SKT - Sky Network Television

Started by Plata, Jun 11, 2022, 10:26 PM

Previous topic - Next topic

0 Members and 2 Guests are viewing this topic.

Plata

A new place to obsess over sky it seems.

Benji

I have sky now.
My friend said to buy when was 15c.
Now more  :) and I have a profit but was bigger.
Investor on the Beach

Plata

Quote from: Benji on Jun 24, 2022, 03:55 PMI have sky now.
My friend said to buy when was 15c.
Now more  :) and I have a profit but was bigger.

Yeah I bought in mostly at 18 cents, nice profit now but as you say it used to be bigger. Just such a disappointment the whole MediaWorks takeover affair. It is hard to see SKT getting back up to $3 dollars anytime soon. I think a lot will come down to how subscriber numbers look at the next result. With big names like netflix taking a hammering as people cancel their subscriptions, I hate to think what will happen if sky's result is bad.

jimdog

well i for one would be happy to continue here

mistaTea

Maybe SKT have hacked ST because they got sick if the negative feedback!

WarrenBuffet

#5
HELLOOOO!!!!





JUST LOL



Sign up losers!!!

Get ready for daily lolz here boyos!


Keyser Soze

OMG - can it be, is it true...is that who I think it is...

WarrenBuffet


Keyser Soze

It's OOOOOOOOOOOOOOOOOOOOOGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGG!

WarrenBuffet


WarrenBuffet

Seriously, does this board have any credibility left?


WarrenBuffet

#11
And for $300m!!!


WarrenBuffet

Just face it peps! Sky is dead in it's current form.

It needs to be taken over by Comcast or WarnerDiscovery to unlock real shareholder value.

Buying Mediaworks or merging with some other sh*tty telco is not gonna do anything for this stock.

Sky broadband is a total flop. People don't change broadband unless they are moving house and if they are moving house they will most likely ditch sky anyway.

The real value is the large baby boomer customers and also a big chunk of gen x who still value traditional media and also have disposable income. These people don't move house and they don't cancel sky, even in a downturn.

There's plenty of gold left here but the killer is content costs. Media aggregating is a margin thin business. It's profitable yes, but only if your costs and market size is big. NZ is a small market and although Sky has done well to reduce costs there's still more it could do, for example being a public company costs money!

Current shareholders will never get "dem gainz" unless something substantial happens. Who wants to wait for a small dividend while the clock runs down to 2025 and the rugby rights come up again. Wait for a special dividend later this year, maybe, but will the stock drop down afterwards and then there's a long slow climb back up again.

I feel like the inevitable will happen and this stock will get taken over. But it is time sensitive. The longer it takes the less value there will be. I feel like maybe Comcast or WarnerDiscovery are aware of this and are just waiting because eventually Sky will become distressed again in the future.

TV will always be around in some form. Eventually millennials and gen Y will move to the TV format over time. Perhaps not as much as the previous generation but it will happen. The idea that streaming will kill TV is total bull sh*t. I've always known that and the recent downturn in Netflix stock is proof of this.

A merger with Foxtel first and then with WarnerDiscovery would be the most logical way forward. The problem is that greed gets in the way and there are too many people on the gravy train milking both companies. Look how long it took for Vocus to merge with 2degrees! So much bull sh*t with greedy people trying to make money.

EOY coming up. Results due soon. People going on about how much cash they have will be surprised when the number drops and it's way less. Yes, they'll have a decent amount of cash on hand but it won't be heaps. Remember Lionsclub!! They're a lot of mouths to feed and shareholders are last in line.


mistaTea

Quote from: WarrenBuffet on Jun 24, 2022, 11:49 PMJust face it peps! Sky is dead in it's current form.

It needs to be taken over by Comcast or WarnerDiscovery to unlock real shareholder value.

Buying Mediaworks or merging with some other sh*tty telco is not gonna do anything for this stock.

Sky broadband is a total flop. People don't change broadband unless they are moving house and if they are moving house they will most likely ditch sky anyway.

The real value is the large baby boomer customers and also a big chunk of gen x who still value traditional media and also have disposable income. These people don't move house and they don't cancel sky, even in a downturn.

There's plenty of gold left here but the killer is content costs. Media aggregating is a margin thin business. It's profitable yes, but only if your costs and market size is big. NZ is a small market and although Sky has done well to reduce costs there's still more it could do, for example being a public company costs money!

Current shareholders will never get "dem gainz" unless something substantial happens. Who wants to wait for a small dividend while the clock runs down to 2025 and the rugby rights come up again. Wait for a special dividend later this year, maybe, but will the stock drop down afterwards and then there's a long slow climb back up again.

I feel like the inevitable will happen and this stock will get taken over. But it is time sensitive. The longer it takes the less value there will be. I feel like maybe Comcast or WarnerDiscovery are aware of this and are just waiting because eventually Sky will become distressed again in the future.

TV will always be around in some form. Eventually millennials and gen Y will move to the TV format over time. Perhaps not as much as the previous generation but it will happen. The idea that streaming will kill TV is total bull sh*t. I've always known that and the recent downturn in Netflix stock is proof of this.

A merger with Foxtel first and then with WarnerDiscovery would be the most logical way forward. The problem is that greed gets in the way and there are too many people on the gravy train milking both companies. Look how long it took for Vocus to merge with 2degrees! So much bull sh*t with greedy people trying to make money.

EOY coming up. Results due soon. People going on about how much cash they have will be surprised when the number drops and it's way less. Yes, they'll have a decent amount of cash on hand but it won't be heaps. Remember Lionsclub!! They're a lot of mouths to feed and shareholders are last in line.



TAKEOVER!!

TAKEOVER!!!!!

Mediaworks...that moment when, after I picked myself up off the floor, I realised...j**** H chr***...

Ogg really was right! But mostly because Sky needs a new owner that will protect it from management and this current board!

chr*** Almighty.

Arbroath

Sky is still worth $3.50+ imho but the Sky board have done shareholders no favours by lowering the price of their own stock with their foolish actions making the company more vulnerable to a $3.00 takeover.

The sooner they declare a $50-55 buyback and a healthy 15-20 cps dividend the better. You don't even need any darn consultants to sort that out!!