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21-08-2020, 11:05 AM
#4141
If Vodafone don't make a takeover offer for Sky on the 10th, I'm gonna dump all my stock on the 11th and short IFT on the ASX.
Absolute no brainer that a takeover is coming.
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21-08-2020, 11:07 AM
#4142
Member
Originally Posted by Ogg
It's not a bad looking device, a bit like the others, incl Apple TV. It'd be easy to say yes to if you didn't already have one.
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21-08-2020, 11:11 AM
#4143
So let's get this straight...
Sky is going into broadband, mobile, and moving into android like Vodafone TV.
Infratil and Brookfield just sitting back and letting this all happen.
We reaching Will and Jada Smith cuckold levels here...
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21-08-2020, 11:14 AM
#4144
Member
Originally Posted by Ogg
Here's the key moment from Infratil AGM yesterday:
See this link: https://edge.media-server.com/mmc/p/uckjzp66
Time stamp @ 50:30
This is a summary:
Q: Is the transformation of Vodafone currently under taking following most NZ telecoms by becoming mainly a low cost carrier vs a value add provider? Is Vodafone being innovative or are they pivoting in the wrong direction?
A: At the core, both Vodafone and Spark are pursuing the same strategy, that is becoming a nationwide provider and servicing all customers both large and small. In terms of value add, such as content media and sport, “I think we are attacking in different directions” and “reasonable people can differ about the merits of that strategy”.
My take on this is that the question was really saying, "Is Vodafone following the path of 2degrees (and being a non innovate low cost provider) or is Vodafone following the path of Spark (and being an innovative value add provider)". Marko doesn't answer the question directly but does say at the "core" Vodafone is following Spark, but in terms of "value add", that they are only "attacking" and that people may have different opinions on the merit of that strategy. It appears that the answer was never really addressed in full, only that Vodafone is following Spark.
He also scratched his face after answering that question leading me to believe there may be more that he is yet to reveal.
https://www.inc.com/rhett-power/5-si...ng-to-you.html
Last edited by tqtq; 21-08-2020 at 11:42 AM.
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21-08-2020, 11:46 AM
#4145
Member
Originally Posted by winner69
You'd talk like that if you got over $100,000 a year ($117,000 in F19)
Highly respected is Derek
Hilarious!
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21-08-2020, 12:08 PM
#4146
Member
Originally Posted by Ogg
If Vodafone don't make a takeover offer for Sky on the 10th, I'm gonna dump all my stock on the 11th and short IFT on the ASX.
Absolute no brainer that a takeover is coming.
What's that? I should sell all my SKT on the 9th? Aye aye captain!
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21-08-2020, 12:16 PM
#4147
Member
Pretty quiet on the ASX today for SKT. No trading so far.
Last edited by tqtq; 21-08-2020 at 12:21 PM.
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21-08-2020, 12:22 PM
#4148
Originally Posted by tqtq
Pretty quiet on the ASX today. No trading so far.
Pretty quiet on NZX as well
What happens to unloved unwanted pariahs of the market
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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21-08-2020, 12:26 PM
#4149
Originally Posted by Akane
What's that? I should sell all my SKT on the 9th? Aye aye captain!
I'm gonna do a big speech here on the eve of the 9th...
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21-08-2020, 12:42 PM
#4150
Member
Originally Posted by winner69
Pretty quiet on NZX as well
What happens to unloved unwanted pariahs of the market
It's a holding pattern. Guidance didn't spark any new interest. The board really need to reposition SKT narrative into that of a growth stock / disruptor (which it is capable of being) at the AGM. They need to shake the market out of its malaise if they want to move the SP.
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