SKT Sky Network Television Limited.

[Mel]

Does anybody else feel like they actually could be onto something with broadband/neon/sky bundle deals? I really liked his comment about how the marketing costs to acquire customers are going to be lower due to the existing customer base?

Yes, I firmly believe that such bundles will improve ARPU, reduce churn, improve acquisition opportunities - and you are correct, their customer base of ~1m custs is a huge leverage point and one which other broadband providers could only yearn for (recognising that the market of broadband providers is hugely congested and contested).

[Ogg]

When you're up $40,000 at breakfast but it's all gone by tea time

[Longhaul]

Who is soaking all this selling?

[tqtq]

Yes, I firmly believe that such bundles will improve ARPU, reduce churn, improve acquisition opportunities - and you are correct, their customer base of ~1m custs is a huge leverage point and one which other broadband providers could only yearn for (recognising that the market of broadband providers is hugely congested and contested).

Totally, and they've got a super strong marketing platform to get people interested and an existing sales team to close the deal

[jonu]

When you're up $40,000 at breakfast but it's all gone by tea time

When you have been buying sub 15 and think it is oversold

[tqtq]

Who is soaking all this selling?

Macquarie, UBS, Credit Suisse

[mistaTea]

Who is soaking all this selling?

Ogg. Definitely Ogg.

[Ogg]

Who is soaking all this selling?

Discovery Inc.

[tqtq]

Discovery Inc.

My money's on Chorus now for any takeover action.

[bull....]

My money's on Chorus now for any takeover action.

more likely than ift i reckon