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05-07-2021, 06:40 PM
#9031
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.
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05-07-2021, 06:55 PM
#9032
Originally Posted by bottomfeeder
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.
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06-07-2021, 08:20 AM
#9033
Originally Posted by jimdog31
did your post take a week to save?!
The cold froze my brain for a week it seems.
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06-07-2021, 08:21 AM
#9034
Originally Posted by jimdog31
did your post take a week to save?!
The cold froze my brain for a week it seems.
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06-07-2021, 11:22 AM
#9035
Originally Posted by mistaTea
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.
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06-07-2021, 12:24 PM
#9036
Originally Posted by LaserEyeKiwi
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.
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06-07-2021, 12:51 PM
#9037
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06-07-2021, 12:56 PM
#9038
Originally Posted by Ogg
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
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06-07-2021, 01:45 PM
#9039
Originally Posted by Ogg
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.
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06-07-2021, 01:48 PM
#9040
Originally Posted by jimdog31
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.
Originally Posted by jimdog31
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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