sharetrader
  1. #11581
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    This could end up being the best performing stock this year in the local bourse

  2. #11582
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    Quote Originally Posted by Quantitative Easing View Post
    This could end up being the best performing stock this year in the local bourse
    Definitely on the NZX50 but well beaten by Rakon so far.

  3. #11583
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    $3.77 per share. Forecast EV/EBITDA of 4.0x + cash on hand. And, the insto's probably know this and will keep creeping.

  4. #11584
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    Up 5c to $2.68

  5. #11585
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    I think the sale of the property was mostly factored in so I wouldn't expect big movement before Xmas. Next jump will be in the New Year in anticipation of capital return in Feb.

  6. #11586
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    Quote Originally Posted by LoungeLizzard View Post
    I think the sale of the property was mostly factored in so I wouldn't expect big movement before Xmas. Next jump will be in the New Year in anticipation of capital return in Feb.
    Now that Sky is in rude financial health with earnings momentum building up, I am picking that we will see corporate activity (merger or takeover) in the next 6 months.

    That's how M&A works with a company like Sky.

  7. #11587
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    Quote Originally Posted by Balance View Post
    Now that Sky is in rude financial health with earnings momentum building up, I am picking that we will see corporate activity (merger or takeover) in the next 6 months.

    That's how M&A works with a company like Sky.
    If you add a gif or two, you could be the new Ogg

  8. #11588
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    Quote Originally Posted by Balance View Post
    Now that Sky is in rude financial health with earnings momentum building up, I am picking that we will see corporate activity (merger or takeover) in the next 6 months.

    That's how M&A works with a company like Sky.
    Yes a lot of merit to your thought process.

    If they are angling for M&A (which I think is right for Sky long term) then making the moves they are currently making to lift the SP is exactly the right approach. Foxtel have been doing exactly the same thing so that they can maximise their IPO valuation.

    If I was an interested party (be it PE, a telco, Foxtel etc) I would want to make a compelling offer to buy Sky before they do any form of capital distribution to shareholders.

  9. #11589
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    Quote Originally Posted by LoungeLizzard View Post
    If you add a gif or two, you could be the new Ogg
    If Balance is right, a takeover or merger just a few months after Ogg bailed would probably...break him...

  10. #11590
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    Quote Originally Posted by LoungeLizzard View Post
    If you add a gif or two, you could be the new Ogg
    Remember, emotion clouds judgement.

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