UPDATE: SKY DEUTSCHLAND

Get longer into the weekend
  • One of our picks for 2014 and the current pull-back is an opportunity to buy more/get involved
  •  The story remains the same. Quality of content will shine through
  • Leveraged into an under subscribed German market (circa 15% of German households subscribe to Pay TV vs  circa 56% UK/ 85%% in USA)
  • Fox bid is always there and eventually it will happen
  • Not too sure what this weakness is about may well be something weird going on with the reweight but it is definitely an opportunity
  • Get long here

 

 

Buy into tomorrow’s numbers

 

  • Now is not the time to be delta exposed but to trade pairs or names into numbers or an event
  • SKYD is a name that fits the bill.
  • It has been under pressure since the turn of the year on above normal volumes
  • Quality of content will eventually shine through like BSY…
  • German consumer sentiment pretty much at all time highs
  • The Fox bid…
  • Its 15% from the high and the bad news is in the price now..
  • Buy into tomorrow’s numbers