Comcast Archives - GrowthRater

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Comcast’s buyers curse

“Accept the Recommended Comcast Offer Immediately”[!!!] If I was a Comcast shareholder I would be concerned about the apparent enthusiasm with which the Sky board were recommending that their shareholders accept their managements revised offer for Sky. Whoever was pulling the strings over at Sky (Murdoch, Disney?), they have played a blinder; extracting a 125% […]

Shrek gazumps Mickey & Murdoch

Perhaps the cunning plan was to absorb Sky while still carrying a hefty risk premium ahead of the all important Premier League (PL) football rights negotiations and then reap the benefit when these were renewed for what turned out to be -14%/-£199m pa reduction. Unfortunately, with 21st Century Fox’s (21CF) bid stranded with the UK […]

Wazzup – 27 July 2017 – a results palooza!

A results deluge today as companies report Q2 numbers ahead of the August holidays. Updates from RELX, ITV, DMGT, Sky, A3M, S&P Global, Amazon, Comcast, Nielsen, Solocal, Barrick, Dow Chemical, Fiat Chrysler, Eastman Chemical, BASF, Air Products, Danone and VW, to name a few. RELX – H1 FY17 results. Fortunately, another steady […]