Don't you think it's odd that there is a password on the Infratil share offer the website?
https://www.infratilshareoffer.com/Country-validation/
It's as if they're hiding something behind there and they don't want people to look yet :eek2:
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Don't you think it's odd that there is a password on the Infratil share offer the website?
https://www.infratilshareoffer.com/Country-validation/
It's as if they're hiding something behind there and they don't want people to look yet :eek2:
Interesting...
If you google "Sky Broadband NZ"...one of the hits takes you to this url: https://www.sky.co.nz/broadbandplans
You get the generic "this website is down" message, but then a link is available to visit the Sky GO website.
I hope Sky release their broadband offer ahead of schedule (they said it would be next year...). Not sure why it would need to take another 6+months to enter the market, given they are partnering with Feenix as a way to enter the market with the least amount of capital required.
Anyway, if they enter the market soon and introduce Sky GO as a standalone offer at the same time I think it would make for compelling bundles.
Satellite customers without fibre can be offered bundles too, sure.
But many of them can hand back their MySky and take a SkyGO-fibre bundle. Saves the customer money which is great. Sky will get lower Sky TV revenue per customer, but it is a less capital intensive model for them and at the end of the day they need more compelling bundles if they are to continue to grow.
I don't expect Sky to make much money from their broadband offer, but I do expect them to do well overall with the bundles.
And given I tend to take a very long term view with my investments, I would be gutted if someone came in now and picked the company off for $500M or less. On the balance of probabilities, Sky TV will be worth considerably more than that in time if they are able to execute the plan reasonably well. They don't have to get everything perfect...but if they get enough things right it should put to bed any notion that they are going to go bust in the next few years.
They're probably already doing the 301 redirects to Vodafone, lol.
I'm organizing my play list for tomorrow. Will probably start with this:
https://www.youtube.com/watch?v=ETxmCCsMoD0
haha!
If you are proven correct, I would be tempted to meet up just so we can do this:
https://www.youtube.com/watch?v=IGEgY1c9d9M
lol for sure. Might watch that movie tonight.
https://www.lightbox.co.nz/movie/the...of-wall-street
Meant to add in my previous musings...
Sky might decide as a first step to only offer SkyGO as a standalone product if it is taken with a 12 month broadband plan...
That way yes they are still cannibalising the satellite base (and giving up the MySky cash cow...) but it is still worth it because they are getting additional broadband revenue.
Would be a smart way of transitioning I think...
https://www.nzherald.co.nz/business/...ectid=12339131
Hey, don't be too quick to let people go Vodafone!
You will need their skills when the Sky merger happens tomorrow! Ha!
Given them away today. I'll take them.