SKT Sky Network Television Limited.

[mistaTea]

We all know its OGG trading to himself between two accounts at different brokers, trying to scare up a preemptive takeover offer by a major media company. :)

Yes, after a slow start his trading volumes are just starting to pick up now...

[Ogg]

We all know its OGG trading to himself between two accounts at different brokers, trying to scare up a preemptive takeover offer by a major media company. :)

Imagine someone from Goldman Sachs NZ reading this thread and then buying large amounts of SKT because of my sh*tty troll posts.

https://i.imgur.com/iMBfbPZ.gif

[mistaTea]

These multi-year deals are so lame. Not even price sensitive. Just buy the company!


Well, one thing is for damn sure - your theory about NBC buying Sky is out now. I mean, why do a content deal if they intend to buy the business?

Discovery would have made a move long ago if they were interested instead of renewing a ‘co-exclusive’ content deal.

Maybe they did sniff around but refused to pay the asking price.

Or maybe everyone agrees with you that Sky is a piece of crap with no future prospects at all!

[Ogg]

Well, one thing is for damn sure - your theory about NBC buying Sky is out now. I mean, why do a content deal if they intend to buy the business?

https://www.annualreports.com/HostedData/AnnualReportArchive/S/LSE_SKY_2017.pdf

Page 7


During the year we cemented our position as the partner of choice for content and channel providers all over the world, renewing our partnerships with NBCUniversal, Discovery and A+E Networks, along with launching a co-production partnership with our long-term partner HBO


Renews partnership with NBCUniversial (Comcast). Gets bought out few months later.

[mistaTea]

https://www.annualreports.com/HostedData/AnnualReportArchive/S/LSE_SKY_2017.pdf

Page 7



Renews partnership with NBCUniversial (Comcast). Gets bought out few months later.

Christ you have eagle eyes for this sort of thing!

I may well end up eating my hat!

[Ogg]

Christ you have eagle eyes for this sort of thing!

The new house I just bought:

https://www.bayleys.co.nz/1752030


https://i.imgur.com/19HrvGj.jpg

[mistaTea]

https://www.cmcsa.com/contact-ir

You can contact them here Ogg and find out if they are the ones buying SKT shares, and when they are launching their takeover offer.

[Ogg]

https://www.cmcsa.com/contact-ir

You can contact them here Ogg and find out if they are the ones buying SKT shares, and when they are launching their takeover offer.

They'll come in when Discovery make their move.

[Ogg]

https://i.imgur.com/b8jCUil.jpg

It's possible...

https://i.imgur.com/iMBfbPZ.gif

[mistaTea]

https://i.imgur.com/b8jCUil.jpg

It's possible...

https://i.imgur.com/iMBfbPZ.gif

You just registered that company!!

https://i.pinimg.com/originals/b4/e2/23/b4e22378371b81efd4242849b3576a6d.gif

[mistaTea]

https://www.nzherald.co.nz/sport/super-rugby-aotearoa-sound-of-silence-joe-wheeler-taken-off-air-by-sky-sport-after-mock-asian-accent/BNZN4U6264FR7A437CHTML57R4/

Wheeler suspended.

[winner69]

https://www.nzherald.co.nz/sport/super-rugby-aotearoa-sound-of-silence-joe-wheeler-taken-off-air-by-sky-sport-after-mock-asian-accent/BNZN4U6264FR7A437CHTML57R4/

Wheeler suspended.

Love how’s he described as a ‘former rugby star’

Now a disgraced sporting commentator

Does off air mean sacked? Like for good?

[Ogg]

Graeme Hart doing a takeover?

https://app.companiesoffice.govt.nz/companies/app/ui/pages/companies/8177046

[Ogg]

https://i.imgur.com/xd9idk5.jpg

https://i.imgur.com/gpTHEhD.gif

[percy]

Graeme Hart doing a takeover?

https://app.companiesoffice.govt.nz/companies/app/ui/pages/companies/8177046

Westpac.???

[mistaTea]

https://i.imgur.com/xd9idk5.jpg

https://i.imgur.com/gpTHEhD.gif

What the hell?

A buy @ 18.9c when there are 100k shares offered for 18.1c?

[Ogg]

What the hell?

A buy @ 18.9c when there are 100k shares offered for 18.1c?

https://i.imgur.com/BQNhHsR.gif

[Ogg]

There's your chance Mistatea to bail out at 18c.

[mistaTea]

There's your chance Mistatea to bail out at 18c.

Hey, finding great companies to own is like finding a good woman to love. They don’t come by everyday!

If I sell Sky, then I have to go back on Tinder for stocks!

I’m staying put.

[mistaTea]

Love how’s he described as a ‘former rugby star’

Now a disgraced sporting commentator

Does off air mean sacked? Like for good?

Look, he is an absolute boofhead who tried to be a bit too much of ‘a lad’ for mainstream NZ’s liking.

I don’t believe he is fired, but Sky have done the only thing they could have short of sacking him which is to suspend him.

My view is that he was a twit who needs to think about the kinds of jokes he makes in future on TV, but I don’t think he should have his life ruined and career ended over this.

[mistaTea]

There's your chance Mistatea to bail out at 18c.

Looks like the 2M @18c offer has been rescinded...

[Stranger_Danger]

Hey, finding great companies to own is like finding a good woman to love. They don’t come by everyday!

If I sell Sky, then I have to go back on Tinder for stocks!

I’m staying put.

I've used Tinder. Compared to Sky TV, the women aren't that ugly.

[mistaTea]

Looks like a positive start for today.

NBC must be grabbing a few more shares in the 'eighteens' before things escalate soon, eh?

12411

[airedale]

There may be plenty for sale around 18 cents. Those who hoovered up at 12 cents last year could be happy to take a 50% profit for the year.

[Ogg]

There may be plenty for sale around 18 cents. Those who hoovered up at 12 cents last year could be happy to take a 50% profit for the year.

The year 2092: "There may be plenty for sale around $250. Those who hoovered up at 12 cents 72 years ago could be happy to take a 150000% profit for the century."

[Habits]

The year 2092: "There may be plenty for sale around $250. Those who hoovered up at 12 cents 72 years ago could be happy to take a 150000% profit for the century."

I prefer if you amend that to 2029 Ogg not 2092, so at least I will have some time left.

[mistaTea]

I prefer if you amend that to 2029 Ogg not 2092, so at least I will have some time left.


I would have to live to 109 years of age to realise that $250/share!

I am a patient man, but not that patient!

[Ogg]

I would have to live to 109 years of age to realise that $250/share!

I am a patient man, but not that patient!

It will be delisted next year anyway.

[Getty]

Not far away, if the SKY doesn't fall in.

https://youtu.be/0G-XAyBDWdw

[mikelee]

It will be delisted next year anyway.

hope not as I'm banking on the dividend from SKY to fund my retirement lol

[Ogg]

There may be plenty for sale around 18 cents. Those who hoovered up at 12 cents last year could be happy to take a 50% profit for the year.

It's been more than 6 months since the last substantial product holder notice.

Stock is up more than 20% in that time.

Have they forgotten their disclosure requirements?

https://i.imgur.com/GQLhgU2.gif

Or is it just retail buying/selling?

[mistaTea]

https://www.smh.com.au/business/companies/us-cable-tv-veteran-leo-hindery-behind-us2b-blank-cheque-foxtel-bid-20201203-p56k7i.html

Give Leo a call Ogg to let him know all is not lost, Sky TV on sale!

[kyanar]

It's been more than 6 months since the last substantial product holder notice.

Stock is up more than 20% in that time.

Have they forgotten their disclosure requirements?

Surely as a holder you're entitled to just ask them?

[Ogg]

Surely as a holder you're entitled to just ask them?

Retail holder asking questions...

https://i.imgur.com/iMBfbPZ.gif

[mistaTea]

Retail holder asking questions...

https://i.imgur.com/iMBfbPZ.gif

This was me when I had coffee with Martin...

https://media3.giphy.com/media/gdwJdym3VuXQr5OfAc/giphy.gif

[Ogg]

https://media3.giphy.com/media/gdwJdym3VuXQr5OfAc/giphy.gif

xxxxxxxxxx

[mistaTea]

***********

[Ogg]

He said a lunatic who goes by the name 'Ogg' kept emailing him about putting the company up for sale.

xxxxxxxxxx

[mistaTea]

**************

[LaserEyeKiwi]

In case it wasn't posted - here a good chat with Sophie from a couple of weeks ago: https://podcasts.apple.com/nz/podcast/sophie-moloney-from-sky-tv/id1515069366?i=1000513515238

[LaserEyeKiwi]

Sony Pictures signs exclusive deal with Netflix, including worldwide rights to new films.

Not much little old Sky can do to counter those sort of massive global deals unfortunately.

[Ogg]

Spidy Pictures signs exclusive deal with Netflix, including worldwide rights to new films.

Not much little old Sky can do to counter those sort of massive global deals unfortunately.

Coming soon, Spider Man #953674, the much awaited sequel to Spider Man #953673

https://i.imgur.com/iMBfbPZ.gif

[mistaTea]

Sony Pictures signs exclusive deal with Netflix, including worldwide rights to new films.

Not much little old Sky can do to counter those sort of massive global deals unfortunately.

Yeah but NETFLIX have had to pay through the nose for this deal. US$1B for 4 years. Ouch.

[mikelee]

not entirely happy with how some Netflix video starts the expiry time countdown soon as you started watching, must have something to do with copy right, so that Netflix saves money by having as few people watching simultaneously as possible

[LaserEyeKiwi]

Coming soon, Spider Man #953674, the much awaited sequel to Spider Man #953673

https://i.imgur.com/iMBfbPZ.gif

Can feel a bit like that sometimes. But the reality is that Sony is one of the few major studios and will be another sizeable hole in sky's movie offerings, having already lost access to Disney & Fox titles (to Disney+ exclusivity).

Unsure when this deal will impact Sky, but major film suppliers after that remaining for Sky would be: Universal, Paramount & Warner Brothers. Of those three Warner Brothers & Paramount both have intentions of direct to consumer offerings internationally (through HBOMax & Paramount+ respectively).

[mistaTea]

Of those three Warner Brothers & Paramount both have intentions of direct to consumer offerings internationally (through HBOMax & Paramount+ respectively).

Yeah which is why Sky has had to embrace this new reality with co-exlusive deals.

[Ogg]

Can feel a bit like that sometimes. But the reality is that Sony is one of the few major studios and will be another sizeable hole in sky's movie offerings, having already lost access to Disney & Fox titles (to Disney+ exclusivity).

Unsure when this deal will impact Sky, but major film suppliers after that remaining for Sky would be: Universal, Paramount & Warner Brothers. Of those three Warner Brothers & Paramount both have intentions of direct to consumer offerings internationally (through HBOMax & Paramount+ respectively).

Sky is bleeding content but it is a long way from being declared dead.

The market will never be 100% direct to consumer, there will always be media aggregators.

However, if Sky does get bought out by a major, it will then become direct to consumer.

It's a question of weather Sky can hold it's value (in terms of it's platform and customer reach) and not implode before a buy out happens. With a clean balance sheet, it should get there. Unlike Foxtel in Australia, which is in danger of imploding and becoming recapitalised.

[Snow Leopard]

Sony Pictures signs exclusive deal with Netflix, including worldwide rights to new films.

Not much little old Sky can do to counter those sort of massive global deals unfortunately.

Do you have a link that actually says 'worldwide'?

Everything I read says [US] domestic.

Disc: have no streaming subscriptions at all.

[mistaTea]

Sky is bleeding content but it is a long way from being declared dead.

The market will never be 100% direct to consumer, there will always be media aggregators.

However, if Sky does get bought out by a major, it will then become direct to consumer.

It's a question of weather Sky can hold it's value (in terms of it's platform and customer reach) and not implode before a buy out happens. With a clean balance sheet, it should get there. Unlike Foxtel in Australia, which is in danger of imploding and becoming recapitalised.

https://www.bandt.com.au/us2b-offer-to-buyout-foxtel-rejected/

Your boy Leo was going to pay US$2B for majority control of Foxtel.

For a quarter of that he could take 100% ownership of Sky Network Television and RugbyPass.

Did you contact him and let him know you have packaged Sky TV up for him all ready to go?

https://www.cablecenter.org/about-us/honorary-board-of-directors/leo-j-hindery-jr.html

[LaserEyeKiwi]

Yeah which is why Sky has had to embrace this new reality with co-exlusive deals.

I don't like the reliance on a service like NEON which is pretty much 100% reliant on international content deals that could disappear at the expiry of current deals. Perhaps wouldn't be the craziest idea for Sky to partner with a proven local production company to create some new exclusive local content for its platform, be it scripted content or "reality show" content (as much as I personally dislike those, they are huge draws for TVNZ & TV3).

[LaserEyeKiwi]

Do you have a link that actually says 'worldwide'?

Everything I read says [US] domestic.

Disc: have no streaming subscriptions at all.

From statement from Netflix: “Sony Pictures is a great partner and we are thrilled to expand our relationship through this forward-thinking agreement,” said Scott Stuber, Head of Global Films at Netflix. “This not only allows us to bring their impressive slate of beloved film franchises and new IP to Netflix in the U.S., but it also establishes a new source of first run films for Netflix movie lovers worldwide.”

I'm hoping the ambiguity in that statement maybe indicates that Sky may still have some hope of retaining a relationship of some form.

[Ogg]

https://www.bandt.com.au/us2b-offer-to-buyout-foxtel-rejected/

Your boy Leo was going to pay US$2B for majority control of Foxtel.

For a quarter of that he could take 100% ownership of Sky Network Television and RugbyPass.

Did you contact him and let him know you have packaged Sky TV up for him all ready to go?

https://www.cablecenter.org/about-us/honorary-board-of-directors/leo-j-hindery-jr.html

I will, after you have coffee with him.

[mistaTea]

I don't like the reliance on a service like NEON which is pretty much 100% reliant on international content deals that could disappear at the expiry of current deals. Perhaps wouldn't be the craziest idea for Sky to partner with a proven local production company to create some new exclusive local content for its platform, be it scripted content or "reality show" content (as much as I personally dislike those, they are huge draws for TVNZ & TV3).

Sky live and dis by their ability to maintain good relationships with content partners. The partners change over time. In this business you win some and you lose some.

I don't think Sky will be able to spend their way out of this by funding a host of local productions. There is scope for some of that, sure...but only limited scope I think.

I stand to be corrected, but the key content producers are now in a position where they get to have a bob both ways. They can still sign deals with content aggregators and distributors like Sky TV (guaranteed cheque every year and no cost maintaining relationships with customers, marketing etc) as well as reserve the right to distribute using their own OTT platforms. So they have the potential for even more revenue from 'cord cutters'.

I don't see that Sky is in any danger of running out of partners to do business with anytime soon.

[mistaTea]

I will, after you have coffee with him.

And you just know I totally would if he was in NZ!

[Ogg]

And you just know I totally would if he was in NZ!

https://www.smh.com.au/business/companies/us-executives-behind-blank-cheque-bid-for-foxtel-to-search-australia-again-20210326-p57ebk.html

Rumors is he's shopping again.

Maybe he's the mysterious buyer?

[mistaTea]

Maybe he's the mysterious buyer?

Doubt it. He hasn't launched the new SPAC vehicle yet.

[LaserEyeKiwi]

Doubt it. He hasn't launched the new SPAC vehicle yet.

SPACS also are usually only used for acquiring unlisted companies, and Sky would be far too small a company to use up the capital in one of these SPAC vehicles.

(Although the way the US market is currently with these ventures, potentially could spin it as trying to re-launch rugby as a new professional sport in the USA)

[mistaTea]

SPACS also are usually only used for acquiring unlisted companies, and Sky would be far too small a company to use up the capital in one of these SPAC vehicles.


Ultimately, Leo will invest in wherever it makes sense to invest - be it the purchase of a private or listed business. I don't believe his SPAC vehicle would limit him.

We just need to remember that Sky TV has had a very low EBITDA multiple for about two years now. In that time not a single entity has made a serious approach to the Sky Board.

No doubt there will have been some parties that would have sniffed around, but ultimately no offers.

That does not mean to say that an offer will never materialise, however we do need keep this in mind. Any of the bigger players could have taken Sky out long before now for a sum of money that would barely even be a rounding error on their Balance Sheet.

[DownTownJr]

Thread posted over on Reddit asking what other kiwis use for their TV content. Interesting read.

https://www.reddit.com/r/newzealand/comments/modal8/how_many_of_you_guys_still_have_normal_tv/?utm_medium=android_app&utm_source=share

[mistaTea]

Thread posted over on Reddit asking what other kiwis use for their TV content. Interesting read.

https://www.reddit.com/r/newzealand/comments/modal8/how_many_of_you_guys_still_have_normal_tv/?utm_medium=android_app&utm_source=share

Some of the comments are interesting I suppose. Though I think there is a selection bias towards "linear sucks, OTT rules" that does not seem to align with what we are seeing in the wider community.

Sky Box customers have increased to 600K. There are 600K households - a significant minority - who still consume their TV the 'old fashioned way'. And with time shifting set top boxes, most of them are watching a lot of their content 'on demand' anyway.
Those 600K+ households mean that Sky's Old School offering is reaching the eyeballs of at least 2M people.

Add in all the Commercial premises and the number of eyeballs reached goes up significantly.

None of these people seem to be posting on the Reddit discussion though!

[DownTownJr]

Reddits demographic is not your typical Sky subscriber but was still a interesting read.

I stream my movies using Plex and I pay $6 a month to my host who lets me access their library. I have a TON of content to access, but to be honest it's a little mind numbing sometimes due to the large selection I struggle to select something and often see myself borrowing my brothers Netflix subscription and watching what Netflix recommends me lol.

[winner69]

Sky missed a great opportunity in not sending that guy Wheeler over to the Masters to do a bit of commentary ...maybe even interview the winner

[mistaTea]

Sky missed a great opportunity in not sending that guy Wheeler over to the Masters to do a bit of commentary ...maybe even interview the winner

I would have to say that Sky leally leally did miss out on this one!

[LaserEyeKiwi]

Reddits demographic is not your typical Sky subscriber but was still a interesting read.

I stream my movies using Plex and I pay $6 a month to my host who lets me access their library. I have a TON of content to access, but to be honest it's a little mind numbing sometimes due to the large selection I struggle to select something and often see myself borrowing my brothers Netflix subscription and watching what Netflix recommends me lol.

Are you straight up admitting to copyright infringement?

[Akane]

Are you straight up admitting to copyright infringement?

The difference between sharing with your mates, and charging people for it, is a massive fine and potentially jail time :D

[LaserEyeKiwi]

The difference between sharing with your mates, and charging people for it, is a massive fine and potentially jail time :D well whomever is charging him $6 a month is in for a world of hurt.

[Baa_Baa]

Are you straight up admitting to copyright infringement?

Are you referring to his Netflix sharing comment? A Netflix Premium account allows up to 4 devices, Standard is 2 devices and Basic is 1 device. I have a Premium sub and my other three family members all have their own profiles registered and share the subscription using their own devices.

Re-reading your post, I think you might be referring to sharing the Plex account?

[mistaTea]

Are you referring to his Netflix sharing comment? A Netflix Premium account allows up to 4 devices, Standard is 2 devices and Basic is 1 device. I have a Premium sub and my other three family members all have their own profiles registered and share the subscription using their own devices.

NETFLIX allow up to 4 simultaneous streams for the household on the premium plan...

If your other family members do not normally live with you and are sharing your account then you are breaching the terms and conditions. Netflix are aware of the problem but because subs were increasing so much in previous years they turned a blind eye.

Now that subs growth has slowed down (and decreased in USA) I think they are looking into this.

Loads of people share their Netflix, NEON, Amazon etc passwords with friends and family - but it is a breach of the terms and conditions. Each sub is on a per household​ basis.

[mistaTea]

I am still yet to see the Colliers as for the Mt Wellington property.

What, I wonder, is taking so long for the listing to appear?

[Baa_Baa]

NETFLIX allow up to 4 simultaneous streams for the household on the premium plan...

If your other family members do not normally live with you and are sharing your account then you are breaching the terms and conditions.

That's right and we are a household family. Good luck to Netflix trying to enforce it though, especially after they turned a blind eye to grow their user base.

Piracy sucks and I'm dead against it.

[LaserEyeKiwi]

Are you referring to his Netflix sharing comment? A Netflix Premium account allows up to 4 devices, Standard is 2 devices and Basic is 1 device. I have a Premium sub and my other three family members all have their own profiles registered and share the subscription using their own devices.

Re-reading your post, I think you might be referring to sharing the Plex account?

Yes was referring to Plex - which is an illegal content filesharing vector if you are using someone else's server.

[Ogg]

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6246940912001

[shazam]

Yes was referring to Plex - which is an illegal content filesharing vector if you are using someone else's server.

Only if that server is sharing copyrighted material.

It probably is, but you're still making assumptions.

[mistaTea]

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6246940912001

I love it!

[Habits]

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6246940912001

Bit long and boring .... Sky-fi nice

[DownTownJr]

https://players.brightcove.net/6122285394001/default_default/index.html?videoId=6246940912001

Heck sign me up.

[Habits]

Heck sign me up.

Yes definitely sign me up too... product better than the marketing imo. But including the tradie installer is inspired :t_up:

[Baa_Baa]

Re-rate time, SKT is massively under loved and doing all the right things, pristine balance sheet, tons of revenue, loyal customer base, diversifying, profitable. What's not to like! Forget the takeovers, this is one of those companies that you'll tell your children "I bought the turnaround, that's why you're millionaires".

[Ogg]

https://www.trademe.co.nz/a/property/commercial/sale/auckland/auckland-city/mount-wellington/search?sort_order=expirydesc

https://www.colliers.co.nz/en-nz/properties (https://www.colliers.co.nz/en-nz/properties#sort=relevancy&f:listingtype=)

Me looking every day for the Sky TV building listing:

https://i.imgur.com/GQLhgU2.gif

Result = 404 not found


Conspiracy theory #922511

The listing is being withheld because a takeover is happening and the buyer wants the entire building for expansion.

https://i.imgur.com/IUB28Az.jpg

[biker]

From Stuff article today about TVNZ replacing Fair Go with some Pop Star show.

"I just decided I would rather pay for Sky than having my choices taken away from me," wrote one viewer called Jane. "Bye bye TVNZ from a past loyal TV1 viewer."

A wonderful sentiment. May there be many more with similar thinking.

[mistaTea]

https://www.itnews.com.au/news/vocus-emerges-as-earth-station-builder-for-starlink-563117

I see Vocus NZ are getting into the satellite business...

Cage worthy.

[LaserEyeKiwi]

https://www.itnews.com.au/news/vocus-emerges-as-earth-station-builder-for-starlink-563117

I see Vocus NZ are getting into the satellite business...

Cage worthy.

Starlink is a direct competitor to Spark and other rural broadband suppliers (including now Sky Broadband), and an indirect competitor to Sky Satellite TV in that it will enable fast enough rural broadband to allow alternative streaming OTT content services to customers who currently have no other choice but Sky/freeview.

Starlink should be an impetus for Sky to more quickly embrace the content-first company ethos even more and get SkyGo available as a purely streaming offering sooner rather than later.

Part of me thinks they should perhaps even look at a sale/lease-back of their entire satellite operation, in which I mean the install base of satellite dishes & set top boxes, and the satellite bandwidth leased from the satellite operator. Sounds a bit crazy I know, but if they did a sale and leaseback arrangement for say 8 years that equates to something like an annual lease cost equivalent to 8% of the upfront sale price it may be attractive to someone (and also would mean after 8 years it would likely mean Sky isn't hobbled with a bunch of stranded assets with little worth - highly likely it could go without satellite assets then and can rely fully on OTT streaming solutions).

I have no idea how you would value that deal so it would stack up financially, and who would be willing to be the other partner. I just really like the idea of Sky being able to raise a huge amount of cash upfront for an asset that is destined to quickly become worthless.

[Meh]

I have been thinking how Sky could rebrand from the image of dying Satellite TV. My thought was that with Sky having no debt and some money to burn, should use 200 mill to become a residential property investor. Kiwis' would struggle to say Sky had no future if they own heaps of property.
Added bonus with every house they buy they can put a satellite on the roof and charge the tenant for it.

[mikelee]

I have been thinking how Sky could rebrand from the image of dying Satellite TV. My thought was that with Sky having no debt and some money to burn, should use 200 mill to become a residential property investor. Kiwis' would struggle to say Sky had no future if they own heaps of property.
Added bonus with every house they buy they can put a satellite on the roof and charge the tenant for it.

Great idea! It's like Microsoft bundling IE with each Windows OS they sell :t_up:

[Ogg]

https://i.imgur.com/Ury4dmp.jpg

https://i.imgur.com/GQLhgU2.gif

What the hell is Spark up to?

[mistaTea]

More buyers than sellers for Sky now for a few days in a row.

Shareprice has stabilised (and is gradually lifting) due to less people who got in at around 12c taking profits as well as more people starting to show interest in buying Sky?

[silu]

The top apps on the Apple Store. Don't ever let anyone tell you that Sky operates a dying business.
12430

[silu]

Actually I just found out that apparently they asked all subscribers to download the new app but still ain't bad.

[nztx]

https://i.imgur.com/Ury4dmp.jpg

https://i.imgur.com/GQLhgU2.gif

What the hell is Spark up to?



How did they hear that someone is going around reserving random Company names though ? ;)

[Ogg]

How did they hear that someone is going around reserving random Company names though ? ;)

It's $10 a pop to register a name.

Do you think someone shelled out $110 for a gag?

[Habits]

https://i.imgur.com/Ury4dmp.jpg

https://i.imgur.com/GQLhgU2.gif

What the hell is Spark up to?


Who would register name appro for 'Spark Sport Ltd' ... isnt that already an entity??

[Baa_Baa]

It's $10 a pop to register a name.

Do you think someone shelled out $110 for a gag?

Or pay nothing and spoof the Companies Office website by typing it and matching the fonts, colours and spacing. How about posting a full-screen image to prove it came from the companies office. Or provide a link. Go on.

[Ogg]

Or pay nothing and spoof the Companies Office website by typing it and matching the fonts, colours and spacing. How about posting a full-screen image to prove it came from the companies office. Or provide a link. Go on.

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

Link (https://app.companiesoffice.govt.nz/companies/app/ui/pages/companies/search?q=spark&entityTypes=ALL&entityStatusGroups=ALL&incorpFrom=&incorpTo=&addressTypes=ALL&addressKeyword=&start=0&limit=15&sf=incorporationDate&sd=desc&advancedPanel=true&mode=advanced#results)

[mistaTea]

https://www.nbr.co.nz/node/229768

I don't see very many people forking out for all of the kit required to get Starlink when it is launched. Why bother when the vast majority already have great fibre?

There might be some a handful of farmers who live in particularly rugged terrain who go for it, but other than that I think Starlink will be a flop in NZ.

It might have had a chance if Sky satellite dishes could be upgraded to send and receive signals from their low orbit satellites...since the infrastructure is largely already there, and bundles could be offered...

But, alas, that is not possible. I contacted DishTV (they sell the same satellite dishes that Sky use)...and a chap from support told me that their Satellites are the "wrong shape' to detect signals from low orbit satellites like Starlink. Also Starlink use a dish ("Dishy") that is more like a phased array antenna and does not need a LNB like the Sky satellite dish.

So there goes that idea!

[kyanar]

Who would register name appro for 'Spark Sport Ltd' ... isnt that already an entity??

No. No it is not. Spark Sport is a trading name of Spark New Zealand Trading Ltd.

[Baa_Baa]

No. No it is not. Spark Sport is a trading name of Spark New Zealand Trading Ltd.

The point of reserving 'like' company names is to stop some random from hijacking your brand. I haven't checked but wouldn't be surprised if domain names for all of these are also owned by the company.

[kyanar]

The point of reserving 'like' company names is to stop some random from hijacking your brand. I haven't checked but wouldn't be surprised if domain names for all of these are also owned by the company.

Unnecessary if you own the trademark - IP 1099979 covers this off.

[winner69]

Seems Spark going to stream that big cricket final in England ...everybody assumed Sky would have that

[LaserEyeKiwi]

Seems Spark going to stream that big cricket final in England ...everybody assumed Sky would have that

Is this news from today? All I see on the spark sport website is that they have "daily highlights" of it.

[winner69]

Is this news from today? All I see on the spark sport website is that they have "daily highlights" of it.

Pub talk Only

[silu]

Seems Spark going to stream that big cricket final in England ...everybody assumed Sky would have that

The contract is with NZ cricket so every game involving the Black Caps will be streaming on Spark Sport for another 5 years.

[mistaTea]

The contract is with NZ cricket so every game involving the Black Caps will be streaming on Spark Sport for another 5 years.

Not true.

Spark Sport have a contract with NZ Cricket for the domestic BC matches only.

Sky have international cricket rights which will include BC’s when they play abroad.

[silu]

Not true.

Spark Sport have a contract with NZ Cricket for the domestic BC matches only.

Sky have international cricket rights which will include BC’s when they play abroad.

ah ok I misread the press release. Spark Sport is advertising the 2 Tests in England though.

[LaserEyeKiwi]

I think its somewhere in the middle - Sky have right to the ICC tournaments, and have a lot of rights deals with individual nations, but it's not an all encompassing single rights deal for all international cricket shown in NZ, and even the individual country deals aren't for all games, which is why Spark is able to compete when new rights are offered (like apparently the NZ tour vs England in June).

Edit: ok so it appears Spark got the rights to England cricket for 4 years.

[winner69]

The world test final NZ v India in June not on Sky's scheduled programs

Every other test (England, Sri Lanka etc) being played on schedule

[clown]

NEON is increasing their monthly subscription to $15.99

A bit disappointed with the service. Won't let me play any movies on my TV app (lets me watch all the trailers though lol). Won't let me cast to Chromecast from my iphone. Need to keep using my laptop to cast which is a pain.

Went online last Sunday to report the issue and the person chatting with me said that he could not see any of messages lol... Then he emailed me and asked me more details, sent a follow up message on Wednesday and still nothing. Might just go back to Netflix

[mistaTea]

NEON is increasing their monthly subscription to $15.99

A bit disappointed with the service. Won't let me play any movies on my TV app (lets me watch all the trailers though lol). Won't let me cast to Chromecast from my iphone. Need to keep using my laptop to cast which is a pain.

Went online last Sunday to report the issue and the person chatting with me said that he could not see any of messages lol... Then he emailed me and asked me more details, sent a follow up message on Wednesday and still nothing. Might just go back to Netflix

About time the subscription fee started to increase - $13.95/month ($9.99 if you get it through Spark) is ridiculously low for the range of quality stuff they put on there. They could gradually lift it to $18.99 per month and still be good value relative to other services like NETFLIX.

For every 10K of direct subs, this extra $2.04/month charge will raise ~$245K of revenue. The bulk of which will hit the bottom line. I wonder how long the current Spark contract goes before those fees can be lifted too.

As for your personal experience with NEON clown...that is a damn shame. The new app has been very good in my experience - especially with Chromecast. You sure this isn't user error mate? :D

[clown]

As for your personal experience with NEON clown...that is a damn shame. The new app has been very good in my experience - especially with Chromecast. You sure this isn't user error mate? :D

Haha.. I just jumped back on to their website to see if I've missed any steps regarding casting and I've done nothing wrong. I use my phone to cast Youtube with no issues. I was able to use the TV app for a while until last Saturday, it just keeps saying "failed to play, try again later"

[mistaTea]

https://www.nzherald.co.nz/business/sky-hikes-the-price-of-neon-streaming-service-by-15-per-cent/KJ265AODC3MYG3TIX5HRD26TUE/

Gotta love the Headline - Sky hikes NEON by 15%!!!

Why not use the less inflammatory Headline of "Sky increases NEON by only 6.67c per day"? :t_up:

If you are a direct customer and take an Annual pass of $159.99 that works out to $13.33 per month (a decrease of 62c a month).

[Akane]

https://www.nzherald.co.nz/business/sky-hikes-the-price-of-neon-streaming-service-by-15-per-cent/KJ265AODC3MYG3TIX5HRD26TUE/

Gotta love the Headline - Sky hikes NEON by 15%!!!

Why not use the less inflammatory Headline of "Sky increases NEON by only 6.67c per day"? :t_up:

If you are a direct customer and take an Annual pass of $159.99 that works out to $13.33 per month (a decrease of 62c a month).

I wouldn't expect anything more from that Chris Keall guy.

[sb9]

I wouldn't expect anything more from that Chris Keall guy.

Well, at least market seem to be happy with the news. Be nice to get into 20c mark in the medium term which will see ticker size increase to half cent multiples.

[peat]

price is having another assault out of last week or so's range.
pattern is looking a little fragile in my humble opinion - unless it can make the break through 18.5 and onto 19 and declare itself still bullish. but im in - hold a half position at present still.

[silu]

I wouldn't expect anything more from that Chris Keall guy.

Did us a favour by mentioning that you can lock-in Neon for 12 months at a reduced rate. I didn't know that.

[mistaTea]

Well, at least market seem to be happy with the news. Be nice to get into 20c mark in the medium term which will see ticker size increase to half cent multiples.

Yeah it is good news. The business is profitable at current pricing.

So the majority of any incremental price increases across the streaming services as well as an inevitable lift in pricing for Sky Sport will go to the bottom line.

"Journalists" like Chris Keall may get super excited about competition (or really anything that could be construed as bad for Sky) from the likes of Spark Sport for rights etc, but ultimately the consumer gets hit in the pocket.

[kyanar]

https://www.nzherald.co.nz/business/sky-hikes-the-price-of-neon-streaming-service-by-15-per-cent/KJ265AODC3MYG3TIX5HRD26TUE/

Gotta love the Headline - Sky hikes NEON by 15%!!!

Why not use the less inflammatory Headline of "Sky increases NEON by only 6.67c per day"? :t_up:


I don't think it's that inflammatory, 15% of not much is not much after all. If I got a price increase of 15% on my Hulu subscription, that'd be an extra $10 a month!

[mistaTea]

Has anyone managed to get the broadband service yet?

[Dlownz]

Here's my take on the broadband and neon increase. I felt if they had offered something free with the broadband I knew about 4 people ready to switch. But only offering ultra fast does basically nothing. At the moment a 100 fibre connection works fine it just the provider modems that ate the weak link. Although sky offer WiFi 6 it's still a cheap modem that to me may handle fibre 100 well. But the ultra fibre I have a feeling there modem won't take full advantage. Offering ultra fast just isn't compelling. Free sport or something would be much better.
I would rather they have launched a fibre 100 as a basic with a good modem and say free neon or half price sport. Something along those lines.
Neon - price increase. This is a great move.
Neon to me is actually great value. I for one will sign up for a year so no price increase.
I'm not 100% sure in exact neon numbers as streaming as a whole is 390000 I think.
So say if 300k people pay $1 extra a month that adds a extra 3 mil to sky's revenue.
Iim almost expecting another revenue guidence increase at some stage or if they leave it till the full year results maybe they will leave it as a surprise. Who knows

[Slim]

With almost a month into broadband it will be interesting to see some numbers come out, but not as exciting as seeing their 2 properties list which does seem to be taking some time to show up anywhere.

[mistaTea]

Here's my take on the broadband and neon increase. I felt if they had offered something free with the broadband I knew about 4 people ready to switch. But only offering ultra fast does basically nothing. At the moment a 100 fibre connection works fine it just the provider modems that ate the weak link. Although sky offer WiFi 6 it's still a cheap modem that to me may handle fibre 100 well. But the ultra fibre I have a feeling there modem won't take full advantage. Offering ultra fast just isn't compelling. Free sport or something would be much better.
I would rather they have launched a fibre 100 as a basic with a good modem and say free neon or half price sport. Something along those lines.
Neon - price increase. This is a great move.
Neon to me is actually great value. I for one will sign up for a year so no price increase.
I'm not 100% sure in exact neon numbers as streaming as a whole is 390000 I think.
So say if 300k people pay $1 extra a month that adds a extra 3 mil to sky's revenue.
Iim almost expecting another revenue guidence increase at some stage or if they leave it till the full year results maybe they will leave it as a surprise. Who knows

It will be interesting to see how sky broadband goes - I feel optimistic.

You are right that many people will find that 100Mbs is adequate for their needs.

However I do believe that more and more families will be looking for faster speeds. Streaming in 4K on NETFLIX can chew up to 25Mbs right there.

If you have a family with multiple people streaming at the same time while one of the other kids are gaming, and mom or dad are doing a Zoom call for work...100Mbs can soon start to buckle. Internet usage per household is going up significantly - using half a terabyte of data a month is not even considered very high usage these days.

A typical 1Gbs plan costs ~$110/month from most providers. So Sky are effectively giving Sky Starter for free by pricing the broadband component at $79.

$79/month is below what Spark charge for 100Mbs once you hit 120GB (a limit that pretty much everyone blows through in the first week).

I think the Sky Broadband offer is amazing value, but let’s see what the punters make of it.

[mistaTea]

Further to last post, this was just released by Comcom.

FibreMax is going to become the new minimum standard.

12441

[Zaphod]

Further to last post, this was just released by Comcom.

FibreMax is going to become the new minimum standard.



Do you have a link for that media release? The only one I can find on the ComCom site is related to performance testing the FireMax plan, and the image you've posted is some sort of plan ranking list from what I can make out.

[mistaTea]

Do you have a link for that media release? The only one I can find on the ComCom site is related to performance testing the FireMax plan, and the image you've posted is some sort of plan ranking list from what I can make out.

I got it from a LinkedIn post from Chorus...

[mistaTea]

https://www.nzherald.co.nz/sport/spark-sport-boss-jeff-latch-interview-the-winter-codes-on-telcos-radar/YVBRZERZSNFQIPJZPUAR4DIPCU/

No surprise here - Spark Sport will be going for NRL when the rights are up for negotiation. Sky have the rights to broadcast it this year and next year...but formal negotiations will begin at some point next year for the 2023-2027 rights.
This is definitely one that Sky will fight hard to keep - it is a great complement to the rugby offering. Of course, nothing is worth an infinite price...so if Spark are prepared to pay way over the odds then there is a very real chance that Sky will lose them.

I am not sure if Sky have a first right to negotiate like they had with NZR.

Spark Sport want a big ticket item to cover their sporting calendar over the winter months. So if they are not able to get NRL then they have to wait to 2024 to have a crack at the Netball and 2025 for NZR.

I tend to agree with Jeff Latch that Spark Sport has been good for consumers...to a certain extent.

Remember FANPASS before Spark Sport launched? Only 4 Sky Sport channels...and Sky charged $99/month for a no-contract sub or $55/month (I think!) if you agreed to a 12 month contract. The app was ****e, and it was priced in a way to strongly encourage you to take a satellite sub you might not really want.

Enter Spark Sport and Sky had to pull their socks up...and quickly. Sky Sport NOW is a very good app so far as live sport streaming goes. All Sky Sport channels and a huge range of Highlights and other On Demand content.
No contract is $39.99/month...but if you take an Annual Pass that works out to $33.25/month. That is only about $8/month (26c/day) more than Spark Sport (if you are not a Spark broadband or mobile customer). That 26c/day extra is a pittance when you consider just how much more top tier sport Sky still has compared to Spark.

And the $49.99/month deal for Spark customers to get a Spark Sport/Sky Sport NOW bundle has shown the two companies can work together and keep costs down for some customers.
Sky should be able to offer the same deal to their customers.

Anyway, far from Jarden's prediction that Spark are going to throw in the towel with regards to Spark Sport...they are very much here to stay. Will be interesting to see how things unfold.

Spark and Sky already have deals for NEON and SS/SPN...perhaps there will be further opportunities to build from here. It will not serve either company to slug it out each time rights come up and force each other to overpay.

[Ogg]

https://www.nzherald.co.nz/sport/spark-sport-boss-jeff-latch-interview-the-winter-codes-on-telcos-radar/YVBRZERZSNFQIPJZPUAR4DIPCU/

No surprise here - Spark Sport will be going for NRL when the rights are up for negotiation. Sky have the rights to broadcast it this year and next year...but formal negotiations will begin at some point next year for the 2023-2027 rights.
This is definitely one that Sky will fight hard to keep - it is a great complement to the rugby offering. Of course, nothing is worth an infinite price...so if Spark are prepared to pay way over the odds then there is a very real chance that Sky will lose them.

I am not sure if Sky have a first right to negotiate like they had with NZR.

Spark Sport want a big ticket item to cover their sporting calendar over the winter months. So if they are not able to get NRL then they have to wait to 2024 to have a crack at the Netball and 2025 for NZR.

I tend to agree with Jeff Latch that Spark Sport has been good for consumers...to a certain extent.

Remember FANPASS before Spark Sport launched? Only 4 Sky Sport channels...and Sky charged $99/month for a no-contract sub or $55/month (I think!) if you agreed to a 12 month contract. The app was ****e, and it was priced in a way to strongly encourage you to take a satellite sub you might not really want.

Enter Spark Sport and Sky had to pull their socks up...and quickly. Sky Sport NOW is a very good app so far as live sport streaming goes. All Sky Sport channels and a huge range of Highlights and other On Demand content.
No contract is $39.99/month...but if you take an Annual Pass that works out to $33.25/month. That is only about $8/month (26c/day) more than Spark Sport (if you are not a Spark broadband or mobile customer). That 26c/day extra is a pittance when you consider just how much more top tier sport Sky still has compared to Spark.

And the $49.99/month deal for Spark customers to get a Spark Sport/Sky Sport NOW bundle has shown the two companies can work together and keep costs down for some customers.
Sky should be able to offer the same deal to their customers.

Anyway, far from Jarden's prediction that Spark are going to throw in the towel with regards to Spark Sport...they are very much here to stay. Will be interesting to see how things unfold.

Spark and Sky already have deals for NEON and SS/SPN...perhaps there will be further opportunities to build from here. It will not serve either company to slug it out each time rights come up and force each other to overpay.

Spark Sport is dead bro!

My old man canceled his subscription after the Cricket.

https://i.imgur.com/lrxwFQW.gif

They can't make money at $20 per month. Costs are too high!

“Spark Sport” is currently a division of Spark New Zealand Trading Limited (https://help.sparksport.co.nz/terms-of-use)

Why do you think Spark are creating separate companies?

It's so they can spin it off and sell it like what they did with Lightbox!

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

Gone by Christmas, you read it here first!

https://i.imgur.com/iMBfbPZ.gif

[mistaTea]

Spark Sport is dead bro!

My old man canceled his subscription after the Cricket.

https://i.imgur.com/lrxwFQW.gif

They can't make money at $20 per month. Costs are too high!

“Spark Sport” is currently a division of Spark New Zealand Trading Limited (https://help.sparksport.co.nz/terms-of-use)

Why do you think Spark are creating separate companies?

It's so they can spin it off and sell it like what they did with Lightbox!

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

Gone by Christmas, you read it here first!

https://i.imgur.com/iMBfbPZ.gif

LOL, well Jeff has got b@lls doing an interview like that discussing the big plans Spark have for the future of the platform if they are in the process of getting rid of it!

[Ogg]

LOL, well Jeff has got b@lls doing an interview like that discussing the big plans Spark have for the future of the platform if they are in the process of getting rid of it!

Just lol at believing all that bull sh!t...

https://i.imgur.com/lrxwFQW.gif

Here's an article a few months before Lightbox was sold:

https://www.nzherald.co.nz/business/spark-looking-for-partner-to-grow-lightbox/E3OJAMOC3AHIFGOKEJBVISADFA/


"Lightbox's continued success"
"Spark looking for partner to grow Lightbox"
"Industry insiders suggest a tie-up with Disney, Sony"

Success? Looks for Partner? Deal with major studio?...

Ends up flogging it off to Sky instead

https://i.imgur.com/iMBfbPZ.gif

[Alpha]

https://www.sportbusiness.com/news/sky-nz-promotes-teixeira-to-director-of-live-sport-innovation/?registered_metered=1

[mistaTea]

https://www.sportbusiness.com/news/sky-nz-promotes-teixeira-to-director-of-live-sport-innovation/?registered_metered=1

I don't subscribe to that...but I found this on Sky's website.

https://www.sky.co.nz/-/delivering-the-best-sport-experiences

Smart move to deepen the relationship with sport partners. The size of the cheque for the rights is important...but helping them in a meaningful way to grow the games at grass root level is important for long term survival.

Last weekend they launched an app for Sky Stadium I believe whereby fans could tune in to hear the sports commentators if they wanted to. Not sure how it went nor how popular it was among fans in that setting...but it is a neat idea.

[Zaphod]

It's so they can spin it off and sell it like what they did with Lightbox![/SIZE][/COLOR]

Gone by Christmas, you read it here first!



That was always my assumption given these entities emerged from Spark Ventures, whose stated goal was to become an incubation centre for new ideas. No surprises here.

[Ogg]

Takeover alert #999999999999

https://i.imgur.com/gqZCeiP.gifhttps://i.imgur.com/gqZCeiP.gifhttps://i.imgur.com/gqZCeiP.gif

Infratil Ar Limited

https://i.imgur.com/d6EjxnH.jpg


https://i.imgur.com/Ih0CACj.jpg

Acquisition Rugby?...

https://i.imgur.com/iMBfbPZ.gif

[mistaTea]

Takeover alert #999999999999

https://i.imgur.com/gqZCeiP.gifhttps://i.imgur.com/gqZCeiP.gifhttps://i.imgur.com/gqZCeiP.gif

Infratil Ar Limited

https://i.imgur.com/d6EjxnH.jpg


https://i.imgur.com/Ih0CACj.jpg

Acquisition Rugby?...

https://i.imgur.com/iMBfbPZ.gif

IFT were very close to buying Sky but then they came on ST and read all of your comments over the years about what a piece of sh1te SNT is and decided to keep their cash.

I appreciate that I have a low IQ...but i struggle to understand how you can think Sky is a crappy company with a very bleak future AND that someone would want to pay hundreds of millions to acquire it.

[Ogg]

IFT were very close to buying Sky but then they came on ST and read all of your comments over the years about what a piece of sh1te SNT is and decided to keep their cash.

I appreciate that I have a low IQ...but i struggle to understand how you can think Sky is a crappy company with a very bleak future AND that someone would want to pay hundreds of millions to acquire it.

We've been over this before...

Infratil bought "Shell New Zealand", which is a crappy company because the fossil fuels industry is dead. But Infratil bought Shell and repackaging it as "Z Energy" and made half a billion dollars profit.

It's simple, you buy Sky which is dead, repackage it with Vodafone which is dead, give it a new name, then resell it again for $$$$.

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

[mistaTea]

We've been over this before...

Infratil bought "Shell New Zealand", which is a crappy company because the fossil fuels industry is dead. But Infratil bought Shell and repackaging it as "Z Energy" and made half a billion dollars profit.



LOLLLL. Yeah, so our entire lives as we live them today are entirely dependent on fossil fuels. I would be more worried about running out of oil than what happens if we burn all of the known discoveries.

[macduffy]

Being pedantic, but I think that IFT bought Shell's downstream (retail) business, not Shell NZ, the company.

:mellow:

[Zaphod]

Being pedantic, but I think that IFT bought Shell's downstream (retail) business, not Shell NZ, the company.

:mellow:

Yes, you're right, and it's an important distinction given the other businesses that Shell NZ were involved in e.g. the O&G sector. I do however get what Ogg was meaning.

[nztx]

We've been over this before...

Infratil bought "Shell New Zealand", which is a crappy company because the fossil fuels industry is dead. But Infratil bought Shell and repackaging it as "Z Energy" and made half a billion dollars profit.

It's simple, you buy Sky which is dead, repackage it with Vodafone which is dead, give it a new name, then resell it again for $$$$.

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



My choice of a new name & accompanying new four letter high value domain name must be worth at least a cool billion $ for the
said purpose then .. ;)

I might have to remember to renew the domain that so many others had their eye on .. but missed out on .. ;)

[LEMON]

Lots of friends in their mid-20s changing over to Neon, all tired of Netflix, myself included.

Some real serial tv watchers also.
Neon has serious binge-worthy stuff. I'm currently on Breaking bad and will look forward to chewing through game of thrones again this winter.

[silu]

Lots of friends in their mid-20s changing over to Neon, all tired of Netflix, myself included.

Some real serial tv watchers also.
Neon has serious binge-worthy stuff. I'm currently on Breaking bad and will look forward to chewing through game of thrones again this winter.

I only have NEON for 3 months for free as Spark gave me an offer but I do have to say that the combined beast of Lightbox+Neon is a completely different beast. For once (especially compared to Netflix) it actually has proper blockbuster movies you want to watch with your family even if they are a bit older. The original Netflix movies on offer have been almost to a fault bad and unwatchable. Shows again that you can't just throw money at movie production and then have people get out the scripts no Studios wanted.

[Akane]

I only have NEON for 3 months for free as Spark gave me an offer but I do have to say that the combined beast of Lightbox+Neon is a completely different beast. For once (especially compared to Netflix) it actually has proper blockbuster movies you want to watch with your family even if they are a bit older. The original Netflix movies on offer have been almost to a fault bad and unwatchable. Shows again that you can't just throw money at movie production and then have people get out the scripts no Studios wanted.

Most of the Netflix "movies" are terrible, but try telling that to a Netflix shrill, they'll just call you "low IQ" and "too stupid to understand what a good movie is" etc....... first hand experience.

[silu]

Most of the Netflix "movies" are terrible, but try telling that to a Netflix shrill, they'll just call you "low IQ" and "too stupid to understand what a good movie is" etc....... first hand experience.

The only Netflix movie I ever loved was Annihilation. But then I'm a movie snob who doesn't understand why Adam Sandler or Melissa McCarthy movies are so popular.

[Alpha]

Most of the Netflix "movies" are terrible, but try telling that to a Netflix shrill, they'll just call you "low IQ" and "too stupid to understand what a good movie is" etc....... first hand experience.

I agree and have been saying this for agers. Netflix is rubbish.

On another note - I am going to be getting the Skybox back. I am in a new (old existing) property which has the Sky dish but it is not working.

I had a Sky tech come and he told me I had to pay for an electrician to run wires etc. Does this sound right or did I just get a lazy technician that did not want to go under house or on roof?


Seems Odd that I need to pay money to an electrician to then pay money to get Sky. I thought Sky would have installed the dish and ran wires?

[Ogg]

My favorite movies on Neon....The Rock, Con Air, Face/Off, National Treasure, Gone in 60 Seconds, Lord of War, and Kick-Ass. Looking forward to Willy's Wonderland coming out this year.

[Ogg]

https://cdn.fullscreen.nz/aem/corporate/MEDIA_RELEASE_RUGBY_LEGENDS_STEPHEN_DONALD_AND_LIA M_MESSAM_JOIN_THE_SHOW_AS_SELECTORS_CHARLIES_ANNOU NCED_1_1_.pdf

Discovery NZ making rugby content?? Shouldn't this be produced by Sky?

https://i.imgur.com/GQLhgU2.gif


takeover coming for sure https://i.imgur.com/L8DWJLY.gif

[mistaTea]

I still don't see the Colliers ad for the Mt Wellington property...

What's going on?

[Ogg]

I still don't see the Colliers ad for the Mt Wellington property...

What's going on?
Withdrawn from sale as Discovery wants it!

https://i.imgur.com/IUB28Az.jpg


It did say it would be marketed in "April". Still a few more days to go. Maybe it will be listed after the long weekend on Tuesday the 27th??

[Ogg]

I still don't see the Colliers ad for the Mt Wellington property...

What's going on?

Email/call Colliers and pose as a cashed up offshore buyer looking for industrial property. Ask for property docs and S&P agreement!

[Ogg]

$261,687 off market trade @ 17.8

Is that Mrs Tea's Kiwi Saver fund been gambled away on more SKT?

[Alpha]

How much longer ogg

[Ogg]

How much longer ogg

https://i.imgur.com/d9E8P51.jpg

[Alpha]

Haha so true.

[mistaTea]

$261,687 off market trade @ 17.8

Is that Mrs Tea's Kiwi Saver fund been gambled away on more SKT?

I did buy another 73K shares @ 17.8c today...

When I get home and MissusTea is standing in the hallway clutching the kitchen knife, with murder in his eyes I'll just look her in the eye and say:

"Don't worry baby, I got this..."

[Ogg]

I did buy another 73K shares @ 17.8c today...

When I get home and MissusTea is standing in the hallway clutching the kitchen knife, with murder in his eyes I'll just look her in the eye and say:

"Don't worry baby, I got this..."

Can't believe you're buying more. Don't you have enough? (https://www.gamblinghelpline.co.nz/Home_452.aspx)

https://i.imgur.com/iMBfbPZ.gif

[mistaTea]

Can't believe you're buying more. Don't you have enough? (https://www.gamblinghelpline.co.nz/Home_452.aspx)

https://i.imgur.com/iMBfbPZ.gif

I promise you one thing...I will stop buying when I hit 19.99%...

[mistaTea]

If the SL deal for NZR falls through maybe they will by SKY instead?

Insert cage.

[mistaTea]

Big Tex speaks...

https://www.stuff.co.nz/sport/other-sports/124933530/sky-sport-wants-to-put-more-fans-in-stands-to-improve-tv-viewing-experience

[mistaTea]

'MarsC' on HC shared a link to an interview with Tex from Jan 2020...obviously COVID-19 has disrupted a lot of things, but it is worth a watch to get a good view of how Sky TV are approaching things now. Some useful insights I thought.


https://www.youtube.com/watch?v=GI5ujpZ94CU

[Ogg]

@2:22

Makes fun at his accent

"Very strong my bro"

https://i.imgur.com/iMBfbPZ.gif

[mistaTea]

@2:22

Makes fun at his accent

"Very strong my bro"

https://i.imgur.com/iMBfbPZ.gif

Yes, although if the host knew what he was talking about he would have said "Very strong my brew".

I did live in SA once upon a time...

[Eden]

Has anyone managed to get the broadband service yet?

Hi all. Long time listener, first time caller. I got an invite to join the sky broadband trial late last year and have been using it since January. Only good things to say! We had been having trouble with our previous broadband provider and despite various discussions with their ninjas, we weren’t getting any improvement. Got into the habit of doing speed tests and, out of curiosity, did a before and after test on the day we cut over to Sky. Upload and download speeds more than doubled and the sad state of our broadband service instantly ceased to be a household conversation topic.

[silu]

Hi all. Long time listener, first time caller. I got an invite to join the sky broadband trial late last year and have been using it since January. Only good things to say! We had been having trouble with our previous broadband provider and despite various discussions with their ninjas, we weren’t getting any improvement. Got into the habit of doing speed tests and, out of curiosity, did a before and after test on the day we cut over to Sky. Upload and download speeds more than doubled and the sad state of our broadband service instantly ceased to be a household conversation topic.

Thank you for the feedback

[mistaTea]

Hi all. Long time listener, first time caller. I got an invite to join the sky broadband trial late last year and have been using it since January. Only good things to say! We had been having trouble with our previous broadband provider and despite various discussions with their ninjas, we weren’t getting any improvement. Got into the habit of doing speed tests and, out of curiosity, did a before and after test on the day we cut over to Sky. Upload and download speeds more than doubled and the sad state of our broadband service instantly ceased to be a household conversation topic.

Glad I topped up again today...

[airedale]

Hi all. Long time listener, first time caller. I got an invite to join the sky broadband trial late last year and have been using it since January. Only good things to say! We had been having trouble with our previous broadband provider and despite various discussions with their ninjas, we weren’t getting any improvement. Got into the habit of doing speed tests and, out of curiosity, did a before and after test on the day we cut over to Sky. Upload and download speeds more than doubled and the sad state of our broadband service instantly ceased to be a household conversation topic.
Hi Eden, who was your previous broadband provider?

[mistaTea]

Hi Eden, who was your previous broadband provider?

I am assuming Vodafone given he referenced their "Ninjas".

[mistaTea]

https://www.nzherald.co.nz/business/jobs-to-go-at-tv3-owner-discovery-nz-as-restructure-cuts-through-transtasman-business/K53VN2OTVTJQD2BZ3G6YDLIASI/

Discovery trimming down to have a leaner trans-tasman machine...

[Eden]

I am assuming Vodafone given he referenced their "Ninjas".
Yes, Vodafone. Bit more info if you’re interested - upload and download speeds jump around a bit but with the vodafone service we were typically getting download of around 40 Mbps and upload of 20 or so. On the afternoon after cutover to sky we were getting download speed of up to 130 and upload of up to 80.

Don’t know the technical whys and wherefore behind those numbers but I do know that we got better signal in more places around the house with the new Sky service/router. My son stopped complaining about being unable to play his games, my daughter stopped complaining about dodgy streaming, and my wife stopped complaining about stilted zoom calls. Everybody happy.

[mistaTea]

Yes, Vodafone. Bit more info if you’re interested - upload and download speeds jump around a bit but with the vodafone service we were typically getting download of around 40 Mbps and upload of 20 or so. On the afternoon after cutover to sky we were getting download speed of up to 130 and upload of up to 80.

Don’t know the technical whys and wherefore behind those numbers but I do know that we got better signal in more places around the house with the new Sky service/router. My son stopped complaining about being unable to play his games, my daughter stopped complaining about dodgy streaming, and my wife stopped complaining about stilted zoom calls. Everybody happy.

Yea the wifi6 routers are supposed to get much better coverage than the typical wifi5 routers.

Great to see your speeds are significantly higher than before but a shame it is still well short of the 900Mbs download potential.
Uploads should be getting up to 400Mbs.

[DownTownJr]

Yea the wifi6 routers are supposed to get much better coverage than the typical wifi5 routers.

Great to see your speeds are significantly higher than before but a shame it is still well short of the 900Mbs download potential.
Uploads should be getting up to 400Mbs.

From what I have been told those speeds are only guaranteed using a Ethernet cord. I go from 900mps download plugged in to 130mps using 5g wifi. Makes it feel kinda pointless having a gigabit connection really. Someone correct me if I am wrong but this is what stuff fibre customer service team have told me. Lucky for me I plug most of my devices in using Ethernet cords.

[mistaTea]

From what I have been told those speeds are only guaranteed using a Ethernet cord. I go from 900mps download plugged in to 130mps using 5g wifi. Makes it feel kinda pointless having a gigabit connection really. Someone correct me if I am wrong but this is what stuff fibre customer service team have told me. Lucky for me I plug most of my devices in using Ethernet cords.

The top speeds advertised are always theoretical. In actual practice you will see lower speeds, especially with wifi connected devices.

Then there is the issue of what your device can handle. It doesn’t matter how ‘fast’ the internet speed is - your device will only be able to process the signal at a certain speed (and that speed is a lot less than 900Gbs!).

But with Spark I have had download speeds between 400-500Gbs and Upload speeds 200Gbs+.

[DownTownJr]

[QUOTE=mistaTea;882649]The top speeds advertised are always theoretical. In actual practice you will see lower speeds, especially with wifi connected devices.

Then there is the issue of what your device can handle. It doesn’t matter how ‘fast’ the internet speed is - your device will only be able to process the signal at a certain speed (and that speed is a lot less than 900Gbs!).

But with Spark I have had download speeds between 400-500Gbs and Upload speeds 200Gbs+.[/QUOTE

Are those speeds over wifi or plugged in? I can't stand Spark but heck if I could get those speeds over wifi it would tempt me to switch.

[mistaTea]

[QUOTE=mistaTea;882649]The top speeds advertised are always theoretical. In actual practice you will see lower speeds, especially with wifi connected devices.

Then there is the issue of what your device can handle. It doesn’t matter how ‘fast’ the internet speed is - your device will only be able to process the signal at a certain speed (and that speed is a lot less than 900Gbs!).

But with Spark I have had download speeds between 400-500Gbs and Upload speeds 200Gbs+.[/QUOTE

Are those speeds over wifi or plugged in? I can't stand Spark but heck if I could get those speeds over wifi it would tempt me to switch.

Wifi.

But then I do have my own NETGEAR NIGHTHAWK R7000 router...

It is still wifi5 tech but better than the routers Spark send.

When I am able to switch to Sky I will give their router a go.

[Dlownz]

Sky's router will still never compare to a store brought router. I have the netgear night r8000. Incredible router. I am waiting on the Google nest router with 2 mesh extenders to arrive to replace the netgear as I need even more range in the house. FYI. Maybe not on special now but a 3 pack was on special for $540 which in incredible value. All if this on The Market which I'm finding is a great site.

[mistaTea]

Sky's router will still never compare to a store brought router. I have the netgear night r8000. Incredible router. I am waiting on the Google nest router with 2 mesh extenders to arrive to replace the netgear as I need even more range in the house. FYI. Maybe not on special now but a 3 pack was on special for $540 which in incredible value. All if this on The Market which I'm finding is a great site.

Let me know when our comes out! I might upgrade too.

[Dlownz]

Now I'm not quite sure what you said there 🤔. It's been out for awhile. Just way cheaper on the market than anywhere else. They have great deals on alot of items.

[Alpha]

Big day today for NZR and SKY

https://www.rnz.co.nz/news/sport/441348/details-of-silver-lake-s-buy-in-of-nz-rugby-revealed

[Ogg]

Big day today for NZR and SKY

https://www.rnz.co.nz/news/sport/441348/details-of-silver-lake-s-buy-in-of-nz-rugby-revealed

12% stake greater than Sky's market capitalization.

https://i.imgur.com/iMBfbPZ.gif

[Alpha]

Hahaha I know that is crazy. We all know there goal is to actually buy SKY for a dirt cheap price.

[Ogg]

17.3
https://i.imgur.com/B8nbdsV.gif

[Ogg]

MrTea explaining to MrsTea about his recent purchase of SKT

https://i.imgur.com/tKUOVwg.png

[Ogg]

17.2
https://i.imgur.com/JXxZLVI.gif

[mistaTea]

MrTea explaining to MrsTea about his recent purchase of SKT

https://i.imgur.com/tKUOVwg.png

I think she is wondering where the hell this property listing is! I can't find anything (https://www.colliers.co.nz/en-nz/properties#sort=relevancy&f:listingtype=[All%20Listings]&f:recenttransactions=[0]&f:location=Auckland%20%3E%20Auckland%20City%20%3E% 20Mount%20Wellington)!

Almost at the end of April and nothing! Maybe Vocus want the real estate...Ogg?

[Ogg]

I think she is wondering where the hell this property listing is! I can't find anything (https://www.colliers.co.nz/en-nz/properties#sort=relevancy&f:listingtype=[All%20Listings]&f:recenttransactions=[0]&f:location=Auckland%20%3E%20Auckland%20City%20%3E% 20Mount%20Wellington)!

Almost at the end of April and nothing! Maybe Vocus want the real estate...Ogg?

Ask them for coffee down at the viaduct and find out...

https://i.imgur.com/iMBfbPZ.gif

Have you called Sophie yet?

[mistaTea]

Have you called Sophie yet?


Not yet. I am waiting for my beard to grow out a bit more first so that I can be at my most dashing when I meet her for coffee. I want her to be putty in my hands.

I want her to be too busy thinking "God this mistaTea is an attractive man!" as I push her to reveal details that she really shouldn't...

https://pin.it/5X38lAB

[silu]

The change in language from our CEO Sophie is a breath of fresh air compared to John Fellet who in my mind was a bit ponderous towards the end of his stewardship.

[moimoi]

Could someone with knowledge of such matters please explain what the difference is between a Chief Customer Officer and a Chief Customer Delivery Officer?

TIA.

[Dlownz]

https://www.nzx.com/announcements/371327
More cost cutting and streamlining. Good news

[Ogg]

17.0
https://i.imgur.com/B8nbdsV.gifhttps://i.imgur.com/B8nbdsV.gifhttps://i.imgur.com/JXxZLVI.gifhttps://i.imgur.com/B8nbdsV.gifhttps://i.imgur.com/JXxZLVI.gif

[Ogg]

Funny how the day after Discovery does a big cull, Sky's leadership is also gets trimmed.

https://i.imgur.com/iMBfbPZ.gif

[mistaTea]

Could someone with knowledge of such matters please explain what the difference is between a Chief Customer Officer and a Chief Customer Delivery Officer?

TIA.

Chaz liked being the Chief Customer Officer but didn’t want to have to actually deliver anything...

So they have tightened up the job description and gave him the boot?

[mistaTea]

17.0
https://i.imgur.com/B8nbdsV.gifhttps://i.imgur.com/B8nbdsV.gifhttps://i.imgur.com/JXxZLVI.gifhttps://i.imgur.com/B8nbdsV.gifhttps://i.imgur.com/JXxZLVI.gif

Rejoice brother - now you can buy even more at cheap prices!

[Ogg]

Rejoice brother - now you can buy even more at cheap prices!

I'm sick of this stock!

"Investor day", what a joke.

https://i.imgur.com/iMBfbPZ.gif

If takeover day doesn't come soon I'm done with it all!

[mistaTea]

"Investor day", what a joke.



Should we go mate?

I don't think they have a 'Speculator Day' for your kind...

[Ogg]

Should we go mate?.

Coup d'état

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

We'll takeover. I'll be chairman. You can be CEO. First order of business, fire everyone and call Discovery Inc.

[mistaTea]

Coup d'état

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

We'll takeover. I'll be chairman. You can be CEO. First order of business, fire everyone and call Discovery Inc.

Mate, if I got the keys to castle you'd be lucky if I let you in the building to be the tea lady.

[Ogg]

Mate, if I got the keys to castle you'd be lucky if I let you in the building to be the tea lady.

What would you do...Do a deal with Voucs?

https://i.imgur.com/iMBfbPZ.gif

The way I see it, it's takeover or death!

[Dlownz]

What would you do...Do a deal with Voucs?

https://i.imgur.com/iMBfbPZ.gif

The way I see it, it's takeover or death!
Ogg. If I can speak for everybody here. Shut Up. Your nothing giving anything constructive. Share price drops and you always lose your ****.
Kinda over it.

[mistaTea]

What would you do...Do a deal with Voucs?




YEESSSSSSSSSS! (https://64.media.tumblr.com/661b7a9692bf129362975e0e3be96776/5111b92b1682d37b-75/s400x600/d0d4f40285ec5fe4a80311dea0d8e2c2c4c1e025.gifv)

[RTM]

Ogg. If I can speak for everybody here. Shut Up. Your nothing giving anything constructive. Share price drops and you always lose your ****.
Kinda over it.

Nah....I actually find it quite entertaining....pretty appropriate for a SKY thread. Its all pretty good natured.
Disc: Holder, small % tho.

[Baa_Baa]

ogg. If i can speak for everybody here. Shut up. Your nothing giving anything constructive. Share price drops and you always lose your ****.
Kinda over it.

12468

.......... :d

[Ogg]

12468

.......... :d

https://i.imgur.com/lrxwFQW.gif

Post of the day

[mistaTea]

https://www.nzherald.co.nz/business/top-tier-departures-as-sky-tv-slims-its-executive-team/USB7WT4QDUQF3MDTVN3HG7XHYI/

Must be good news, even Chris struggled to find a negative angle!

[LEMON]

Yeah, I don't see how this is bad news, Sophie is trying to create a new image for Sky. Maybe the fresh air, SKT needs.

[Ogg]

Today's announcement:

https://i.imgur.com/1KDFjz8.jpg
ComCom bait for the upcoming takeover.

https://i.imgur.com/iMBfbPZ.gif



Sell 2/3 of office space.
Cull management team.
Deny monopoly
7+ weeks since last director purchase.
No dividends, buybacks or acquisitions.



"Investor Day":

"We're earning 1% interests on the cash we hold"

https://i.imgur.com/lrxwFQW.gif

"We're buying back shares at 17c after issuing millions of shares at 12c"

https://i.imgur.com/9FmjgDJ.gif

"Introducing our crappy new Sky box"

https://i.imgur.com/lrxwFQW.gif

"Announcing our new channel with more repeats of shows you've already seen"

https://i.imgur.com/9FmjgDJ.gif

₵₵₵₵₵₵₵₵₵



"Takeover Day":

30c+ cash per share, tax free, risk free, instant gains, no waiting, no Bull sh!t.

$$$$$$

[mistaTea]

Today's announcement:

https://i.imgur.com/1KDFjz8.jpg
ComCom bait for the upcoming takeover.

https://i.imgur.com/iMBfbPZ.gif



Sell 2/3 of office space.
Cull management team.
Deny monopoly
7+ weeks since last director purchase.
No dividends, buybacks or acquisitions.



"Investor Day":

"We're earning 1% interests on the cash we hold"

https://i.imgur.com/lrxwFQW.gif

"We're buying back shares at 17c after issuing millions of shares at 12c"

https://i.imgur.com/9FmjgDJ.gif

"Introducing our crappy new Sky box"

https://i.imgur.com/lrxwFQW.gif

"Announcing our new channel with more repeats of shows you've already seen"

https://i.imgur.com/9FmjgDJ.gif

₵₵₵₵₵₵₵₵₵



"Takeover Day":

30c+ cash per share, tax free, risk free, instant gains, no waiting, no Bull sh!t.

$$$$$$

So....are we going to the investor day mate? So we can listen to all of their crappy plans that have absolutely no chance of working in any way, shape or form?

[mistaTea]

Just adding NEON back today via my Spark account given A Handmaid's Tale streams tonight (exclusive to NEON, not available as part of my Sky Box package).

I wondered if the Spark-NEON pricing would change too, given the recent price increase.

Currently $9.95/month but I just confirmed that from 01 June it will go up to $11.99/month.

As at the last results there were 352K streaming customers. About 41k of these were Vodafone TV 'reseller customers' (an embarrassing figure for Vodafone btw, poor design has made many Sky customers regret ditching MySky for VTV - they would rather pay the $15/month MySky fee and have a STB that does what they need it to do. VTV does have some cool features like 3 Day catch up, but overall it is pretty cr@ppy - and that is reflected in the low subscription numbers. Was a great idea, but poorly executed. No wonder IFT don't want a bar of Sky!!).

ANYWAY, I digress!

That leaves 311K streaming customers across NEON, Sky Sport NOW and RP. RP subs would have been negligible at the HY results, and I think it is fair to say that NEON is the most popular service and probably accounts for 80% of the total.

So that would be ~250K subs. Not bad at all! Those 250K are split between direct customers and Spark customers. But in both cases, the price of the sub us going up by about $2/month. 17 May for direct customers, and 1 June for Spark customers.

Sky have offered to effectively hold the price if a customer takes an annual sub for $159.99/year (a slight reduction in price to $13.33/month).

Let's be generous and assume 50K take the AP, so only 200K are impacted by the $2/month increase. And let us assume that there is not a mass exodus at as NEON is still priced in a way that represents value relative to other services like NETFLIX...

Well, 200K subs x $2/month * 12 months = ~5M extra revenue for year. That is not much relative to Sky's total revenue, but consider that the majority of that will go to the bottom line. Say, about 3.5M - which would represent a profit increase of 8-9% on what is projected for the next FY results. Obviously these additional earnings will only show up in FY22, but it shows that as the streaming base continues to increase...small tweaks and changes can start to have large impacts on Sky's underlying earnings.

[mistaTea]

https://www.nbr.co.nz/story/trustpower-opens-books-retail-arm-sale

Maybe Sky can buy the retail arm of Trustpower!

I can see the new motto now!

"SKY POWER! - a damn sight friendlier than BLACK POWER! AHHH HU HU HU HU HU!"

[mikelee]

sick of the SP yoyoing, if I weren't in this for the potential dividend next yr I'd have cashed in already

[Ogg]

if I weren't in this for the potential dividend next yr I'd have cashed in already

https://i.imgur.com/0MfW4HK.jpg

https://i.imgur.com/iMBfbPZ.gif

[airedale]

Message deleted.

[Ogg]

Message deleted.

because the Cracker Factory shift starts at 6am...

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

Mt gambling away his hard earned.

[airedale]

Ah, that explains it. Crackers and cheese go well.

[mistaTea]

https://www.nzherald.co.nz/sport/rugby-silver-lake-deal-one-step-closer-as-unions-vote-in-favour-of-private-equity-at-historic-nz-rugby-agm/VPTYZEJWG57CV42F6PBFXDAGWQ/

26 Provincial unions approve SL deal.

Now it will be interesting to see what happens to the SKT-NZR relationship from here.

I see scenarios where it is very bad for Sky. I see scenarios where it could be very god for Sky.

Or maybe they end up somewhere in the middle?

[Meh]

Been thinking on how skt can move their share price up. I reckon sky should go all in on bitcoin and the likes. Either we become flush or bust by throwing 200 mill into it. Added bonus is we may all get diamond hands and the sp go to the moon with all the woke sharesies users. Would it then make skt the only listed nzx company with bitcoin that people can purchase easily? If so, we should make it the first.
Dis: hold too many...

[The diver]

It might be crazy enough to work. It’s already volatile enough so we may as well.

[mistaTea]

https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12435295

Want fit for purpose broadband to binge NETFLIX? Join SKY!

I should be Head of Marketing.

[CraftyBeer]

Just adding NEON back today via my Spark account given A Handmaid's Tale streams tonight (exclusive to NEON, not available as part of my Sky Box package).

I wondered if the Spark-NEON pricing would change too, given the recent price increase.

Currently $9.95/month but I just confirmed that from 01 June it will go up to $11.99/month.

As at the last results there were 352K streaming customers. About 41k of these were Vodafone TV 'reseller customers' (an embarrassing figure for Vodafone btw, poor design has made many Sky customers regret ditching MySky for VTV - they would rather pay the $15/month MySky fee and have a STB that does what they need it to do. VTV does have some cool features like 3 Day catch up, but overall it is pretty cr@ppy - and that is reflected in the low subscription numbers. Was a great idea, but poorly executed. No wonder IFT don't want a bar of Sky!!).

ANYWAY, I digress!

That leaves 311K streaming customers across NEON, Sky Sport NOW and RP. RP subs would have been negligible at the HY results, and I think it is fair to say that NEON is the most popular service and probably accounts for 80% of the total.

So that would be ~250K subs. Not bad at all! Those 250K are split between direct customers and Spark customers. But in both cases, the price of the sub us going up by about $2/month. 17 May for direct customers, and 1 June for Spark customers.

Sky have offered to effectively hold the price if a customer takes an annual sub for $159.99/year (a slight reduction in price to $13.33/month).

Let's be generous and assume 50K take the AP, so only 200K are impacted by the $2/month increase. And let us assume that there is not a mass exodus at as NEON is still priced in a way that represents value relative to other services like NETFLIX...

Well, 200K subs x $2/month * 12 months = ~5M extra revenue for year. That is not much relative to Sky's total revenue, but consider that the majority of that will go to the bottom line. Say, about 3.5M - which would represent a profit increase of 8-9% on what is projected for the next FY results. Obviously these additional earnings will only show up in FY22, but it shows that as the streaming base continues to increase...small tweaks and changes can start to have large impacts on Sky's underlying earnings.

Yep a 20% increase in Neon price after just one year. I swore I'd never be a SKY customer again yet here I am - sucked in by the $9.99 offer last year (via SPK). We don't watch a lot of Neon so not sure we'll be long-term, but it was definitely one of the smarter things SKT has done in a while.

[silu]

I'm doing my bit and have stayed on a NEON customer after a 3 month trial just to re-watch The Sopranos. Also have taken up the Spark+Sky Sports deal so this is going to move the share price north so much I'll get a personal congratulatory phone call from our CEO Sophie.

Where's me washboard

[mistaTea]

Yep a 20% increase in Neon price after just one year. I swore I'd never be a SKY customer again yet here I am - sucked in by the $9.99 offer last year (via SPK). We don't watch a lot of Neon so not sure we'll be long-term, but it was definitely one of the smarter things SKT has done in a while.

Yeah I think Sky are doing well getting their brand back out there in various guises. Consider the key partnerships they currently have:

Spark: Cheap NEON (even when the price goes up, $11.99/month is an absolute steal in my view for the range of content Sky put on NEON these days). Also the Sky Sport NOW/Spark Sport bundle for $49.99/month is a very compelling offer for big sport fans.

Vodafone: Much less successful, but Vodafone TV does allow people to stream all of their content and gives cheaper access to core Sky channels (no MySky fee). The STB still needs a lot of work in key UX area in my view, but it does not seem that Vodafone are spending any more money on the product. A shame, but the partnership is still there.

Vocus: Sky Broadband recently soft launched. I expect the ties between Vocus and Sky to become closer and closer over time. Not making any merger predictions here, but Sky are interested in Sky Mobile so it makes sense to leverage Vocus' capabilities here since they are providing the broadband. Vocus also offer energy bundles so it does not take much of a stretch of the imagination to see Sky soon offering mega bundles that include:



Sky BOX or Streaming Services
Ultra Fast Broadband
Mobile
Energy


Basically all of your core utilities on one convenient bill.

NZR: The recent partnership to stream SR Aotearoa on RP in core European markets not previously available to RP is a great move. Hopefully Sophie will be able to update us at the next results in terms of how well it went (or not), key learnings etc. Vision for future collaboration with NZR using RP...

I would like to see Sky get a deal with NETFLIX. Would be great to be in a position to offer NETFLIX (HD) + NEON bundle for $25/month standalone. Only $20/month if you take Broadband. Upgrade to NETFLIX Ultra 4K for +$5 if you want (like you can with Spark).

You could even offer NEON + Sky Sport NOW bundles. Or NETFLIX+NEON+Sky Sport NOW bundles.

There are so many ways customers can be rewarded for bundling, and we are really just at the beginning.

[mikelee]

just read about Vodafone offering wifi 60gb+landline for $40 a month for gold card holder while Spark can only do 40gb+landline for $45 a month, looks like competition is heating up

[mistaTea]

sixty Gig...


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

[Ogg]

just read about Vodafone offering wifi 60gb+landline for $40 a month for gold card holder while Spark can only do 40gb+landline for $45 a month, looks like competition is heating up

More like...

https://i.imgur.com/w6XLzb8.gif

[mistaTea]

More like...

https://i.imgur.com/w6XLzb8.gif

LOLLLLLL, yeah this whole 60GB wifi cr@p is not even worth writing about.

On a more newsworthy note...still no listing of the Sky property (https://www.colliers.co.nz/en-nz/properties#sort=relevancy&f:listingtype=[All%20Listings]&f:recenttransactions=[0]&f:location=Auckland%20%3E%20Auckland%20City%20%3E% 20Mount%20Wellington)! End of April now!

[mistaTea]

https://www.nzx.com/instruments/VGL

How the Hell are these guys worth so much more than Sky?

[Ogg]

https://i.imgur.com/gqZCeiP.gifhttps://i.imgur.com/gqZCeiP.gifhttps://i.imgur.com/gqZCeiP.gif

NEW JOB LISTING AT DISCOVERY SINGAPORE:

https://jobs.discovery.com/job/Singapore-Technical-Program-Manager-II-138562/734063100/

"Discovery is looking for a talented Technical Program Managers to join the Global Affiliate Integration team with responsibilities within the Set-top Box (STB) deployment workstream."

SET TOP BOX?

https://i.imgur.com/IUB28Az.jpg

Will Discovery buy Sky for it's ~1m customers and then upgrade the old "Sky set-top box" with a new "Discovery set top box" so they can stream their content direct to NZ consumers?

Thoughts?

[mistaTea]

Thoughts?

They are planning to build a STB that can be used in all of the territories that they have direct-to-consumer access? In no way, shape or form does this increase the likelihood of a SKT.NZ takeover?

We have been through this mate, Discovery do not want or need Sky TV. They would have purchased Sky by now if they did. Discovery are in a sweet spot right now, they still get a guaranteed income from Sky every month, but with a co-exclusive deal so they can put more of their content on TV3 and increase ad revenue. Discovery do not need to fork out $500M+ to buy Sky when the deal they have already is pretty sweet.

Like Elsa once said: "Let it Go (https://www.youtube.com/watch?v=L0MK7qz13bU)". :ohmy:

Good to know that Discovery also see a future in a modern STB though! Sky are on the right track here with NVIDIA SHIELD!

Now, Vocus on the other hand...that screams a match made in Heaven!

[daveypnz]

https://www.nzx.com/instruments/VGL

How the Hell are these guys worth so much more than Sky?

Completely different company? SaaS and they operate globally.

[mistaTea]

Completely different company? SaaS and they operate globally.

Indeed.

Completely different company operating in an industry that will take many years to recover. Cinema attendance was already on the downtrend, now with Covid raging...

EBITDA for Vista was around $30M before Covid hit...one fifth of what Sky is at. Revenue also about one fifth of Sky...

Yet an investor would still happily fork out over half a billion dollars to buy Vista, but only $300M for Sky...

Something not quite adding up here!

[silu]

Damn. Just read that UFC will go to Spark Sport for its PPV events. I don't like UFC but unfortunately many people do. That's a blow.

[percy]

Indeed.

Completely different company operating in an industry that will take many years to recover. Cinema attendance was already on the downtrend, now with Covid raging...

EBITDA for Vista was around $30M before Covid hit...one fifth of what Sky is at. Revenue also about one fifth of Sky...

Yet an investor would still happily fork out over half a billion dollars to buy Vista, but only $300M for Sky...

Something not quite adding up here!

Excellent post.

[daveypnz]

Indeed.

Completely different company operating in an industry that will take many years to recover. Cinema attendance was already on the downtrend, now with Covid raging...

EBITDA for Vista was around $30M before Covid hit...one fifth of what Sky is at. Revenue also about one fifth of Sky...

Yet an investor would still happily fork out over half a billion dollars to buy Vista, but only $300M for Sky...

Something not quite adding up here!

2019 was a record year for box office. Vista is still a growing company, Sky very much in decline. While I agree Sky is undervalued, you're comparing apples to oranges.

[mistaTea]

Damn. Just read that UFC will go to Spark Sport for its PPV events. I don't like UFC but unfortunately many people do. That's a blow.

Will be available on both Sky Sport and Spark Sport moving forward.

https://www.nzherald.co.nz/business/sky-spark-sport-to-share-ufc-rights/52EWDOUJLRW7YEVR5PBKP2XKDU/

Sky no longer prepared to pony up for exclusive rights for everything. Will only fork out for exclusivity for critical content to ensure there are enough 'hooks' to differentiate their offering.

Welcome to the Real World.


https://www.youtube.com/watch?v=QXBPJ5FLqCU

[mistaTea]

2019 was a record year for box office. Vista is still a growing company, Sky very much in decline. While I agree Sky is undervalued, you're comparing apples to oranges.

So things were just booming along like never before...and Vista at its pinnacle generates EBITDA of NZ$30M? And is still worth so much more than Sky?


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

We can come up with as many cock and bull stories as we like about who is in decline and what not, but the fundamental earning power does not lie!

[Ogg]

Will be available on both Sky Sport and Spark Sport moving forward.

https://www.nzherald.co.nz/business/sky-spark-sport-to-share-ufc-rights/52EWDOUJLRW7YEVR5PBKP2XKDU/

Sky no longer prepared to pony up for exclusive rights for everything. Will only fork out for exclusivity for critical content to ensure there are enough 'hooks' to differentiate their offering.

Welcome to the Real World.



More comcom bait bro. Gotta make it look like there's competition out there for the takeover!

[mistaTea]

More comcom bait bro. Gotta make it look like there's competition out there for the takeover!

Absolutely! The less exclusive content we own the easier for Vocus to buy Sky brother without Comcom having to use their imagination!!

They just need to keep a few key exclusive deals with HBO, Rugby etc so that Sky still have a compelling product!

[sb9]

17.5
5,000,000
14:17
SP



I'll let Ogg add in appropriate image for above...

[Ogg]

17.5
5,000,000
14:17
SP



I'll let Ogg add in appropriate image for above...

https://i.imgur.com/W7a9vLe.jpg

[frogboy]

Damn. Just read that UFC will go to Spark Sport for its PPV events. I don't like UFC but unfortunately many people do. That's a blow.

Had a read on the facebook post and most punters seemed very unhappy with Spark's reliability, said they would either be sticking with SKY or UFC fight pass.

[mistaTea]

Had a read on the facebook post and most punters seemed very unhappy with Spark's reliability, said they would either be sticking with SKY or UFC fight pass.

Most people who watch these events will stick with Sky!

"But why are you so sure about that MistaTea???!"

Ahhh my children...it is very simple...

Sky have exclusive rights to the ESPN channels... and the ESPN channels show a lot of the early matches and other pre-fight entertainment. So why would i start watching the hours of preamble on Sky and then switch to Spark Sport for the main event...when I can just add it on Sky for exactly the same price?

This is Ogg taunting Jeff Latch...


https://www.youtube.com/watch?v=ItZloH0XLHc

[silu]

Will be available on both Sky Sport and Spark Sport moving forward.

https://www.nzherald.co.nz/business/sky-spark-sport-to-share-ufc-rights/52EWDOUJLRW7YEVR5PBKP2XKDU/

Sky no longer prepared to pony up for exclusive rights for everything. Will only fork out for exclusivity for critical content to ensure there are enough 'hooks' to differentiate their offering.

Welcome to the Real World.


https://www.youtube.com/watch?v=QXBPJ5FLqCU

Didn't know that thanks for clarifying. I only saw Scotty Stevenson's tweet so I assumed it was exclusive right.

[mistaTea]

This is me (https://tenor.com/view/psycho-laughing-hysterically-laughing-killer-shawshank-gif-15186318) whenever the SKT SP drops by 0.1 cents knowing that Ogg is in a bad way...

[Alpha]

This is me (https://tenor.com/view/psycho-laughing-hysterically-laughing-killer-shawshank-gif-15186318) whenever the SKT SP drops by 0.1 cents knowing that Ogg is in a bad way...


Did Ogg just sell? 0.17 :mad ;:

[mistaTea]

Did Ogg just sell? 0.17 :mad ;:

He will be apoplectic at SKT closing at 17c on a Friday...

[Habits]

He will be apoplectic at SKT closing at 17c on a Friday...

SP dropped/plummeted on closing bell, in the same way FBU jumped 6 cents to end up 13 for the day between 4 59pm and 5pm. Market manipulation possibly

[winner69]

SP dropped/plummeted on closing bell, in the same way FBU jumped 6 cents to end up 13 for the day between 4 59pm and 5pm. Market manipulation possibly

Funny / illogical things often happen at end of day auction - happy buyers and sellers getting their wish

[Baa_Baa]

Funny / illogical things often happen at end of day auction - happy buyers and sellers getting their wish

The 5m at $0.175 around 2pm is probably wondering WTF.

[mistaTea]

The 5m at $0.175 around 2pm is probably wondering WTF.

If they are traders they yeah, probably.

If they are investors I doubt they give a rats ass that it closed half a cent lower than they bought.

[Habits]

If they are traders they yeah, probably.

If they are investors I doubt they give a rats ass that it closed half a cent lower than they bought.

The rats arse must be huge if they would rather keep it. Me, I would be wondering what I could buy for 25k

[Ogg]

He will be apoplectic at SKT closing at 17c on a Friday...

Didn't you just top up @ 17.6 a few days ago?

https://i.imgur.com/lrxwFQW.gif

The share price doesn't bother me. The company still being listed does.


Interview with Sophie:

https://publications.kings.net.nz/kingscourier/kings-courier-autumn-2021/flipbook/22/

[mistaTea]

Anyone else watching A Handmaid’s Tale?

MissusTea keeps calling me ‘Commander’ huskily due to my fantastic Fred-like beard...

Kinda creeps me out when she says that and yet it’s also kinda hot...

[mistaTea]

Didn't you just top up @ 17.6 a few days ago?

https://i.imgur.com/lrxwFQW.gif

The share price doesn't bother me. The company still being listed does.


Interview with Sophie:

https://publications.kings.net.nz/kingscourier/kings-courier-autumn-2021/flipbook/22/

I topped up at 17.8 brother!!!

Nobody believes that the share price doesn’t bother you!

[justakiwi]

Brilliant series, but being called “Commander” is not what I would call a compliment - he’s an arsehole ;)


Anyone else watching A Handmaid’s Tale?

MissusTea keeps calling me ‘Commander’ huskily due to my fantastic Fred-like beard...

Kinda creeps me out when she says that and yet it’s also kinda hot...