BSkyB Share Discussion Threads

[pierre oreilly] 24/7/2014 16:10

Here's my view of what the results form sky and bt may say ...

bt are spedning lots of cash in lots of directions. The thing is they can easily afford to. They invest massively and have done for years and still return high and growing profits. They are a real cash cow,plenty in and out with plenty more coming in than going out. Watch the profits reported increase yet again, with the associated divi increase.

Compare to stale outfits like Sky, who will, imo, report lower profits on Friday, and still stick with an insane policy of trying to expand their old technology ubiquitous bulk tv business, the majority of which or very similar is available freely from many sources these days. Bt is going for premium tv output in tyheir forward looking quad play strategy (which those who can afford to arte trying to follow) something they can offer for free to poach sky's customers who have to pay excessive amounts for the same thing, in lower quality. Bt can take the football payments in their stride, sky will report lower profits due to the effect of those similar payments on their business. There'll be no smoke and mirrors with Bt, yet sky will lump thei Now tv 'subscribers' in their subscriber list, to put a less negative spin on their market share. Afaiui, even those who sign up for a month's special on their nowtv box will be counted as a subscriber - perhaps the results will clarify that.

Looks to me like quite a few ex sky supporters have done the obvious thing and switched into bt shares, a trend which will accelerate over the next week or so when both report results (for those who have the ability to interpret what each says, that is).

[tiptv1] 22/7/2014 15:57

Ronnie Chopra , Chief Market Strategist of T1pspreadbetting says to BUY & HOLD in BSKYB (BSY) . See more at:

[albany30] 21/7/2014 21:27

Today's drop seems harsh on the RNS but probably more reflective of global market concerns. Any thoughts on when BSY will test 950? Surely imminent if 900 holds (IF).

[sicker] 21/7/2014 18:59

Not known yet, it was 13th November last year so it should be close to that date this year.

[ssvsjs2] 21/7/2014 18:31

when is ex date?

[ukgeorge] 11/7/2014 10:23

Anyone else shorting this?

Or got some compelling argument as to why I should not be?

[albany30] 30/6/2014 14:28

Ah 900p, it's been a while! Should hopefully hold above this now. Has the European football channel launched yet?

[undervaluedassets] 29/6/2014 08:36

BTtv slides to new weekly low for viewing figures - their audience almost unmeasurable at just 0.1% of total national viewing that week.

hxxp://www.barb.co.uk/viewing/weekly-total-viewing-summary

[undervaluedassets] 03/6/2014 12:00

hxxp://www.barb.co.uk/viewing/weekly-total-viewing-summary

We would appear to be thriving compared to our nearest rival.

[2ngh] 17/5/2014 14:47

850 seems to have held and indicators seem to have bottomed, gap to close at 887 over the next few trading sessions I would expect.

[pierre oreilly] 15/5/2014 13:01

uva - you could ask that of anyone here. I don't think I'm trying to achieve anything - just passing 10 minutes of my time 3 or 4 times a day hopefully in an enjoyable manner talking about a share I'm now interested in.

I must say, demanding answers seems at odds with your own lack of answers to the numerous questions I have posed to you, but I suppose double standards are to be expected.

For example, what do you make of the price being down 12p yesterday while there was, yet again, a large share buyback? Doesn't that concern you as to what will happen (and indeed has happened this week) on those days when there are no buybacks to support the price? What happens when the authority and/or cash for buybacks is exhausted?

[undervaluedassets] 15/5/2014 06:51

Still haven't answered my question. What are you trying to achieve?

[pierre oreilly] 14/5/2014 22:38

Down yet another 1.98% in the States.

Not posted BT's U.S. closing price tonight then DMF?

[pierre oreilly] 14/5/2014 21:04

Sheesh uva chum, by your definition, many advfn posters, including yourself and several other bsy shareholders, must be 'mental'. I suspect there is only one bsy shareholder on here who is genuinely mentally afflicted.

Anyhow, on the principle that all publicity is good publicity, you'll be pleased to know that Sky just featured on Watchdog - apparently they are charging customers for NOT taking some of their services. Could be the start of lots more free publicity.

[undervaluedassets] 14/5/2014 19:35

Pierre

question ....

100 maybe 150 even posts on this thread - on a stock you do not own....(You barely post anywhere else)... maybe 30 - 40,000 words you have written on BSY on this page.

???

It has got to be unique on ADVFN.

Have you any idea how that comes across to everyone? step back ... think about it.

It looks... well ... I have to honest mate ... it looks...well mental really.

But back to my question....

Pierre precisely what are you doing here chum? - what is it that you are trying to achieve?

[pierre oreilly] 14/5/2014 18:40

Of course I am uva. It's pure coincidence that the price is reacting exactly as I said it would without daily buybacks. You don't have to be Einstein to predict that, it is self evident. And your view that a deal with Sky Germany is just dandy with so many advantages that the city has marked sky down about 8% so far 'because they always do' (which is itself a factual untruth).

The thing is uva, deluded people in love with a share and unable to accept what is crystal clear lose lots of cash due to their irrational denial of the obvious.

[undervaluedassets] 14/5/2014 16:56

Christ you are such a financial illiterate Pierre.

From the point of view of the buyback a low price is a good thing. The lower the better.

[pierre oreilly] 14/5/2014 15:13

The price has nothing to do with the takeover rumours imv. There have been no price support buybacks over the last couple of days and, I suspect, today. So you can expect 10/20p off the price each day until around 600p - a fair price to reflect the fall in profits reported recently.

Has anyone actually kept a tag of the money spend on buybacks and whether it's

- near or at the authorisation or
- near or at the spare cash sky can throw at supporting the price?

I'm amazed if everyone invests here without even that basic information which will have a major effect on the price. Of course, it's only of interest for those not in denial that the buybacks have supported the price up to now and that without them, the price will drop until the buys match the sells (at 600p according to a couple of brokers). These are technical issues, irrespective of any outlook good or bad for the company - just mechanical price adjustments. The dwindling profits due to their product becoming a low value commodity will drive the price once the mechanical adjustment due to the new absence of buybacks has taken place, imv.

[undervaluedassets] 14/5/2014 12:59

Well for the moment the city don't like this merger/takeover.

But 10 million additional customers and new markets to grow into all looks like a good idea to me.

Hardly a dubious fit is it ?

[dmf] 14/5/2014 11:30

Virgin Media deals blow to BT with extended Sky partnership

Deal adds five channels and ability to watch on the go

[philo124] 14/5/2014 10:37

Broker says book is more sells than buys o/s.

[undervaluedassets] 14/5/2014 09:37

From Beaufort:-

With this update, BSkyB seems to be making concrete steps towards establishing a stronger foothold in the European market. This deal of BSkyB, with 21st Century Fox, is likely to place the group as a leading multinational pay TV group globally. Considering the German rules on minimum offer price, BSkyB is hopeful of making the takeover offer to the German investors, for Sky Deutschland, without a premium. The appointment of only independent directors of the group, barring the directors of 21st Century Fox, to the deciding committee ensures the soundness and fairness of a potential agreement. BSkyB's five year deal with HBO gives the company access to some of the highest rated shows such as Game of Thrones, while also helping prevent entry of its arch-rival BT into entertainment and films - BSkyB's key segments. Despite strong competitive pressures, a robust marketing strategy, strong foothold in the UK broadcasting market and encouraging expansion plans, give a stable picture about the company's future prospects. We remain Buyers of the stock

[pierre oreilly] 13/5/2014 20:49

Down another 1.39% in the States (thanks to DMF for the idea to post US prices).

[pierre oreilly] 13/5/2014 20:18

No price support buybacks yesterday equals price down 20p.

Let's see tomorrow if with a price support share buyback the price only falls 12p.

Talk about the bleedin obvious....