Because you have left off the Nicholas cage memes , this feels less likely to happen. Or maybe it feels more likely??
https://tenor.com/view/kramer-shocke...n-gif-17534376
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Because you have left off the Nicholas cage memes , this feels less likely to happen. Or maybe it feels more likely??
https://tenor.com/view/kramer-shocke...n-gif-17534376
I will be pretty shocked if sky buys anything that big given they have repeatedly said they want a "capital light model". Would definitely reconsider my holding here if they did saddle themselves up with that much debt.
I wouldn't hold my breath for anything material to occur of Tue 29th Investor Day. It'll be nice if it did, but I don't believe so. Basically Management along with Board will outline their future strategic goals and direction as to how they would like to steer the company to create better outcome for customers and thereby shareholders.
Only material announcement I'm picking is that, there could be a possible upgrade to earnings. So if you're hoping and praying for anything other than that, it could turn out to be BIG ANTI-CLIMAX. Better to expect nothing and be pleasantly surprised than expect something big and it may turn out to be fizzer.
the believers on here all believe this is undervalued (of which im a firm believer)
during this 3 hour briefing what could possible be said to make the price go south as opposed to north?
I agree taking on debt in a transaction could be one catalyst for southwards movement.
Mista, id be keen to know what presented scenario could potentially cause a SP decline.
anyone else?
100%. If they were certain of a merger/takeover they would have to let the market know.
I think it will take them three hours easily to review progress to date, and describe the plans for the future. They have a lot to cover, including:
- Subscription growth trends. Base stabilisation + streaming progress
- Property Sale
- Broadband progress and numbers
- New STB. What it is, why we need it, how it will help with subs
- Content deals - how we can ensure we are the preferred partner for all key rights (entertainment + sport)
- RugbyPass. How did SR Aotearoa go, do we still see long term value in the platform?
- Buybacks and dividends - when can shareholders expect cash to start being returned
- Further revenue diversification...entry into Mobile?
- Other opportunities for growth. How can the pristine Balance Sheet be leveraged for more aggressive growth?
- Q&A
There is a lot for Sophie and the team to cover.
All major content deals locked up for years to come, FCF of $70M+ expected for years to come.
All major CAPEX spend required for transition completed and now and future is very much a model based on partnerships designed to be capital light…
And the business is valued at 1.7x EBITDA…
Ogg, can you put a video together of that toothless Mexican guy hysterically laughing?
With subtitles applicable to Sky TV…