SKT Sky Network Television Limited.

[mistaTea]

So it looks like we won't know until Feb next year about buybacks/capital return...

[mistaTea]

Foxtel comments where interesting. Seems like they now see more value in aligning with them. Confirms that maybe a partnership or merger could be on the cards some time later.

Property comments also confirm that it's a major deal. Colliers still haven't advertise Studio One. Seems like major negotiations happening.

"Capital" return now slated for Feb next year.

It seems like the 'rainbow' is just around the corner for this company and then it always drifts further away. Shareholders have been tested to the max.

Is it worth the wait? Probably, but my God, a takeover would just speed things up and unlock all the value instantly. Without one it's a harrowing and uncertain wait for an above average return for above average risk. It's stuck in a never ending end game.

At least the casino is fun.

Are you going to stick around or sell down as you mentioned you might earlier?

[sb9]

Ask them what the muppets at Jarden have been doing for the last few months. I suspect they've been working at home and spending all my hard earn doing jack sh*t all day!

Haha, most Aucklanders are in the same boat

[jimdog31]

the foxtel inserts were 100% deliberate. Surely Jarden is working away furiously. Surely.

Notice how theres no longer any confirmation that they are working on options?

Someone ask!

[cyclist]

the foxtel inserts were 100% deliberate.

Of the all the wild speculation on this thread, a sky NZ and Foxtel tie-in of some sort makes the greatest sense in my mind.

Nothing to light a fire today (no surprise there), but pretty happy overall.

[mistaTea]

the foxtel inserts were 100% deliberate. Surely Jarden is working away furiously. Surely.

No I don't think so mate.

Foxtel need to IPO first...Murdoch and co need to get paid. The business carries a lot of debt, and they have things they will want to sort out first.

https://www.smh.com.au/business/comp...21-p591w1.html

But once they float (assuming it happens) then I reckon a Foxtel-Sky merger becomes a realistic proposal. And the deal can be done by just offering Sky shareholders X Foxtel shares based on an agreed conversion rate.

[jimdog31]

No I don't think so mate.

Foxtel need to IPO first...Murdoch and co need to get paid. The business carries a lot of debt, and they have things they will want to sort out first.

https://www.smh.com.au/business/comp...21-p591w1.html

But once they float (assuming it happens) then I reckon a Foxtel-Sky merger becomes a realistic proposal. And the deal can be done by just offering Sky shareholders X Foxtel shares based on an agreed conversion rate.

sorry I should be more clear with my sarcasm


Agreed a foxtel merger has the most synergy of all our outlandish M + A theories.

God this company is more of a tease than Mrs Tea!

[mistaTea]

s

God this company is more of a tease than Mrs Tea!

Hey! That's missusTea​ thank-you-very-much.

[jimdog31]

Hey! That's missusTea​ thank-you-very-much.

Bahahahaha

[mistaTea]

Bahahahaha

We prefer to speak Te Reo as much as we can in the Tea Household, you see.