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  1. #9031
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    The Chairman and CEO did not quite say that takeover offers were coming in, they alluded to perhaps, mergers, or joint ventures. Im sure Vocus was looking at SKY for a while.

  2. #9032
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    Quote Originally Posted by bottomfeeder View Post
    The Chairman and CEO did not quite say that takeover offers were coming in, they alluded to perhaps, mergers, or joint ventures. Im sure Vocus was looking at SKY for a while.
    Agree 100%.

    And a merger with Vocus is the best thing for sky long term in my view.

    Hopefully Jarden can help the board see the light.

    If there is still an opportunity, the window is rapidly shrinking. Vocus NZ will go ahead with the IPO to get their $600M+ if they have to.

  3. #9033
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    Quote Originally Posted by jimdog31 View Post
    did your post take a week to save?!
    The cold froze my brain for a week it seems.

  4. #9034
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    Quote Originally Posted by jimdog31 View Post
    did your post take a week to save?!
    The cold froze my brain for a week it seems.

  5. #9035
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    Quote Originally Posted by mistaTea View Post
    Agree 100%.

    And a merger with Vocus is the best thing for sky long term in my view.

    Hopefully Jarden can help the board see the light.

    If there is still an opportunity, the window is rapidly shrinking. Vocus NZ will go ahead with the IPO to get their $600M+ if they have to.
    What’s the value of merging with Vocus again? There is no obvious overlap besides the brand new broadband effort (which is using vocus as the back end provider).
    Last edited by LaserEyeKiwi; 06-07-2021 at 11:24 AM.

  6. #9036
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    Quote Originally Posted by LaserEyeKiwi View Post
    What’s the value of merging with Vocus again? There is no obvious overlap besides the brand new broadband effort (which is using vocus as the back end provider).
    All explained here: http://nzx-prod-s7fsd7f98s.s3-websit...698/237127.pdf

    Just substitute 'Vodafone' for 'Vocus', revise the financials and hey presto! We have a deal.

    Business Case even stronger today than it was in 2016 given the changes we have seen.

  7. #9037
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    Quote Originally Posted by mistaTea View Post
    All explained here: http://nzx-prod-s7fsd7f98s.s3-websit...698/237127.pdf

    Just substitute 'Vodafone' for 'Vocus', revise the financials and hey presto! We have a deal.

    Business Case even stronger today than it was in 2016 given the changes we have seen.
    Maybe change the $$ amounts too

  8. #9038
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    Quote Originally Posted by Ogg View Post
    Nothing.

    mistaTea forgets this is the year 2021 and Media/Telcos are no longer a thing.

    Thank God for Comcast, Discovery and ViacomCBS, otherwise we would be screwed!
    You forgot spark, infratil

  9. #9039
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    Quote Originally Posted by Ogg View Post
    Nothing.

    mistaTea forgets this is the year 2021 and Media/Telcos are no longer a thing.

    Thank God for Comcast, Discovery and ViacomCBS, otherwise we would be screwed!
    Not sure about that, but it is fair to say that if our Board were enthusiastic about the idea they would have sorted out a deal by now. Especially since we have a very warm relationship with Vocus right now.

    I see the combined businesses having synergies from cost savings, as well as being better positioned to grow broadband/mobile numbers significantly as they bundle STB and streaming solutions.

  10. #9040
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    Quote Originally Posted by jimdog31 View Post
    You forgot spark
    No way could these guys get a deal with Sky past the comcom. For one thing, Spark kicked up the biggest stink about Sky-Vodafone. And second, Spark is by far and away the most dominant telco in NZ...and they already have Spark Sport. Even if they guaranteed some sort of genuine wholesale offer to other businesses, I think the Comcom would grabble with it.

    Quote Originally Posted by jimdog31 View Post
    infratil
    No desire to buy Sky. Happy with the wholesale arrangement and the new owners invest their capital in hard assets. They would be more likely to have a go at buying Vocus than Sky.

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