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.
Originally Posted by mistaTea
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.
Yes. And Sky is always going to be in the mix with it’s Rugby and it’s range of other sports.
Is Neon and the Satellite business only worth $187m according to today's market price?
I think just having the All Blacks on Sky is probably worth more than 187m. That is our biggest strength. We can't loose the All Blacks. Neon might start loosing content and Satellite business is diminishing.
Our biggest immediate enemy is Spark. We need to get rid of Spark from being interested in sport, perhaps in the house of cards style if required. Let's see how the cricket season goes.
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