Imagine doing a $50m buyback for a $250m company. One would think the share price would go up on that than say a 50m dividend payout.
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All old stuff but if you replaced the word Foxtel with the word Sky in this article Norway would you be buying sky shares (except for a punt and a quick buck)
https://www.smh.com.au/business/comp...09-p55k22.html
Yes, a lot of content is only consumable by the masses when it is aggregated.
If they all ditched Sky there is no way I would subscribe to Netflix + Hulu + HBO Max + Showtime + Disney+ and whoever else thinks it is a great idea to ‘go direct’.
I don’t believe for a second that the day of the aggregator is over. Whether or not Sky hold their position as the aggregator for NZ is another question... but aggregation will continue in one form or another.
I believe Sky is in the best position to provide a service for that need.