We could not find any results for:
Make sure your spelling is correct or try broadening your search.
Share Name | Share Symbol | Market | Stock Type |
---|---|---|---|
Bskyb | BSY | London | Ordinary Share |
Open Price | Low Price | High Price | Close Price | Previous Close |
---|---|---|---|---|
850.50 | 850.50 |
Top Posts |
---|
Posted at 13/4/2017 07:06 by undervaluedassets I think the market has got its calculator out. . finally.Compare ten year earnings growth rate, divi, cash pile, and debt levels to RRS (or any Uk listed gold miner in the Uk frankly). The valuation has been wrong for a while. re-rating underway |
Posted at 12/11/2014 08:44 by mercer95 Can anyone confirm if today is the ex dividend date for BSY? Thanks in advance. |
Posted at 17/10/2014 06:43 by minuteman BSY will need to increase offer for skyd by 50% IMONow they are into 57% they must own the rest if the stock to access skyd cash flows The potential of skyd would make an increased offer a no brainer to consolidate all the assets across Europe |
Posted at 16/10/2014 07:38 by undervaluedassets BSY sold 760,000 additional services in the quarter.results are simply stunning - every metric you can think of up:- profits, revenue the lot. but it's a bear market isn't it .... |
Posted at 25/7/2014 12:49 by albany30 uva and essential - great posts. My thoughts exactly.The biggest compliment that can be paid to BT Sport's impetuous Champions League overpayment is that it kicked BSY into life, and they haven't stopped since.Not remotely a contest between BSY and BT Sport just now though. The billions that are flowing in and around BSY just now must make BT very nervous regarding BT Sport.Suppose ultimately the winners will be, as per bloody usual, the football rights holders. |
Posted at 25/7/2014 12:20 by essentialinvestor Not sure why the debate is so all or nothing here, plenty of PI'shold both BT and BSY. Today's deal may increase BSY's risk profile, however I would not be against this management team. Although BT sells on a lower multiple you need to factor in the pension deficit. Good prospects for both is my view, BSY may provide a better buying opportunity if we get some cautious comment, just IMV. Today just reverses the very sharp run up in the BSY share price over the past couple of weeks. |
Posted at 25/7/2014 12:03 by albany30 Supercity - no knowledgeable football fan will join BT just for Champions League football, a cup format which only becomes a big deal from February. BT have nothing else to offer on top of that bar whatever premier league games BSY allow BT show.BSY will screen Barcelona, Real Madrid, Atletico, PSG etc every weekend via their European football channel. Only Pierre 'Rodney' O'Reilly would swap BSY for BT for the football.So imagine if BSY then shut BT out the Premier League rights bidding? Then BT Sport is dead as a dodo, and the Champions League football is a £900m white elephant. Very nervous times for BT Sport as they watch Sky snap up more sports rights and expand it's pay TV and internet businesses.Should add, I own BT shares! |
Posted at 03/4/2014 10:40 by miata OrielBSY/BT reciprocal wholesale deal is unlikely. BT said BT Sport is about "changing the dynamics in the broadband market" and raising take-up of fibre. BSY opposes both of these. Separately, if say the price for PL rights rises 50% next time around, this means £123m extra cost for BT, whose annual FCF is c.£2.6bn. But for BSY, a 50% rise means £380m more cost against total FCF of c.£1bn. It is key to remember BSY profits directly from retailing premium sports TV, but BT only wants enough premium sports TV to acquire/retain more broadband customers (in competition with BSY). Any deal with VOD is unlikely to boost BSY's value. VOD is very unlikely to want to buy BSY because VOD Europe needs to buy fixed line networks; it already owns Cable & Wireless in the UK; c.50% of VOD UK's business is with enterprises; BT proved that key BSY assets (e.g. PL rights) are contestable. Also a commercial deal with VOD is likely to be problematic because each company has its own profit margin to protect; VOD UK came last in the latest independent evaluation of UK mobile network quality. Telecom regulation set to change from a tailwind to a headwind. First, BSY cannot maintain that customers will value connected TV services more but they will also keep choosing copper over fibre broadband. In VMED's footprint (c.50% of the UK), we estimate fibre+'superfast' broadband penetration rose from 22% to 39% in 2013. BT's fibre rates are c.2x copper rates, and they will stay unregulated at least until April 2017. Second, YoY change in BSY cost per copper line was -4% in 2013/14, but by 1 July Ofcom will decide whether this should be +1% or +3% in each of the next three years. Worsening economics trump excellent management. All the above imply growing strains on BSY's sales and costs. Also, despite strong take-up of paid-for subscription products, BSY's churn has edged up in each of the last five quarters. Lastly, subscriber numbers are increasingly meaningless because price promotions are more significant: YoY change in BSY's reported ARPU divided by the average take-up of TV, broadband and line rental only per retail customer was -1% in 2012/13 and -2% in H1 2013/14. Valuation. BSY is inexpensive relative to Europe's TV sector, but BSY's value drivers are very different. Also a "BSY has done it before; it will do it again" stance is high risk. BSY should trade in line with the UK market vs. a 25%+ P/E premium now. Lastly, BSY spent just £61m on buy-backs in Q1 2014 despite a residual c.£400m authority. |
Posted at 17/2/2014 22:55 by harvester Pierre :(1) Yes, BT has more than twice the market cap of BSY . Share buyback impact should be viewed against that . (2) Yes, BSY share buy-back program appears larger than BT's . BSY announced buyback over one year of 238mill shares or £500mill to be viewed against total of 1.575bn shares . BT announced share buyback of 24 million shares in February/March 2014 to be viewed against total of 7.9 bn shares approx . Not strictly comparable since not yet known what buy-backs BT will run for the rest of the year . (3) I wish you were right on your last point of Murdoch offloading. Many BSY shareholders would welcome that and it would enhance the reputation and attractions of BSY . However, under the BSY RNS dated 22.11.13 Fox Inc will deliver some shares for the buy-back but Fox will maintain its % of shareholding so that there is no change of voting rights . So they are not yet surrendering or reducing control. 4) BT shareholders have been richly rewarded this last year but BSY shareholders have also had a good run with divi of 3.34 better than BT's 2.35 and rising share value, admittedly enhanced by the buy-back program . Todays appeal Court ruling appears to be a small points victory for BT but I wonder if that could also back-fire as BT acquires more sporting rights which clearly they are trying to achieve . |
Posted at 05/2/2014 11:59 by albany30 BSY did several buy backs when the share price dropped after the Champs League over reaction - why? Because they viewed the share as under priced, a fundamental reason for buying stock. Same as the posters on here who bought BSY stock (on that note, any weirdos here who don't hold BSY but just want a bit of company?).These buy backs also show the company's belief in its own stock, of course. The buy back yesterday was to cancel the shares, which creates fewer shares in circulation, which in turn increases the value of the remaining shares. Shouldn't be any confusion about what BSY are doing.Harvester - I rate your comments but Pierre O'Reilly aka Rodney O'Troll has an increasing profile on advfn's 'most filtered' list for a reason. It's not worth engaging a lonely oddball who wants someone to hold his hand in the big bad world of share trading . . . a BSY non-shareholder spending every lonely day on BSY's boards? Your garden variety troll is young Rodney. Sad, very sad.Anyway, BSY have been proactive in every area since BT - who have announced nothing since October - started putting their hand in the air, and that includes the actual stock. Also sounds like BT have another battle on the go . . . with Talk Talk.Continuing in the manner of the last six weeks, 900 should be tested imminently. Not that I want to sound like BTs guru, monty of course. |
It looks like you are not logged in. Click the button below to log in and keep track of your recent history.
Support: +44 (0) 203 8794 460 | support@advfn.com
By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions