Based on latest sharesies posts i think most of them have abandoned the rocket.
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interesting brokers mention ‘execution risk’ — Suppose we have to have faith in their ability.
Potentially, but that's a long time away. Sky would generated significant income by then.
Sky is in a better position than Spark as it has the revenue to pay for the content. Spark is effectively buying the content and then doing prepay. It's yet to be seen weather their recent Cricket NZ purchase will pay off. Sport is only one part of Sky' business, the most important part yes, but there is alot more content on there than just rugby. Would be a huge blow if they lost the rugby but there would also be cost savings without it. It would be impossible to know what would happen with the share price.
Wow ...love the response to analyst/brokers
Do they actually mean anything? Or is just that they give some the warm fuzzies .....and comfort.