Is it time to back up the truck again ?
https://www.nbr.co.nz/story/two-degr...ue-545-million If we could do a Sky-Vocus-2Degree Mega Merger it would be fantastic. We would have over 400K Mobile customers, 350K Broadband. customers and ~1M content customers. Revenue would probably be ~$1.7B with operating cashflows of ~$400M. GAAP earnings of $100M. This is before cost savings from synergies are realised. And a lot of space for growth with compelling bundles. A modest 7x EBITDA would value the business at damn near $3B... Listen to MistaTea, he is smart.
Last edited by mistaTea; 10-05-2021 at 08:21 PM.
It's been approved boys! Should go live tomorrow. There are 3 possibilities here: It's another fish and chip shopIt's Discovery NZ changing it's name to DiscoveryIt's a legit takeover vehicle It's clear and simple here boys. They're not selling the buildings. That can only mean one thing! SOMEONE WANTS TO BUY THE WHOLE LOT! Takeover or not, I'm going down with the ship! Sweet dreams!
Originally Posted by Ogg It's been approved boys! Should go live tomorrow. There are 3 possibilities here: It's another fish and chip shopIt's Discovery NZ changing it's name to DiscoveryIt's a legit takeover vehicle It's clear and simple here boys. They're not selling the buildings. That can only mean one thing! SOMEONE WANTS TO BUY THE WHOLE LOT! Takeover or not, I'm going down with the ship! Sweet dreams! a bit of a kid who cried wolf situation here - we all assume you are not serious. and filed that name yourself of course.
Originally Posted by LaserEyeKiwi a bit of a kid who cried wolf situation here - we all assume you are not serious. and filed that name yourself of course. Big day for Ogg today given the latest Discovery prediction…
https://www.nzx.com/announcements/371965
Originally Posted by clown https://www.nzx.com/announcements/371965 Now we know who to blame for dumping shares and tanking the price!
Originally Posted by mistaTea Now we know who to blame for dumping shares and tanking the price! Have they seen no light at the end of the tunnel and given up hope of better times ahead
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
The next question is...who has had the confidence to buy those shares?
Originally Posted by winner69 Have they seen no light at the end of the tunnel and given up hope of better times ahead Could be! It could also be that they are required to trim Sky TV down because of rebalancing their portfolios. Of course, as people dump Sky and the SP comes down you end up potentially needing to trim more and it can become a self-fulfilling prophecy. Or perhaps they are like Ogg and are sick of waiting!
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Originally Posted by Ogg
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