What a wild week. Everywhere I look, everything is up.
*pops into Sky TV thread, sees share price going nowhere*
Oh dear.
*sees holders comparing the size of their holdings*
Oh dear oh dear oh dear.
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What a wild week. Everywhere I look, everything is up.
*pops into Sky TV thread, sees share price going nowhere*
Oh dear.
*sees holders comparing the size of their holdings*
Oh dear oh dear oh dear.
With Trump being booted out of the White House...he will be returning to focus on the private sector...
MAYBE DONALD TRUMP WILL BUY SKY TV NZ! THE BEGINNING OF HIS OWN MEDIA EMPIRE TO COMBAT THE MAINSTREAM SOCIALIST FAKE NEWS MEDIA!!
Makes perfect sense. Best theory on this forum so far I reckon.
That is possibly true if you are a gambler.
For the rest of us investors, price is what you pay but value is what you get.
If my analysis about Sky is wrong then I will suffer a permanent loss of capital. All the ‘hoping’ in the world wouldn’t save me, which is why I don’t pray for some out of the blue event to come and save me.
I still hold my shares in Sky because my analysis of the situation leads me to believe the market has mispriced the business. I have very long investing time horizons - my favourite hold time is forever - so we have a way to go before I can ascertain whether or not I have indeed made a mistake on this one.
But it is also true that by viewing my holding as long term ownership of a business that I understand, and not checking the SP every day...I have very low stress.
Some posters seem to be getting very upset when the SP fluctuates by half a cent. That’s just not my game.
Sky will come right in the end.If it doesn't come right,then its not the end
https://i.stuff.co.nz/sport/rugby/al...eezes-coverage
Some of the feral customer comments crack me up. Rain fade is an unfortunate limitation of satellite TV - and there isn’t much Sky can do about it.
Most customers seemed pretty on to it though and flicked over to Sky GO.
Will be fantastic once the new Sky GO is released. But then there will be customers taking to Twitter to complain that the streaming coverage is up to a minute behind the satellite coverage and they are getting spoilers.
Thanks Sky, ya mongrels!
Ogg and Mista Tea deep in meaningful discussion about ?????takeover or ?????.or even the running total of the number of shares the ST posters hold. http://i8.cmail19.com/ei/d/21/E46/E0...51028164_7.jpg
SKY need to get rid of Justin Marshall from their rugby coverage
Must be costing them subscribers every time he opens his mouth
https://www.nzherald.co.nz/business/...76RYQVMRHUY2Y/
Sky entering broadband at the right time - usage forecast to spike to 1 gig per month for the average household.
Consumers will want faster speeds at better prices.
Hopefully using Feenix Communications as their partner proves to be a capital efficient way to enter the market. Entertainment and Sports bundles can be offered to existing satellite subs at very attractive bundle prices. And that will just be the beginning.
I don't want a satellite sub because I live in a new development area that only has fibre as an option - this suburb is made for streaming. But once Sky release their streaming-internet bundles, I will almost certainly switch over if the pricing makes sense.
A surprising thing about my area - there are a lot more satellite dishes on rooves than I would have predicted. When I go for walks, I like to look at the other properties, and as I do I try to see if there is a dish on the roof (making it highly likey they subscribe to Sky). As I say, this is a fibre-only area - so we are really set up for streaming. And even those who want traditional Sky channels could get it cheaper by streaming them via Vodafone TV.
On average, I reckon at least 1 in 4 houses have satellite dishes. I think that is incredible for an area like this, and shows just how 'sticky' traditional Sky TV offerings are with a lot of consumers.
The loyal, half a million strong satellite base has got to be one of the most undervalued assets in New Zealand.
https://itbrief.co.nz/story/new-zeal...ruption-report
Article a few days old but just a reminder of how interesting things will/could be with Sky entering broadband/ and mobile.
OK, i'll bite. The whole broadband market is extremely competitive at the moment but its about to get turned on its head in the rural areas of NZ by Starlink: https://www.forbes.com/sites/johnkoe...h=d8754941bb06 - NZ is in their sights and some believe they have ground stations planned here: https://www.tesmanian.com/blogs/tesm...nk-new-zealand + https://www.reddit.com/r/Starlink/co...n_new_zealand/
The latency of Starlink is actually theoretically going to be less than Fibre due to the sheer number of satellites they're putting up there - but it looks like it is not going to be too expensive either: https://arstechnica.com/information-...-500-up-front/ - $500 setup, $99 USD / month. That is obviously steep for metro areas, but if you're in a hard to reach part of the country / world that is a steal.
I cannot see how Sky is going to make any money selling broadband honestly, even if they are reselling via Feenix as a virtual ISP. Margins are going to continue to get squeezed as a result of these new entrants and more consolidation will come to the NZ & global broadband market in the near future. Once again, I think its a case of too little to late for Sky here.
I thought we had already decided that it was not about them making money off the broadband piece but more about retaining existing customers. If it also allows them to win a few more by offering Sky great.
Saw some articles describing the ‘Biden Bounce’ in a number of share markets, including our own.
Decided to take a peek at the Sky SP - and we are DOWN 1.34%.
HAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHA HAHAHA.
Christ I almost wet myself!