SKT Sky Network Television Limited.

[Quantitative Easing]

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.

G'day mate. They don't even need to show that. If they can show that earnings can stabilise that will make the share price go up a lot. Company making EBIDTA over 100m valued at 240m is just crazy. People are scared of the tumble earning have taken in the last four years. Current market cap suggest sky wont be here in 5-10 years, management need to prove otherwise.

[Ogg]

The board really need to reposition SKT narrative into that of a growth stock / disruptor

They've been saying that for years...

The way forward is to join with a larger telecommunication company.

[Ogg]

G'day mate. They don't even need to show that. If they can show that earnings can stabilise that will make the share price go up a lot. Company making EBIDTA over 100m valued at 240m is just crazy. People are scared of the tumble earning have taken in the last four years. Current market cap suggest sky wont be here in 5-10 years, management need to prove otherwise.

If a takeover doesn't come, the best thing they can do is buy back the stock. They can use the bank facility for working capital.

There's no point in doing dividends or over investing in risky capital projects.

[tqtq]

G'day mate. They don't even need to show that. If they can show that earnings can stabilise that will make the share price go up a lot. Company making EBIDTA over 100m valued at 240m is just crazy. People are scared of the tumble earning have taken in the last four years. Current market cap suggest sky wont be here in 5-10 years, management need to prove otherwise.

True. If they could confirm dividends again for FY22 that would help too. My mind boggles at SKT's current market cap but the sentiment for the stock is just not there ATM.

[tqtq]

If a takeover doesn't come, the best thing they can do is buy back the stock. They can use the bank facility for working capital.

There's no point in doing dividends or over investing in risky capital projects.

Ha, i just mentioned dividends. Might not be any point but it'd move the SP up. But so would a buyback. Though I think they'd need the capital for their transformation into a telco.

[mistaTea]

The whole next-gen box thing...

Before they were going to become a telco I didn't see the point given they have the partnership with Vodafone - VTV offers most of what they are saying (apart from 4K Sky content - but that is not a limitation to the latest generation of VTV given they stream NETFLIX in 4K).

Now that they are becoming a telco (at long last!) perhaps there is a place. They could give the $199 box away for 'free' to customers who take a 12 month Broadband plan with a Sky bundle). Customer owns the box, and can be marketed to consume more Sky content over time - be it additional bundles, PPV movies or sport events.

Why continue d1cking around with all these surveys if they are just adopting Vodafone TV because a merger deal is in the works? That makes no sense to me.

[tqtq]

They've been saying that for years...

The way forward is to join with a larger telecommunication company.

I wasn't aware of that. I've only been following SKT post covid.

[Quantitative Easing]

If a takeover doesn't come, the best thing they can do is buy back the stock. They can use the bank facility for working capital.

There's no point in doing dividends or over investing in risky capital projects.

Agreed. Imagine a 50m buyback at the current levels. That would buy back more than 20% of the outstanding shares. Do this for couple of years and the gains would be far better than the dividend payment.

[tqtq]

The whole next-gen box thing...

Before they were going to become a telco I didn't see the point given they have the partnership with Vodafone - VTV offers most of what they are saying (apart from 4K Sky content - but that is not a limitation to the latest generation of VTV given they stream NETFLIX in 4K).

Now that they are becoming a telco (at long last!) perhaps there is a place. They could give the $199 box away for 'free' to customers who take a 12 month Broadband plan with a Sky bundle). Customer owns the box, and can be marketed to consume more Sky content over time - be it additional bundles, PPV movies or sport events.

Why continue d1cking around with all these surveys if they are just adopting Vodafone TV because a merger deal is in the works? That makes no sense to me.

You've probably just hit on their exact strategy for the next-gen box when they finally launch broadband. Though I think in the interim they'd be charging existing customers, especially those with the older boxes.

[Quantitative Easing]

Sometimes i wish Martin Stewart was an ex hedge fund manager. He would've done the right things for the share price to go up...rather than naming stadiums and starting sky sport 'next'.