Given the amount invested by Institutions at 12 cents.....it would be madness not to pile in at 12 cents....if it gets there.
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Yeah if all of sky’s partners decided to ‘go it alone’ I don’t see people signing up to 5-7 separate services.
People might dip in and out of a few, but this is why I just don’t think the economics stack up.
Which is why I am not worried about sky getting to the point that they do not have a good range of premium content. Some partners may have a crack at OTT SVOD in NZ - but I don’t think it will be the majority of the partners and I also think they will trend back to aggregation.
...and of course, news about ViacomCBS (who own ten network in Oz...) does highlight that it is not absurd for infratil to take this opportunity to buy Sky...before someone else does.
Sky TV going into broadband will be bad enough for Vodafone.
A Sky TV owned by a massive outfit like ViacomCBS would be a terrible outcome for Vodafone. No way would they want a deep pocketed player like that waltzing in with a ready made customer base north of 1M to market to.
A local player buying Sky TV could be a defensive move.
It may not happen, and it’s fun to joke about it - but let’s not write the idea off just yet.
There is a huge amount of merit for an Infratil takeover.
airedale , now thats a lovely looking dog.. DISC: dont own... the dog i mean... nor the stock... is the stock a Dog? sorry really terrible pun...
How's this for trolling...
Vodafone NZ has yet to trade mark the phrase "Vodafone TV", which is odd given that it's an active product in the market place. Look at how many trade marks they have, just type "Vodafone" here: https://www.iponz.govt.nz/about-ip/trade-marks/search/
Meanwhile, the "Sky Mobile" trade mark has just been updated in the registry by Sky TV. Looks like the IP work has already started on this.
Is Infratil just going to let Sky cuckold them?
There was a cool program about Banksy on the Arts Channel the other night
I was outbid at last nights auction for some of his works
Maybe a Banksy is a far better investment than having a punt on SKT shares appreciating.