MT, you are too modest.:cool:
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https://www.pressreader.com/new-zeal...81702610412808
Would ya look at that? It seems Foxtel and SNT have gone to first base before...
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Professional sports being cancelled all over the place due to Omicron infecting players - be prepared for possibility of another long period of disruption for Sky Sport content.
I’m out of Sky for now (need funds for potential house deposit) - good luck to all who are staying in, and congrats on staying strong over the last year.
Yeah that is very true.
As always for sky though…the prospect of a merger anytime soon always seems very slim.
And I am certainly not predicting that a deal will be done…merely pointing out that I would be pursuing it if I was the CEO of SNT or Foxtel. Provided it is possible to agree on fair relative values (and neither party is in La La land about what their own business is ‘worth’) then I would think the mechanics of how a deal could work is pretty straightforward.
If Sky are not going to go down the telco route then I would like them to do something else that will help to get more scale.
Using the available cash for buybacks and dividends is fantastic…IF, AND ONLY IF, the funds cannot reasonably be used for growth.
A business like Sky has many options at this junction in terms of growth. It would be a damn shame to return the capital to shareholders at this junction instead of using it to help fund some kind of M&A activity.
One way or another, we will know what is happening in a couple of months.
The team pulled it out of the bag for Xmas…so some faith has been restored.
Let’s see where to from here.
Good to see lower number of cases reported each day this week though. :)
I'm expecting Omicron to play out much quicker than Delta and international borders to open by middle of 2022 the latest. :cool:
Know way to ‘know for certain’ but I doubt any Omicron shutdowns are going to be anything like what we have seen in the past.
The world is now adapting to a phase of living with the virus.
Omicron is contagious as hell which is not great, but seems to be a lot milder in terms of symptoms.
Probably an off market discussion…but I have long thought that the virus is learning and evolving so that it doesn’t kill so many. It is not in the interest of the virus to kill the host.
Will there be some disruption for Sky in terms of live sport? Probably.
But when you take into account clawbacks for those scenarios relative to lost subscribers, Sky seem to come out ok most of the time.