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  1. #5701
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    Quote Originally Posted by jimdog31 View Post
    that still means theres almost 50 secs missing?
    The live version is the only full version, with the montage and the missing 50 seconds. I can't find it anywhere.

  2. #5702
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    Quote Originally Posted by Ogg View Post
    If you watch the first version of the AGM @ 21:23 Bernadine says "And Martin how are we tracking"

    If you watch the second version of the AGM @ 21:23 Bernadine only says "How are we tracking"

    This is the CUT. They've cut content out just before 21:22. This is where the phrase "energy" was said by Martin.
    the smoking gun!!!!

  3. #5703
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    Quote Originally Posted by Ogg View Post
    The live version is the only full version, with the montage and the missing 50 seconds. I can't find it anywhere.
    What you have found proves that something is going down..

    It reminds me of that scene from JFK when he describes that 2 shooters equals a conspiracy.

    Nice work.

  4. #5704
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    I'm curious on the legality of this, I'm not saying it was definitely cut because I've not got Oggs energy to investigate but if Sky have posted an undisclosed edited version of the AGM, is that legal? Seems incredibly fishy and surely unethical if the case.

  5. #5705
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    Quote Originally Posted by allfromacell View Post
    I'm curious on the legality of this, I'm not saying it was definitely cut because I've not got Oggs energy to investigate but if Sky have posted an undisclosed edited version of the AGM, is that legal? Seems incredibly fishy and surely unethical if the case.
    Multiple users here heard him say "Energy"

    I'm hoping this will all be 'water under the bridge' when the takeover comes on Monday.

  6. #5706
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    Quote Originally Posted by Ogg View Post
    Multiple users here heard him say "Energy"

    I'm hoping this will all be 'water under the bridge' when the takeover comes on Monday.
    Yes but surely this is unethical? As a shareholder I don't want the AGM posted after the fact to be edited without discourse. I'm a shareholder, regardless of the outcome if this has been edited I'll be disappointed in management.

  7. #5707
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    Quote Originally Posted by allfromacell View Post
    I'm curious on the legality of this, I'm not saying it was definitely cut because I've not got Oggs energy to investigate but if Sky have posted an undisclosed edited version of the AGM, is that legal? Seems incredibly fishy and surely unethical if the case.
    I dont think they legally have to publish what was discussed at agm, other than resolution results, however the fact there appears to be 3 different versions of the recording does make for outstanding drama. Id say the videos are released voluntarily for the market, which means they can edit them if they choose.

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  9. #5709
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    Note to self. Going forward I will record these meetings.

  10. #5710
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    If you watch closely at 21:22 you will see on one version it's a hard cut, and on the other it's a soft fade. Solid evidence it's been in the editing room and been worked on.

  11. #5711
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    I've been doing some more prep...

    The other company that owns 50% of Vodafone New Zealand is "BIF IV ICN HOLDINGS PTE. LTD." incorporated in Singapore. It stands for Brookfield Infrastructure Fund 4 (IV is roman numerals). I don't know what ICN means - I think it just means Infratil and CHAN, who was one of the directors of Brookfield that formed the joint venture. There's no other mention of ICN anywhere so it has to be that.

    I couldn't find any recently formed holding companies on the Singapore companies website. You have to pay to get the data. What's interesting is that "Infratil HC" only has 1 share allocated. Are they planning on bidding just by themselves or going halves with Brookfields again?

    What we do know about Brookfields is that they have raised $20 billion in capital this year and still have another 60% left to allocate. Here's a recent investor presentation:

    BROOKFIELD INVESTOR DAY PRESENTATION 24TH STEPTEMBER 2020

    Quote from page 39: "our focus will be on acquiring software/software-like services that resemble utilities"

    https://i.imgur.com/8Gb8VJh.jpg

    INVESTOR DAY TRANSCRIPT

    Snippet from page 10": "data infrastructure will represent a more significant portion of our capital deployment going forward...with the replacement of obsolete copper and the investment info fiber optics and new satellite systems, we are clearly in a unique 100 year data investment upgrade."

    https://i.imgur.com/bnoxQ13.jpg

    One thing for sure is that Brookfield is very much aligned with Infratil in terms of their investment philosophy. The shift to data infrastructure as a long term investment is a common theme between these two. It seems likely they will continue to work together in the future.

    The real question is, does Sky qualify as a "data infrastructure" company. If so, then yes, it seems likely that Brookfields will be interested in buying them. You could argue that Sky's shift towards streaming and it's recent satellite deal with Optus for the next 10 years qualifies them a data infrastructure company.

    The bottom line is that the money is there. Infratil and Brookfield are both cashed up and are looking for acquisitions. If they do make a bid for Sky, it better be a decent bid and not some crappy low ball offer that wastes everyone's time.

  12. #5712
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    Trust power - meant to be together


  13. #5713
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    In this grave hour, perhaps the most fateful in Sky's history, I send to every user, my peoples, both at home and at work, this message. Written with the same depth of feeling for each one of you, as if I were able to befriend your account and private message you myself. For the second time, Sky is to be consolidated. Over and over again we have tried to find a profitable way out for the business, we have raised additional capital and have relaunched Neon. But it has been in vain. We have been forced into a merger, conditional on clearance from the Commerce Commission, if it were to prevail, we would be offered a cash settlement. Such a takeover, stripped of all disguise, is surely the mere primitive doctrine that 'Cash Is King'. For the sake of all that we ourselves hold dear, it is unthinkable that we should refuse this offer. It is to this high purpose that I now call my people at home, and my peoples across the internet, who will make our cause their own. I ask them to hold their shares and stand calm and united as there may be further offers ahead. The takeover will be long and hard. There may be dark days ahead, and there is no certainty of a successful transaction. But we can only do the right as we see the right, and reverently commit our cause to Sky as it is fundamentally undervalued. If one and all we keep resolutely faithful to it, then, with the market's help, we shall prevail.

  14. #5714
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    Quote Originally Posted by Ogg View Post



    In this grave hour, perhaps the most fateful in Sky's history, I send to every user, my peoples, both at home and at work, this message. Written with the same depth of feeling for each one of you, as if I were able to befriend your account and private message you myself. For the second time, Sky is to be consolidated. Over and over again we have tried to find a profitable way out for the business, we have raised additional capital and have relaunched Neon. But it has been in vain. We have been forced into a merger, conditional on clearance from the Commerce Commission, if it were to prevail, we would be offered a cash settlement. Such a takeover, stripped of all disguise, is surely the mere primitive doctrine that 'Cash Is King'. For the sake of all that we ourselves hold dear, it is unthinkable that we should refuse this offer. It is to this high purpose that I now call my people at home, and my peoples across the internet, who will make our cause their own. I ask them to hold their shares and stand calm and united as there may be further offers ahead. The takeover will be long and hard. There may be dark days ahead, and there is no certainty of a successful transaction. But we can only do the right as we see the right, and reverently commit our cause to Sky as it is fundamentally undervalued. If one and all we keep resolutely faithful to it, then, with the market's help, we shall prevail.
    What a guy, let's see if the announcement will be put out today.
    Last edited by LEMON; 19-10-2020 at 06:20 AM.

  15. #5715
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    What a day to be working on a high risk site where I cant look at my phone.
    Can you ask them to delay by two months, I had planned on making a substantial investment around Mid December

  16. #5716
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    Zzz zzz. Another day

  17. #5717
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    Quote Originally Posted by Dlownz View Post
    Zzz zzz. Another day
    Hey there negative Nancy, another week day means another chance for takeover to happen.

    Have some faith, it's gonna happen.

  18. #5718
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    Quote Originally Posted by Akane View Post
    Hey there negative Nancy, another week day means another chance for takeover to happen.

    Have some faith, it's gonna happen.
    I'm actually not worried about a take over. Sky's turned a corner and it's a waiting game. Takeover talk keeps popping up too much. Kinda like end of the world sayers. Date comes nothing happens then they make up another date. Rinse and repeat

  19. #5719
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    end of day or end of week for the real announcement

  20. #5720

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