Morning star valuation .30
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Morning star valuation .30
Looks to be retesting that resistance zone. If it holds will be bullish by confirming the breakout.
Nice little pullback I was hoping for, in with another small donation. Hope it goes up from here
I reckon a push past 18c, then a retreat to settle at 18c till the announcement.
https://www.nzherald.co.nz/business/...ectid=12419004
Always amusing to see the latest speculation for Sky TV from the ‘experts’.
At no point does the article point out that, if Silver Lake by a stake of NZR they will effectively own a % of Sky right away.
That could create other opportunities. For example, buy the rest of Sky and leverage their existing tech as well as RugbyPass to get maximum profit from the rugby matches.
I believe only OIO approval would be needed.
Once again, I am not making any takeover predictions. Just pointing out that the ‘experts’ and the journalist have not even considered this as they continue to take a very narrow view of what negative outcome ‘might’ happen to Sky.
So far, their predictions have largely been wrong in terms of how the business continues to perform.
The share price is another story.
https://www.silverlake.com/portfolio/index/CurrentInvestments/
Current investments include content and entertainment businesses.
Nothing quite like Sky TV, but it’s not a stretch of the imagination to see how an asset like Sky could significantly enhance their NZR asset.
Sky should get rid of the rugby.
Grandmas watching movies is where the money is...
https://www.youtube.com/watch?v=IUB-wjXUREE
If SilverLake pushed their own OTT rugby service I would feel very bad for consumers.
Rural NZers who love rugby would be screwed, obviously.
But also, sports fans in metro areas who follow a number of codes would have to fork out to Spark, Sky and SilverLake to get all the action.
Sky’s $30 sports bundle is looking more attractive by the day...