Geekzone: technology news, blogs, forums
Guest
Welcome Guest.
You haven't logged in yet. If you don't have an account you can register now.


View this topic in a long page with up to 500 replies per page Create new topic
1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17
15358 posts

Uber Geek
+1 received by user: 2984
Inactive user


  Reply # 2192254 6-Mar-2019 15:11
Send private message quote this post

Interesting

 

https://www.stuff.co.nz/business/industries/111019729/analyst-sees-potential-for-sky-tv-takeover-as-shares-sink-to-143

 

 


14665 posts

Uber Geek
+1 received by user: 1969


  Reply # 2192260 6-Mar-2019 15:15
Send private message quote this post

tdgeek:

 

Interesting

 

https://www.stuff.co.nz/business/industries/111019729/analyst-sees-potential-for-sky-tv-takeover-as-shares-sink-to-143

 

 

 

 

I makes a lot of sense that they are ripe for a takeover. A problem I see though is who is actually able to buy it. Spark comes to mind, but this happened previously when another ISP tried to merge https://www.radionz.co.nz/news/business/333802/sky-vodafone-drop-plans-for-merger   It is amazing how much of a turnaround Spark have had over recent years.


 
 
 
 




19552 posts

Uber Geek
+1 received by user: 5876

Trusted
Lifetime subscriber

  Reply # 2192264 6-Mar-2019 15:18
Send private message quote this post

Exactly, no ISP can buy it because it would be anti competitive. The number of companies with the money to buy it are limited in NZ, and only those who felt it complimentary to their offerings would be in the market anyway. 

 

At those prices, I could almost buy it :)

 

In my view the natural correct buyer was Vodafone. I felt the comcom decision was dumb.

 

 

 

 


15358 posts

Uber Geek
+1 received by user: 2984
Inactive user


  Reply # 2192280 6-Mar-2019 15:29
Send private message quote this post

An RSP is the logical choice, but the Voda decision set a precedent. The share price is a nice cheap purchase, the level of profitability that is required has dropped a lot. Maybe an Amazon who can buy the 3/4 million subscribers and current rights. If Spark fails to fire, Sky will be worth more, if Spark does very well, the Sky shares go further south. Still plenty of risk here still. An Amazon could come her and just break Sky, then Skys shareholders will want a takeover. Lots of options = volatile


523 posts

Ultimate Geek
+1 received by user: 114


  Reply # 2192294 6-Mar-2019 15:34
Send private message quote this post

quickymart:

 

networkn:

 

...the CEO...

 

 

...has already started his clean up!
https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12207402

 

 

I cant believe no one has said this....

 

Last out the door, turn the lights out!


15358 posts

Uber Geek
+1 received by user: 2984
Inactive user


  Reply # 2192301 6-Mar-2019 15:40
Send private message quote this post

nzkc:

 

quickymart:

 

networkn:

 

...the CEO...

 

 

...has already started his clean up!
https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12207402

 

 

I cant believe no one has said this....

 

Last out the door, turn the lights out!

 

 

Thats actually a likely positive. Its change, out with the old in with the new, although the new guy is not new. The new CEO is away overseas doing something, to me it looks like sleeves rolled up and getting stuck in. I'm still picking a capital buyback to reduce the size of Sky and help make today's metrics more compatible. Its a large company now not a behemoth anymore by NZ standards


13843 posts

Uber Geek
+1 received by user: 6606

Trusted
Subscriber

  Reply # 2192303 6-Mar-2019 15:41
2 people support this post
Send private message quote this post

Any buyer would be offshore and that would be bad for the NZ consumer. 





Mike
Retired IT Manager. 
The views stated in my posts are my personal views and not that of any other organisation.

 

Using empathy takes no energy and can gain so much. Try it.

 

 


523 posts

Ultimate Geek
+1 received by user: 114


  Reply # 2192310 6-Mar-2019 15:46
Send private message quote this post

tdgeek:

 

nzkc:

 

quickymart:

 

...has already started his clean up!
https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12207402

 

 

I cant believe no one has said this....

 

Last out the door, turn the lights out!

 

 

Thats actually a likely positive. Its change, out with the old in with the new, although the new guy is not new. The new CEO is away overseas doing something, to me it looks like sleeves rolled up and getting stuck in. I'm still picking a capital buyback to reduce the size of Sky and help make today's metrics more compatible. Its a large company now not a behemoth anymore by NZ standards

 

 

I think you missed my gag!

 

As I'm not a subscriber I'm not too fussed about what happens at SkyTV.


15358 posts

Uber Geek
+1 received by user: 2984
Inactive user


  Reply # 2192318 6-Mar-2019 15:52
Send private message quote this post

nzkc:

 

tdgeek:

 

nzkc:

 

quickymart:

 

...has already started his clean up!
https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12207402

 

 

I cant believe no one has said this....

 

Last out the door, turn the lights out!

 

 

Thats actually a likely positive. Its change, out with the old in with the new, although the new guy is not new. The new CEO is away overseas doing something, to me it looks like sleeves rolled up and getting stuck in. I'm still picking a capital buyback to reduce the size of Sky and help make today's metrics more compatible. Its a large company now not a behemoth anymore by NZ standards

 

 

I think you missed my gag!

 

As I'm not a subscriber I'm not too fussed about what happens at SkyTV.

 

 

:-). Given the Sky love here, yes that was missing!

 

Might be a good time to throw a few lazy k at Sky shares


14665 posts

Uber Geek
+1 received by user: 1969


  Reply # 2192322 6-Mar-2019 15:57
Send private message quote this post

networkn:

 

Exactly, no ISP can buy it because it would be anti competitive. The number of companies with the money to buy it are limited in NZ, and only those who felt it complimentary to their offerings would be in the market anyway. 

 

At those prices, I could almost buy it :)

 

In my view the natural correct buyer was Vodafone. I felt the comcom decision was dumb.

 

 

 

 

 

 

 

 

Things have changed a lot since it was made, as there is now more competition in this market. The are essentially 3 larger content providers now, Sky TV,  Netflix, and Lightbox/spark tv to a degree. The last thing I think we need is some overseas company buying it, and the profits then going offshore, and another company lost on the NZ sharemarket. It somewhat puts NZ companies at a big disadvantage IMO, over overseas ones, if they can't buy it


sub

316 posts

Ultimate Geek
+1 received by user: 31


  Reply # 2192329 6-Mar-2019 16:03
2 people support this post
Send private message quote this post

tdgeek:

 

Might be a good time to throw a few lazy k at Sky shares

 

Lol - you got to be kidding. Those share are only going one way... 

 

I don't see them being bought by anyone in the near future. In the long run Sky might survive, but I'm certain they're going to be a much smaller company, with a lot less subscribers, less content, and a lower value per month from each subscriber. 


13843 posts

Uber Geek
+1 received by user: 6606

Trusted
Subscriber

  Reply # 2192379 6-Mar-2019 16:10
Send private message quote this post

mattwnz:

 

networkn:

 

Exactly, no ISP can buy it because it would be anti competitive. The number of companies with the money to buy it are limited in NZ, and only those who felt it complimentary to their offerings would be in the market anyway. 

 

At those prices, I could almost buy it :)

 

In my view the natural correct buyer was Vodafone. I felt the comcom decision was dumb.

 

 

 

 

 

 

 

 

Things have changed a lot since it was made, as there is now more competition in this market. The are essentially 3 larger content providers now, Sky TV,  Netflix, and Lightbox/spark tv to a degree. The last thing I think we need is some overseas company buying it, and the profits then going offshore, and another company lost on the NZ sharemarket. It somewhat puts NZ companies at a big disadvantage IMO, over overseas ones, if they can't buy it

 

 

It would be a disgrace if Spark was given Commerce Commission approval after Spark complaining about the proposed Vodafone/Sky merger. I cannot see 2 Degrees being interested as they been more or less on the market for quite a while. The Vocus Group could be a possibility but I doubt if they have the financials to make such a purchase at this time.

 

It is possible that an Energy Company may go sniffing. Other than that all I can see is an offshore equity group buying, stripping and then  selling the remains.





Mike
Retired IT Manager. 
The views stated in my posts are my personal views and not that of any other organisation.

 

Using empathy takes no energy and can gain so much. Try it.

 

 


15358 posts

Uber Geek
+1 received by user: 2984
Inactive user


  Reply # 2192381 6-Mar-2019 16:11
Send private message quote this post

sub:

 

tdgeek:

 

Might be a good time to throw a few lazy k at Sky shares

 

Lol - you got to be kidding. Those share are only going one way... 

 

I don't see them being bought by anyone in the near future. In the long run Sky might survive, but I'm certain they're going to be a much smaller company, with a lot less subscribers, less content, and a lower value per month from each subscriber. 

 

 

Thanks for that, I will reel you in now. Most will realise what I was getting at.

 

At the share price they are cheap, they have assets, 750,000 subscribers, they make good money. Production capability is second to none They own rights to a lot of content. At their peak I think they probably had 830,000?  Its still a big business which you can buy cheap, and use what I bolded to reshape it. 

 

If there was a takeover, it wit be at 143. It will be 190 or 225 , that's where you make a quick buck. If Sky remodelled itself under the new CEO the share price won't do a lot, they will want out now I feel. 




19552 posts

Uber Geek
+1 received by user: 5876

Trusted
Lifetime subscriber

  Reply # 2192382 6-Mar-2019 16:11
One person supports this post
Send private message quote this post

tdgeek:

 

An RSP is the logical choice, but the Voda decision set a precedent. The share price is a nice cheap purchase, the level of profitability that is required has dropped a lot. Maybe an Amazon who can buy the 3/4 million subscribers and current rights. If Spark fails to fire, Sky will be worth more, if Spark does very well, the Sky shares go further south. Still plenty of risk here still. An Amazon could come her and just break Sky, then Skys shareholders will want a takeover. Lots of options = volatile

 

 

Why would Amazon buy Sky, they are very different delivery systems. I couldn't imagine them having any interest. The profit they would make vs the committment to traditional delivery systems (ie sat) would be way out of whack and the transition would be pitiful slow and painful with all current progress toward SVOD being abandoned in favour of the Sky model.

 

 


15358 posts

Uber Geek
+1 received by user: 2984
Inactive user


  Reply # 2192394 6-Mar-2019 16:14
Send private message quote this post

MikeB4:

 

mattwnz:

 

networkn:

 

Exactly, no ISP can buy it because it would be anti competitive. The number of companies with the money to buy it are limited in NZ, and only those who felt it complimentary to their offerings would be in the market anyway. 

 

At those prices, I could almost buy it :)

 

In my view the natural correct buyer was Vodafone. I felt the comcom decision was dumb.

 

 

 

 

 

 

 

 

Things have changed a lot since it was made, as there is now more competition in this market. The are essentially 3 larger content providers now, Sky TV,  Netflix, and Lightbox/spark tv to a degree. The last thing I think we need is some overseas company buying it, and the profits then going offshore, and another company lost on the NZ sharemarket. It somewhat puts NZ companies at a big disadvantage IMO, over overseas ones, if they can't buy it

 

 

It would be a disgrace if Spark was given Commerce Commission approval after Spark complaining about the proposed Vodafone/Sky merger. I cannot see 2 Degrees being interested as they been more or less on the market for quite a while. The Vocus Group could be a possibility but I doubt if they have the financials to make such a purchase at this time.

 

It is possible that an Energy Company may go sniffing. Other than that all I can see is an offshore equity group buying, stripping and then  selling the remains.

 

 

I think Matt was suggesting that with extra competition, that Voda could retry this. Sky doesn't hold all the sport anymore, that may continue, so sport was the big issue before, its less so now


1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17
View this topic in a long page with up to 500 replies per page Create new topic


Donate via Givealittle


Twitter »

Follow us to receive Twitter updates when new discussions are posted in our forums:



Follow us to receive Twitter updates when news items and blogs are posted in our frontpage:



Follow us to receive Twitter updates when tech item prices are listed in our price comparison site:





News »

Amazon introduces new Kindle with adjustable front light
Posted 21-Mar-2019 20:14


A call from the companies providing internet access for the great majority of New Zealanders, to the companies with the greatest influence over social media content
Posted 19-Mar-2019 15:21


Two e-scooter companies selected for Wellington trial
Posted 15-Mar-2019 17:33


GeForce GTX 1660 available now
Posted 15-Mar-2019 08:47


Artificial Intelligence to double the rate of innovation in New Zealand by 2021
Posted 13-Mar-2019 14:47


LG demonstrates smart home concepts at LG InnoFest
Posted 13-Mar-2019 14:45


New Zealanders buying more expensive smartphones
Posted 11-Mar-2019 09:52


2degrees Offers Amazon Prime Video to Broadband Customers
Posted 8-Mar-2019 14:10


D-Link ANZ launches D-Fend AC2600 Wi-Fi Router Protected by McAfee
Posted 7-Mar-2019 11:09


Slingshot commissions celebrities to design new modems
Posted 5-Mar-2019 08:58


Symantec Annual Threat Report reveals more ambitious, destructive and stealthy attacks
Posted 28-Feb-2019 10:14


FUJIFILM launches high performing X-T30
Posted 28-Feb-2019 09:40


Netflix is killing content piracy says research
Posted 28-Feb-2019 09:33


Trend Micro finds shifting threats require kiwis to rethink security priorities
Posted 28-Feb-2019 09:27


Mainfreight uses Spark IoT Asset Tracking service
Posted 28-Feb-2019 09:25



Geekzone Live »

Try automatic live updates from Geekzone directly in your browser, without refreshing the page, with Geekzone Live now.


Support Geekzone »

Our community of supporters help make Geekzone possible. Click the button below to join them.

Support Geezone on PressPatron



Are you subscribed to our RSS feed? You can download the latest headlines and summaries from our stories directly to your computer or smartphone by using a feed reader.

Alternatively, you can receive a daily email with Geekzone updates.