How apt!!?
If you sit around watching it for long, you get a SAURUS!!!
Dr JPG
Viagra users need to HARDEN UP!
Printable View
I don't understand people's obsession with Netflix, 95% of the shows are B grade low budget shows that's done by small companies. Sifting through the catalog for "good shows" is a huge waste of time. When I grab a bowl of snacks and just want to zone out on a lazy Sunday afternoon, the last thing I want is to spend 30mins going through their vast catalog of trash to find a gem.
"But it has Stranger things!"
I've watched it already dude, how many times can you watch the same show over and over again :/
To call someone who prefers to have content curated for you a "tard, ok boomer" puzzles me. (referring to the reddit link posted earlier)
I read an article once that described Netflix’s investment approach as the ‘throwing spaghetti at a wall’ approach.
As in, they throw a bowl of spaghetti at a wall, most of it just falls to the ground but there are a few bits that stick (the hit shows).
Reading their financial statements makes for grim reading imo and supports the spaghetti assertion.
Some say that Sky NZ need to get more into the content creation game. I disagree - I think it’s a mugs game - Sky will do just fine so long as they keep their relationships strong with enough premium content providers.
No doubt some of the existing providers will decide to have a crack at OTT - but I don’t see all (or even most) of them doing that.
In little old NZ getting 1 mil subs for any one platform (which is different to ‘eyeballs reached’) is a mammoth task. And most people will not subscribe to more than a couple of platforms so I just don’t think the economics would stack up for most of the current players that provide content to Sky.
Being an aggregator is a strength that Sky has imo - and maintaining the relationships as well as keeping control of costs is going to be key to their ongoing viability more than anything.
Neon and Netlfix are both garbage. I pirate all my stuff.
I have Sky TV. Why? Because I like watching garbage when I get home from work. I like the freedom of mindlessly scrolling through channels. You can't do this with streaming, it sucks, it's too laggy and buggy. I like to flick between the channels and imagine what other people are watching. "O look, Big Brother is on, I wonder who else in NZ is watching this, what a crap show, O Look, what's this random show, [watch for 5mins], just lol [switch again], let me quickly switch to the business channel [watch for 2mins] flick again, who's this interesting person on tv [don't even watch the show just watch the person] flick again etc etc etc ."
I like to absorbed into culture.
Covid's delayed production on a lot of new content. Which is why this new feature exists. Customers are now forced to watch the old stuff. It reminds me of going to the video shop back in the day and having to look through the drama / action / comedy section when I'd seen all of the new releases.
Streaming generally works well with nonlaggy and buggy even when I had old vdsl. If your on fibre look at getting a purpose built router. The Internet provider routers don't handle the mbs needed to get good streams. Hence why spark had so many issues with the world Cup
On a different note. Sky's looking good for a another slight gain
It doesn't matter what you get. There are bottlenecks everywhere. I know as I've been streaming/pirating sh*t for 20 years. What ever you do something changes and the system goes down again, it's like 'wack a mole'. Satellite is the only pure way to watch.
Like I said before, I have two "media modes". Coming home from work and watching Satellite and the other is streaming/pirating stuff late at night.
Are there any Directors who's terms are up for renewal that we should be voting off at the AGM?
I relish the challenges of the clash of the internet versus 'cable television' and what the new world is going to look like. I'm motivated by the potential to influence our country's mindset through performance, sport, inspiration and storytelling. That's why I joined this Board - it's been anything but easy...
https://www.linkedin.com/in/derekhandley
Oh no, the stock is going up. Wanted to put down another $100k but waiting for a term deposit to mature next week.
Well it broke into 14.1c today, mistaTea is another $1600 better off.
Here's the key moment from Infratil AGM yesterday:
See this link: https://edge.media-server.com/mmc/p/uckjzp66
Time stamp @ 50:30
This is a summary:
Q: Is the transformation of Vodafone currently under taking following most NZ telecoms by becoming mainly a low cost carrier vs a value add provider? Is Vodafone being innovative or are they pivoting in the wrong direction?
A: At the core, both Vodafone and Spark are pursuing the same strategy, that is becoming a nationwide provider and servicing all customers both large and small. In terms of value add, such as content media and sport, “I think we are attacking in different directions” and “reasonable people can differ about the merits of that strategy”.
My take on this is that the question was really saying, "Is Vodafone following the path of 2degrees (and being a non innovate low cost provider) or is Vodafone following the path of Spark (and being an innovative value add provider)". Marko doesn't answer the question directly but does say at the "core" Vodafone is following Spark, but in terms of "value add", that they are only "attacking" and that people may have different opinions on the merit of that strategy. It appears that the answer was never really addressed in full, only that Vodafone is following Spark.
New top-box plans for Sky with 1TB hardrive. Sounds good but will people be prepared to fork out $200 to own it?
https://www.stuff.co.nz/business/122...e-a-199-charge
Original source is here:
https://www.geekzone.co.nz/forums.as...topicid=273273
Looks like Vodafone TV
Just lol.
Sounds like it'd be a useful product for Satellite customers, which they've still got plenty of, but not particularly useful for Neon customers who probably have a smart tv or stream through a computer, who wouldn't pay for it. The flexible pricing options are a good idea.
If Vodafone don't make a takeover offer for Sky on the 10th, I'm gonna dump all my stock on the 11th and short IFT on the ASX.
Absolute no brainer that a takeover is coming.
So let's get this straight...
Sky is going into broadband, mobile, and moving into android like Vodafone TV.
Infratil and Brookfield just sitting back and letting this all happen.
We reaching Will and Jada Smith cuckold levels here...
He also scratched his face after answering that question leading me to believe there may be more that he is yet to reveal.
https://www.inc.com/rhett-power/5-si...ng-to-you.html
Pretty quiet on the ASX today for SKT. No trading so far.
It's a holding pattern. Guidance didn't spark any new interest. The board really need to reposition SKT narrative into that of a growth stock / disruptor (which it is capable of being) at the AGM. They need to shake the market out of its malaise if they want to move the SP.
G'day mate. They don't even need to show that. If they can show that earnings can stabilise that will make the share price go up a lot. Company making EBIDTA over 100m valued at 240m is just crazy. People are scared of the tumble earning have taken in the last four years. Current market cap suggest sky wont be here in 5-10 years, management need to prove otherwise.
The whole next-gen box thing...
Before they were going to become a telco I didn't see the point given they have the partnership with Vodafone - VTV offers most of what they are saying (apart from 4K Sky content - but that is not a limitation to the latest generation of VTV given they stream NETFLIX in 4K).
Now that they are becoming a telco (at long last!) perhaps there is a place. They could give the $199 box away for 'free' to customers who take a 12 month Broadband plan with a Sky bundle). Customer owns the box, and can be marketed to consume more Sky content over time - be it additional bundles, PPV movies or sport events.
Why continue d1cking around with all these surveys if they are just adopting Vodafone TV because a merger deal is in the works? That makes no sense to me.
Sometimes i wish Martin Stewart was an ex hedge fund manager. He would've done the right things for the share price to go up...rather than naming stadiums and starting sky sport 'next'.
I think a stabilisation in normalised FCF would see some pressure upwards. The market has been worried about subscriber losses, content costs and reduced earnings.
Subs have increased a lot (lower margin streaming customers for sure, but still very positive). We will get a flavour of how the cost control is going in the next report.
If they are able to maintain ~50M (3c/share) a year moving forward that can be used for dividends and/or a share buyback it should make the market view the business as more valuable.
Even if the market only valued the business at 10x 'distributed FCF' you would be looking at a MC of ~30c/share. If the market sees the changes in the business (i.e. becoming a telco) as a net positive and expects some growth in 'distributed FCF' over time then the MC could easily hit 40c+.
I am not making any predictions here, DYOR - just pointing out that it is not all doom and gloom for the business and I don't think it would take too much to move the needle.
Though it is also fair to say that the market has been very pessimistic about Sky's future prospects for some time now, so my assumptions may be wrong.
Interesting info about Vodafone Australia merging with and TPG
First merger attempt got blocked by regulators but then overturned in Federal Court.
Now trading under ASX ticker TPG as of 30th June 2020.
https://www.itnews.com.au/news/vodafone-and-tpg-15bn-merger-gets-court-approval-reports-537944
LOL, fair enough mate.
Fortunately I am not desperate for something big (i.e. a takeover) to happen in the short term. So happy to watch how the business developments unfold over time - the good and the bad.
But your increasing desperation...well...I can smell your...STINK...
Me talking to Ogg about my feelings of his short term speculative investing and Mr Market's mood swings...
https://www.youtube.com/watch?v=yL9Y24ciNWs
Imagine if cannasouth overtakes SKY TV in market cap. Wild speculation on weed stocks before the referendum might make that happen. Then our friend Mr69 can laugh at us even more.
Currently 'down' ~57%. Meaningless to me.
At one point I was down ~90%. Was meaningless to me.
Now that could be due to my very long-term investing horizons causing me to be 'stone cold' - or it could just because I am a complete idiot with too much money and not enough brains.
There will be a number of users on this forum who would gladly endorse the latter :D
No part of me is hoping for a takeover. 100% of me is carrying on as usual and looking forward to the next opportunity for management to tell me how my business is performing, what they have been doing and what they plan to do in the future.
Mista tea. Are you saying your down 57% on sky. At what mark do you break even when sky goes up again.
No endorsement from me on that latter statement misterTea, you've been a godsend on this thread. Kinda got caught up in the value trap, then had to go in on the CR. Down 50% with b/e at 26c, so yeah gotta way to go. Just biding ones time with a bit of crazy hope and faith (with an eye on the numbers of course) in the next couple of years.
Whoa so even with the CR you are in this pretty good. Honestly sky is way undervalued. But we will need a few good results to really turn this tide. I like the sound of sky's new set top box and the value they could get from broadband not as a huge earner but the add on that the could involve. I see them offering the sky box free with a 12 month broadband contract then you also get the sky subscription as the money maker.
I personally have 7 figures in Sky, if they have nothing decent to say at their EOY meeting i'm out; more opportunities else where. I'll lose a lil bit as im @14.9 on 1.2m shares but i'll chalk this up as a learning, there is a hell of lot going for this company & could be fantastic its undervalued IMO; but everything seems against them including market sentiment. So we shall see bring on Sept 10th.
The P.E ratios of u.s company's is crazy
lol sure, welcome to the millionaires club.
OMC Baby!
https://www.youtube.com/watch?v=C2cMG33mWVY
Every time I look around its in my face...
Well I agree with yourself Ogg and MistaTea,
If we need a few extra to get a board seat I could pick up another mil or 2 if that would give us the ability get a seat on the board as both your arguments are good.
I don’t need the money out from the stock I’m just frustrated watching the sentiment and I’m happy to do stuff but it has to be for the right reasons.
I don’t know how it works with board seats and shareholding. But if there’s a way to do it you have my support.
D
I think a pug is more qualified than Handley.
LOL.
I remember meeting Blair Woodbury in his office. I ended up drawing a diagram on his whiteboard to explain a concept around value creation/perception and why Sky finds itself in the situation it does today (a Kiwi brand disliked by many Kiwis).
He may have just wanted to get rid of me by that point and humoured me with the old “I’ve just learnt something new today” - but it did actually seem to grab his attention.
So if I get on the Board the first thing I am doing is drawing that stuffing diagram for them!!!
Stop SKYting,
You may finish up drawing the short straw...