I better get some ritalin ready if we get a takeover offer for 66 cents/share.
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takeover tomorrow or friday lads?
bets on tomorrow mane - lets go 0.60c
Gotta love these predictable after market drops
Totally forgot we should be pricing in US dollars... after all, all of SKY's content deals will be in US dollars. So should the take over price... AMIRIGHT or what!?
So, taking the $2B figure I calculated before, divide by 0.60c and we get $3.3B NZD. Carry the 1 and up the leverage some more (USD is cheap after all), and I think that $6 billion NZD is not totally out the question.
Thoughts?
I think that your reasoning is flawless.
The more you make your strong and perfectly valid case the more I want to kick myself for getting ready to give my business away for so damn cheap!
If you REALLY think about it... Sky is clearly a much more valuable business than Spark even. So if we had any sense we would really be expecting more than $8B!!
Attachment 11682.......
And I am just pleased with Sky Sport Go for $25 / month !
Highly entertaining holders, good luck.
At these prices there is very little downside if the takeover doesn't eventuate. If a takeover does happen then there is tremendous upside. More to gain than to loose at these level. That is how i see it.