Top analyst warns that MultiChoice is only worth around R60 per share

mylesillidge

mylesillidge

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DStv's owner in deep trouble

Shane Watkins from All Weather Capital warned that MultiChoice is only worth around R60 per share and that current shareholders should take their money and run.

Watkins is All Weather Capital’s chief investment officer and has extensive experience in asset management, corporate finance, and investment analytics.
 
Deja Vu.

I am sure I saw this exact article in my Google feed yesterday or the day before with another publisher.


Either way, this is our MC article for today. Tomorrow we will have another.
 
MavChat said:
Deja Vu.

I am sure I saw this exact article in my Google feed yesterday or the day before with another publisher.


Either way, this is our MC article for today. Tomorrow we will have another.
Click to expand...
Daily Investor as MyBroadband had mentioned them
mylesillidge said:
DStv's owner in deep trouble

Shane Watkins from All Weather Capital warned that MultiChoice is only worth around R60 per share and that current shareholders should take their money and run.

Watkins is All Weather Capital’s chief investment officer and has extensive experience in asset management, corporate finance, and investment analytics.
Click to expand...
It's mandatory that this deal moves ahead or no MultiChoice, people should take this to account if it goes bankrupt don't expect the full SuperSport offering on Netflix as most streamers can only afford to package one league.

Now I get why people are happy about this but MultiChoice is going through a similar affect seen in other countries.
 
2-3 months back, I already said, they must grab the money and run. And at R125.00 a share, they not going to get anything more. High life for the C-Suites at DSTV is no more.
 
elf_lord_ZC5 said:
2-3 months back, I already said, they must grab the money and run. And at R125.00 a share, they not going to get anything more. High life for the C-Suites at DSTV is no more.
Click to expand...
The thing is you have a corporation like Disney which at the time Disney+ launched leveraged off Marvel Studios and Lucasfilm while investing on new content for National Geographic and Disney Channel. Then years later, they're trying to reduce costs by limiting content spend for these same channels as they realize how much money was being wasted and not much viewers were being lured to this offering and that is what MultiChoice is appears to be going through what's worse they cut BBC First or Ginx TV knowing most funds are going to M-Net and SuperSport.
 
Daily DStv Article 2/2 ✅ ~ 15/06/24

Mybroadband or MyDStv?
 
MavChat said:
Deja Vu.

I am sure I saw this exact article in my Google feed yesterday or the day before with another publisher.


Either way, this is our MC article for today. Tomorrow we will have another.
Click to expand...
Deja vu, another smart arse on the another MC article train. About as tiresome as the article itself.

The irony.
 
After holding us to ransom for so many years we should all be stoked they falling part at the seams. I bet they wishing now they had allowed us to pay per channel 10 years ago.
 
MultiChoice Kissing Share Price Goodbye
 
The sport rights that DSTV owns is never mentioned i.t.o. a Canal plus takeover. Yet they are DSTV's biggest asset. And are crucial to the future of rugby, cricket and soccer in SA.
And while many nerds commenting on this channel will be whacked out of shape by any ball thrown at them and don't watch sport, the other 97% of SA actually do watch it.
 
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