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zg44's Recent Activity

  1. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    I understand that point of view, but I also think it's worth looking at the overall health of Comcast's businesses. We saw with Vivendi...

    Sep 23, 2018 at 1:18 PM
  2. zg44 liked Happytycho's post in the thread Universal Orlando Resort Expansion.

    Finally got a chance to study the various plans from the last few weeks... The mass grading plans from earlier this week still don't...

    Sep 22, 2018 at 10:38 PM
  3. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    Both Disney and Comcast have been cleared to purchase 100% of Sky by all European anti-trust bodies (UK and EU mainly for this transaction).

    Sep 22, 2018 at 7:43 PM
  4. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    Agreed, but in some sense that evens up the negotiations because both sides have something the other side wants and once the tender is...

    Sep 22, 2018 at 6:26 PM
  5. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    Sky has a ton of European growth left ahead of it, so I doubt they'll be going outside Europe any time soon: Currently: Sky operates in...

    Sep 22, 2018 at 4:06 PM
  6. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    [MEDIA] Keep an eye on this, we'll likely hear about trading around Disney's 39% of Sky and Comcast's 30% of Hulu over the next couple...

    Sep 22, 2018 at 3:39 PM
  7. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    Okay ran some numbers quickly: Comcast long term debt outstanding: $62 billion Comcast's offer values Sky at $38.8 billion (29.7...

    Sep 22, 2018 at 2:41 PM
  8. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    It is, I expected Comcast to bid 16.50-16.75 as a winning bid; they went over that even. Makes it clear how badly they wanted into...

    Sep 22, 2018 at 2:25 PM
  9. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    Comcast won in the final round, went quite a bit higher than Disney; the big question that people are asking is whether Disney will sell...

    Sep 22, 2018 at 2:20 PM
  10. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    [MEDIA] Final round of bidding. Next couple of hours should reveal the result.

    Sep 22, 2018 at 1:31 PM
  11. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    Comcast and Fox take $34 billion battle for Britain's Sky to the wire | Reuters We're in the endgame now. Neither side changed offers...

    Sep 21, 2018 at 2:17 PM
  12. zg44 liked Ridgepole's post in the thread The FOX Acquisition Thread (Updated June 12).

    Littoraly

    Sep 20, 2018 at 12:49 PM
  13. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    True but it's fair to assume that one bidder will place a significantly higher bid in the final round (by significant I mean a...

    Sep 20, 2018 at 12:16 PM
  14. zg44 replied to the thread The FOX Acquisition Thread (Updated June 12).

    Sky Takeover: Auction Set for Comcast, Fox to Duke It Out – Variety Auction rules set: Start time = 5pm London Friday September 21....

    Sep 20, 2018 at 11:24 AM