BSkyB Share Discussion Threads

[pierre oreilly] 25/3/2014 09:37

Looks to me like the loss of the premier league is getting discounted now. iirc, the cl caused a 6% hit - I'd expect the initial effect of the premier league would cause an immediate 10% hit, with no lower boundary as the implications sink in.

[albany30] 25/3/2014 01:38

Maybe the European rugby rights split will pave the way for a joint deal on the Premier League football - that's if BSY want to play ball. BT don't (and won't) have the ability to be sole broadcaster of Premier League rights.Perhaps BSY are already speaking to another provider (Al Jazeera?) with a view to a joint bid on Premier League football, leaving BT in the cold?Or perhaps uncle Rupert is busy moving funds about to go for sole rights, in the knowledge that BT Sport will have a very short Setanta-esque shelf life if it cannot grab a sizable part of the crown jewel of UK sport broadcasting?

[pierre oreilly] 24/3/2014 23:14

I think that's wishful thinking Minerve. You only have to look at the price hike BT had when they won the Champions League (and the price plummet sky endured) to realise that Bt have shareholder backing to win the premiership. I'm not even sure Sky will put in a serious bid, and may have already thrown in the towel on the basis it's no use fighting a battle they can't win. Maybe that's also why Murdoch, effectively, has sold so many shares recently

[minerve] 24/3/2014 15:34

Yes, it has. I can't believe BT & Sky will go head to head for The Premiership rights later this year or early next. There will be no winner apart from the rights seller. Sound business sense surely means some form of pre wholesale agreement with no battle - to wage the war in different areas and on other issues later.

[albany30] 24/3/2014 13:44

Ha ha, yes multiple Steve Ballmer impressions going on amongst BSY holders just now!Sky Bet info is very interesting. The shared European rugby deal with BT is imminent and that should boost the share price given BT thought they'd swiped the lot - again, naivety there.Have to also acknowledge BSY share price has been exceptionally strong in a period of sustained market turbulence.

[minerve] 24/3/2014 10:06

'I LOVE THIS COMPANY!'

Thought I would do my Steve Ballmer impression. :D

[dmf] 24/3/2014 09:24

BSY share price all time high !!

Heading for 1000p

[undervaluedassets] 24/3/2014 08:31

I notice that Skybet now sponsors the football league.

Just Skybet. Not Sky!!

Skybet set to be revenue fountain Sky.

Revenue growth for Skybet was 25% last year.

BSY are marketing and revenue raising geniuses. It is impossible skybet will not do well.

Yet another revenue streams for BSY

[albany30] 21/3/2014 13:33

Mange tout weirdo!!Pierre Oreilly - 21 Mar 2014 - 11:48 - 1473 of 1473 - (Filtered)

[pierre oreilly] 21/3/2014 11:48

dmf, that's the difference between us - I wouldn't buy sky even at 389p - they simply aren't worth that until their strategy of how to meet the competition is made clear. You seem obsessed with daily price moves - well they are governed by lots of factors, but the long term price is governed by the implmentation of a stated strategy. The reason imo sky don't tell us how they are going to meet the new competition is because they don't have one. I really can't see what they can do which will stop them losing their premium content. You have said vod will come and rescue them with their cash, but they have gone elsewhere (probably for the reasons I have stated previously). You seem to hang on the past with sky - where they have uintil recently been an excellent investment due to no competition - but the future won't be like that.

I now have my now tv box. It outputs at 720p. It doesn't show live tv like my talktalk box (which not only shows over the air channels, but also at 1080p). Basically, it plays stuff off the net only, so isn't a proper (low) hd tv box as I thought.

[albany30] 21/3/2014 11:21

BT are on shaky ground. Since the CL purchase they have provided the market with no positive RNS, and that ignores the ridiculous overpayment for CL rights for a cable provider with no other exclusive UK football content.Their huge scheduled buyback programme has weeks to run and has failed to support the SP, while the only press coverage in 2014 has been negative. The shared rugby deal should give them a bump, but not much. share price could easily continue down if more bad news appears on, say, the pension deficit.The gap between BSY and BT has been clearly illustrated these past 4 months, esp the contrast in success of the 2 buyback programmes. Find it particularly amusing how much BSY's rise since December has burned stalking oddball Rodney O'Reilly (with his mind boggling misunderstanding of how buybacks work), the least informed 'trader' on advfn! Mange tout simpleton! You had a chance to buy here but blew it.Anyone here have a genuine target they would buy BT on a drop at?

[dmf] 21/3/2014 10:24

BT - retracing back to 389p.............heading lower

[undervaluedassets] 19/3/2014 11:40

Seems a no brainer that the new "Buy and Keep" service will be instantly profitable..

They have 11 million home grown potential customers all with little sky boxes they can to sell to (and advertise to).

Will cost nothing for SKY to set up. Then just pipe those movies straight into the home.

Yet an another Income stream for BSY.

[dmf] 18/3/2014 21:48

BSkyB to launch film download service called Buy and Keep

Pay-TV broadcaster looks to challenge Apple iTunes Store with digital shop delivering directly to TV set



A brand new look for the UK's most popular on-screen TV guide - Sky+



Rodney - The downwards momentum in BTs share price is likely to continue - I may consider buying some once reaches 350p !!

[pierre oreilly] 18/3/2014 10:41

DMF, Here'smy reply to the same post of yours on the BT board

Of course Sky hasn't yet seen the major impact of BT Sports. The really BIG sports they've pinched from under Sky's nose doesn't switch from Sky to BT until the 2015 season, when BT willk shoiw ALL 315 CL fixtures each year for 3 years, and sky, iirc, none. Lets see you post 'no impact on Sky' then! Especially if, as they have said they will do BT also get the majority of the premiership matches too.

Premium TV is the forth elememt for quad play for BT and will make BT a compelling switch with an integrated communications offering (that's the way they are all trying to go, except Sky who seem to think they can manage into the future with 500 channels of US soaps and not much more, figurtively speaking. The future is high speed n internet (BT have invested billions in theirs, simply because future content will need much higher bandwidth for delivery. As a sky shareholder, you shopuld carefully consider that point).

So content, infrastructure, mobile, high speed internet - BT has most and is aquiring the rest (outbidding sky for the content). It's all about cross selling, loss leaders, integrated poackages, complete solutions. In a couple of years, I expect you'd wish you'd accidentally guessed at bt being a better investment than guessing sky, and guessing appears to be your only strategy in this game.

Oh, I see your 'Sky will be taken over by Vodaphone' ramp has stopped since Vod has now spent billions on another partner!

[philo124] 18/3/2014 09:21

Nice tick up.

[dmf] 17/3/2014 23:19

BSkyB has not seen a significant impact from BT Sport

[philo124] 17/3/2014 19:19

Good; still holding here from 780p.

[dmf] 17/3/2014 14:39

Momentum BSY very positive - threat from BT evaporating !!

[undervaluedassets] 17/3/2014 08:11

BSY is about so much more than sports.

So many strings to its bow.

[albany30] 11/3/2014 17:05

Was always going to be a retrace at the previous high. 1,000 certainly attainable in short term - bit of support at 920 will help.Also have the boost of practically all Premier League football from now til season end boosting further RNS.BT falling to 400 in amidst a mega buyback action should worry them. No football - their only sport content of value - from now til next season won't help the selling of BT Sport either.Hope BSY are going to update shortly on next content acquirement and possibly take over / acquisition rumours . . .

[philo124] 10/3/2014 15:24

UBS 1100p Buy reiteration.

[albany30] 04/3/2014 15:02

April is when Ofcom start hitting BT so their share price really needed to be a lot higher than it is.BT had been flatlining and is now going sideways.As for BSY, exactly as DMF says - the reaction since the Champions League loss has been as good as it could be. Acquiring content, closing out BT for the pivotal season's end in the football etc.And that's just sport broadcasting.Bodes well for the bigger picture for BSY shareholders! Oh, and of course stalking fruits who don't hold BSY and can't afford to short (hello Rodney! Mange tout Rodney, mange tout!).