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02-07-2020, 07:10 PM
#3241
Originally Posted by Baa_Baa
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.
Relax mate. I was taking the piss.
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02-07-2020, 09:05 PM
#3242
Originally Posted by mistaTea
Relax mate. I was taking the piss.
New satellite technology. I can see why Infratil are so keen to takeover SKT
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02-07-2020, 09:26 PM
#3243
As a general statement o everyone, I wouldn't get too hung up on delivery methodology. Streaming services are routinely delivered to locations via satellite. Some companies, such as SpaceX, plan to delivery even more.
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03-07-2020, 09:47 AM
#3244
https://www.nzherald.co.nz/business/...ectid=12345145
Fantastic news. We are already taking ~$6M of interest costs out by paying the bonds back. This will generate further savings and flexibility.
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03-07-2020, 02:24 PM
#3245
Today's troll post...
When you hire the guy who worked on the Virgin Media / O2 merger to lead your new strategy as a digitally focused business.
https://www.nbr.co.nz/story/vodafone-fills-new-chief-strategic-officer-role
Take ov...** cough **, o excuse me, I think I have a tickle in my throat.
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03-07-2020, 05:28 PM
#3246
Originally Posted by Ogg
Yes indeed!
And I see he likes to participate in triathalons! Ergo her likes to merge multiple sports under a single race.
Ergo he is into mergers! Ergo Sky will be purchased imminently!
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03-07-2020, 09:31 PM
#3247
BACK TO THE FUTURE!
If my calculations are correct. When Infratil gets ComCom clearance, you're gonna see some serious ****
BACK in 2015, the regulators declined O2 when it tried to merge with a rival carrier, but 5 years later, the regulatory environment has changed significantly and approval now looks all but a done deal.
https://techcrunch.com/2020/05/07/li...k-in-39b-deal/
Virgin Media owns a large part of the pay television market in the UK and it plans to merge with O2 to create a media power house to rival competitors.
"The deal underscores the bigger consolidation trend that has been playing out for years, where smaller and more narrowly focused businesses are coming together with those that offer either complementary services to offer better bundles, or overlapping ones for more economies of scale."
"We are seeing a different tack at the moment from regulators, who have pointedly said that not only are they aiming to approve and clear faster a backlog of deals, but to give them a more open-minded treatment given the current state of the market, to keep the economy turning."
Cliff notes:
-media market has changed
-less regulation from watchdogs because of covid-19
-customers get better deals
-economies of scale improve profitability
What happened almost 5 years ago?... That's right, the Vodafone and Sky merger
Conclusion: ComCom clearance a done deal for Vodafone parent company Infratil to acquire 100% of the shares in Sky Network Television!
The hiring of Richard Mooney as Chief Strategy Officer is just another sign that a merger is in the works: https://news.vodafone.co.nz/richardmooney
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04-07-2020, 07:44 AM
#3248
Originally Posted by Ogg
BACK TO THE FUTURE!
If my calculations are correct. When Infratil gets ComCom clearance, you're gonna see some serious ****
BACK in 2015, the regulators declined O2 when it tried to merge with a rival carrier, but 5 years later, the regulatory environment has changed significantly and approval now looks all but a done deal.
https://techcrunch.com/2020/05/07/li...k-in-39b-deal/
Virgin Media owns a large part of the pay television market in the UK and it plans to merge with O2 to create a media power house to rival competitors.
"The deal underscores the bigger consolidation trend that has been playing out for years, where smaller and more narrowly focused businesses are coming together with those that offer either complementary services to offer better bundles, or overlapping ones for more economies of scale."
"We are seeing a different tack at the moment from regulators, who have pointedly said that not only are they aiming to approve and clear faster a backlog of deals, but to give them a more open-minded treatment given the current state of the market, to keep the economy turning."
Cliff notes:
-media market has changed
-less regulation from watchdogs because of covid-19
-customers get better deals
-economies of scale improve profitability
What happened almost 5 years ago?... That's right, the Vodafone and Sky merger
Conclusion: ComCom clearance a done deal for Vodafone parent company Infratil to acquire 100% of the shares in Sky Network Television!
The hiring of Richard Mooney as Chief Strategy Officer is just another sign that a merger is in the works: https://news.vodafone.co.nz/richardmooney
You think IFT are currently getting some kind of pre-approval from the Comcom before they launch a takeover bid?
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04-07-2020, 09:13 AM
#3249
Originally Posted by mistaTea
Relax mate. I was taking the piss.
You might have been taking the piss but deep down aren’t you really hoping all these takeover dreams really happen ...soon
Only way you ever going to get most of your ‘investment’ back
”When investors are euphoric, they are incapable of recognising euphoria itself “
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04-07-2020, 10:43 AM
#3250
Originally Posted by winner69
You might have been taking the piss but deep down aren’t you really hoping all these takeover dreams really happen ...soon
Only way you ever going to get most of your ‘investment’ back
Nope. Far from it.
My hope is that no takeover eventuates because any offer will be far below my estimate of long term intrinsic value.
I do, however, recognise that given the current low SP the chance of a takeover is high. I also think there is a lot of merit in IFT doing the takeover. I have outlined my reasoning extensively in previous posts as to why I think that.
Ultimately, I make no firm predictions on whether a takeover will happen or not - and who all of the interested parties might be.
But if it turns out IFT use their raised capital for some other acquisition - I will be surprised. Pleasantly surprised in this case - but still surprised.
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