SKT Sky Network Television Limited.

[Baa_Baa]

Key for me will be profitability and reduction/reversal of sat sub losses.

Disc: Small holding. Planning to exit at around 23-25c.

Yeah agree on profitability, hopefully not propped up by one-off sales of assets i.e. trading profitably in it's own right, but I'm not concerned with Satellite subscription declines. I think that is inevitable, it is the rate of decline vs the rate of transfer to digital subs that interests me. I really like SKT getting out of making content, focus on distribution leverages their strength in eyeballs attracting content suppliers.

I'll be here long after 23-25 cents if SKT start hitting some home runs. I like the new CEO, she's pretty smart imo (probably the brains trust that's been behind much of the change recently) and worth backing for a turnaround. Good that some more of the deadwood have gone, Board especially.

I think the turning point in the SP is well behind us at .125, already 50% up from that. Our long suffering investors should be pretty happy with how things are moving now.

[jimdog31]

does macquarie make a play at the same time as their vocus takeover bid?

[airedale]

does macquarie make a play at the same time as their vocus takeover bid?

Only Ogg has the answer to that😊

[Ogg]

Only Ogg has the answer to that

I've stopped giving takeover predictions. In fact every company that is associated with Sky ends up getting taken over so just buy any company that gets mentioned on this thread and the chances are it gets taken over.

It's better that a takeover of Sky doesn't happen. The time for that has now passed. Things are actually looking good now that Handley is gone and Sophie is in charge. Earnings upgrade is proof that the business model is not dead.

Next stage is to get rid of more underperforming assets. RugbyPass needs to go. Ideally Neon also at some stage.

We need to get back to the bread and butter. Old ladies watching black and white movies and 1960's reruns on Jones TV.

It's time to get rid of the rugby post 2025. Only poor losers watch that crap. Mostly young people with no cash. Sky will keep the old and weird sports, like Snooker, table tennis etc. Seriously, this is how you make money. Gotta milk this cash cow dry and feed it cheap food.

[RGR367]

I've stopped giving takeover predictions. In fact every company that is associated with Sky ends up getting taken over so just buy any company that gets mentioned on this thread and the chances are it gets taken over.

It's better that a takeover of Sky doesn't happen. The time for that has now passed. Things are actually looking good now that Handley is gone and Sophie is in charge. Earnings upgrade is proof that the business model is not dead.

Next stage is to get rid of more underperforming assets. RugbyPass needs to go. Ideally Neon also at some stage.

We need to get back to the bread and butter. Old ladies watching black and white movies and 1960's reruns on Jones TV.

It's time to get rid of the rugby post 2025. Only poor losers watch that crap. Mostly young people with no cash. Sky will keep the old and weird sports, like Snooker, table tennis etc. Seriously, this is how you make money. Gotta milk this cash cow dry and feed it cheap food.

What happened to you

[LaserEyeKiwi]

I've stopped giving takeover predictions. In fact every company that is associated with Sky ends up getting taken over so just buy any company that gets mentioned on this thread and the chances are it gets taken over.

It's better that a takeover of Sky doesn't happen. The time for that has now passed. Things are actually looking good now that Handley is gone and Sophie is in charge. Earnings upgrade is proof that the business model is not dead.

Next stage is to get rid of more underperforming assets. RugbyPass needs to go. Ideally Neon also at some stage.

We need to get back to the bread and butter. Old ladies watching black and white movies and 1960's reruns on Jones TV.

It's time to get rid of the rugby post 2025. Only poor losers watch that crap. Mostly young people with no cash. Sky will keep the old and weird sports, like Snooker, table tennis etc. Seriously, this is how you make money. Gotta milk this cash cow dry and feed it cheap food.

Not sure if serious...

[Ogg]

What happened to you

I finally realised what actually makes this company tick.

It's not the All Blacks.

It's the re-runs and trashy TV content.

That's what people want to pay for and watch.

Seriously, Sky has the GOAT business models...

[Ogg]

Sky losing the NZ cricket was the best thing that ever happened.

True cricket fans will watch India VS England or Pakistan VS South Africa at 12am in the morning. Or Mysky it etc.

This type of content costs 1/10 of the price of NZ cricket. Plus Sky doesn't have to broadcast it with OSB.

Just lol. Seriously, this is greatest cash cow business model of all time.

[Ogg]

That's why NZ rugby has to go. Let Silver Lake have it.

Use the $100m in savings to buy other less known but interesting sports.

[Ogg]

Better yet, just spend $50m on more Monty Python re-runs.