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11-09-2020, 09:51 AM
#5041
Member
Originally Posted by Ogg
They also only have 3 ratings: Outperform, Neutral, and Unperformed.
Summary:
Whilst we expect disruptive pressures on SKT's earnings will not abate any time soon, at the current share price investors are effectively only paying option value for the potential SKT is successful in repositioning itself as NZ's aggregator of sporting and entertainment content in a streaming world. We view the investment risks as balanced; NEUTRAL.
Thats the part i like Ogg.Will be accumulating as we go
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11-09-2020, 09:52 AM
#5042
Originally Posted by tqtq
They must be buying Sky
Haha....that's what I figured.
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11-09-2020, 09:55 AM
#5043
Member
Originally Posted by jonu
Haha....that's what I figured.
SP should bounce higher today. I'm pretty sure those who have held their nerve will be rewarded.
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11-09-2020, 10:00 AM
#5044
Junior Member
large broker
FY20 was a bad year for SKT, with EBITDA down more than 30%. Increased costs, rather than Covid, was a key driver of that, alongside ongoing revenue pressure. FY21 earnings guidance was encouraging on revenue but disappointing on costs. With SKT making the necessary move to a stronger streaming proposition we worry about cannibalisation adding to the nearer-term pressures on revenues. Greater clarity on opex is required, should revenue continue to decline. Uncertainty will remain until SKT stabilise revenue and right-size costs – a challenging transition given competition and SKT’s dual-platforms. Retain Neutral. Target price $0.17 (from $0.16), driven by small upgrade to operating forecasts. Key risks are Covid, competition and execution ability.
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11-09-2020, 10:02 AM
#5045
Member
Would sky be in a position to outbid Spark for Sanzar rights in 2026 given declining revenues? Surely there comes a point where the ROI doesn't add up.
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11-09-2020, 10:02 AM
#5046
Originally Posted by winner69
Shouldn’t use MS ....better say heard Martin ...more friendly.
Just for you have altered it :-)
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11-09-2020, 10:06 AM
#5047
Member
ASB recommendation update: BUY: 30C valuation
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11-09-2020, 10:06 AM
#5048
Member
Anyone got Fat Prophets recommendation? They seem to be the most bullish.
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11-09-2020, 10:08 AM
#5049
Member
Here come the sharesies orders
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11-09-2020, 10:08 AM
#5050
Member
Lots of buyers this morning...
Last |
Change |
Buy |
Sell |
Open |
High |
Low |
VWAP |
Volume |
Turnover |
|
$0.151 |
0.3* 2% |
$0.151 |
$0.152 |
$0.150 |
$0.151 |
$0.150 |
$0.150 |
1,014,579 |
$152,289 |
|
Buyers |
Buy Quantity |
Prices |
1 |
47,590 |
$0.151 |
87 |
613,625 |
$0.150 |
10 |
139,444 |
$0.149 |
10 |
59,561 |
$0.148 |
5 |
83,247 |
$0.147 |
7 |
67,052 |
$0.146 |
10 |
258,068 |
$0.145 |
2 |
700,000 |
$0.144 |
4 |
211,698 |
$0.143 |
2 |
205,256 |
$0.142 |
138 |
2,385,541 |
|
Prices |
Sell Quantity |
Sellers |
$0.152 |
19,693 |
4 |
$0.153 |
301,000 |
2 |
$0.154 |
54,586 |
3 |
$0.155 |
372,562 |
6 |
$0.156 |
134,914 |
3 |
$0.157 |
48,000 |
1 |
$0.158 |
130,864 |
3 |
$0.159 |
334,356 |
3 |
$0.160 |
252,656 |
12 |
$0.161 |
207,219 |
3 |
|
1,855,850 |
40 |
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