Paramount+ launching here in NZ in August for ~$10 month.
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Paramount+ launching here in NZ in August for ~$10 month.
Buy sells looking a bit scary right now.....
When can we expect Rugby pass SUPER AOTEAROA numbers, broadband uptake, details of property sale why no listing. etc. etc
Surely we will have updates soon.
After today...
https://i.imgur.com/n6XKSCT.gif
Is it time to back up the truck again ? ;)
https://www.nbr.co.nz/story/two-degr...ue-545-million
If we could do a Sky-Vocus-2Degree Mega Merger it would be fantastic.
We would have over 400K Mobile customers, 350K Broadband. customers and ~1M content customers.
Revenue would probably be ~$1.7B with operating cashflows of ~$400M. GAAP earnings of $100M. This is before cost savings from synergies are realised.
And a lot of space for growth with compelling bundles.
A modest 7x EBITDA would value the business at damn near $3B...
Listen to MistaTea, he is smart.
It's been approved boys!
https://i.imgur.com/2HrwW2a.jpg
https://i.imgur.com/IUB28Az.jpg
Should go live tomorrow.
There are 3 possibilities here:
- It's another fish and chip shop
- It's Discovery NZ changing it's name to Discovery
- It's a legit takeover vehicle
It's clear and simple here boys. They're not selling the buildings. That can only mean one thing! SOMEONE WANTS TO BUY THE WHOLE LOT!
Takeover or not, I'm going down with the ship!
https://www.youtube.com/watch?v=O5zGkqAWsWEhttps://www.youtube.com/watch?v=O5zGkqAWsWE
Sweet dreams!
The next question is...who has had the confidence to buy those shares?
Could be! It could also be that they are required to trim Sky TV down because of rebalancing their portfolios.
Of course, as people dump Sky and the SP comes down you end up potentially needing to trim more and it can become a self-fulfilling prophecy.
Or perhaps they are like Ogg and are sick of waiting!
Imagine holding this stock for a decade while suffering huge losses only to sell out a few weeks before a takeover!
https://i.imgur.com/iMBfbPZ.gif
I think I found your company mate.
https://en.wikipedia.org/wiki/Discovery_Limited
This is Ogg arguing with me that I need to sell my Sky shares and move on with my life (I am Brad Pitt, of course).
https://www.youtube.com/watch?v=QTz7goOiwdo
Next announcement will be a trading halt.
https://indianexpress.com/article/ex...quity-7308952/
Just some media. Random to find it on the Indian Express.
2:29:29 pm 2:29:29 pm 17.1 1,571,056 0.1 $268,650 1
Someone's topping up?
https://app.companiesoffice.govt.nz/...panies/8185671
Which one is doing the negotiations with Sky Ogg?
Is it Pam?
Hi! Long time reader... Somehow I don't think Ogg has picked up on this article from Jan 22 which says Discovery NZ are "vacating the TV station’s offices and studio in the coming year"... Cue...
Takeover alert
Haha.
Anyone else think Sky TV could be another NZME if it announces a dividend in the future? For that matter can anyone actually see them giving our a dividend or a share buy back?
FYI I currently hold 500k shares @ 15c average.
https://www.nzherald.co.nz/sport/sil...MITT53I53DJJA/
We are at the end game now ladies and boys...Something oughta happen.
I hope they do a Nzx listing, imagine the number of individual investors that would buy shares in NZR. Likely this could then keep the game more popular and translate into more sky sport subscriptions.
https://www.nzherald.co.nz/business/...L34PZBMLTDU24/
Interesting read.
As much as I loved the thoughts on why it hadn't been listed yet
https://www.trademe.co.nz/a/property...ing/3093802622
Presumably more since when it was announced they had been choosen as the listing agent and had more than likely assessed. I doubt the board would list the properties without getting them appraised first.
Would be interesting to know how long the average commercial/industrial property is listed. Seeing my family sell a couple of lifestyle blocks in future urban areas recently, it wasn't quick and they were listed under 3 different agents over 2 years for one of the properties.
One roof had values for the two close to 20 million by memory, all comes down to what the eventual buyer intends to do and where they see percieved value.
Now all we need is some recent data on growth and subscriber stabilisation, hopefully with an update on broadband take up from their existing offering. Any idea if they are still only offering to the first group odf existing sky package holders?
Should get a lot more than $20M. I have seen crappy real estate a fraction of the size with asking prices of $7M+.
I believe sky are still just soft selling broadband to existing satellite subs that have expressed interest.
My sky broadband is live now but I haven’t been able to test it as I had to make an unexpected trip to christchurch. I get back today so will config my Nighthawk and see how fast it goes.
This statement in the ad piqued my worry
"The improvements sit on separate cross-lease titles forming an approximate 81% (approx) total share of the underlying 2.6468 hectare title."
Only 81 percent means there is another 19 pct. We all probably know the eff ups you get with cross leases
Discovery to merge with AT&T owned WarnerMedia - probably puts the kibosh on any hypothetical discovery takeover offer for Sky in the short term.
(Also creates another streaming giant)
https://www.google.co.nz/amp/s/www.c...discovery.html
Interesting development!
We don’t want Discovery to buy us for pennies on the dollar anyway mate.
We want to become a telco…
I'm done guys! I'm leaving the forum.
https://i.imgur.com/ktL7VzO.gif
Discovery effectively getting taken over by AT&T.
Sky's building being sold off!!!
CNN, HBO, Cartoon Network, Discovery, TV3....Basically all of Sky's content now owned by a single $150B company.
-Mediaworks gets taken over.
-Infratil gets taken over.
-Vocus gets taken over.
-2 degrees does IPOs
-NZRU gets taken over buy Silverlake.
-Discovery gets taken over.
Everything gets taken over but Sky. All my thoughts were crazy conspiracy theories. It's not even funny anymore.
I don't understand how the sharemarket works. I'm gonna cash out and get some dole money from Jacinda then head down to the local pokies because all I know apparently is how to push buttons.
Just think mate, if these idiots just got their thinking straight and bought Sky as well they could have a US$150.2 company!!!!
LOL.
https://cdn-api.markitdigital.com/ap...df02a206a39ff4
ASx just released this - Dereck's being buying up.
Mate, you'll be back...
That looks super suspicious!
https://i.imgur.com/lrxwFQW.gif
Takeover must be 100% happening now.
its very hard to believe that he does and this purchase is a result of any inside knowledge because if it is the dude will get crucified.
tho it definitely looks that way I doubt its anything other than someone who knows the business taking a punt. but it still a positive of course but just not that way.
This is good news. I have just added to my position this morning.
Look at the buying actively. It's not just one purchase, it's a mad rush to accumulate at inflated prices! He's was paying high 17's and 18's. It's constant buying. He's probably still buying!
What kind of director holds 17,000 shares for 7 years, then goes out and buys up big a few weeks after getting "let go" for unknown reasons.
He's investing long term for the dividends!
Yeah right.
https://i.imgur.com/iMBfbPZ.gif
What’s weird is that on 21 January a Final Directors Interest Notice was filed ...Derek had left the ship
Then why the need for today’s disclosure (did say previous one was last June so maybe at Sky is a bit confused)
Really weird
https://www.sky.co.nz/documents/1170...=1602032411876
"Disclosure obligations apply for a period of six months after the date on which a person ceases to be a director or Senior Manager. "
http://nzx-prod-s7fsd7f98s.s3-websit...099/190819.pdf
His last "on market" acquisition was in 2014. $24,000 worth.
Buys 10x that amount weeks after being let go.
https://i.imgur.com/iMBfbPZ.gif
He bought on the 3rd of Feb, so there should have been a disclosure to the market for relevant interest by the 5th Feb.
Me looking for that on NZX...
https://i.imgur.com/GQLhgU2.gif
It's obvious he doesn't know about the 6 month rule and got busted!
https://i.imgur.com/iMBfbPZ.gif
Did he hand in is resignation so that he could buy up big?
https://i.imgur.com/lrxwFQW.gif
Balance, get in here bro and say something!
From that measly 4000 shares since 2014 he also picked up 13,584 @ $0.12 in the entitlement offer 16 June 2020. So all in all it would appear that he had no confidence using his own money (a wise choice when you look at what the SP did 2014-2020) ... then slaps down $200,000 now! Has to know something (good) eh?
Must have noticed the lovely SP uptrend in place since the entitlement offer, albeit creating a huge overhang of shares that are now near 50% in the money.
Another large off market transfer.
Crazy stuff happening all over the place.
Just me talking to myself in this thread.
It’s fun reading this thread :) I’ve bought some more today but no 2,000,000 lol
Will we see Kiltearn no longer pushing the SP down with the selling of shares finally?
Handley will soak them all up...
https://i.imgur.com/iMBfbPZ.gif
https://www.trademe.co.nz/a/property...ing/3093802622
Wake up buddy! Sh*t moves fast on here.
Are we able to see these buy/sell details on ASB security? Or do you guys have access to something else? Ta.
Not with ASB.
20min delays info here though:
https://stocknessmonster.com/quotes/skt.nzx/
wow, it's so much better than ASB, cheers.
Think I'll have to work out if Derek's in a profit or loss at the mo.
Deleted Message
http://nzx-prod-s7fsd7f98s.s3-websit...953/338517.pdf
"Mr Handley has now chosen to reduce his board and advisory roles to focus on more hands-on engagements and projects"
Decides to focus on other projects, like buying SKY shares.
https://i.imgur.com/iMBfbPZ.gif
Perhaps he got them as part of the deal to go quietly
https://www.sky.co.nz/documents/1170...=1602032410558
We could be in PROTOCOL B!
https://i.imgur.com/IUB28Az.jpg
Unlike the other disclosures, the Handley disclosure is not authorised, as he's no longer a director. In other words, he didn't need permission to buy.
http://nzx-prod-s7fsd7f98s.s3-websit...318/346091.pdf
The last authorised purchase was Philip Bowman on the 8th March.
http://nzx-prod-s7fsd7f98s.s3-websit...770/341940.pdf
It's been 10 weeks since the last director traded on market.
Either no director is interested in buying/selling, or PROTOCOL B is happening. Or neither is happening, in which case it would seem weird that 10 weeks has gone by without trades.