I'll happily do either if I'm still around in 2040
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I'll happily do either if I'm still around in 2040
IMO i think Satellite TV is likely to disappear earlier than gasoline vehicles. OPEC is still very powerful and will fight tooth and nail to keep the oil industry alive. Satellite TV industry doesn't have the same big backing. Also i feel as though streaming has matured more than electric vehicles at this stage. It's still not possible to drive from Auckland to Levin in one charge (correct me if i am wrong). Comparatively, streaming has had far more penetration in NZ and around the world.
"They say data is the oil of the 21st century, and to invest in data would be a wise method to generate ROI, but I believe there's an underappreciation for the extent to which the digital ad revolution is creating companies that have outstripped the size of even the largest oil giants of the 20th century.
While there are still decades during which this field will evolve, investing in companies at the heart of this trend will surely result in substantial returns for the decade ahead.
And Roku and Amazon are just two ways to play it!"
https://seekingalpha.com/article/437...content=link-0
No it's not as simple as that. EVs will soon be leaving ICEs in their wake both in terms of price and performance but car fleets take time to turn over. That said, there are lots of regulatory policies and incentives popping up all over the world for EV uptake, despite what the oil and gas lobby might want.
The thing that perhaps counts against satellite TV is that compared to car owners around the world there are relatively few decision makers - hundreds/thousands of pay TV operators vs. millions and millions of car owners. If pay TV operators see the economics of satellite wane, and have a ready alternative in internet streaming, they might all jump ship in the space of a few years, contractual arrangements (with the satellite companies) permitting. Presumably there's also some kind of death spiral in terms of fewer and fewer pay TV operators paying for more and more of the satellite as the flight away from satellite occurs. This would just accelerate the shift away from satellite.
But ultimately, that doesn't worry me as a SKT shareholder too much. In fact the sooner they can abandon satellite and make a successful transition to a streaming platform the better really. As many posters have said here, it's all about how they execute against that in the face of competition from the Sparks, Amazons and Netflixes of the world.
jupiter selling down shareholding. only 154 million shares to go
http://nzx-prod-s7fsd7f98s.s3-websit...810/330787.pdf
Yup - increased their shareholding but %tage down due to dilution from new shares issued.
lol must be due for some new glasses. anyway just finished reading sparks 3yr strategy and sport features high on there list. so they are not running away but looking to grow it
.......should revisit 16c again today?.....and hopefully end up above. Starting to feel like a degree of support is creeping in now.