-
21-07-2020, 09:00 PM
#3381
Member
https://www.vodafone.co.nz/tv/vodafone-tv/
It looks like Sky already integrated into VTV...
-
22-07-2020, 08:40 AM
#3382
Long Member
-
22-07-2020, 09:18 AM
#3383
Originally Posted by Well Endowed
Another OP-ED with no source. Do these reporters even know that Oaktree is no longer the parent holding company, just lol.
Maybe Discovery is buying Mediaworks but you think they would just come out and say it. Why the wait.
-
22-07-2020, 09:40 PM
#3384
Foxtel subscribers up in Australia.
https://www.smh.com.au/culture/tv-and-radio/streaming-services-and-pay-tv-the-big-winners-of-pandemic-shutdown-20200722-p55ee5.html
Seems like my previous estimate of a drop in Sky subscribers because of the Lightbox merger maybe wrong.
Given the amount of advertising Sky is doing with Neon and Sky basic, it seems likely that they will retain 1m customers.
I'm actually looking forward to next months results now. A hold in satellite subscribers would be a big win. Could be the first time in a while of a reverse in trend.
Lightbox may have been undervalued when Spark sold it to Sky. Covid 19 appears to be a big positive. NZ in a good position being able to have sports as well.
Disc: Bought more today at 14. Holding 1m shares now. Average @ 15. Will buy more if it drops further.
-
22-07-2020, 10:11 PM
#3385
Foxtel recovers from near death experience
https://www.macrobusiness.com.au/202...th-experience/
Three months ago, the prognosis facing Foxtel was dire. The company had lost almost 600,000 subscribers in the two years to February. Fast forward to today and Foxtel’s fortunes have miraculously improved.
But Foxtel is $2.5 billion in debt, just lol.
-
23-07-2020, 03:45 PM
#3386
Just a random thought about Toronto based Brookfield Asset Management. They have $US 300 billion in assets under management . Would they bother with a small deal like Sky TV?
-
23-07-2020, 03:55 PM
#3387
Originally Posted by airedale
Just a random thought about Toronto based Brookfield Asset Management. They have $US 300 billion in assets under management . Would they bother with a small deal like Sky TV?
The fund will be broken up into different sub-funds and there will be likely be a sub-fund set up to look at smaller plays.
-
23-07-2020, 04:39 PM
#3388
https://www.nzherald.co.nz/business/...ectid=12350397
Recovery for Sky TV not insurmountable - Jarden
For those interested.
-
23-07-2020, 05:44 PM
#3389
Originally Posted by RTM
Arie has been pretty pessimistic about Sky for a while now.
So from him this article is a ringing endorsement.
-
23-07-2020, 06:36 PM
#3390
When you buy more but it keeps dropping...
Tags for this Thread
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
-
Forum Rules
|
|
Bookmarks