SKT Sky Network Television Limited.

[Ogg]

Last time I had a beer with Blair he said a dude had tried to explain something on his whiteboard -- saved it he did -- showed me this and asked if I understood it

[mistaTea]

Last time I had a beer with Blair he said a dude had tried to explain something on his whiteboard -- saved it he did -- showed me this and asked if I understood it

He told me that my diagram changed his life...he would never look at business in the same light...and that he wished he saved his money on all that expensive tertiary education when he could have just come to me...

[Balance]

Apple was unloved for a long time. Look at it now. There are so many other examples of companies / stocks that have turned around. So not sure your thesis is correct.

W69 is just testing your resolve and view.

As he often does and it's appreciated, but maybe rather un-nerving for some posters!

[tqtq]

W69 is just testing your resolve and view.

As he often does and it's appreciated, but maybe rather un-nerving for some posters!

Thanks, all good. It's great to hear from people that take the opposing view.

I just thought of another turnaround example in the NZ market, which is Chorus. I

think, and I don't know Chorus' history in detail, but I'm pretty sure they were unloved for a few years.

[Ogg]

Thanks, all good. It's great to hear from people that take the opposing view.

I just thought of another turnaround example in the NZ market, which is Chorus. I

think, and I don't know Chorus' history in detail, but I'm pretty sure they were unloved for a few years.

Chorus was once unloved, until Black-Crane came along...

https://comcom.govt.nz/__data/assets...-July-2019.pdf

"We are long term Chorus investors, having initially invested in 2014." (pg 2)

Black-Crane recently invested 5% of Sky at 18c average.

Proven track record of picking successful turnarounds in the telecommunication sector.

Can they repeat? Or will they be happy to sell into a takeover?

[Quantitative Easing]

He told me that my diagram changed his life...he would never look at business in the same light...and that he wished he saved his money on all that expensive tertiary education when he could have just come to me...

What exactly did you say cuz?

[winner69]

Thanks, all good. It's great to hear from people that take the opposing view.

I just thought of another turnaround example in the NZ market, which is Chorus. I

think, and I don't know Chorus' history in detail, but I'm pretty sure they were unloved for a few years.

CNU has been in an uptrend for as long as SKT has been in a downtrend.

CNU been pretty good lately


I think MrT's mate worked on Chorus when he was with Telecom ...

[Ogg]

CNU has been in an uptrend for as long as SKT has been in a downtrend.

CNU been pretty good lately


I think MrT's mate worked on Chorus when he was with Telecom ...

I remember reading this article back in 2013.

Chorus at "the maximum point of uncertainty"

https://www.interest.co.nz/business/...-warminger-who

O, how the times have changed.

Sky's maximum point of uncertainty was 21st May 2020.

[Getty]

He told me that my diagram changed his life...he would never look at business in the same light...and that he wished he saved his money on all that expensive tertiary education when he could have just come to me...

So there is truth in the saying;

'A picture is worth a 1000 words"

[mistaTea]

What exactly did you say cuz?

Just a discussion on viewing the value of a business by the three main levers a CEO can control - cost, price and value.