Sky Share Discussion Threads

[essentialinvestor] 16/8/2016 17:48

Getting tempted by BT where sentiment is dire, traded some last week.

Have put Sky back on watch.

[raffles the gentleman thug] 16/8/2016 17:45

Free cash flow yield is what attracts me - they are just having to invest a heck of a lot to sustain that at present - but over a quid a share you can't really go too wrong

[essentialinvestor] 16/8/2016 17:37

Net debt at £6.2 bilion.

Worth more to a third party imv.

[raffles the gentleman thug] 16/8/2016 14:46

I haven't bought yet Dark Horse but the shares are most definitely on the radar screen. I just want to see it bottom first, probably around the first 850 low we saw early July. Will most definitely perform as we move closer to interim div time ...

[the dark horse] 16/8/2016 12:37

Grabbed a few on Brexit morning at 806 but couldn't resist selling at 917 making 12% in 5 weeks. This morning i bought them back at 865 as they have lost half that gain and look set for another run, although I am bottom picking which is a filthy habit and can be dangerous ;)

[katie priceless] 15/8/2016 08:14

Dipped my toe into SKY @opening, @871

[boix] 14/8/2016 07:56

Today's Sunday TelegraphSky gearing up for online TV war with push into SpainSatellite giant will throw down challenge to Netflix and Amazon as it aims to expand European empireBy Christopher WilliamsSKY is secretly preparing a major expansion of its European empire by launching its online streaming service Now TV in Spain as the first stage of a plan to challenge Netflix and Amazon across the continent.For more than a year, a team at the pay-TV giant have been laying the groundwork for its first move into territories where it has no satellite operation, The Sunday Telegraph can reveal.If the launch is a success, it is understood that Sky will then target other untapped European territories for Now TV expansion.Now TV is expected to be offered to Spanish households for €10 per month, positioning Sky alongside Netflix as a low-cost way for consumers to boost their entertainment options.Amazon is also preparing to enter the Spanish market this year by launching its Instant Video service.Spain is seen as attractive to subscription streaming providers in part because a relatively low proportion of households currently subscribe to traditional pay-TV. According to official figures, only 27pc of Spanish homes have pay-TV, compared with nearly two thirds of British households.The Spanish market has been expanding quickly, however, boosted by the roll-out of ultrafast broadband networks. On-demand viewing has increased by nearly a quarter in the last two years.A third of Spaniards who do not have pay-TV cite the cost of subscribing to a traditional operator as the main barrier, providing a further draw for Now TV. The traditional market is dominated by Telefonica, Vodafone and Orange, which bundle pay-TV with broadband services.For Sky the move is a crucial test of whether Now TV can succeed in a country where it does not have a satellite operation. The company is already attempting to push into streaming and the lower end of the pay-TV market in German and Italy, where it also offers traditional, more expensive services.Sky is seeking more sources of growth as its core UK satellite business is no longer adding significant numbers of new households and has stretched the willingness of subscribers to accept price rises in the face of cheaper options such as BT TV.Over the long term, satellite TV is expected to go into decline as the internet becomes the main means of distributing programmes.As well as investing in building a bigger streaming empire, Sky is gearing up for the launch of its UK mobile network, based on a deal with O2.Launching Now TV in Spain means Sky could steal a march on Europe's second largest pay-TV operator, Vivendi of France, which had intended to "build strong positions in Southern Europe, a market that shares a similar Latin culture and roots". The keystone of the plan was to be its acquisition of the Italian pay-TV operator Mediaset Premium, which also sells its programming in Spain via streaming. However, that takeover fell apart in a dispute over the valuation of Mediaset with the Berlusconi family, who control its current parent company.Vivendi has said it still has "different options" to realise its pan-European vision, in comments likely to trigger speculation about its intentions towards Sky. Sky declined to comment.

[anley] 13/8/2016 12:08

That makes sense and thank you for the post.

I suspect that Sky will have to have at least 6-9 months of figures to see how this service is being accepted by the subscribers so sometime early in 2017...

[tim 3] 13/8/2016 10:36

Hi Anley.

The cost of the various packages which allow you to receive 4k,(which incidentally starts transmitting today) through sky is quite complex.

As the link shows,however to get it you have to upgrade to a sky Q silver box.To do this you will have to pay a one off installation fee and the minimum subscription is £56 a month which is £36 higher than the most basic package available at present and from what I can make out you have to have multi room.As always with sky they make it more attractive for you to have the more expensive packages with installation much more expensive if you don't.

As am example I already have Movies and sport and it will cost an extra £99 one off fee plus £11 extra a month.

As more people own 4k tv's I think they will be tempted to upgrade to get the best out of them as the broadcast 4k content increases.

I also think most 4k subscribers will end up paying more per month and will have to pay the installation fee which can be up to £299.

All this should help profits and I think 4k uptake will grow for years to come.


Just my view though, could be wrong.


hxxp://www.trustedreviews.com/opinions/sky-q-price

[boix] 13/8/2016 08:37

From The Telegraph June 2015Old article but now sterling over 20% lower"The Murdoch family has knocked back two approaches for its stake in Sky – from Vodafone and the French media giant Vivendi, stoking speculation they are planning a fresh attempt to take full control of Britain's top pay-television operator.The most recent overture is understood to have come from Vivendi, the owner of France's biggest pay-television operator, Canal+.City sources said informal discussions were held in the spring between Vincent Bollore, Vivendi's biggest shareholder, and the Murdochs over a potential deal that would have created a pay-TV operation covering the UK, Ireland, France, Germany, Italy and Austria.Mr Bollore's advisers prepared presentations on the benefits of scale they claimed it would deliver amid intensifying competition across Europe from cable companies and telecoms operators entering the pay-television market.However, the talks did not progress, it is understood, because of the price expected by the Murdochs. They wanted £18 per share for the 39pc stake in Sky, which they control via 21st Century Fox, a 73pc premium on its current trading price.Vodafone, currently in talks with Liberty Global on combining its European mobile networks with cable assets across Europe, also made an informal approach to the Murdochs about a potential bid for Sky last year, sources said.Liberty Global's John Malone, America's 'cable cowboy', is secretly pushing for a full-blown merger of Liberty Global and VodafoneIt received a similar price demand and did not pursue discussions.Neither informal approach was discussed by the Fox or Sky boards, it is understood.News of the discussions and the Murdochs' view of the value of their stake in Sky will stoke speculation that they could again attempt to buy the company outright.The elevation last week of James Murdoch, former chief executive and chairman of Sky, to chief executive of Fox, and the election of a Conservative government has put the issue back on the agenda for other Sky investors.The family's last bid collapsed four years ago amid political opposition that was bolstered by the phone- hacking scandal at their British red-top newspapers. James Murdoch remains a non-executive director of Sky.It is understood that after BT announced its takeover talks with EE last year, James Murdoch advocated a takeover of O2 by Sky.Such a multi-billion-pound takeover would have stretched the company's finances shortly after shareholders had funded the £7bn double takeover of Sky Deutschland and Sky Italia. Jeremy Darroch, Sky's chief executive, favoured a more conservative approach to entering the mobile industry via renting capacity on the O2 network.A takeover bid for Sky would surprise some Murdoch observers, who believe the family remains more likely to sell up than increase Fox's stake. The takeover of Sky Deutschland and Sky Italia had the net effect for Fox of withdrawing $8bn from European pay-TV.However, Sky remains the biggest international customer for Fox's programming and a useful source of cash. The British company is also investing to build up its own production capabilities."

[boix] 12/8/2016 21:14

Yes agreed.

[raffles the gentleman thug] 12/8/2016 20:54

That was rather my thinking bigboots. He's either a buyer or a seller and whichever scenario should be good for the share price. Weren't these 950 or something a week or so ago on the good results ? Smells like opportunity

[bigboots] 12/8/2016 17:50

The longer the stock stays down here , Murdoch will take control of SKY simple

[raffles the gentleman thug] 12/8/2016 13:55

anley ... there is no bear case for this company at this price. I am confident of that. The company is merely going through a transitory phase profits wise, but generating colossal amounts of cash in the process. If those bears cared to study the value of this cash generation they would change their tune and cease writing simplistic one liners

[anley] 12/8/2016 10:32

I had a long period running trusts in fact over 50 years and although I have been retired for 15 years the game is still the same.

I have been a long term holder of SKY and ITV as well so I am farmilar with just what is going on.........back to TIM3 you tell me what his post is all about and how that would effect the P/L account of SKY please.

There are at least 2 other posters who do nothing to back their BEAR hunches so why should I ask them to produce there thoughts as to why?

[katie priceless] 11/8/2016 12:21

anley

Do you mean what you can't understand , because you ask a lot of questions of other posters on here, but not many informative comments from you.

[anley] 11/8/2016 10:41

So TIM3 can you tell us what this means for SKY and its future profits........as that is what drives its price.

Please no point in posting comments which many holders will not understand.

Thanks

[anley] 11/8/2016 10:40

So TIM3 can you tell us what this means for SKY and its future profits........as that is what drives its price.

Please no point in posting comments which many holders will not understand.

Thanks

[tim 3] 11/8/2016 00:16

I suspect the 4k upgrade option will drive average subscriptions up most new tv's seem to be 4k and unlike 3d which was a flop I think 4k will become the "norm"

[anley] 08/8/2016 10:48

On what basis please?

[aussiedonnie] 05/8/2016 11:34

As I said £5 fair value for this stock.

[boix] 03/8/2016 20:20

Sky is a smart choice as a long term investment.
It's not the share to day trade as it does not follow the set patterns - heavily influenced by exchange rate, ADR traded in NY and NY sentiment in general (39% Fox (US NAS) owned).

[anley] 03/8/2016 10:51

Perhaps for short term punters but I take a 3/5 year view and use hard figures as well as looking at management etc..........but I do look at charts.

[katie priceless] 02/8/2016 13:32

Don't you look at charts , maybe they could help you

[anley] 02/8/2016 10:49

So what........and how does that help.....Katie priceless?