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  1. #3221
    Senior Member airedale's Avatar
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    Given the amount invested by Institutions at 12 cents.....it would be madness not to pile in at 12 cents....if it gets there.
    Quote Originally Posted by Waltzingironmansinlgescul View Post
    "The Repair Shop is a cool program on one of the SKY channels"

    can you see this being a winner and driving ratings?

    sorry really bad pun winner69...should we go in big at .12?

  2. #3222
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    Quote Originally Posted by RTM View Post
    Doesn't seem to be enough time in a day to watch/justify multiple services.
    Yeah if all of sky’s partners decided to ‘go it alone’ I don’t see people signing up to 5-7 separate services.

    People might dip in and out of a few, but this is why I just don’t think the economics stack up.

    Which is why I am not worried about sky getting to the point that they do not have a good range of premium content. Some partners may have a crack at OTT SVOD in NZ - but I don’t think it will be the majority of the partners and I also think they will trend back to aggregation.

  3. #3223
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    ...and of course, news about ViacomCBS (who own ten network in Oz...) does highlight that it is not absurd for infratil to take this opportunity to buy Sky...before someone else does.

    Sky TV going into broadband will be bad enough for Vodafone.

    A Sky TV owned by a massive outfit like ViacomCBS would be a terrible outcome for Vodafone. No way would they want a deep pocketed player like that waltzing in with a ready made customer base north of 1M to market to.

    A local player buying Sky TV could be a defensive move.

    It may not happen, and it’s fun to joke about it - but let’s not write the idea off just yet.

    There is a huge amount of merit for an Infratil takeover.
    Last edited by mistaTea; 30-06-2020 at 05:25 PM.

  4. #3224
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    Quote Originally Posted by mistaTea View Post
    Although it did get me thinking... the move to take Showtime away from Nine...and given they own Ten Network in Aussie...

    If you look at things in juuuuust the right way... it could be a signal that...

    VIACOM ARE ABOUT TO OUTBID INFRATIL FOR SKY TV NZ!!!!
    Good...should push up Infratil’s share price.

  5. #3225
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    Quote Originally Posted by Waltzingironmansinlgescul View Post
    "The Repair Shop is a cool program on one of the SKY channels"

    can you see this being a winner and driving ratings?

    sorry really bad pun winner69...should we go in big at .12?
    Why pay a Sky subscription for a show that is broadcast free on TVOne?

  6. #3226
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    airedale , now thats a lovely looking dog.. DISC: dont own... the dog i mean... nor the stock... is the stock a Dog? sorry really terrible pun...
    Last edited by Waltzingironmansinlgescul; 30-06-2020 at 05:49 PM.

  7. #3227
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    Quote Originally Posted by RTM View Post
    Good...should push up Infratil’s share price.

  8. #3228
    Senior Member airedale's Avatar
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    Quote Originally Posted by Waltzingironmansinlgescul View Post
    airedale , now thats a lovely looking dog.. DISC: dont own... the dog i mean... nor the stock... is the stock a Dog? sorry really terrible pun...
    Puns are always welcome, they keep me good humoured while I wait for the story to play out.😊

  9. #3229
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    Quote Originally Posted by Entrep View Post
    This thread needs a sarcasm or trolling checkbox. Please tell me your kidding.
    How's this for trolling...

    Vodafone NZ has yet to trade mark the phrase "Vodafone TV", which is odd given that it's an active product in the market place. Look at how many trade marks they have, just type "Vodafone" here: https://www.iponz.govt.nz/about-ip/trade-marks/search/

    Meanwhile, the "Sky Mobile" trade mark has just been updated in the registry by Sky TV. Looks like the IP work has already started on this.

    Is Infratil just going to let Sky cuckold them?

  10. #3230
    CEO Butch Analytics Ltd winner69's Avatar
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    There was a cool program about Banksy on the Arts Channel the other night

    I was outbid at last nights auction for some of his works

    Maybe a Banksy is a far better investment than having a punt on SKT shares appreciating.
    “Just consider that maybe the probability of you being wrong is higher than you think.”

  11. #3231
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    Quote Originally Posted by mistaTea View Post
    ...and of course, news about ViacomCBS (who own ten network in Oz...) does highlight that it is not absurd for infratil to take this opportunity to buy Sky...before someone else does.
    Some guy on the internet wrote that ViacomCBS is trying to flog off it's real estate. This suggests a balance sheet under stress.

    Of course they may have friends in the Federal Reserve who shower them with freshly printed money.

    In normal times one would assume handing out free money to take over a business on the far side of the world be against US public policy objectives. But these are not normal tines.

    Boop boop de do
    Marilyn
    Last edited by Marilyn Munroe; 01-07-2020 at 01:27 PM. Reason: grammar
    Diamonds are a girls best friend.

  12. #3232
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    More trolling for today....

    Let's not forget that the CEO of Infatil, Marko Bogoievski was previously on the Sky TV board.

    https://www.nzherald.co.nz/business/...bjectid=173974

    And that he was involved in the take over of Sky TV back in 2003, as CFO of Spark.

    https://app.companiesoffice.govt.nz/...AE5A66CC0D2864

    It's a Total Recall folks!

    I heard Infratil is looking at taking over Johnny cabs as well.

    Last edited by Ogg; 01-07-2020 at 01:36 PM.

  13. #3233
    CEO Butch Analytics Ltd winner69's Avatar
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    Martin will be pissed off big time when Theresa takes over as CEO of the big new company

    Total Recall
    “Just consider that maybe the probability of you being wrong is higher than you think.”

  14. #3234
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    Quote Originally Posted by winner69 View Post
    There was a cool program about Banksy on the Arts Channel the other night

    I was outbid at last nights auction for some of his works

    Maybe a Banksy is a far better investment than having a punt on SKT shares appreciating.
    I watched the auction on their live Facebook stream. Was great to watch but probably quite stressful as a bidder. Shame you missed out Winner. Love his works

  15. #3235
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    Quote Originally Posted by RupertBear View Post
    I watched the auction on their live Facebook stream. Was great to watch but probably quite stressful as a bidder. Shame you missed out Winner. Love his works
    Thirty grand for Golf Sale was my limit

    Art auctions bit like shares ....if you really want them you need to pay heaps more for something than you think is a fair price.
    “Just consider that maybe the probability of you being wrong is higher than you think.”

  16. #3236
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    New IFT shares start trading today.

    I can see it all unfolding now. Dirty Money Goldman have facilitated a bidding punch up between IFT, Viacom and NBCUniversal.

    The biggest issue the Sky Board have right now is that there are just too many serious offers coming through the door and there just aren’t enough hours in the day to fully analyse them all!

  17. #3237
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    Quote Originally Posted by mistaTea View Post
    New IFT shares start trading today.

    I can see it all unfolding now. Dirty Money Goldman have facilitated a bidding punch up between IFT, Viacom and NBCUniversal.

    The biggest issue the Sky Board have right now is that there are just too many serious offers coming through the door and there just aren’t enough hours in the day to fully analyse them all!
    Classic. Its kind of ironic that Sky is an entertainment company...the thread as well.
    My order still not filled.

  18. #3238
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    Hi folks, could someone explain what the implications of this announcement is likely to be?

    http://nzx-prod-s7fsd7f98s.s3-websit...637/325680.pdf

  19. #3239
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    Quote Originally Posted by Mr Woods View Post
    Hi folks, could someone explain what the implications of this announcement is likely to be?

    http://nzx-prod-s7fsd7f98s.s3-websit...637/325680.pdf
    Isn’t it obvious?

    It means ViacomCBS, NBCUniversal and Infratil are all jockeying for position to take over the company.

    Martin and the board are being taken out to very expensive dinners as we speak.

    What other possible conclusion could one draw?

  20. #3240
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    Quote Originally Posted by mistaTea View Post
    What other possible conclusion could one draw?
    This large shareholder has been diluted into insignificance and forced to massively increase their holdings just to maintain their relative share of the company. The positive seems to be they wish to maintain their share, not increase it, not be diluted to oblivion. To extrapolate that to a buyout is fanciful, perpetuating the fancy of a buyout that has pervaded this thread for weeks now.

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