]

[SIZE=4]I've lost all creditably on here though. Nobody believes me anymore...

I believe in you...

https://youtu.be/6s8ZEFUSYAI

[jimdog31]

https://m.youtube.com/watch?v=hh84bamfe_A
lol...One of my theories is bound to come true.

when i think of you going home at the end of the day i imagine your lounge like this. Doesnt make u any less of a genius.

https://m.youtube.com/watch?v=hh84bamfe_A

[Ogg]

https://m.youtube.com/watch?v=hh84bamfe_A

when i think of you going home at the end of the day i imagine your lounge like this. Doesnt make u any less of a genius.

https://m.youtube.com/watch?v=hh84bamfe_A

Looks like that after I've cleaned up a little...

[tqtq]

If Sky signs 250,000 broadband customers their numbers and market cap could increase by A150m based upon the Aussie Broadband numbers: https://smallcaps.com.au/aussie-broadband-launches-ipo-changing-digital-market/

[tqtq]

The other interesting numbers I saw today is that Netflix sp is trading on a 90 x forward earnings. Sky’s is only 3

[DownTownJr]

My contract with Stuff Fibre expires in May, I'll 100% be moving over to Sky broadband. Be interesting what numbers they pull in during their first year of operation. People always says the margins are slim with broadband, but Sky already has a large customer base it can already tap into, mix this in with some revised packages and we have a winner.

[tqtq]

My contract with Stuff Fibre expires in May, I'll 100% be moving over to Sky broadband. Be interesting what numbers they pull in during their first year of operation. People always says the margins are slim with broadband, but Sky already has a large customer base it can already tap into, mix this in with some revised packages and we have a winner.

You'd think they could get 50,000 to 100,000 in the first year or so. Especially if they own the satellite churn.

[blackcap]

My contract with Stuff Fibre expires in May, I'll 100% be moving over to Sky broadband. Be interesting what numbers they pull in during their first year of operation. People always says the margins are slim with broadband, but Sky already has a large customer base it can already tap into, mix this in with some revised packages and we have a winner.

Just out of curiosity why will you be moving to Sky Broadband? I am currently with Vodafone, and although I do not like their customer service, their broadband works very well for me. I am also a SKY shareholder but I do not have the urge to move at this point in time. Is Stuff Fibre not up to scratch or are you moving because you may get some package deals?

[DownTownJr]

Just out of curiosity why will you be moving to Sky Broadband? I am currently with Vodafone,
and although I do not like their customer service, their broadband works very well for me. I am also a SKY shareholder but I do not have the urge to move at this point in time. Is Stuff Fibre not up to scratch or are you moving because you may get some package deals?

I have no problems with Stuff Fibre, heck best provider I have been with so far and highly recommend, but I also want to say the same for Sky broadband and obviously also being invested with them. Keep in mind that I naturally do change providers every year as usually they have sign up rewards for new customers etc.

Packages would only be a bonus such as free Neon.

[mistaTea]

Packages would only be a bonus such as free Neon.

I don't think many people will move over to Sky Broadband unless the packages are compelling. Especially if you are happy with the performance of your current provider (no outages etc).

I was chatting to my mom on the weekend - my parents are long time Sky TV customers (20 years +). Her fibre is with Spark. I casually mentioned that Sky are probably going to contact her early next year with some attractive packages that includes internet.

Her answer was a flat no: Spark do a great job for her internet and she wouldn't want to switch.

Of course, if Sky make an offer she can't refuse then her stance might change - but her initial reaction was 'no'.

I fully expect Sky Broadband will be successful over time - but they need to prove that their service is reliable, fast...and that the bundles are worthwhile in terms of savings.

[nevchev]

I will move over to sky broadband if and when its offered.I have a vested interest in their success and would think it counterintuitive not to.Some people seem to want their cake and eat it to

[k14]

I don't think many people will move over to Sky Broadband unless the packages are compelling. Especially if you are happy with the performance of your current provider (no outages etc).

I was chatting to my mom on the weekend - my parents are long time Sky TV customers (20 years +). Her fibre is with Spark. I casually mentioned that Sky are probably going to contact her early next year with some attractive packages that includes internet.

Her answer was a flat no: Spark do a great job for her internet and she wouldn't want to switch.

Of course, if Sky make an offer she can't refuse then her stance might change - but her initial reaction was 'no'.

I fully expect Sky Broadband will be successful over time - but they need to prove that their service is reliable, fast...and that the bundles are worthwhile in terms of savings.
Definitely see your point, my parents are probably the same, but I think there is a large part of society that are keen to save some $$ and will happily change providers if they can.

I think it will be quite different. Look at the growth Contact has had with their broadband offering. Up to 30k subs last time (from memory) in ~2 years and starting from a much smaller customer base than Sky will be. Contact has shown it is a great play for a big player with a large customer base. It will be whether Sky can implement it competently.

[winner69]

Definitely see your point, my parents are probably the same, but I think there is a large part of society that are keen to save some $$ and will happily change providers if they can.

I think it will be quite different. Look at the growth Contact has had with their broadband offering. Up to 30k subs last time (from memory) in ~2 years and starting from a much smaller customer base than Sky will be. Contact has shown it is a great play for a big player with a large customer base. It will be whether Sky can implement it competently.

Therein is the crux of Sky's problems

[kiora]

Advertising revenue
https://www.livewiremarkets.com/wires/5-bad-ideas-to-avoid-in-2021

[Jay]

I don't think many people will move over to Sky Broadband unless the packages are compelling. Especially if you are happy with the performance of your current provider (no outages etc).

I was chatting to my mom on the weekend - my parents are long time Sky TV customers (20 years +). Her fibre is with Spark. I casually mentioned that Sky are probably going to contact her early next year with some attractive packages that includes internet.

Her answer was a flat no: Spark do a great job for her internet and she wouldn't want to switch.

Of course, if Sky make an offer she can't refuse then her stance might change - but her initial reaction was 'no'.

I fully expect Sky Broadband will be successful over time - but they need to prove that their service is reliable, fast...and that the bundles are worthwhile in terms of savings.


I would be in the same boat as your parents. My main email is also with spark (@xtra.co.nz) - Never got into a web based email in the distance past and makes it pain now to move emails for everything I am subscribed to, though I suppose would get rid of some I don't particularly want :-)- so it makes it hard to change. Would have to be quite compelling. From what I have seen some of the packages are good even without broadband, so no great need to change for sake of $5-10.
Anyone know if you can keep the email with spark if nothing else with them- well still may have a prepaid mobile - 3 phones and a landline at present, but thinking about ditching the latter as most calls are just someone selling something, wanting donations or scams

Meant to add, as others have said, would wait a while in any event to see how it goes

[LEMON]

I don't think many people will move over to Sky Broadband unless the packages are compelling. Especially if you are happy with the performance of your current provider (no outages etc).

I was chatting to my mom on the weekend - my parents are long time Sky TV customers (20 years +). Her fibre is with Spark. I casually mentioned that Sky are probably going to contact her early next year with some attractive packages that includes internet.

Her answer was a flat no: Spark do a great job for her internet and she wouldn't want to switch.

Of course, if Sky make an offer she can't refuse then her stance might change - but her initial reaction was 'no'.

I fully expect Sky Broadband will be successful over time - but they need to prove that their service is reliable, fast...and that the bundles are worthwhile in terms of savings.

What about new home owners looking to get a package for an affordable price?

[Ogg]

OK, fess up, which one of you losers wrote this?...

https://comcom.govt.nz/__data/assets/pdf_file/0020/227450/Anonymous-Submission-on-Statement-of-Preliminary-Issues-28-October-2020.pdf


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

https://www.stuff.co.nz/business/123261304/competition-concern-raised-over-sale-of-sky-tvs-outside-broadcasting-unit

[mistaTea]

What about new home owners looking to get a package for an affordable price?

The initial plan is to go after the satellite subs. There are over half a million of them, and they need more rewards. Most of these customers have been incredibly loyal to Sky over many years.

But then there are the many possibilities to include Broadband and streaming packages for brand new customers.

Broadband with 'free' NEON, Broadband + Sky Sport NOW, Broadband + Sky GO for those who still like the wider entertainment Sky offer.

There will be no other Broadband provider who can offer anything close to what Sky can in terms of fast internet and entertainment bundles.

As has been noted by some other posters, we just need to wait and see how well the roll out is executed. I think Martin and the team are going to do very very well on this - there has been a huge amount of customer research.

[Ogg]

ComCom Logic 101:

Sky with TV trucks = Monopoly.

Sky without TV trucks = Monopoly.

Just dump the farking trucks on the side of the road...



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

[mistaTea]

ComCom Logic 101:

Sky with TV trucks = Monopoly.

Sky without TV trucks = Monopoly.


Given the comcom didn't approve of the idea of Sky merging with Vodafone (and becoming a telco powerhouse) they should block Sky from launching a Broadband offer.

Shaking up the industry and offering consumers sharper pricing and faster internet speeds is clearly going to be a very very bad thing.

Down right anti-competitive!

[Ogg]

Given the comcom didn't approve of the idea of Sky merging with Vodafone (and becoming a telco powerhouse) they should block Sky from launching a Broadband offer.

Shaking up the industry and offering consumers sharper pricing and faster internet speeds is clearly going to be a very very bad thing.

Down right anti-competitive!

According to ComCom logic they should have blocked Spark from entering the sports broadcasting market as has pushed up broadcasting acquisition costs and made it harder for other local broadcasters to acquire sports content.

Just lol, this is total la la land.


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

[Ogg]

What ever the ComCom rules, it just ends up being worse for consumers...

Now you got to folk out $49.99 per month to get both the Rugby and Cricket. And that's a special one off deal!


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

[mistaTea]

What ever the ComCom rules, it just ends up being worse for consumers...

Now you got to folk out $49.99 per month to get both the Rugby and Cricket. And that's a special one off deal!


All I know is that the more fragmented the market becomes, the more attractive Sky looks as an aggregator.

Spark seem to be more pragmatic about sports rights under new leadership - another strong woman showing the way...

It would take an enormous amount of money to get the amount of content they would need for Spark Sport to become the sports plaform of choice in NZ. They would have to pay so much money to acquire Rugby, NRL, Netball, Tour de France etc that there is no way at all they would make any money off it. Their broadband margins are already slim...so what would be the sense in it?

This is where Vodafone have been much smarter. Once comcom blocked Plan A, they were happy with Plan B - wholesale arrangement with Sky for all of their content. Vodafone get to offer their customers cheaper Sky (bundles cost the same, but no MySky) as a value-add yet they do not have to get involved in expensive content negotiations. I see they are now also doing new things in partnership with Sky like offer Sport channels only for $39.99 per month.

NZ just isn't big enough to have multiple companies divvying up the Sports rights.

I am just not sure how this ends for Spark Sport.

Do they continue bidding for mainstream content, paying massive costs to get the rights from Sky and just hope that one day in the future they might make some money (which would only happen if they bankrupted Sky somehow and then could take advantage of lower content costs in the future? Maybe?)

Do they limp along and see out the NZ Cricket deal and then can the whole thing? I think that was for 6 years?

Or do they get to the point that they sell the content rights to Sky and wind down the platform?

It will be very interesting to see how this unfolds!

[Alpha]

I’ve been trying hard not to think about my Sky shares but with all the advertisements they are doing it is really hard to forget about them. I’ve seen them on Stuff, Facebook, Instagram, google ads, tv. They seem to be good hard at the marketing right now. Or am I just seeing the red Toyota as I have a vested interest in this company.

[DownTownJr]

I’ve been trying hard not to think about my Sky shares but with all the advertisements they are doing it is really hard to forget about them. I’ve seen them on Stuff, Facebook, Instagram, google ads, tv. They seem to be good hard at the marketing right now. Or am I just seeing the red Toyota as I have a vested interest in this company.

Nope can confirm. Saw their ads several times today. Twice on radio, Gmail, FB etc. Was a bummer seeing the SP continue to go down today, nearly purchased some more shares today @145.

[mistaTea]

https://i.stuff.co.nz/business/123261304/competition-concern-raised-over-sale-of-sky-tvs-outside-broadcasting-unit

What a load of bollocks.

If Comcom block the deal, we riot.

[Ferg]

https://i.stuff.co.nz/business/123261304/competition-concern-raised-over-sale-of-sky-tvs-outside-broadcasting-unit

What a load of bollocks.

If Comcom block the deal, we riot.

I had assumed someone like NZ Live would step up in the local market but I see they were bought by NEP in 2018. TVNZ and MW do not have any OSB capabilities and from memory Maori TV have very limited OSB capabilities, if at all. So unless I have missed someone, there is no alternative and no competition of substance. The cost of setting up a half way decent truck is around $1m minimum, plus the back end systems and technology will be a lot more. Furthermore, 1 truck is not nearly enough, you need all sort of configurations and options. So there are very high barriers to entry. Unfortunately I see this as 50:50 and not a done deal.

Any guesses as to the identity of the anonymous objector? I have my own thoughts....who has the most to lose?

[ba9]

Just a quick reminder for anyone wishing to signup to SKYSPORTNOW. Today is the last day to sign up to Annual plan for $300.

12052

https://www.skysportnow.co.nz/packages?type=0#packagesSection

[ba9]

-Deleted. Double Post

[mistaTea]

Martin Stewart: My story, as told to Elisabeth Easther
https://nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12378173

[DownTownJr]

Martin Stewart: My story, as told to Elisabeth Easther
https://nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12378173

I'm a poor SKT shareholder. Can you share the article please.

[winner69]

I'm a poor SKT shareholder. Can you share the article please.

Not allowed to on ST. Reflective piece on his lifes learnings. Probably got the PR people to get it the media.

But he said ”The hardest part of any leadership role, you have to disappoint some people.”. Didn’t say shareholders

I don’t think he’ll be around come this time next year

[mistaTea]

I don’t think he’ll be around come this time next year

Should I start dusting off my CV then?

[DownTownJr]

Not allowed to on ST. Reflective piece on his lifes learnings. Probably got the PR people to get it the media.

But he said ”The hardest part of any leadership role, you have to disappoint some people.”. Didn’t say shareholders

I don’t think he’ll be around come this time next year

Ah, thanks. Makes sense why people link now vs posting the thread. Ok time to buy a weekly sub lol.

[Entrep]

Not allowed to on ST. Reflective piece on his lifes learnings. Probably got the PR people to get it the media.

But he said ”The hardest part of any leadership role, you have to disappoint some people.”. Didn’t say shareholders

I don’t think he’ll be around come this time next year

100% agree. Pure PR piece. He is the Sky CEO that did a CR at 12c.

[Dlownz]

100% agree. Pure PR piece. He is the Sky CEO that did a CR at 12c.
You are a brutal lot.
Yes he left the credit raise to late. Precovid would have been better but hindsight is a wonderful. I know some of you love fellet for the shareholder wealth he created for some but alas I he drove sky into the position it is now in. Stewert inherited fellets legacy and is turning it around. You should all be more patient and stop the split personality stuff that seems to go on here. If you can't see the picture or the direction it's in sell your shares. But stop complaining about how long it will take to get some real positive movement. Which I believe is a year away.
If you want invest in bgi, me today, cbd or rua. See how that goes. Bottom line is sky is undervalued. Stewerts been punished by you for another man's ****ty decsions when the writing was on the wall. He failed to act and sky's playing catch up which it's doing a good job about.

[Ogg]

I think Martin needs a pay rise, $3m should do. Hopefully Sky releases some good news soon so the stock will go down. I'm looking forward to the OSB ComCom decision so they can create another monopoly. A takeover now just won't happen as there are better opportunities out there. CBD looks like great value, Infratil will likely buy it. A 30% dividend yield in 2022 is a bit under par for me. I think I'll sell out... Well, cya guys. I'm off to go smoke another joint before I euthanasia myself. Can't stand another day in La La Land...

[mistaTea]

I think Martin needs a pay rise, $3m should do. Hopefully Sky releases some good news soon so the stock will go down. I'm looking forward to the OSB ComCom decision so they can create another monopoly. A takeover now just won't happen as there are better opportunities out there. CBD looks like great value, Infratil will likely buy it. A 30% dividend yield in 2022 is a bit under par for me. I think I'll sell out... Well, cya guys. I'm off to go smoke another joint before I euthanasia myself. Can't stand another day in La La Land...

When I am hired as CEO (after Martin leaves according to winner69) I will need a new spin doctor.

Want the job?

[winner69]

When I am hired as CEO (after Martin leaves according to winner69) I will need a new spin doctor.

Want the job?

Need to be good spin doctor ...could be hard to spin a good story around the accelerating downward spiral

[mistaTea]

Need to be good spin doctor ...could be hard to spin a good story around the accelerating downward spiral

Ogg is the Horny Warney of spin...

[Ogg]

When I am hired as CEO (after Martin leaves according to winner69) I will need a new spin doctor.

Want the job?

No. Consumers are moving to this new technology called streaming. Have you heard about that?

[mistaTea]

No. Consumers are moving to this new technology called streaming. Have you heard about that?

I think my neighbour did try to explain something about “steaming” or “streaming” or some bloody new fangled thing to me the other day.

But my head was lodged so far up my own ass I couldn’t make out what she was saying...

Can you educate me please?

[Ogg]

I think my neighbour did try to explain something about “steaming” or “streaming” or some bloody new fangled thing to me the other day.

But my head was lodged so far up my own ass I couldn’t make out what she was saying...

Can you educate me please?

Is this your neighbour? Rabbit Ears are the future...

https://i.pinimg.com/originals/f5/bb/49/f5bb49fde15cd57cd12c260f4c38646f.jpg

[Ogg]

https://comcom.govt.nz/__data/assets/pdf_file/0030/227595/Anonymous-Submission-on-NEP-OSB-Statement-of-Preliminary-Issues-28-October-2020.pdf

More whinny bullsh!t from small operators.


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

[Ogg]

"bu bu but we can't compete because we're broke as fark and can't afford video equipment..."


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

[Ogg]

SKY TV trucks next week.


https://www.youtube.com/watch?v=Xsfm4iufLhM

[mistaTea]

"bu bu but we can't compete because we're broke as fark and can't afford video equipment..."


LOLLL, that pretty much sums up their argument!


https://www.youtube.com/watch?v=uRfmVe7iL4k

[DownTownJr]

What is everyone's thoughts. Will comcom approve Nep purchase of SKT?

[Ogg]

What is everyone's thoughts. Will comcom approve Nep purchase of SKT?

Of cause it's going to get blocked, this is LA LA LAND!

[Ogg]

MT, when do you think we'll hit 1m customers and what will net cash position be on the 1st of April next year after bonds are paid off?

This should drive it down to 12c again, right?

[mistaTea]

Of cause it's going to get blocked, this is LA LA LAND!

Given the disgraceful decision to block the VodaSky merger in 2016...hopefully they give Sky the benefit of the doubt.

Lookit, before NEP set up shop OSB was effectively the 'monoply' provider for NZ. Life went on, and there were no major market problems as far as I am aware.

So there is no reason to believe it would be any different with NEP owning the 'monopoly'. In fact I would argue that they will be able to offer better products and pricing if they are the main provider.
The onus will fall on NEP to convince the comcom that they will not use their market position to jack up prices. Let's hope they have done a good job!

[mistaTea]

MT, when do you think we'll hit 1m customers and what will net cash position be on the 1st of April next year after bonds are paid off?

This should drive it down to 12c again, right?

Wait for Sky to have a broadband and mobile rollout that exceeds everyones wildest expectations - SP will probably drop below 10c :t_up:

[Ogg]

I've got next months entertainment sorted.

Disney Mulan for $49.99 for the kids and the Parker fight for $59.99. A great couple of hours entrainment for only $109.98, CHEAP AS BRO!

Better upgrade to 100mbit fiber from Spark for another $10 and get the wire maintenance for $5 as well just to be sure everything goes well.

[Ogg]

Neon for $9.99 per month? Fark bro that sounds expensive.

[mistaTea]

I've got next months entertainment sorted.

Disney Mulan for $49.99 for the kids and the Parker fight for $59.99. A great couple of hours entrainment for only $109.98, CHEAP AS BRO!

Better upgrade to 100mbit fiber from Spark for another $10 and get the wire maintenance for $5 as well just to be sure everything goes well.

Stop being a hater.

Streaming is wonderful therefore the massive fragmentation we are seeing in the market must benefit the consumer!

I won’t hear otherwise!

[mistaTea]

https://i.stuff.co.nz/business/123278230/chorus-says-regulators-decision-on-ufb-sends-extremely-poor-signals

Those Sky Broadband bundles just got cheaper...

Couple that with them finally sorting out their entertainment bundles and pricing...and this company has a SP that is only going to go one way people! ...

... probably down!

[Ogg]

The new Discovery Inc HQ?

http://app.companiesoffice.govt.nz/companies/app/ui/pages/companies/4568880/30236536/entityFilingRequirement?backurl=%2Fcompanies%2Fapp %2Fui%2Fpages%2Fcompanies%2F4568880%2Fdocuments

https://www.bayleys.co.nz/1682559

17 Hargreaves Street, Auckland Central


https://www.youtube.com/watch?v=rl2AM3j3dIw

[mistaTea]

The new Discovery Inc HQ?

http://app.companiesoffice.govt.nz/companies/app/ui/pages/companies/4568880/30236536/entityFilingRequirement?backurl=%2Fcompanies%2Fapp %2Fui%2Fpages%2Fcompanies%2F4568880%2Fdocuments

https://www.bayleys.co.nz/1682559

17 Hargreaves Street, Auckland Central



Right next to Warner Bro's @ 19 Hargreaves (https://www.google.co.nz/maps/place/Warner+Bros.+International+TV+Production+New+Zeala nd/@-36.8463835,174.7478242,17z/data=!4m13!1m7!3m6!1s0x6d0d478cfe4d8585:0xcd0abea7 2cdf817!2s17+Hargreaves+Street,+Auckland+CBD,+Auck land+1011!3b1!8m2!3d-36.8463878!4d174.7500129!3m4!1s0x6d0d478da10eb3c5: 0x944df9eba7909ee6!8m2!3d-36.8465428!4d174.7496912)...

Easier for them to work together on their joint bid for Sky if they are neighbours you see...

[Ogg]

Right next to Warner Bro's @ 19 Hargreaves (https://www.google.co.nz/maps/place/Warner+Bros.+International+TV+Production+New+Zeala nd/@-36.8463835,174.7478242,17z/data=!4m13!1m7!3m6!1s0x6d0d478cfe4d8585:0xcd0abea7 2cdf817!2s17+Hargreaves+Street,+Auckland+CBD,+Auck land+1011!3b1!8m2!3d-36.8463878!4d174.7500129!3m4!1s0x6d0d478da10eb3c5: 0x944df9eba7909ee6!8m2!3d-36.8465428!4d174.7496912)...

Easier for them to work together on their joint bid for Sky if they are neighbours you see...


https://encrypted-tbn0.gstatic.com/images?q=tbn%3AANd9GcTNMPcP0hP4S8objqWeu2imGBn7RUx OeMVd1w&usqp=CAU

[mistaTea]

https://www.nzherald.co.nz/business/broadband-wars-vocus-relaunches-flip-with-15-broadband-plan/PQ564NVPDT3DN4FSEKFPJS7DEE/

Sky should re-market their pricing so that people can pay weekly too.

Someone with Starter + Entertainment + MySky pays ~$66/month (excluding any special deals). That is the same as ~$15/week.

So they could offer their Entertainment package for $14.99 per week. Add SOHO for an extra $1.99 per week!

Or do you want our Sport package instead (Starter + Sport + MySky)? Grab one for just $16.99 per week!

If they charged less for MySky they could shave an extra $2/week off those charges.

$12.99 per week for Entertainment or $14.99 per week for the Sport package would go down a lot better for those who are paid weekly and on a tighter budget.

The sooner they make me CEO the better!

[Ogg]

https://www.nzherald.co.nz/business/broadband-wars-vocus-relaunches-flip-with-15-broadband-plan/PQ564NVPDT3DN4FSEKFPJS7DEE/

Sky should re-market their pricing so that people can pay weekly too.

Someone with Starter + Entertainment + MySky pays ~$66/month (excluding any special deals). That is the same as ~$15/week.

So they could offer their Entertainment package for $14.99 per week. Add SOHO for an extra $1.99 per week!

Or do you want our Sport package instead (Starter + Sport + MySky)? Grab one for just $16.99 per week!

If they charged less for MySky they could shave an extra $2/week off those charges.

$12.99 per week for Entertainment or $14.99 per week for the Sport package would go down a lot better for those who are paid weekly and on a tighter budget.

The sooner they make me CEO the better!

Vocus takeover...

https://encrypted-tbn0.gstatic.com/images?q=tbn%3AANd9GcTNMPcP0hP4S8objqWeu2imGBn7RUx OeMVd1w&usqp=CAU

[youngatheart]

Sorry. Got bored with the same ole same ole here so sold my 300,000 shares this past week and sunk it all in PPH today.

[youngatheart]

It's Oggs tiresome videos that what got me in the end, lol....

[Ogg]

Sorry. Got bored with the same ole same ole here so sold my 300,000 shares this past week and sunk it all in PPH today.

Pushpay takeover...

https://encrypted-tbn0.gstatic.com/images?q=tbn%3AANd9GcTNMPcP0hP4S8objqWeu2imGBn7RUx OeMVd1w&usqp=CAU

[Lion_graf]

[QUOTE=Ogg;854617]Pushpay

Really clutching now..

[winner69]

Apparently watching sport going out of favour in many parts of world

Eg State of Origin ratings down big time

Probably will impact SKY in due course

[mistaTea]

Apparently watching sport going out of favour in many parts of world

Eg State of Origin ratings down big time

Probably will impact SKY in due course

Is that mostly because of COVID though? Loads of sports cancelled or postponed.
The ones in Queensland like State of Origin have been played in empty stadia - better than nothing but not a great fan experience for viewers watching from home.

Or have you found some info pointing to a wider downtrend for viewership of sport that precedes Covid?

With Super Rugby Aotearoa, from what I could see Sky were pulling in the biggest viewership numbers they have ever had between satellite and streaming.

[tqtq]

Apparently watching sport going out of favour in many parts of world

Eg State of Origin ratings down big time

Probably will impact SKY in due course

It was only game 1 of Origin

Did you not hear that there’s a nail-biter of a US election going on?

Suggest you change your strap line to:

Winner 69: 2 + 2 = 0

[mistaTea]

It was only game 1 of Origin

Did you not hear that there’s a nail-biter of a US election going on?

Suggest you change your strap line to:

Winner 69: 2 + 2 = 0

DAZN are spending billions of dollars to go beyond boxing with the goal of becoming the 'Netflix of Sport'.

I think becoming the Netflix of Sport will be much harder to do given the cost of rights, but it would be interesting to read their Business Case if the trend for sport viewership is indeed on a downward trend!

[winner69]

It was only game 1 of Origin

Did you not hear that there’s a nail-biter of a US election going on?

Suggest you change your strap line to:

Winner 69: 2 + 2 = 0

Nice compliment ...but I don't really get it

With maths like that you must work n the SKY finance department

[tqtq]

Nice compliment ...but I don't really get it

With maths like that you must work n the SKY finance department

Too cerebral? I'll dumb it down.

Winner 69: Tries to put 2 + 2 together. Comes up with 0 (zero / nothing) – again.

What I'm saying here without being offensive is that in your posts you seem to miss the obvious quite often.

[tqtq]

DAZN are spending billions of dollars to go beyond boxing with the goal of becoming the 'Netflix of Sport'.

I think becoming the Netflix of Sport will be much harder to do given the cost of rights, but it would be interesting to read their Business Case if the trend for sport viewership is indeed on a downward trend!

Sport is clearly a bankable large market and just getting bigger.
https://www.industryglobalnews24.com/global-sports-streaming-market-20192027#:~:text=Sports%20Streaming%20Market%20was %20Estimated,Streaming%3B%20says%20Absolute%20Mark ets%20Insights

[winner69]

Sport is clearly a bankable large market and just getting bigger.
https://www.industryglobalnews24.com/global-sports-streaming-market-20192027#:~:text=Sports%20Streaming%20Market%20was %20Estimated,Streaming%3B%20says%20Absolute%20Mark ets%20Insights

Good info there tqtq

So 2+2=0 prompted some good follow up posts from you and mrT ..,well done

[tqtq]

Good info there tqtq

So 2+2=0 prompted some good follow up posts from you and mrT ..,well done

You really got us Winner. Good one mate.

[winner69]

At least we now know that the business of sport is booming and has a bright future

I note the All Blacks are short of money. Even looking at private equity to become a shareholder ....maybe pressing for a government bailout of iconic national brand as they say

Could SKY buy the All Blacks?

[mistaTea]

Could SKY buy the All Blacks?

We could call them the Sky Blacks - Black Sky would sound too ominous!

[mistaTea]

https://www.nbr.co.nz/node/228154

"Spark Sport is the third focus, building on the deal announced a week ago (https://www.nbr.co.nz/story/spark-and-sky-sport-announce-bundle-deal)that offers a Sky and Spark Sport bundled plan for $49.99 per month from mid-November. The two services were traditionally competitors."

From their AGM presso...

"Spark Sport helps us own entertainment in the home and to differentiate usfrom our more traditional competition. The platform has a range of sportsfixtures, and later this month will broadcast the first cricket game in our sixyear partnership with New Zealand Cricket."

Not as bullish as before on Sport I don't think, but certainly no indication that they are going to throw in the towel so soon.

[mistaTea]

With Spark and Vodafone making big strides in 5G - which will cut Chorus out of the picture...

I suspect there is an opportunity for Chorus to forge stronger bonds with companies like Sky so that attractive pricing can be offered for a reliable fibre service.

No Ogg, when I say stronger bonds I do not mean that Chorus is going to buy Sky.

But Chorus will have to ensure that their pricing is competitive and service remains solid. Mr Market still thinks Chorus is worth ~$4B despite the progress in wireless, so clearly he thinks Chorus will remain competitive.

[tga_trader]

.. Chorus is going to buy Sky.
....
You heard it here first folks

[mistaTea]

You heard it here first folks

https://media.tenor.com/images/76902e996bbe78ff8cbebd59ece23ee1/tenor.gif

[kyanar]

At least we now know that the business of sport is booming and has a bright future

I note the All Blacks are short of money. Even looking at private equity to become a shareholder ....maybe pressing for a government bailout of iconic national brand as they say

Could SKY buy the All Blacks?

Nah, they can just IPO like the Broncos (https://www2.asx.com.au/markets/company/bbl).

[Ogg]

My new theory...

A Sky takeover of Sky:

1) Sky doesn't repay bond.
2) Sky draws down $200m in bank debt
3) Sky holding $325m in cash.
4) Sky pays out shareholders 18.61c for each share
5) Sky files for bankruptcy.

https://encrypted-tbn0.gstatic.com/images?q=tbn%3AANd9GcTNMPcP0hP4S8objqWeu2imGBn7RUx OeMVd1w&usqp=CAU

[Alpha]

Ogg then retires.

[Ogg]

Ogg then retires.

Ogg buys Sky from creditors.

Pay per view All Blacks, $99.99 per game.


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

[Ogg]

Ogg sells new Sky to Discovery...


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

[mistaTea]

Ogg sells new Sky to Discovery...


I guess you are competing against Trump for entertainment eyeballs right now - I appreciate the effort!

Not really.

[Alpha]

Epic - Please update Wikipage. https://en.wikipedia.org/wiki/Sky_(New_Zealand)

Maybe this will cause people to wake up.

[Alpha]

OGGs great takeover of SKY - Should be an HBO film

[nztx]

Another week gone - a new takeover due next week ? ;)

can't begin to wonder why the earlier ones stalled -- surely it has to be the steal of the century ?

Or maybe not .. ;)

[Alpha]

Does anyone know how much shares we all have combined. I have 550000.

I know a few have over 1M

[peat]

I keep getting asked about this share. "Must be a bargain " they say.

How much more stuff needs to be written off. !! ?

[Alpha]

off or of?

[Gregnz]

Does anyone know how much shares we all have combined. I have 550000.

I know a few have over 1M

I have a teeny tiny holding of 99,000 (shares not $$)

[DownTownJr]

I have around 400k shares. Accumulated a few more over the last few down runs.

[peat]

off or of?

OFF
Operating earnings are okay, good even. But writeoffs etc have killed the technical profit.

[Alpha]

Hopefully no more.

[Alpha]

So looking at it so far we have;

3,949,174

Downtown 400k
Alpha 550k
Gregnz 99k
Ogg 1,462,870 - using figure from 14/10
RTM 1,437,304 - using figure from 09/10

(not sure if they have purchased more as I have)

So who else is holding? Mista Tee how many do you have? Others? Just curious?

[winner69]

So looking at it so far we have;

3,949,174

Downtown 400k
Alpha 550k
Gregnz 99k
Ogg 1,462,870 - using figure from 14/10
RTM 1,437,304 - using figure from 09/10

(not sure if they have purchased more as I have)

So who else is holding? Mista Tee how many do you have? Others? Just curious?

Add MrT tqtq and me I reckon about 10 million

[RTM]

So looking at it so far we have;

3,949,174

Downtown 400k
Alpha 550k
Gregnz 99k
Ogg 1,462,870 - using figure from 14/10
RTM 1,437,304 - using figure from 09/10

(not sure if they have purchased more as I have)

So who else is holding? Mista Tee how many do you have? Others? Just curious?

No no no no.....RTM has no where near that.
Just a measly 80,000 @ 13.9c.
Not quite sure where you would have got that idea from, apologies if I have mislead.
Have a good weekend.

[mistaTea]

So looking at it so far we have;

3,949,174

Downtown 400k
Alpha 550k
Gregnz 99k
Ogg 1,462,870 - using figure from 14/10
RTM 1,437,304 - using figure from 09/10

(not sure if they have purchased more as I have)

So who else is holding? Mista Tee how many do you have? Others? Just curious?

I hold just over 1.6M shares.

[tqtq]

So looking at it so far we have;

3,949,174

Downtown 400k
Alpha 550k
Gregnz 99k
Ogg 1,462,870 - using figure from 14/10
RTM 1,437,304 - using figure from 09/10

(not sure if they have purchased more as I have)

So who else is holding? Mista Tee how many do you have? Others? Just curious?

Almost 4,000,000 now – every time I catch a rocket on other stocks I pump more into Sky

[jimdog31]

Almost 4,000,000 now – every time I catch a rocket on other stocks I pump more into Sky

Im at 2,000,000

[Ogg]

We need to form a cooperative and force a special shareholder meeting on a takeover.

https://encrypted-tbn0.gstatic.com/images?q=tbn%3AANd9GcTNMPcP0hP4S8objqWeu2imGBn7RUx OeMVd1w&usqp=CAU

[Stranger_Danger]

What a wild week. Everywhere I look, everything is up.

*pops into Sky TV thread, sees share price going nowhere*

Oh dear.

*sees holders comparing the size of their holdings*

Oh dear oh dear oh dear.

[mistaTea]

With Trump being booted out of the White House...he will be returning to focus on the private sector...

MAYBE DONALD TRUMP WILL BUY SKY TV NZ! THE BEGINNING OF HIS OWN MEDIA EMPIRE TO COMBAT THE MAINSTREAM SOCIALIST FAKE NEWS MEDIA!!

Makes perfect sense. Best theory on this forum so far I reckon.

[mistaTea]

What a wild week. Everywhere I look, everything is up.

*pops into Sky TV thread, sees share price going nowhere*

Oh dear.

*sees holders comparing the size of their holdings*

Oh dear oh dear oh dear.

There you go again, confusing price with value.

[winner69]

There you go again, confusing price with value.


price is today, value is what one hopes it will worth one day

hope is not a good investing strategy

[mistaTea]

price is today, value is what one hopes it will worth one day

hope is not a good investing strategy

That is possibly true if you are a gambler.

For the rest of us investors, price is what you pay but value is what you get.

If my analysis about Sky is wrong then I will suffer a permanent loss of capital. All the ‘hoping’ in the world wouldn’t save me, which is why I don’t pray for some out of the blue event to come and save me.

I still hold my shares in Sky because my analysis of the situation leads me to believe the market has mispriced the business. I have very long investing time horizons - my favourite hold time is forever - so we have a way to go before I can ascertain whether or not I have indeed made a mistake on this one.

But it is also true that by viewing my holding as long term ownership of a business that I understand, and not checking the SP every day...I have very low stress.
Some posters seem to be getting very upset when the SP fluctuates by half a cent. That’s just not my game.

[nevchev]

Sky will come right in the end.If it doesn't come right,then its not the end

[mistaTea]

https://i.stuff.co.nz/sport/rugby/all-blacks/300153113/frustrated-auckland-fans-told-to-stream-all-blacks-test-as-rain-freezes-coverage

Some of the feral customer comments crack me up. Rain fade is an unfortunate limitation of satellite TV - and there isn’t much Sky can do about it.

Most customers seemed pretty on to it though and flicked over to Sky GO.

Will be fantastic once the new Sky GO is released. But then there will be customers taking to Twitter to complain that the streaming coverage is up to a minute behind the satellite coverage and they are getting spoilers.

Thanks Sky, ya mongrels!

[Ogg]

https://i.stuff.co.nz/sport/rugby/all-blacks/300153113/frustrated-auckland-fans-told-to-stream-all-blacks-test-as-rain-freezes-coverage

Some of the feral customer comments crack me up. Rain fade is an unfortunate limitation of satellite TV - and there isn’t much Sky can do about it.

Most customers seemed pretty on to it though and flicked over to Sky GO.

Will be fantastic once the new Sky GO is released. But then there will be customers taking to Twitter to complain that the streaming coverage is up to a minute behind the satellite coverage and they are getting spoilers.

Thanks Sky, ya mongrels!

Qu'ils mangent de la brioche

[mistaTea]

Qu'ils mangent de la brioche

No rain fade for me on my sweet Sky Sport NOW sub that I got an annual pass for - $299 at the time.

Just an awesome user experience and an entertaining rugby match.

[airedale]

Ogg and Mista Tea deep in meaningful discussion about ?????takeover or ?????.or even the running total of the number of shares the ST posters hold. http://i8.cmail19.com/ei/d/21/E46/E00/221310/csimport/gettyimages-51028164_7.jpg

[RTM]

No rain fade for me on my sweet Sky Sport NOW sub that I got an annual pass for - $299 at the time.

Just an awesome user experience and an entertaining rugby match.

I presume you mean the Hawkes Bay v Wellington game ?
Agree...wasn't it great.

[winner69]

SKY need to get rid of Justin Marshall from their rugby coverage

Must be costing them subscribers every time he opens his mouth

[mistaTea]

https://www.nzherald.co.nz/business/chorus-weighs-200m-bond-issue-makes-new-broadband-predictions/IVDN5AB43OIJ476RYQVMRHUY2Y/

Sky entering broadband at the right time - usage forecast to spike to 1 gig per month for the average household.

Consumers will want faster speeds at better prices.

Hopefully using Feenix Communications as their partner proves to be a capital efficient way to enter the market. Entertainment and Sports bundles can be offered to existing satellite subs at very attractive bundle prices. And that will just be the beginning.

I don't want a satellite sub because I live in a new development area that only has fibre as an option - this suburb is made for streaming. But once Sky release their streaming-internet bundles, I will almost certainly switch over if the pricing makes sense.

A surprising thing about my area - there are a lot more satellite dishes on rooves than I would have predicted. When I go for walks, I like to look at the other properties, and as I do I try to see if there is a dish on the roof (making it highly likey they subscribe to Sky). As I say, this is a fibre-only area - so we are really set up for streaming. And even those who want traditional Sky channels could get it cheaper by streaming them via Vodafone TV.

On average, I reckon at least 1 in 4 houses have satellite dishes. I think that is incredible for an area like this, and shows just how 'sticky' traditional Sky TV offerings are with a lot of consumers.

The loyal, half a million strong satellite base has got to be one of the most undervalued assets in New Zealand.

[Alpha]

https://itbrief.co.nz/story/new-zealand-s-telco-market-ripe-for-disruption-report

Article a few days old but just a reminder of how interesting things will/could be with Sky entering broadband/ and mobile.

[KiwiGekko]

OK, i'll bite. The whole broadband market is extremely competitive at the moment but its about to get turned on its head in the rural areas of NZ by Starlink: https://www.forbes.com/sites/johnkoetsier/2020/11/01/starlink-internet-from-space-faster-than-95-of-usa/?sh=d8754941bb06 - NZ is in their sights and some believe they have ground stations planned here: https://www.tesmanian.com/blogs/tesmanian-blog/starlink-new-zealand + https://www.reddit.com/r/Starlink/comments/j7r5p3/starlink_in_new_zealand/

The latency of Starlink is actually theoretically going to be less than Fibre due to the sheer number of satellites they're putting up there - but it looks like it is not going to be too expensive either: https://arstechnica.com/information-technology/2020/10/spacex-starlink-public-beta-begins-its-99-a-month-plus-500-up-front/ - $500 setup, $99 USD / month. That is obviously steep for metro areas, but if you're in a hard to reach part of the country / world that is a steal.

I cannot see how Sky is going to make any money selling broadband honestly, even if they are reselling via Feenix as a virtual ISP. Margins are going to continue to get squeezed as a result of these new entrants and more consolidation will come to the NZ & global broadband market in the near future. Once again, I think its a case of too little to late for Sky here.

[DownTownJr]

OK, i'll bite. The whole broadband market is extremely competitive at the moment but its about to get turned on its head in the rural areas of NZ by Starlink: https://www.forbes.com/sites/johnkoetsier/2020/11/01/starlink-internet-from-space-faster-than-95-of-usa/?sh=d8754941bb06 - NZ is in their sights and some believe they have ground stations planned here: https://www.tesmanian.com/blogs/tesmanian-blog/starlink-new-zealand + https://www.reddit.com/r/Starlink/comments/j7r5p3/starlink_in_new_zealand/

The latency of Starlink is actually theoretically going to be less than Fibre due to the sheer number of satellites they're putting up there - but it looks like it is not going to be too expensive either: https://arstechnica.com/information-technology/2020/10/spacex-starlink-public-beta-begins-its-99-a-month-plus-500-up-front/ - $500 setup, $99 USD / month. That is obviously steep for metro areas, but if you're in a hard to reach part of the country / world that is a steal.

I cannot see how Sky is going to make any money selling broadband honestly, even if they are reselling via Feenix as a virtual ISP. Margins are going to continue to get squeezed as a result of these new entrants and more consolidation will come to the NZ & global broadband market in the near future. Once again, I think its a case of too little to late for Sky here.

It's not just about broadband, its the packages that Sky can upsell to the already 900k customers. Broadband is just a small added bonus.

[Alpha]

I thought we had already decided that it was not about them making money off the broadband piece but more about retaining existing customers. If it also allows them to win a few more by offering Sky great.

[mistaTea]

I thought we had already decided that it was not about them making money off the broadband piece but more about retaining existing customers. If it also allows them to win a few more by offering Sky great.

Yes, those who still lament the profitability of the broadband component completely miss the point.

[mistaTea]

OK, i'll bite. The whole broadband market is extremely competitive at the moment but its about to get turned on its head in the rural areas of NZ by Starlink: https://www.forbes.com/sites/johnkoetsier/2020/11/01/starlink-internet-from-space-faster-than-95-of-usa/?sh=d8754941bb06 - NZ is in their sights and some believe they have ground stations planned here: https://www.tesmanian.com/blogs/tesmanian-blog/starlink-new-zealand + https://www.reddit.com/r/Starlink/comments/j7r5p3/starlink_in_new_zealand/

The latency of Starlink is actually theoretically going to be less than Fibre due to the sheer number of satellites they're putting up there - but it looks like it is not going to be too expensive either: https://arstechnica.com/information-technology/2020/10/spacex-starlink-public-beta-begins-its-99-a-month-plus-500-up-front/ - $500 setup, $99 USD / month. That is obviously steep for metro areas, but if you're in a hard to reach part of the country / world that is a steal.

I cannot see how Sky is going to make any money selling broadband honestly, even if they are reselling via Feenix as a virtual ISP. Margins are going to continue to get squeezed as a result of these new entrants and more consolidation will come to the NZ & global broadband market in the near future. Once again, I think its a case of too little to late for Sky here.

Investors still say that Chorus is worth over $4B. I would think that Chorus shares would be going down significantly if what you are saying (imminent mass exodus from fibre to internet via satellite) is a given.

[mistaTea]

Saw some articles describing the ‘Biden Bounce’ in a number of share markets, including our own.

Decided to take a peek at the Sky SP - and we are DOWN 1.34%.

HAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHA HAHAHA.

Christ I almost wet myself!

[Alpha]

Yip saw this as well. Sky has to be the dog of dogs. She will have her day though and I think we are at the turning point I am looking forward to the next update.

[DownTownJr]

So many stocks in the uptrend with a Biden result, and where does Sky sit? Well, so sad, just have to ignore the stock. Sky will have its day in the sun, hopefully within the next 6 months.

[kiora]

OK, i'll bite. The whole broadband market is extremely competitive at the moment but its about to get turned on its head in the rural areas of NZ by Starlink: https://www.forbes.com/sites/johnkoetsier/2020/11/01/starlink-internet-from-space-faster-than-95-of-usa/?sh=d8754941bb06 - NZ is in their sights and some believe they have ground stations planned here: https://www.tesmanian.com/blogs/tesmanian-blog/starlink-new-zealand + https://www.reddit.com/r/Starlink/comments/j7r5p3/starlink_in_new_zealand/

The latency of Starlink is actually theoretically going to be less than Fibre due to the sheer number of satellites they're putting up there - but it looks like it is not going to be too expensive either: https://arstechnica.com/information-technology/2020/10/spacex-starlink-public-beta-begins-its-99-a-month-plus-500-up-front/ - $500 setup, $99 USD / month. That is obviously steep for metro areas, but if you're in a hard to reach part of the country / world that is a steal.

I cannot see how Sky is going to make any money selling broadband honestly, even if they are reselling via Feenix as a virtual ISP. Margins are going to continue to get squeezed as a result of these new entrants and more consolidation will come to the NZ & global broadband market in the near future. Once again, I think its a case of too little to late for Sky here.

Starlink sounds expensive. Small provider start ups everywhere
https://wirelessdynamics.co.nz/go/rural-broadband/
https://www.broadbandcompare.co.nz/deals?sub3=top-menu-1-1

[Ferg]

Starlink sounds expensive. Small provider start ups everywhere
https://wirelessdynamics.co.nz/go/rural-broadband/
https://www.broadbandcompare.co.nz/deals?sub3=top-menu-1-1

Also AoNet for central North Island. Very fast, unlimited plans delivered via microwave. I told Vodafone to stick their RBI plan.
https://aonet.nz/

[JSwan]

Obviously a Biden win means less people watch TV cause the American news becomes boring without the Donald, duh

[ratkin]

Obviously a Biden win means less people watch TV cause the American news becomes boring without the Donald, duh

The media loves to hate him, but he been their meal ticket the last few years. Not going to get much entertainment out of sleepy Joe.

[kiora]

Also AoNet for central North Island. Very fast, unlimited plans delivered via microwave. I told Vodafone to stick their RBI plan.
https://aonet.nz/

Also cellphone companies improving coverage with 4g which is reasonably fast internet for Hawke's Bay and the Gisborne-East Cape region, remote spots Waihua Beach even Pourerere Beach (2 permanent residents ,crowded in summer)
https://www.nzherald.co.nz/hawkes-bay-today/news/remote-hawkes-bay-beach-gets-cellphone-tower/PITQCLNC6YO42PABTMPVH75UZM/

[nztx]

So many stocks in the uptrend with a Biden result, and where does Sky sit? Well, so sad, just have to ignore the stock. Sky will have its day in the sun, hopefully within the next 6 months.


but Ogg continues to elude to some sort of takeover .. just who the other party(s) are remains a tad elusive ;)

[KiwiGekko]

Investors still say that Chorus is worth over $4B. I would think that Chorus shares would be going down significantly if what you are saying (imminent mass exodus from fibre to internet via satellite) is a given.

Yeah, I was mentioning the rural communities where Chorus has not yet rolled out UFB. While WISPs have been doing some impressive work, there are a number of places out there where Sky is still the only game in town due to data caps and other limiting factors.

[KiwiGekko]

Starlink sounds expensive. Small provider start ups everywhere
https://wirelessdynamics.co.nz/go/rural-broadband/


Looks to be on par ($95 USD vs $99 USD on todays exchange rates) with the unlimited plan listed there and 6x the download bandwidth and 10x the upload bandwidth. I would say that sadly the little guys in the WISP game are going to have their work cut out for them.

[mistaTea]

Covid vaccine announced - proven to be 90% effective.

Wonderful day for humanity.

Oil has leapt nearly 10%.
European markets jumped by 6%.

What are we predicting today for Sky? A DROP of 5%?

[DownTownJr]

Covid vaccine announced - proven to be 90% effective.

Wonderful day for humanity.

Oil has leapt nearly 10%.
European markets jumped by 6%.

What are we predicting today for Sky? A DROP of 5%?

Surely with all the positive news in the market today and no talks from OGG about a "takeover" we can expect to see a 1% DROP, Sky is on the up.

[Ogg]

Another day on here....


https://www.youtube.com/watch?v=c9uneaTVFVU

[clip]

Investors still say that Chorus is worth over $4B. I would think that Chorus shares would be going down significantly if what you are saying (imminent mass exodus from fibre to internet via satellite) is a given.

Unlikely, chorus can't get fibre to farms and rural areas where people would typically use wireless/satellite internet, different markets.

[mistaTea]

Unlikely, chorus can't get fibre to farms and rural areas where people would typically use wireless/satellite internet, different markets.

Yes, agreed - rural communities will clearly benefit from wireless tech - whether it is 5G, or Starlink or something else.

The previous comments were suggesting that the new wireless tech is going to be a replacement for fibre - and therefore Sky's entry into Broadband is too little, too late (because the infrastructure they will rely on to deliver broadband will be obsolete).

I don't see that as a certainty (or even likely). And Chorus investors clearly think the business has a bright future and will not be made obsolete with these new technologies coming online.
Ergo, Sky will do just fine in the broadband market if they execute well.

And the rural market is not a key target area for Sky anyway - these customers are already well served with Sky's satellite offering and less likely to cancel their subs. Sky will be going after their urban customers who are in fibre-ready areas so that they can reward them with discounted bundles and reduce the chance of them getting any silly ideas about cancelling.

[Alpha]

come on Sky you can join the party up 2.7% - Scared to even mention this with this stock.

[mistaTea]

Sky's quoted value was savaged when COVID first hit the international community. The market cap dropped from 70c (~$272M) to 30c (~$117M) virtually over night.

If there was any kind of rational thinking from the market towards this business, then Sky should benefit disproportionately from news that a 90% effective vaccine is going to begin rollout by Christmas.

But, alas - no. I see the market cap is now $264M. $8M less than it was pre-COVID...even though the business has no debt now and a nice little war chest to speed up the transition to streaming and becoming a telco.

Given the lunacy of the market behaviour, this is why I stress that regularly looking at the quoted value of Sky will only serve to frustrate you. If you are confident in the business and the future plans, and happy to hold then you will be better off not looking at the stock price for weeks (if not months) at a time.

[Ogg]

Sky's quoted value was savaged when COVID first hit the international community. The market cap dropped from 70c (~$272M) to 30c (~$117M) virtually over night.

If there was any kind of rational thinking from the market towards this business, then Sky should benefit disproportionately from news that a 90% effective vaccine is going to begin rollout by Christmas.

But, alas - no. I see the market cap is now $264M. $8M less than it was pre-COVID...even though the business has no debt now and a nice little war chest to speed up the transition to streaming and becoming a telco.

Given the lunacy of the market behaviour, this is why I stress that regularly looking at the quoted value of Sky will only serve to frustrate you. If you are confident in the business and the future plans, and happy to hold then you will be better off not looking at the stock price for weeks (if not months) at a time.


https://www.youtube.com/watch?v=Izph-UtGSP0

[DownTownJr]

Wait, SKT actually had a positive day today vs my ATM shares dropping. What is this world coming to?

[Alpha]

https://www.nzherald.co.nz/business/nz-cricket-inks-indian-streaming-deal-with-amazon/XKXA62GREXYRYAX6SWEQ3VNUUY/

[tqtq]

https://www.fool.com.au/2020/11/10/asx-stock-of-the-day-nine-asxnec-share-price-surges-on-sporting-venture/

I read about this yesterday. It didn't have much of an impact on the nine's share price then.
But apparently it did now.
BTW, I don't subscribe to this site, I just happened to click on a targeted google ad for these guys.

[Ogg]

https://www.fool.com.au/2020/11/10/asx-stock-of-the-day-nine-asxnec-share-price-surges-on-sporting-venture/

I read about this yesterday. It didn't have much of an impact on the nine's share price then.
But apparently it did now.
BTW, I don't subscribe to this site, I just happened to click on a targeted google ad for these guys.

NEC takeover

https://encrypted-tbn0.gstatic.com/images?q=tbn%3AANd9GcTNMPcP0hP4S8objqWeu2imGBn7RUx OeMVd1w&usqp=CAU

[clown]

Tweeted by Martin an hour ago: Sky has supported rugby in New Zealand for 3 decades, and today I’m delighted to say we’re taking that a step further as naming rights sponsor and proud broadcaster for Sky Super Rugby Aotearoa 2021

[tqtq]

Definitely Ogg. Stan’s valued at about a third of NEC’s market cap and there multiple is a lot higher than Sky’s. They’d be foolish not to make an offer.

[tqtq]

Tweeted by Martin an hour ago: Sky has supported rugby in New Zealand for 3 decades, and today I’m delighted to say we’re taking that a step further as naming rights sponsor and proud broadcaster for Sky Super Rugby Aotearoa 2021

I hope the comp gets broadcast here.

[nztx]

All these Takeover bids ;)

It's surprising that SKT's Board & Management even have time to try run their Biz
after beating back all the interested prospective buyers from the front desk .. ;)

[clown]

2021 Super rugby announced. Hope SKY have their broadband by then to offer some good combos with sky sport. I'd probably be interested in switching as I prefer watching sport from home.

https://www.nzherald.co.nz/sport/super-rugby-aotearoa-new-zealand-rugby-announces-schedule-for-2021-tournament/UGRHSPR7MXOKFMFFNHM4AQUYVU/

[mistaTea]

2021 Super rugby announced. Hope SKY have their broadband by then to offer some good combos with sky sport. I'd probably be interested in switching as I prefer watching sport from home.

https://www.nzherald.co.nz/sport/super-rugby-aotearoa-new-zealand-rugby-announces-schedule-for-2021-tournament/UGRHSPR7MXOKFMFFNHM4AQUYVU/

Ah you beat me to it, I was just reading this:

https://www.superrugby.co.nz/news/sky-super-rugby-aotearoa-draw-announced/

[Ogg]

Tweeted by Martin an hour ago: Sky has supported rugby in New Zealand for 3 decades, and today I’m delighted to say we’re taking that a step further as naming rights sponsor and proud broadcaster for Sky Super Rugby Aotearoa 2021

This would have likely been part of their on going sporting right negotiations. Instead of a refund they got the naming rights. Other sponsors probably didn't want to take the risk of missed games. However, with the vaccine and NZ's tight border controls, it's safe to say that all of the risk is gone.

Over the last two days globally, money has been pouring back into value stocks...Sky should go down though.

[Greekwatchdog]

Guidance Increase https://www.nzx.com/announcements/363020

[mistaTea]

This would have likely been part of their on going sporting right negotiations. Instead of a refund they got the naming rights. Other sponsors probably didn't want to take the risk of missed games. However, with the vaccine and NZ's tight border controls, it's safe to say that all of the risk is gone.

Over the last two days globally, money has been pouring back into value stocks...Sky should go down though.

LOL, they just increased earnings guidance significantly.

So probably just a 2% drop in quoted value today!

[nevchev]

Not huge but at least its not going backwards

[winner69]

Something positive re earnings

http://nzx-prod-s7fsd7f98s.s3-website-ap-southeast-2.amazonaws.com/attachments/SKT/363020/334817.pdf

But jeez .....11 out of 10 for use of weasel / buzz words .


Probably gives Martin the warm fuzzies

[Quantitative Easing]

Did i read that correctly? Increase in Satellite Customers? That's a huge deal :O

[DownTownJr]

Pleased to see an increase in guidance, no matter how small some might view this. Sky was dead, dying one stock sell off at a time. One day at a time, step by step, this company will see it's time in the lime light again.

But hey, Mr Market is a odd fellow at the best of times so who knows how the SP will react today lol.

[Gregnz]

Earnings guidance increased = Based on how Mr Market reacts, I suspect a big sell off and the share price to drop today. Thats been the reaction to any other company share price when upgrading earnings, or meeting guidance.

[mistaTea]

Did i read that correctly? Increase in Satellite Customers? That's a huge deal :O

Yes it is a huge deal.

it shows that there is a market for Sky to grow both its core satellite offering as well as its streaming service.

Add broadband into the mix next year and the relationships that Sky has with is ~1M customers will only get deeper.

A lot to be pleased about.

[Stranger_Danger]

What day is it today? I did so many drugs last night, I woke up on the floor today after dreaming that Sky TV upgraded earnings. This stuff is lethal, can't believe people want to legalise it.

[mistaTea]

If they reach the top end of their earnings guidance, I think we can look forward to a dividend of 3c in the second half of next year. That would be around $50M on the back of $80Mish Owner Earnings.

[Quantitative Easing]

Do you think it's an outlier or do you think Sky has reversed their loss in Satellite Customers?

[Ogg]

Guidance Increase https://www.nzx.com/announcements/363020

It's fake news guys. Stock is going lower.

[mistaTea]

Do you think it's an outlier or do you think Sky has reversed their loss in Satellite Customers?

6 months in a row of increasing satellite customers (not including resellers - Vodafone TV) indicates more than an outlier.

[Entrep]

Solid announcement for long suffering shareholders

[Ogg]

Wow, stock is down heaps on open. Down 7%.

[clown]

Wow, stock is down heaps on open. Down 7%.

LOL only happens with SKY

[Ogg]

Market reading the announcement.


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

[Gregnz]

LOL only happens with SKY

You realise he’s joking surely

[clown]

You realise he’s joking surely haha now I do, just logged in to check it was true.

[Quantitative Easing]

Looks like this dog might get more attention than a Sunday market in Guangzhou.

[peat]

This was the news to spur me to start accumulating

Even I pay SKY money....

I havent done all the homework so it's a bit of a punt and so quite modest in dollar terms. I tend to buy in a few pieces rather than one bite.

[airedale]

The green shoots of recovery? To use an over used phrase from our politicians.

[LEMON]

I'm happy with today's announcement but we have been here many times now, all fingers crossed its the start of a turn around but let's not get to excited.
Every time we do it falls to its arse again.

[Dlownz]

Well great to see them increase guidence. I called them doing this soon so great to see I'm making the right calls on this one.

[Longhaul]

Anyone else expecting a larger jump when the ASX opens?

[mistaTea]

Anyone else expecting a larger jump when the ASX opens?

Mayhap.

Ogg, you enjoying "dem nice little gainz"?

[mistaTea]

https://www.nzherald.co.nz/business/shares-jump-as-sky-tv-ups-2021-guidance-again/HXDTFCHI75XDZTGBDPTXDAIZXU/

Even Chris Keall struggled to find a bad angle on the latest annoucement!

IT MUST BE TERRIFIC NEWS!!!!

[Ogg]

Mayhap.

Ogg, you enjoying "dem nice little gainz"?


https://www.youtube.com/watch?v=LH6MstVxehQ

[tqtq]

https://www.nzherald.co.nz/business/shares-jump-as-sky-tv-ups-2021-guidance-again/HXDTFCHI75XDZTGBDPTXDAIZXU/

Even Chris Keall struggled to find a bad angle on the latest annoucement!

IT MUST BE TERRIFIC NEWS!!!!

I like how he worked in the imminent launch of broadband into the news too!
Sky's preopen on the ASX is 0.15c

[RGR367]

Though a conspiracy on the takeover is still a good read, I got myself another bundle at 16 :cool:

[Entrep]

The Flaws of "Subscription Fatigue", "SVOD Fatigue", and the "Streaming Wars" (https://www.matthewball.vc/all/misnomers)

[ratkin]

Could have been the lockdown effect, more people at home generally means more indoor entertainment. The last Six months pretty much covers the whole of that period, it is a bit of a leap to say it is a long term trend.

Still good news though, when all said and done.

[Ogg]

Back to La La Land pleps...

[Gregnz]

I think the issue we have, when shares were 12 something cents, people bought millions of the things, and I suspect many are getting impatient waiting for the value of their shares to improve.
Must admit, I did consider dumping some this morning when it was above 16 cents, but the possibility of long term growth got the better of me so I'm still holding the same 99,000.
I suspect, but hope I'm wrong, we may well be back down below 15 cents by next week as frustrating as that is.
Martin is probably kicking himself after hoping that todays announcement would change the short term trend.

[Dlownz]

Here we go. Found my post

[Dlownz]

When sky's next revenue guidence. I'm going to make guess since everything is a guess of upgraded revenue guidence of 660-690. The revenue increase in july/August may be the lightbox users now being charged and theyve held on to more users than what they thought. I suppose the next market update is November.


Just adding the link. From Sept 9th

[DownTownJr]

I think the issue we have, when shares were 12 something cents, people bought millions of the things, and I suspect many are getting impatient waiting for the value of their shares to improve.
Must admit, I did consider dumping some this morning when it was above 16 cents, but the possibility of long term growth got the better of me so I'm still holding the same 99,000.
I suspect, but hope I'm wrong, we may well be back down below 15 cents by next week as frustrating as that is.
Martin is probably kicking himself after hoping that todays announcement would change the short term trend.

Couldn't agree more, this seems to be how this stock is playing out right now and I also felt like dumping some shares today as the chances of us sinking back down to 15 cents is very high. Only reason why I didn't is because (tax) and I'm trying to play SKT for the long term, I totally feel for Martin as he will be sitting their waiting for this stock to finally get its shine it deserves.

[Dlownz]

It’d really be awesome to hear mistatea and ogg’s and anyone else’s guesstimate of where the sp might be at:
1. Annual report time
2. End of year
3. Cure time (if there is one)
4. At Olympics time
Thanks

Just linking this too. Great to look back

[Dlownz]

1. 17c
2. 21c
3. Whens that lol.
4. 19c

Just my predictions from August

[Ogg]

https://comcom.govt.nz/__data/assets/pdf_file/0031/227947/NEP-Cross-submission-on-Statement-of-Preliminary-Issues-9-November-2020.pdf

[moimoi]

So I own both Xero shares and Sky shares. And I have some cash to invest. I am trying to decide which will be the better investment in the next 12 months. From the most recent financial statements I have taken the following. Apple and oranges I know. Growth vs. Decline. But on a fruit for fruit basis I am inclined to go for Sky?? Thoughts??

SKY TV (before cap raise)
Revenue $787 Million
Op Profit 104 Million
Finance Costs $14 Million
Op Profit before Tax $100 Million
Assets $889 Million
Liabilities $497 Million
OE $390 Million
Price Per Share $0.16 cents

XERO

Revenue $718 Million
Op Profit 33 Million
Finance Costs $23 Million
Profit before Tax 10 Million
Assets 1153 Million
Liabilities 731 Million
OE 422 Million
Price Per Share $87.00

With Price Per Share now $0.16 cents vs AU$130 Per Share hopefully you changed your inclination from SKY to XERO........