SKT Sky Network Television Limited.

[mistaTea]

I wonder if any early news of the capital investment plan or plans to utilize capital will be provided in May. I think it would be a safe assumption that if nothing comes online for Sky to invest into, we will get a healthy capital return. So I guess... Win win either way?

Yeah I would think that this would be the case.

But I am not enthusiastic about a capital return or buyback. If they do one then all well and good, but I am more interested in Sky future proofing the business by doing a transformational deal with someone.

They focus needs to be to future proof the business. So long as Sky is solely a content aggregator the risk of being taken out by the competition is higher.

And as an example - Spark doing a deal with Warner-Discovery is not good news for Sky.

[mistaTea]

Meanwhile Sky UK looking for opportunities to go bigger in broadband...

https://www.techradar.com/uk/news/sk...ktalk-takeover

[winner69]

jeez, thread gone very quiet - only a couple posts by snigma over the last week and the rest silent

We all contented abd waiting waiting for something to happen

[snigmac]

There is no real activity atm. The current position is that: people like Sophie, Sky is on track for a turn around, there will be a capital return and/or dividend and the sale of the property has been completed. Now we are just waiting.. if all goes well (it hopefully will go well) we should be quite happy next month. There is only a small chance that things could go wrong and I don't think Sophie will let that happen in her first year or so

[winner69]

Apologies to MistaTea

Some how he ended up on Ignore ..... goodness knows how that happened ....must have clicked on wrong name when ignoring somebody else

All fixed now ....and I can catch up with whats been going on with SKY .... and a 3 buck share price

Soory mate

[mistaTea]

https://www.rnz.co.nz/news/business/...-chip-shortage

Chip shortage could be why we haven’t heard anything about the new STB…

[mistaTea]

Sky My Account only partially working as they have taken down some of the widgets (for development I presume).

Anyway, while the site is in the process of being updated, I noticed a placeholder for a Vodafone TV discount it seems.

Vodafone TV discount.jpg

They must have struck a deal with Vodafone to give a discount to ex Vodafone TV customers. Great news if this is the case as we want to retain all of them and have them switch to the new STB.

It looks like Sky have already taken over the billing for Vodafone TV customers as of 1 March 2022. Also good, as it makes it more likely to retain those customers if we form the relationship early.

Sky Billing 1 March.jpg

[winner69]

At least Sky kept the the snooker …great watching …Ronnie is the man

[mistaTea]

At least Sky kept the the snooker …great watching …Ronnie is the man

missusTea is pretty good at snooker.

The way she whacks those balls of mine around…

[mistaTea]

https://simplywall.st/stocks/nz/medi...-even-better-t

One of the things that immediately attracted me to Sky, and something I have been banging on about for years...GAAP earnings understate Earning Power/FCF significantly.