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Ann: Nine Transfers Preference Shares to StreamCo Media Pty Ltd, page-82

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dealme

2 Posts.

30/08/14

16:20

Post #: 13899531
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Originally posted by 71c4 ↑

Obvious thing that sticks out to me

Combine Nine, QFX and any Fairfax content and you have a content list possibly greater than anything currently on the market.

Also we are talking about content that is already paid for, before having to spend any of the 100 million. Same goes for the streaming platform, QFX has it on a platter for Steamco to use without spending hardly any of the 100 million.

What does it cost to get a streaming platform up and running now days, not much for Streamco it seems.

Another thing is nine got a bargain deal for the preference share off HBO, what did nine do for HBO, could exclusive HBO content be coming to Streamco/Nine/Fairfax/Quickflix?

Seems Streamco has got the option of setting up a streaming business for a fraction of the cost with a substantial content list before spending any real cash.

This looks to be a very smart deal for Streamco, hit the ground running as the dominant streaming platform before any competitors make any real impact on the Australian market for a fraction of the set up cost.

71

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Also worth noting that from Stream Co's point of view, a take over of Quickflix also delivers expansion into New Zealand off the back of the existing quickflix.co.nz. Population of NZ is approx 4.5million, obviously not all are target customers but assuming same ratio it's about a 20% increase in market size.

NEC Price at posting: $2.06 Sentiment: None Disclosure: Not Held

QFX Price at posting: 1.3¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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Ann: Nine Transfers Preference Shares to StreamCo Media Pty Ltd, page-82

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