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20-10-2020, 09:47 AM
#5741
Junior Member
So when i was there (almost a year ago now) the talk was increasing the revenue streams and creating more streams. These new streams were everything that has been said from the AGM. Takeover was never talked about when i was there but this was when the share price was also higher.
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20-10-2020, 09:47 AM
#5742
Originally Posted by Ogg
The Discovery deal got leaked to the media because they were buying a media company! It wasn't a secret it was for sale, it was just a question of who the buyer was. Mediaworks is a private company as well. Pretty sure they told the employees about the arrangement as Discovery were buying the assets, not the business.
Anyway, it's a fact that Infratil are about to buy something. They've recently raised capital and said it was for an acquisition. They've created a holding company, which means their announcement is imminent. It's just a question of what are they going to buy? Are they going to buy NZR, like another rumor that's going around or something else? They not buying an airport that's for sure. It's obvious their investment is going into data infrastructure as they've signaled that and so has Brookfield.
The most obvious sign that it's likely Sky, is not only is it data infrastructure, but it's also a distressed asset and if you read the Infratil announcement it said they were looking for distressed assets effected by covid.
Finally, reserving the company name the day after the AGM, to me, is just so obvious, that it makes me laugh. I'm so convinced that it's happening, that I actually go about my day believing it's already happened.
Wow nice one ogg but what are you going to do when its over apart from take the money and run,or get stuck into Wrightson before the chinese gobble them up!
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20-10-2020, 10:19 AM
#5743
Originally Posted by steveb
Wow nice one ogg but what are you going to do when its over apart from take the money and run,or get stuck into Wrightson before the chinese gobble them up!
Looking to double up here and withdraw half a million.
Going to put it back into property...
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20-10-2020, 10:24 AM
#5744
Will also look to buy some IFT.
When Vodafone/Sky refloats in 5 years time. It's gonna be worth $10B
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20-10-2020, 10:40 AM
#5745
Ogg what is your best guess at the take over price.
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20-10-2020, 10:50 AM
#5746
Originally Posted by Alpha
Ogg what is your best guess at the take over price.
25 cents - 28 cents
~$500m
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20-10-2020, 11:29 AM
#5747
Wonder if the seller has finally dried up
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20-10-2020, 11:48 AM
#5748
Originally Posted by Dlownz
Wonder if the seller has finally dried up
Only the UBS bot and retail are trading on market. The real action is happening off market.
Is someone big shopping around for another large parcel? Will we see another large off market trade today?
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20-10-2020, 11:50 AM
#5749
Member
May i know what is your average price now, ogg?
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20-10-2020, 11:52 AM
#5750
Originally Posted by SpaceZ
May i know what is your average price now, ogg?
1,462,870 @ 0.1465
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