SKT Sky Network Television Limited.

[mistaTea]

For what it's worth...the Simply Wallstreet algorithm has Sky currently worth $4.25/share. You can see their DCF assumptions etc.

https://simplywall.st/stocks/nz/medi...ares#valuation

[mikelee]

Would be very tempting for me to sell at that price, unless the annual dividend yield is around 25 cents.

[mistaTea]

Would be very tempting for me to sell at that price, unless the annual dividend yield is around 25 cents.

Yeah, and their workings are based on s/o of ~175M (so a market cap of ~$740M).

We are yet to see what goodies Bowman has in terms of capital management (we find out on Feb 24). If the SP rises too much from where it is then it may get to the point that an on market buyback becomes questionable. Depends on how you look at it, and what you assess the intrinsic value of Sky to be.

But, if they did do something like that, and if they reduced s/o to 160M by way of on market buyback...then a $740M market cap becomes $4.63/share. If they reduced s/o to 150M it becomes $4.93/share.

So the capital managament aspect of their plan is going to be the most fundamental force (in the shorter term) to what the SP is able to do. Dividends will absolutely drive price higher, but by how much will depend on capital management.

[mistaTea]

Hey I just noticed that Ogg has been banned again...and it looks like all of his posts from the past have been removed.

Anyone know what he did?

[mistaTea]

Crickey! Jimdog got banned too!

[snigmac]

Maybe they deleted their accounts after selling out of Sky Tv?

[Balance]

Hey I just noticed that Ogg has been banned again...and it looks like all of his posts from the past have been removed.

Anyone know what he did?

Looks too me like he requested to be removed and deleted from ST.

For his mental health, it's a good thing if that is what he has done.

Watching and posting on a stock second by second for months on end - madness!

[mistaTea]

Looks too me like he requested to be removed and deleted from ST.

For his mental health, it's a good thing if that is what he has done.

Watching and posting on a stock second by second for months on end - madness!

I don't think that would explain him (and jimdog) being banned​ though...

[Balance]

I don't think that would explain him (and jimdog) being banned​ though...

He has been removed altogether - that’s an extremely harsh sanction which is not ST way of doing things.

Jimdog is still in the system - just banned.

I recall Moose requesting himself to be removed altogether after he objected to being banned for the umpteen time?

[mistaTea]

He has been removed altogether - that’s an extremely harsh sanction which is not ST way of doing things.

Jimdog is still in the system - just banned.

I recall Moose requesting himself to be removed altogether after he objected to being banned for the umpteen time?

Ah ok, perhaps jimdog will be able to shed more light once he returns to us...