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  1. #791
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    I think they will get there eventually, they still make a chunk of cash.
    On 940mill revenue they made NPAT of 140mil,
    Netflix did 181mil from 8.8Billion,

    I good acquisition will get their numbers up again, I think if Sky can start negotiating global rights on content then they have a potential to do well.

  2. #792
    Senior Member hardt's Avatar
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    Quote Originally Posted by LAC View Post
    I think they will get there eventually, they still make a chunk of cash.
    On 940mill revenue they made NPAT of 140mil,
    Netflix did 181mil from 8.8Billion,

    I good acquisition will get their numbers up again, I think if Sky can start negotiating global rights on content then they have a potential to do well.
    SKY TV hit that sort of margin because of the set top box model at $99/mo... which is not the way forward.

    They need to really up the anti on NEON... 99% of my watch list is HBO - I do pay $20 a month and I am "content" with what I am getting.

    Sports has to be broken away from the current packages, people ( me included ) would pay 30-50 dollars a month for sports.

    I am picking they will continue to bleed the high margin model they have now until it hits some sort of equilibrium in the market.

    Gain a large cash base to acquire some key content to help ramp up after a pivot down a new avenue.

  3. #793
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    Yes I totally agree! The STB model is over and they will still continue to milk that cow until the last few drops are left. What I am saying is that it's not going to be a massive change for Sky with regard to how the will get the content out, they have the platforms to stream the content and all they will need to close one tap and open the other. With big pockets it's going to need some other revenue stream to make up for the lower revenue though. Neon, SkyGo, FanPass etc etc isnt going to generate that $99/mo you are referring to in my opinion and they will acquire something, they would be crazy not to.

  4. #794
    ShareTrader Legend bull....'s Avatar
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    Bad day for sky a major s/h selling down

    https://www.nzx.com/companies/SKT/announcements/304492

    bad press today

    https://www.stuff.co.nz/business/950...wing-nightmare

    and the chart technicals are terrible guess my call of under 3 is coming
    one step ahead of the herd

  5. #795
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  6. #796
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    SKY should be afraid - very afraid.

  7. #797
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    thats big news.... with their web services infrastructure they can stream content easily
    For clarity, nothing I say is advice....

  8. #798
    Advanced Member Entrep's Avatar
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    as long as there is no one else to produce the rugby here in NZ sky will be alive

  9. #799
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    Quote Originally Posted by Entrep View Post
    as long as there is no one else to produce the rugby here in NZ sky will be alive
    As long as... that's inviting disruption Entrep...

  10. #800
    Membaa
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    Quote Originally Posted by Rep View Post
    SKY should be afraid - very afraid.
    Hopefully it is a wake up call, plenty of opinions here see the end of Sky and not the future as they fail to accept reality or convincingly reinvent themselves in the digital age.

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