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19-11-2020, 12:38 PM
#6341
Originally Posted by mistaTea
A merger would be unfair to Sky shareholders. Vocus shares will list at a premium no doubt, and Sky would be trying to merge with shares that are way undervalued imo.
I don’t see the value when we are in advanced stages of releasing our own broadband offer and have ~1M customers to market to right away. That is more likely to create highest long term value to Sky shareholders than trying to do mergers or acquisitions using our piddly equity as currency.
But this latest conspiracy theory is sure to keep the forum humming along quite nicely! It got awfully quiet there for a second!
lol.
This latest conspiracy theory isn't exactly the best outcome for long sufferings shareholders with high averages. Executives, Bankers, Insiders, Brokers, Lawyers, Accountants, will do well out of this though.
This merger makes sense. Sky (and Vocus) have to do this to survive.
It will add some value to Sky, maybe 20c-25c. Unless Discovery or ComCast comes in and makes a bid.
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19-11-2020, 12:44 PM
#6342
Member
Our god has spoken. OGG + Vocus + Merger conspiracy = time to buy more shares.
On a serious note I also am keen to see Sky's long term plan play out, but either way the future is looking bright here.
Pleased that the current SP seems to be holding for the most part, which surprised me tbh, not that I don't see value just that with how the last few months has been going with this stock and all.
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19-11-2020, 12:53 PM
#6343
Originally Posted by Ogg
lol.
This latest conspiracy theory isn't exactly the best outcome for long sufferings shareholders with high averages.
The latest bs story would be unfair to all shareholders. Even if you purchased shares @12c, and the business was actually 'worth' 25c-30c...using equity valued at 17c to merge with Vocus (that will be trading at a much more generous PE) makes no sense to an investor. Some traders looking for a quick exit would be happy to use undervalued currency for a quick buck - but an investor will want the best long term outcome that generates the best value.
Nobody was willing to purchase Vocus before because the asking price was ridiculous. One of the telco CEO's (was it Moutter?) even said that anyone buying Vocus for anywhere near the asking price (~$500M) would have to have 'rocks in their head'.
Sky management would have to have rocks in their head to even think about doing a transaction like this.
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19-11-2020, 12:54 PM
#6344
Originally Posted by DownTownJr
Our god has spoken. OGG + Vocus + Merger conspiracy = time to buy more shares.
On a serious note I also am keen to see Sky's long term plan play out, but either way the future is looking bright here.
Pleased that the current SP seems to be holding for the most part, which surprised me tbh, not that I don't see value just that with how the last few months has been going with this stock and all.
Shareholders who buy/accumulate and wait over the next 12-18 months for a mega merger to playout could be handsomely rewarded.
I dunno if I can wait that long though as I want to get rich quick...
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19-11-2020, 12:57 PM
#6345
Originally Posted by mistaTea
Nobody was willing to purchase Vocus before because the asking price was ridiculous. One of the telco CEO's (was it Moutter?) even said that anyone buying Vocus for anywhere near the asking price (~$500M) would have to have 'rocks in their head'.
Sky management would have to have rocks in their head to even think about doing a transaction like this.
https://www.nzherald.co.nz/business/...CBKCJGI6OD6CE/
It was Trustpower CEO.
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19-11-2020, 12:58 PM
#6346
Originally Posted by mistaTea
Infratil?
My conspiracy radar is going off the charts!
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19-11-2020, 01:01 PM
#6347
Originally Posted by mistaTea
The latest bs story would be unfair to all shareholders.
Sky shareholders have been thrown under the bus. The word "fair" has lost all meaning.
The lawyers specialising in merger/acquisitions are calling the shots now.
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19-11-2020, 01:12 PM
#6348
Originally Posted by Ogg
Sky shareholders have been thrown under the bus. The word "fair" has lost all meaning.
The lawyers specialising in merger/acquisitions are calling the shots now.
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19-11-2020, 01:17 PM
#6349
Originally Posted by mistaTea
youtube
Just chuck another half a mill in and average down some more.
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19-11-2020, 01:18 PM
#6350
Under the bus, or under the OSB trucks?
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