SKT Sky Network Television Limited.

[Ogg]

So how does all that affect NZ and Sky TV?

Dunno. It's either super negative or super positive.

Seems to have worked out well for Mediaworks tho.

Once Discovery gets ComCom approval for Mediaworks TV, and also Sky gets ComCom approval for the NEP sale. You would have to think the two would get together and discuss the future of their partnership. In it's current form it's not exactly optimal for either party as Discovery are basically getting less for their content under a reseller agreement. Sky would also have a more difficult time if another serious competitor entered the market.

Discovery have issued billions in 35 year USD debt at less than 3% interest. Sky has a market cap of only USD $175m. Discovery have been on a buying spree for years. It doesn't take a genius to join the dots. Does Discovery want to acquire 1m paying TV customers in NZ or try and get them all organically?

I really don't know anymore. I'm in big on this - 1,437,304 shares. If Sky sinks, I'm going down with the ship. Happy to watch it all implode if Discovery does try and take on Sky directly. Good luck to them. Just one word of advice to them, NZ are fickle consumers, they don't like change. Try and convince a 55 year old to switch out their SKY TV box for a newly American owned one - easier to push sh*t up hill.

[RTM]

"I really don't know anymore. I'm in big on this - 1,437,304 shares. "

Thats a good sized bet Ogg, best of luck.
I really hope this is just a small %...say 5...of your portfolio.

I have a smaller bet. Hoping it will return enough to replace my iPhone which I dropped on the tar seal while cycling. Very sad.

[airedale]

Dunno. It's either super negative or super positive.

Seems to have worked out well for Mediaworks tho.

Once Discovery gets ComCom approval for Mediaworks TV, and also Sky gets ComCom approval for the NEP sale. You would have to think the two would get together and discuss the future of their partnership. In it's current form it's not exactly optimal for either party as Discovery are basically getting less for their content under a reseller agreement. Sky would also have a more difficult time if another serious competitor entered the market.

Discovery have issued billions in 35 year USD debt at less than 3% interest. Sky has a market cap of only USD $175m. Discovery have been on a buying spree for years. It doesn't take a genius to join the dots. Does Discovery want to acquire 1m paying TV customers in NZ or try and get them all organically?

I really don't know anymore. I'm in big on this - 1,437,304 shares. If Sky sinks, I'm going down with the ship. Happy to watch it all implode if Discovery does try and take on Sky directly. Good luck to them. Just one word of advice to them, NZ are fickle consumers, they don't like change. Try and convince a 55 year old to switch out their SKY TV box for a newly American owned one - easier to push sh*t up hill.

Thanks Ogg, you are in for about 1 million shares more than me and I am just about breaking even on them. So I am sticking around for developments. The big instos who got in at 12 cents will be looking for much more upside.

[nevchev]

Worth a question or two on tuesday i would think

[mistaTea]

I got an email from Vodafone today...

Promoting the Bledisloe Cup match on Sunday and advertising the new offer they have whereby you can subscribe to all Sky Sports channels for $39.99/month (no requirement to take Sky Starter anymore if you just want sport...). I think it is a time-limited deal (which they just extended).

So it seems that Vodafone are still happy with the current arrangement and are doing their part to raise subs.

Vodafone TV is designed around the linear Sky TV model. If they wanted to end their relationship (as has been speculated by some contributors) due to Sky competing in the Broadband space it would be the end of VTV. Certainly as we know it.

Without Sky TV, all it would do is broadcast Freeview channels and host some apps. It would no longer have a point of difference compared to other boxes on the market.

To me it seems that IFT don’t want to buy Sky but nor do they want to end their existing commercial arrangement.

Good news for Sky as VTV can help us grow (or at least stabilise) our ‘satellite’ subs while we grow our streaming audience.

[Ogg]

So...Who's organising the mob on Tuesday to protest the 70% decline over the last year?...

[Ogg]

Discovery Plus ‘to launch in early 2021’

https://www.tvbeurope.com/media-deli...-in-early-2021

"The broadcaster is said to be aiming the service at viewers who would not watch its linear programming. “This is for cord cutters,” one executive told Digiday."

[airedale]

So...Who's organising the mob on Tuesday to protest the 70% decline over the last year?...

John Fellett? But more seriously, What about Derek Handley. I suppose he may get back on the board if he has the major shareholders convinced.

[Greekwatchdog]

No point playing hangman, got lo look forward. Lets hope for some positive news on subscriber numbers etc....

[Entrep]

I'm in big on this - 1,437,304 shares

You have more shares than all the directors bar one. Was browsing the annual report and it's interesting that while some of the directors have directorships at other listed companies, none could be considered growth. You have the Warehouse (dying), utilities and banks.

Just over $1M worth of shares gets you in the top 20 too.