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  1. #3381
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    https://www.vodafone.co.nz/tv/vodafone-tv/

    It looks like Sky already integrated into VTV...

  2. #3382
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    https://www.stuff.co.nz/entertainmen...an-for-viewers


    hopefully start to see some further consolidation

  3. #3383
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    Quote Originally Posted by Well Endowed View Post
    https://www.stuff.co.nz/entertainmen...an-for-viewers


    hopefully start to see some further consolidation
    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.

  4. #3384
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    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.

  5. #3385
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    Default 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.

  6. #3386
    Advanced Member airedale's Avatar
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    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?

  7. #3387
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    Quote Originally Posted by airedale View Post
    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.

  8. #3388
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    https://www.nzherald.co.nz/business/...ectid=12350397

    Recovery for Sky TV not insurmountable - Jarden

    For those interested.

  9. #3389
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    Quote Originally Posted by RTM View Post
    https://www.nzherald.co.nz/business/...ectid=12350397

    Recovery for Sky TV not insurmountable - Jarden

    For those interested.
    Arie has been pretty pessimistic about Sky for a while now.

    So from him this article is a ringing endorsement.

  10. #3390
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    When you buy more but it keeps dropping...


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