Sky Share Discussion Threads

[katie priceless] 02/8/2016 08:33

gap closing now , and both raising

[katie priceless] 02/8/2016 08:21

SKY falling twice as fast then ITV this morning

[katie priceless] 29/7/2016 14:26

The sharp drop in sterling following last month's Brexit vote made British assets much cheaper for foreign investors and could spur interest in retailers, particularly in the luxury goods sector, according to Credit Suisse.

The broker highlights seven stocks in Europe as potential M&A candidates that also rank high on its valuation models: Centrica , Euronext , Exova , ITV , Shawbrook , Victrex and Zodiac Aerospace .

[farmai] 28/7/2016 10:49

what makes you convinced of this boix ? Sky that is rather than ITV.

[farmai] 28/7/2016 09:13

Hi boix - reassurance on Sky huh - looks the stock to own for 2017

[boix] 27/7/2016 15:18

Don't think anyone surprised or really disappointed.Just need to pressure regulator to ensure sufficient oversight.The pension black hole alone generated would have and still might sink BT.

[montyhedge] 27/7/2016 06:09

Get over it Sky and Talk Talk, you lost BT won. They still own Openreach, the rest is window shopping.

[boix] 26/7/2016 19:31

'illuminati' are these the same ones 5 yr old children talk about?

[boix] 26/7/2016 10:37

Statement from Sky on proposed Openreach reform26 July 2016 ShareAlso in this sectionJeremy Darroch, Group Chief Executive, Sky said:"Today's proposal to create a legally separate Openreach is a step in the right direction, although falls short of the full change that would have guaranteed the world-class broadband network customers expect and the UK will need. In particular, leaving Openreach's budget in the hands of BT Group raises significant questions as to whether this will really lead to the fibre investment Britain requires. At the end of the day, Ofcom's changes will only work if they deliver better outcomes for customers. It's now important that the changes Ofcom have mandated today are implemented rapidly, fully and without dilution. We are encouraged by Ofcom's stated commitment and willingness to use its powers to hold BT's feet to the fire."

[anley] 21/7/2016 11:43

Lets be cynical and say two big boys are talking the stock up because they have had a nod and a wink from...........they don't do that unless they are cetain......

[topdoc] 21/7/2016 10:25

whats causing todays decline. was hoping to be above 900p today but market as usual does the opposite

[boix] 21/7/2016 10:24

Difficult to understand 3% decline today?Ideas?

[boix] 21/7/2016 10:04

Again today

Sky Plc (LON:SKY)‘s stock had its “buy” rating restated by investment analysts at Deutsche Bank AG in a research report issued to clients and investors on Thursday. They currently have a GBX 1,425 ($18.90) price target on the stock. Deutsche Bank AG’s price objective would suggest a potential upside of 58.42% from the company’s previous close.

[anley] 21/7/2016 09:55

and Blackrock has now disclosed they own more than 5%.........

[boix] 21/7/2016 09:43

UBS CUTS SKY PRICE TARGET TO 1260 (1300) PENCE - 'BUY'Today but not a significant change

[montyhedge] 21/7/2016 08:23

Sky and TalkTalk should be careful what they wish for on Openreach.They invested very little in Openreach, if BT were to lose Openreach then Sky and TalkTalk can't piggyback on BT anymore.They would have to dip more in their pockets.

[anley] 19/7/2016 14:41

What does BALL DEEP say to this news?

[boix] 19/7/2016 13:20

Sky shares rise as RBC raises rating to 'outperform'Tue, 19th Jul 2016 09:28(ShareCast News) - Shares in Sky rose on Tuesday as RBC Capital Markets lifted its rating on the stock to 'outperform' from 'underperform' and raised its target price to 1,100p from 1,000p."Our view reflects (1) the lower share price; (2) de-risking of rights renewal in Germany; (3) upside from mobile rollout," RBC said."The rise in the price target is partly driven by our forecasts for higher outer year earnings in GBP terms from Germany and Italy."Sky last month paid €3.5bn to secure the lion's share of TV rights to German Bundesliga football matches. Earlier in the year the company also signed an agreement with Telefonica UK to launch a mobile virtual network operator (MVNO) on its network.Meanwhile, RBC said Sky could arguably afford to buy O2 following the failure of the Hutchinson takeover deal but does not believe it will do so."In our view, its optimal strategy is to roll out the MVNO, gaining scale quickly through bundled offers to the c.40% of UK homes that take Sky. Later on Sky could look to buy spectrum directly to reduce marginal cost.""Mobile through MVNO offers substantial revenue and cost synergies without the need to spend say c.£9.1bn buying O2 (6.5x EBITDA - a discount which we feel is justified given the blocked Hutch offer at 7.3x and lack of alternatives for the seller)."Sky can cross-sell mobile and sim cards to its own customers at extremely low subscriber acquisition cost, RBC added.The broker raised its revenue estimates by 5.2% in full year 2017 and 5.8% in 2018, partly driven by higher euro translation against the pound from the German and Italian businesses, which account for 30% of group revenue.Shares rose 1.82% to 896p at 0956 BST.