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biggal
467 posts

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  #1568113 8-Jun-2016 17:37
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networkn:

 

Told you: 

 

 

 

http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=11652369

 

Sky is too big for us!

 

 

 

 

true VF is worth  10x + more than sky


ockel
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  #1568114 8-Jun-2016 17:39
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biggal:

 

networkn:

 

Told you: 

 

 

 

http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=11652369

 

Sky is too big for us!

 

 

 

 

true VF is worth  10x + more than sky

 

 

And this is based on????   Relative PE's?,  EV/EBIT, P/FCF, EV/EBITDA?  Your forward looking DCF's for both businesses???


 
 
 
 


tdgeek
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  #1568128 8-Jun-2016 17:52
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Falling revenue and a final year of substantial costs for integrating with the Telstra Clear business saw Vodafone's New Zealand unit turn in a loss for the year to March 31 2015 of $120.7 million.

 

That compared with a $29 million loss declared in the previous year and a $55.9 million tax-paid profit in the year to March 2013. Vodafone bought the New Zealand operations of Australian-owned Telstra in November 2012, most of which covered a period before Vodafone bought the fixed line and broadband assets of Telstra in November 2012.

 

Sky was 170 mill profit? And 400 million sitting there.   


jarledb
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  #1568138 8-Jun-2016 18:15
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If we assume that they like to copy Sky UK here in NZ, then buying Vodafone would make perfect sense for Sky NZ. Sky in the UK is an ISP as well.


Batman
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  #1568149 8-Jun-2016 18:48
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Skyfone!





Involuntary autocorrect in operation on mobile device. Apologies in advance.


old3eyes
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  #1568155 8-Jun-2016 19:01
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joker97:

 

Skyfone!

 

 

Vodagone.





Regards,

Old3eyes


Sideface
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  #1568165 8-Jun-2016 19:23
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Vodagroan?  smile





Sideface


 
 
 
 


networkn

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  #1568167 8-Jun-2016 19:28
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tdgeek:

 

 

 

What can Sky do? Well, their high satellite costs are here till 2019. IMO they will add HD to Neon as already known and live with it, until they know where Optus is going, expect that to be known early 2018. No point in paying more to duplicate rights across SVOD and satellite at the moment. 

 

 

Why would they pay twice for rights? Do you have some knowledge that they require to pay twice if they wish to broadcast across 2 platforms?

 

At the end of the day, I don't have much of an axe to grind with Sky based on my current spend of $50 a month including HD, MySky and Sport, I actually consider it some of the best money I spend each month (because I LOVE Rugby and like sport in general).

 

I still maintain that Sky buying VF wouldn't make sense for either company, and I don't see much benefit to consumers with this acquisition in the short to medium term as evidence indicates to me that neither executive suite has the required skill to handle it well. 

 

Having said that, I've been wrong in the past, and if it goes ahead, I really hope that the trainwreck I am predicting, is averted and both companies and consumers thrive. 

 

One commentator did comment that Sky + VF were likely to alienate customers who weren't interested in using VF for Internet, and I can see that happening quite easily. I sincerely hope that if the merger goes ahead, Vodafone doesn't act punitively toward non-VF customers when it comes to sky.


spencer
98 posts

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#1568168 8-Jun-2016 19:32
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old3eyes:

joker97:


Skyfone!



Vodagone.


Skynet

tdgeek
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  #1568172 8-Jun-2016 19:48
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networkn:

 

tdgeek:

 

 

 

What can Sky do? Well, their high satellite costs are here till 2019. IMO they will add HD to Neon as already known and live with it, until they know where Optus is going, expect that to be known early 2018. No point in paying more to duplicate rights across SVOD and satellite at the moment. 

 

 

Why would they pay twice for rights? Do you have some knowledge that they require to pay twice if they wish to broadcast across 2 platforms?

 

At the end of the day, I don't have much of an axe to grind with Sky based on my current spend of $50 a month including HD, MySky and Sport, I actually consider it some of the best money I spend each month (because I LOVE Rugby and like sport in general).

 

I still maintain that Sky buying VF wouldn't make sense for either company, and I don't see much benefit to consumers with this acquisition in the short to medium term as evidence indicates to me that neither executive suite has the required skill to handle it well. 

 

Having said that, I've been wrong in the past, and if it goes ahead, I really hope that the trainwreck I am predicting, is averted and both companies and consumers thrive. 

 

One commentator did comment that Sky + VF were likely to alienate customers who weren't interested in using VF for Internet, and I can see that happening quite easily. I sincerely hope that if the merger goes ahead, Vodafone doesn't act punitively toward non-VF customers when it comes to sky.

 

 

Ive read here a few times that rights don't cover the content over multiple platforms.

 

I can't really see it being beneficial. In the normal sense, duplications are removed, hence job losses and the two sets of systems (yeah right) are blended. I dont see a huge amount of that overlap personally. VF already sells Sky at a discount. If it goes ahead, the population in NZ remains the same, the price they are prepared to pay for TV remains the same. There is no magic dollop of revenue to get. If one of the companies had a very positive brand, thats a help, but thats not the case. The only potential gain I see is VF heavily discounting Sky for VF BB users. So Sky loses revenue because of that, and gains extra low value customers. I don't see VF being of value to help Sky go SVOD.  


tdgeek
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  #1568173 8-Jun-2016 19:49
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Name wise, rebrand. 


dafman
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  #1568404 9-Jun-2016 08:56
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networkn:

 

MikeB4:

 

it makes sense for Sky it gives them a way to change their service delivery.

 

 

 

 

The upside is pretty clear, I get that, but the downside is that Sky is Tiny compared to the Scope and Size of VF. To my mind, the likely outcomes would be;

 

1) They would acquire Sky and focus their attention soley on getting Sky delivered Electronically, neglecting the other parts of the business which are profitable (for VF) and causing them to leak customers like a Sieve. 

 

2) They would become overwhelmed with the size of what they bought, the scope of what still is required urgently at VF such as integrations etc, and the project would implode leaving neither party with what is needed or wanted. 

 

This is not a dig at VF, it's staff or it's business model. I guess to some degree I see a serious lack of leadership at Sky and feel it would be an unmitigated disaster for a company who has shown a distinct lack of Vision, etc to try and take on a project as big and with as much

 

potential, as VF.

 

 

+1 for your 2).


dafman
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  #1568405 9-Jun-2016 09:00
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spencer:
old3eyes:

 

joker97:

 

 

 

Skyfone!

 

 

 

 

 

 

Vodagone.

 


Skynet

 

 

 

Skyfall


NonprayingMantis
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  #1568407 9-Jun-2016 09:04
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I really like the name skodafone. Conjours exactly the right image for me of those two brands combined.

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