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-   -   Liberty Global 2015 Results - 16 Feb (https://www.cableforum.uk/board/showthread.php?t=33702349)

Media Boy UK 11-02-2016 23:20

Liberty Global 2015 Results - 16 Feb
 
Liberty Global plc today announced plans to release its 2015 results before its Investor Call, which will happen on Tuesday, February 16, 2016.

http://www.libertyglobal.com/pdf/pre...Dial-FINAL.pdf

Martin_D 13-02-2016 19:58

Re: Liberty Global 2015 Results - 16 F
 
02/16/2016 Q4 2015 Liberty Global plc Earnings Conference Call

http://edge.media-server.com/m/p/5aitzjux

Kushan 15-02-2016 15:05

Re: Liberty Global 2015 Results - 16 Feb
 
I'm looking forward to someone giving the breakdown so I don't have to read it.

denphone 16-02-2016 10:01

Re: Liberty Global 2015 Results - 16 Feb
 
Liberty Global 2015 results announced.

http://www.libertyglobal.com/pdf/pre...4-15-FINAL.pdf

Liberty Global and Vodafone to merge their Dutch operations.

http://www.libertyglobal.com/pdf/pre...ions-FINAL.pdf

denphone 16-02-2016 12:25

Re: Liberty Global 2015 Results - 16 Feb
 
Virgin Media confirmed it has also seen “elevated TV churn” following its decision to hike up TV prices in the previous quarter.

http://www.seenit.co.uk/virgin-media...g-tv-sign-ups/

Well if you up your TV prices and customers get nothing in return then one suspects they will start to lose TV customers in the near future unless they get their finger out rather quickly.

Kushan 16-02-2016 13:55

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by denphone (Post 35822235)
Virgin Media confirmed it has also seen “elevated TV churn” following its decision to hike up TV prices in the previous quarter.

http://www.seenit.co.uk/virgin-media...g-tv-sign-ups/

Well if you up your TV prices and customers get nothing in return then one suspects they will start to lose TV customers in the near future unless they get their finger out rather quickly.

Ah but sure didn't they get BT Sport? ;)

denphone 16-02-2016 15:02

Re: Liberty Global 2015 Results - 16 Feb
 
One would be pretty sure that the many customers who do not want BT Sport would be of a different opinion as they have seen nothing new apart from their price rises and would rather have the money off their packages or something far more tangible in return one suspects.

Kushan 16-02-2016 15:13

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by denphone (Post 35822273)
One would be pretty sure that the many customers who do not want BT Sport would be of a different opinion as they have seen nothing new apart from their price rises and would rather have the money off their packages or something far more tangible in return one suspects.

Trust me, my post was sarcasm for this very reason.

Superblade7 16-02-2016 19:22

Re: Liberty Global 2015 Results - 16 Feb
 
Elevated churn and only 900 new TV customers in Q4 2015 - ouch! :tiptoe:

Gavin78 16-02-2016 20:29

Re: Liberty Global 2015 Results - 16 Feb
 
This is why they are probably throwing out existing package deals atm so you don't leave them.

I noticed I'm on a new 18month contract with a 9 month discount. the lady on the phone said to me call back in 9 months and well sort you another deal when this one runs out so we'll see.

Horizon 16-02-2016 20:48

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Superblade7 (Post 35822326)
Elevated churn and only 900 new TV customers in Q4 2015 - ouch! :tiptoe:

This is why BT bid for premiership rights. The only way to grow pay tv numbers is through premium content, and you cannot get any more premium than football. VM's tv numbers have been stagnant for years. If they actually had a stb that worked, that might be a good start, but it hasn't happened yet in the entire history of cable tv.

If I were VM, I would do what the competitors can't, which is raise broadband speeds so far above the competition, it puts clear blue water between VM and the rest. Even if the lowest tier package was 100mb, that is still faster than what the others can offer through their highest tiers.

passingbat 16-02-2016 20:58

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Horizon (Post 35822347)
If they actually had a stb that worked, that might be a good start, but it hasn't happened yet in the entire history of cable tv.

.

I guess you must have been using different boxes to me then (or maybe they sent you duff ones :D)

The V+ had an extra tuner to Sky+ and Tivo had three recordable tuners and bags more functionality than Sky+

Horizon 16-02-2016 21:05

Re: Liberty Global 2015 Results - 16 Feb
 
....if you're happy with their tv service, that's good. I'm not and clearly by their falling tv numbers, I'm not the only one.

Any while I'm in moan mode, what does this mean from their 1st page of results?:

"Delivered 6% Rebased Segment OCF
Growth in 2015, with 7% in Q4"

Sounds like jargon just to mask their bad results. A rebased segment sounds like something a builder might use!

passingbat 16-02-2016 21:34

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Horizon (Post 35822352)
....if you're happy with their tv service, that's good. I'm not and clearly by their falling tv numbers, I'm not the only one.

!

I was referring to your criticism of VM's PVRs.

I don't use VM's TV services. I use a combination of Freeview and Streaming services. M TV gives me almost all the Freeview channels (and those that it doesn't, I don't miss) and in my view, Tivo is by far the best PVR for viewing those channels. And, because I have a VM phone line, Tivo is free.

Horizon 16-02-2016 21:58

Re: Liberty Global 2015 Results - 16 Feb
 
I know what you was referring to.

I've had a long history on here of being critical of VM, especially their tv service and especially their stbs. You find them good, that's fine. I don't and the fact that VM's tv numbers are falling suggests there must some reason for this. Perhaps its just more people using Freeview and streaming. But Sky aren't having these problems - yet.

djfunkdup 16-02-2016 22:45

Re: Liberty Global 2015 Results - 16 Feb
 
were**

Hugh 16-02-2016 23:54

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Horizon (Post 35822364)
I know what you was referring to.

I've had a long history on here of being critical of VM, especially their tv service and especially their stbs. You find them good, that's fine. I don't and the fact that VM's tv numbers are falling suggests there must some reason for this. Perhaps its just more people using Freeview and streaming. But Sky aren't having these problems - yet.

http://www.seenit.co.uk/virgin-media...g-tv-sign-ups/
Quote:

Virgin Media’s UK arm added just 900 TV subscribers during the three months ending December 31st, a fraction of the 21,500 who joined in the same quarter a year earlier.
Whilst 900 isn't much, it's still a growth figure, so I am not sure that your statement that the TV numbers are falling is a fact (the growth in numbers is falling, but not the actual TV numbers).

steveh 17-02-2016 11:28

Re: Liberty Global 2015 Results - 16 Feb
 
Still looks rather poor compared to the 146,000 new TV customers Sky signed up in their last quarter though.

https://corporate.sky.com/documents/...ss-release.pdf

denphone 17-02-2016 11:34

Re: Liberty Global 2015 Results - 16 Feb
 
Indeed it is but Sky has a awful lot of cash to throw away to attract new customers..

Horizon 17-02-2016 15:54

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Hugh (Post 35822382)
http://www.seenit.co.uk/virgin-media...g-tv-sign-ups/
Whilst 900 isn't much, it's still a growth figure, so I am not sure that your statement that the TV numbers are falling is a fact (the growth in numbers is falling, but not the actual TV numbers).

2014 TV Customers: 3,760,300
2015 TV Customers: 3,727,000

Hugh 17-02-2016 16:29

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Horizon (Post 35822460)
2014 TV Customers: 3,760,300
2015 TV Customers: 3,727,000

Thank you for those figures, I didn't see them - I am confused how they have also reported an increase of Enhanced Video Customers of 900, then?

denphone 17-02-2016 18:14

Re: Liberty Global 2015 Results - 16 Feb
 
If those figures are true then Virgin seriously need to pull their socks up to attract more TV customers to their platform in my opinion.

steveh 17-02-2016 20:06

Re: Liberty Global 2015 Results - 16 Feb
 
Maybe there is no longer any business case for Liberty Global investing seriously in TV in the UK?

In Freeview this country has a free, high quality TV distribution system which some other territories do not, so you're not forced down the cable route here. The free-to-air channels from the BBC, ITV, Channel 4 and Five are still where the biggest audiences are and most people still prefer local programming. On-demand from them is also available free - and now comes on most TVs too.

In the pay TV market, Sky have caught Virgin in a pincer movement between a budget Now TV (which Virgin probably can't match on wholesale price from Sky) and the top-end Sky Q (which those who want to personally own the best hardware will always choose over cable, no matter how good any new TiVo is). The market for Virgin between them is shrinking too.

New entrants from the paid streaming services are going all out for market share by providing a premium quality experience at a budget price that is subsidised by venture capital funds or other parts of their business. Long term probably only Sky is capable of standing up to the US tech heavyweights. Finally, the most attractive content (sport, movies, quality drama) is already tied up in long term deals elsewhere so Virgin have no route by offering exclusives either.

Under those circumstances doing all except the minimum needed to milk the existing customer base while it's still viable could be seen as foolhardy. Much better to focus on broadband as the cash cow - especially as here only four companies now control over 90% of the market and one of them probably won't survive much longer.

Kushan 17-02-2016 22:20

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Hugh (Post 35822462)
Thank you for those figures, I didn't see them - I am confused how they have also reported an increase of Enhanced Video Customers of 900, then?

My best guess is that overall TV subscribers have declined, but they've sold 900 more TiVo boxes or something?

Chad 17-02-2016 22:38

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Horizon (Post 35822460)
2014 TV Customers: 3,760,300
2015 TV Customers: 3,727,000

Virgin have gone totally stagnant. Here's their first quarter results from 2010:

http://dtg.org.uk/news/news.html?id=3745

2010 TV Customers: 3,729,600

They've gone nowhere over the past 6 years!

Quote:

Originally Posted by denphone (Post 35822468)
If those figures are true then Virgin seriously need to pull their socks up to attract more TV customers to their platform in my opinion.

What more can Virgin really do? Since the first quarter of 2010 they have launched:

TiVo - Possibly the best PVR on the British market over the past 5 years
BT Sports for "free" in XL package
Virgin TV Anywhere
Added SKY Sports and SKY Movies in HD
Expanded their on demand content including SKY Movies on demand
The first pay TV provider to offer Netflix on the platform
Doubled their HD channel line-up

Virgin have done their best to try and keep up with other TV providers. I honestly can't see adding things like SKY Atlantic, missing HD channels and freeview channels making any real difference at all.

There's clearly some other issue. Prices too high? TV packages not attractive? Complete saturation in cabled areas? TalkTalk, BT and SKY have each added over a million new customers during the same period.

Will a new TiVo box later this year change anything? The last 6 years suggest no. The sooner Virgin can make their services available in new areas the better. This is the only way I can see them growing their TV numbers.

Gavin78 17-02-2016 23:19

Re: Liberty Global 2015 Results - 16 Feb
 
I don't find sky any cheaper really when I looked at sky comparing my package to get the same with them minus the BB which they only did 76mb I think the price turned out to be about £5 cheaper a month.

However on top of this there was a £30 installation fee plus a few £££ for a sky box so would have worked out a lot more in the end.

The only downside with VM is the 2 or 3 times a year price rises offsetting line rental as an excuse for gaining more money and put the price up again 6 months later because they might have added sky 1 +1 to the package.

Toppled with the fact the Tivo boxes are so slow at doing anything which I thought they might have done something about that now seen as they can release new modems every year or 2 but can't updated their tv boxes.

You know what the problem is people are getting streaming boxes these days legit ones and not so legit ones

steveh 18-02-2016 08:22

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Chad (Post 35822506)
Will a new TiVo box later this year change anything? The last 6 years suggest no. The sooner Virgin can make their services available in new areas the better. This is the only way I can see them growing their TV numbers.

The latest figures quote 162,700 new homes passed, so that hasn't helped either.

We did have a pretty serious recession and there has been no increase in incomes for 11 years while house prices and rents have gone up massively. I assume people setting up homes for the first time are a big chunk of new customers and with little spare cash basic broadband plus a Netflix and / or a Now TV sub is rather more attractive.

Most of Sky's 146,000 new customers in the last quarter were for Now TV or lower packages and the company's average revenue per user is also flat.

spiderplant 18-02-2016 12:41

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Chad (Post 35822506)
2010 TV Customers: 3,729,600

They've gone nowhere over the past 6 years!

But in 2010, a fair slice of those weren't paying anything. The numbers on M-pack are now greatly reduced.

Which is a game that TalkTalk now play. A few months back they sent me a TV box, completely unsolicited. I haven't even opened the package. Last week while haggling with their Sales team I told them I didn't want it, and they've sent me a letter basically saying how disappointed they are (and hints that I might get an early-disconnect fee in my next bill. We shall see)

denphone 18-02-2016 12:44

Re: Liberty Global 2015 Results - 16 Feb
 
Is Virgin Media just managing decline in its TV customer base?.

http://www.seenit.co.uk/virgin-media...aging-decline/

Horizon 18-02-2016 14:56

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Hugh (Post 35822462)
Thank you for those figures, I didn't see them - I am confused how they have also reported an increase of Enhanced Video Customers of 900, then?

That's the accountants.....

For the 3 months ended December 2015, they grew their numbers by 900 as compared to the previous quarter, so technically it's not a lie. But comparing the quarter ending December 2015 with the quarter ending 2014 shows their numbers are dropping.

Similar tactics are happening with the US cablecos. THey are losing tv customers due to cord cutting. I'd suggest VM's numbers are the beginning of this trend and will further drop year-on-year allowing for variations between quarters.

The whole problem with UK cable tv throughout its history is that Sky has always been better and now with cord cutting beginning, VM's tv business will come under further pressure, I believe.

Arthurgray50@blu 18-02-2016 17:07

Re: Liberty Global 2015 Results - 16 Feb
 
The firm said the price rise “was implemented to recoup a portion of our investment in BT Sport Europe”. Virgin added the channel, which has exclusive rights to the Champions and Europa leagues, to its top-tier XL channel pack alongside a £3 per month price hike.

This was taken from VM press release on Liberty. Its a damn disgrace, that VM were saying that BT Sport was FREE.

Yet again VM have conned the customer

denphone 18-02-2016 17:26

Re: Liberty Global 2015 Results - 16 Feb
 
Nothing is ever free even when they say it is free Arthur..

Hugh 18-02-2016 17:31

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Arthurgray50@blu (Post 35822628)
The firm said the price rise “was implemented to recoup a portion of our investment in BT Sport Europe”. Virgin added the channel, which has exclusive rights to the Champions and Europa leagues, to its top-tier XL channel pack alongside a £3 per month price hike.

This was taken from VM press release on Liberty. Its a damn disgrace, that VM were saying that BT Sport was FREE.

Yet again VM have conned the customer

Make up your mind, Arthur...

http://www.cableforum.co.uk/board/11...t#post35789991
Quote:

Originally Posted by Arthurgray50@blu (Post 35789991)
I am quite happy with the £3.00 increase, as l am football mad. And yes, Spurs are in Europe.

BUT, what annoys me is that there are channels that we want, but VM wont give us. YET, they are quite happy to increase prices.

Come Sept, when Sky put there prices up - what is VM going to do ?

;)

Stephen 18-02-2016 17:59

Re: Liberty Global 2015 Results - 16 Feb
 
Not really its still cheaper than paying extra for it on Sky ;)

passingbat 18-02-2016 18:08

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Stephen (Post 35822639)
Not really its still cheaper than paying extra for it on Sky ;)

Yep, why go to Sky for BT sport when VM can force non-sports watching XLTV suckers to pay for your premium sports channel!

denphone 18-02-2016 18:14

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Stephen (Post 35822639)
Not really its still cheaper than paying extra for it on Sky ;)

But that's not the point because as PB said its unfair on the many who have no interest in it.

Stephen 18-02-2016 18:17

Re: Liberty Global 2015 Results - 16 Feb
 
I don't really watch it very often but will sometimes watch a game.

I am just happy it is there if I want it and don't have to pay extra for it.

Pierre 18-02-2016 19:10

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Hugh (Post 35822635)

PMSL another day another bout of BS

Chad 18-02-2016 20:32

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by denphone (Post 35822599)
Is Virgin Media just managing decline in its TV customer base?.

http://www.seenit.co.uk/virgin-media...aging-decline/

No bloody way! That's the exact point I was making last night and they've used the same link. Either it's coincidence or Seen It are influenced by postings on Cable Forum :confused: :D

Kushan 18-02-2016 21:14

Re: Liberty Global 2015 Results - 16 Feb
 
I wonder if it's just a sign of declining TV use in general. Netflix all the way.

Horizon 18-02-2016 21:28

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by steveh (Post 35822487)
Maybe there is no longer any business case for Liberty Global investing seriously in TV in the UK?

They're investing in their networks, but the inherent advantage that cable has had over telco will be lost with new technologies like FTTP. Until Liberty decide to merge ( or not) with Vodafone, things will be up in the air. This all effects decisions about which technologies to use as Vodafone have a different view to Liberty about tv delivery and distribution.

John Malone has always stated he wants content. He owns lots of stuff and he may go after a major film studio and/or channels like AMC. Until he's worked out what he wants, the tv side of things will suffer in the UK until his US interests are all sorted out.


Quote:

Originally Posted by steveh (Post 35822487)
In the pay TV market, Sky have caught Virgin in a pincer movement between a budget Now TV (which Virgin probably can't match on wholesale price from Sky) and the top-end Sky Q (which those who want to personally own the best hardware will always choose over cable, no matter how good any new TiVo is). The market for Virgin between them is shrinking too.

Now TV was a brilliant move by Sky and shows why they're still top dogs.

I don't think Now TV is just a defensive move by Sky though to protect its pay tv business by sucking up customers who can't afford pay tv but can afford a little more than Freeeview, but an offensive one. I think Now TV is the prelude to a full blown cable/IPTV service from Sky.

The pincer movement you speak of, is between Sky and BT squeezing VM's business. VM has been a unified company for ten years now but has squandered the time, allowing BT to grow a pay tv business from scratch.

Quote:

Originally Posted by steveh (Post 35822487)
New entrants from the paid streaming services are going all out for market share by providing a premium quality experience at a budget price that is subsidised by venture capital funds or other parts of their business. Long term probably only Sky is capable of standing up to the US tech heavyweights. Finally, the most attractive content (sport, movies, quality drama) is already tied up in long term deals elsewhere so Virgin have no route by offering exclusives either.

Agree. Netflix and Amazon are not a major threat to Sky and BT. They both have football and Sky has the films too.

Quote:

Originally Posted by steveh (Post 35822487)
Under those circumstances doing all except the minimum needed to milk the existing customer base while it's still viable could be seen as foolhardy. Much better to focus on broadband as the cash cow - especially as here only four companies now control over 90% of the market and one of them probably won't survive much longer.

They have put the focus on broadband, but its not enough.

VM still has a major advantage over BT and Sky. It has a cable tv network. Ducts are already under pavements with cable in them and there's a lot VM can do with that cable. Whereas BT and others need to put in substantial amounts of cash to match VM's current capabilities, let alone future ones. But, do VM take advantage of this? No! By now VM's minimum speeds should be above 100mb to completely trounce FTTC speeds, but they haven't done it.

You may be right about there being a casualty in the broadband market. All the companies will certainly all be quad play: tv, phone, internet and mobile. I think its almost certain Sky and BT will be there, but we'll see what happens with the others.

---------- Post added at 21:22 ---------- Previous post was at 21:16 ----------

Quote:

Originally Posted by Chad (Post 35822506)
Virgin have gone totally stagnant. Here's their first quarter results from 2010:

(snip)

They've gone nowhere over the past 6 years!

What more can Virgin really do? Since the first quarter of 2010 they have launched:

(Snip)

There's clearly some other issue. Prices too high? TV packages not attractive? Complete saturation in cabled areas? TalkTalk, BT and SKY have each added over a million new customers during the same period.

Will a new TiVo box later this year change anything? The last 6 years suggest no. The sooner Virgin can make their services available in new areas the better. This is the only way I can see them growing their TV numbers.

I agree about them being stagnant, but they will find it difficult to grow their tv numbers without premium content.

Sluggish stbs, Indian call centres and constant price rises don't help either.

---------- Post added at 21:28 ---------- Previous post was at 21:22 ----------

Quote:

Originally Posted by denphone (Post 35822599)
Is Virgin Media just managing decline in its TV customer base?.

http://www.seenit.co.uk/virgin-media...aging-decline/

But its not managing though, is it?

tweedle 19-02-2016 16:01

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Stephen (Post 35822647)
I don't really watch it very often but will sometimes watch a game.

I am just happy it is there if I want it and don't have to pay extra for it.

Ermmmm you are paying extra for it,

Stephen 19-02-2016 17:20

Re: Liberty Global 2015 Results - 16 Feb
 
Not really, price rises happen so I am not really angry or outraged TBH.....

tweedle 19-02-2016 19:26

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Kushan (Post 35822683)
I wonder if it's just a sign of declining TV use in general. Netflix all the way.

No it's not, sky have added 337000 new TV customers.

richard s 19-02-2016 19:49

Re: Liberty Global 2015 Results - 16 Feb
 
I reckon that things will get worse for Virgin because of their price increase in February which is almost an extra £46ish a year people have to pay out for a 50 meg increase in broadband speed.

You may get a loyality bonus but what is loyality without such things as upgrading for your loyal customers with new gear now and then at no extra charge, for some of us with have been using the crapy Hub 1 for some time now. Technology is fast moving and if companies hang on and supply outdated equipment than people will jump ship to another company.

denphone 19-02-2016 21:35

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by tweedle (Post 35822774)
No it's not, sky have added 337000 new TV customers.

And most of them are from the Now TV box as their main figures have flat lined a lot as well compared to what they were.

thunderlips 19-02-2016 21:35

Re: Liberty Global 2015 Results - 16 Feb
 
price increase last year for bt sport, price increase this year, people are cutting back just like my self i decided to after many years, as for the future of virgin media tv side a new tivo box is not going to help ( my opinion ) vm tv deeply in trouble !

Ignitionnet 19-02-2016 23:29

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Horizon (Post 35822684)
But, do VM take advantage of this? No! By now VM's minimum speeds should be above 100mb to completely trounce FTTC speeds, but they haven't done it.

Most aren't that bothered by speeds. A cheaper deal is essential.

The majority of people taking FTTC are on 40Mb. The majority on BT's FTTP network take 40Mb. People in the UK on the whole don't like paying much, if anything, for broadband.

Speed at the high end wins some nerds. At the low end it achieves far less than more competitive pricing does in terms of sales.

MUD_Wizard 20-02-2016 03:03

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by richard s (Post 35822776)
You may get a loyality bonus but what is loyality without such things as upgrading for your loyal customers with new gear now and then at no extra charge, for some of us with have been using the crapy Hub 1 for some time now. Technology is fast moving and if companies hang on and supply outdated equipment than people will jump ship to another company.

It's your fault if you don't take advantage. I have a SH1 (original install), SH2 (on upgrade), SH2ac (on trial), SH3 (on trial) and now a Hitron CGNv4 (business hub). I only joined at the beginning of 2013.

Only one of those I paid p&p of £6.99 I think. The rest were FREE.

---------- Post added at 03:03 ---------- Previous post was at 02:11 ----------

Quote:

Originally Posted by tweedle (Post 35822774)
No it's not, sky have added 337000 new TV customers.

Is that a lot?

Sky added 737,000 subscribers in the 4th quarter of 2015, to total 26 million across all regions.

In comparison, Netflix added 5.59 million subscribers to total over 75 million across all regions, with 4 million of those in Europe.

That's not including the bump in new customers that Netflix will get from the expansion into 130 new countries.

Projections for new customers this quarter are another 6 million!

So no competition then?

http://www.theverge.com/2016/1/19/10...-2015-earnings
https://corporate.sky.com/documents/...esentation.pdf
http://www.bbc.co.uk/news/business-35436405

Kushan 20-02-2016 17:20

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by denphone (Post 35822792)
And most of them are from the Now TV box as their main figures have flat lined a lot as well compared to what they were.

Quote:

Originally Posted by MUD_Wizard (Post 35822818)
It's your fault if you don't take advantage. I have a SH1 (original install), SH2 (on upgrade), SH2ac (on trial), SH3 (on trial) and now a Hitron CGNv4 (business hub). I only joined at the beginning of 2013.

Only one of those I paid p&p of £6.99 I think. The rest were FREE.

---------- Post added at 03:03 ---------- Previous post was at 02:11 ----------



Is that a lot?

Sky added 737,000 subscribers in the 4th quarter of 2015, to total 26 million across all regions.

In comparison, Netflix added 5.59 million subscribers to total over 75 million across all regions, with 4 million of those in Europe.

That's not including the bump in new customers that Netflix will get from the expansion into 130 new countries.

Projections for new customers this quarter are another 6 million!

So no competition then?

http://www.theverge.com/2016/1/19/10...-2015-earnings
https://corporate.sky.com/documents/...esentation.pdf
http://www.bbc.co.uk/news/business-35436405

I don't think it's fair to compare Netflix's WORLDWIDE subscriber base against Sky UK's. That said, if what denphone says is true, the Now TV box users probably have a Netflix account as well.

tweedle 21-02-2016 17:40

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by denphone (Post 35822792)
And most of them are from the Now TV box as their main figures have flat lined a lot as well compared to what they were.

Main figures? Even if they added 337000 new users purely on Nowtv then that's 337000 HD boxes they didn't need to supply, 337000 dishes they didn't need to supply, 337000 home visits by installers they didn't need to carry out, 337000 digi cards they didn't have to create.

Do that maths,

---------- Post added at 17:40 ---------- Previous post was at 17:39 ----------

Quote:

Originally Posted by MUD_Wizard (Post 35822818)
It's your fault if you don't take advantage. I have a SH1 (original install), SH2 (on upgrade), SH2ac (on trial), SH3 (on trial) and now a Hitron CGNv4 (business hub). I only joined at the beginning of 2013.

Only one of those I paid p&p of £6.99 I think. The rest were FREE.

---------- Post added at 03:03 ---------- Previous post was at 02:11 ----------



Is that a lot?

Sky added 737,000 subscribers in the 4th quarter of 2015, to total 26 million across all regions.

In comparison, Netflix added 5.59 million subscribers to total over 75 million across all regions, with 4 million of those in Europe.

That's not including the bump in new customers that Netflix will get from the expansion into 130 new countries.

Projections for new customers this quarter are another 6 million!

So no competition then?

http://www.theverge.com/2016/1/19/10...-2015-earnings
https://corporate.sky.com/documents/...esentation.pdf
http://www.bbc.co.uk/news/business-35436405

Still better to add 337000 than lose customers like Virginmedias have LOLOLOL an you do realise you're comparing Netflix worldwide to sky uk?

Ignitionnet 21-02-2016 18:23

Re: Liberty Global 2015 Results - 16 Feb
 
The market is more competitive and more and more people are interested less and less in linear TV.

VM have broadband to rely on, Sky however do not so have no choice but to throw money at their TV product.

The alternatives are to build their own network or bum more control over BT's from Ofcom. They're definitely doing their utmost on the second one and have made noises about the first but don't really have the dollars to do so.

tweedle 21-02-2016 19:07

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Ignitionnet (Post 35823100)
The market is more competitive and more and more people are interested less and less in linear TV.

VM have broadband to rely on, Sky however do not so have no choice but to throw money at their TV product.

The alternatives are to build their own network or bum more control over BT's from Ofcom. They're definitely doing their utmost on the second one and have made noises about the first but don't really have the dollars to do so.

Why can't sky be allowed access to VM's network, let's face it VM bum content of Sky? An as you full well know VM's network would need a £BILLION spending on it to allow each user the quoted speeds at all times. If all VMs customers ditch linear tv an go to Netflix/Nowtv/ Amazon etc Virginmedias would be screwed. Sky using open reach would cope much much better.

Mr Banana 21-02-2016 19:56

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by tweedle (Post 35823107)
Why can't sky be allowed access to VM's network, let's face it VM bum content of Sky? An as you full well know VM's network would need a £BILLION spending on it to allow each user the quoted speeds at all times. If all VMs customers ditch linear tv an go to Netflix/Nowtv/ Amazon etc Virginmedias would be screwed. Sky using open reach would cope much much better.

Why would VM be screwed? They make most of their money from Telco/Broadband as they don't have the cost of piggy backing on anyone else's network. Sky and VM have different business models.

denphone 21-02-2016 20:05

Re: Liberty Global 2015 Results - 16 Feb
 
Yes if Sky wanted to build their own network it would cost a pretty penny or two that's for sure.

Ignitionnet 21-02-2016 20:15

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by tweedle (Post 35823107)
Why can't sky be allowed access to VM's network, let's face it VM bum content of Sky? An as you full well know VM's network would need a £BILLION spending on it to allow each user the quoted speeds at all times. If all VMs customers ditch linear tv an go to Netflix/Nowtv/ Amazon etc Virginmedias would be screwed. Sky using open reach would cope much much better.

I apologise but I don't speak whatever language the above incoherence was written in.

---------- Post added at 20:15 ---------- Previous post was at 20:11 ----------

Quote:

Originally Posted by MUD_Wizard (Post 35822818)
It's your fault if you don't take advantage. I have a SH1 (original install), SH2 (on upgrade), SH2ac (on trial), SH3 (on trial) and now a Hitron CGNv4 (business hub). I only joined at the beginning of 2013.

Only one of those I paid p&p of £6.99 I think. The rest were FREE.

You paid p&p on the one upgrade that is relevant. Can hardly claim other people aren't taking advantage if they aren't on the Superuser team.

I have no problem with how VM upgrade CPE but you can't reasonably use your own experiences as a baseline.

Pierre 21-02-2016 20:29

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by tweedle (Post 35823107)
If all VMs customers ditch linear tv an go to Netflix/Nowtv/ Amazon etc Virginmedias would be screwed.

Actually, and I'm not 100% but I think I'm right, but VM broadcast all the channels available so if they did move to a system were only the service/ channel being watched by each user was transmitted it would free up loads of capacity. I was talking to one of our BoDs about it. I think we need to move to IPTV to do it, which is being looked at in certain situations.

Hugh 21-02-2016 20:48

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by tweedle (Post 35823107)
Why can't sky be allowed access to VM's network, let's face it VM bum content of Sky? An as you full well know VM's network would need a £BILLION spending on it to allow each user the quoted speeds at all times. If all VMs customers ditch linear tv an go to Netflix/Nowtv/ Amazon etc Virginmedias would be screwed. Sky using open reach would cope much much better.

I thought VM paid Sky for the content/channels they supplied?

tweedle 21-02-2016 21:18

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Hugh (Post 35823139)
I thought VM paid Sky for the content/channels they supplied?

An I thought Sky paid Open reach for access to their network? I take you didn't take my comment in context?

Ignitionnet 21-02-2016 21:38

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by tweedle (Post 35823154)
An I thought Sky paid Open reach for access to their network? I take you didn't take my comment in context?

He did.

I referred to Sky's lobbying to try and get more control over Openreach's network quite specifically. They pay for access, and constantly try and get more control and access for less money through lobbying and repetitive, rather dull, PR campaigns to try and paint BT as evil because they won't give them everything they want.

Quote:

Originally Posted by Ignitionnet (Post 35823100)
TThe alternatives are to build their own network or bum more control over BT's from Ofcom.

That they also complain about BT's dominance of FTTC when a big reason for it is that neither they or TalkTalk entered the market until quite late on after BT had built up a customer base as they were trying to protect their own pretty minimal investments in copper adds to the comedy.

The irony of Sky complaining about someone else's control over a market is delightful.

tweedle 21-02-2016 21:51

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Ignitionnet (Post 35823167)
He did.

I referred to Sky's lobbying to try and get more control over Openreach's network quite specifically. They pay for access, and constantly try and get more control and access for less money through lobbying and repetitive, rather dull, PR campaigns to try and paint BT as evil because they won't give them everything they want.



That they also complain about BT's dominance of FTTC when a big reason for it is that neither they or TalkTalk entered the market until quite late on after BT had built up a customer base as they were trying to protect their own pretty minimal investments in copper adds to the comedy.

The irony of Sky complaining about someone else's control over a market is delightful.

Are we ignoring how much public finance (tax payers) money was and is used to build the open reach/bt network? You're trying to paint a very scewed view of things aren't you.

Mr Banana 21-02-2016 22:21

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by tweedle (Post 35823174)
Are we ignoring how much public finance (tax payers) money was and is used to build the open reach/bt network? You're trying to paint a very scewed view of things aren't you.

And are we ignoring how much BT have spent since it was privatised.

Quote - BT has spent £55 billion on infrastructure and paid £40 billion in taxes since privatisation.

tweedle 21-02-2016 22:42

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Mr Banana (Post 35823187)
And are we ignoring how much BT have spent since it was privatised.

Quote - BT has spent £55 billion on infrastructure and paid £40 billion in taxes since privatisation.


Which is a fraction of what it would cost to create BT's network. Not forgetting the amount it has received in grants.

Ignitionnet 22-02-2016 00:05

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by tweedle (Post 35823174)
Are we ignoring how much public finance (tax payers) money was and is used to build the open reach/bt network? You're trying to paint a very scewed view of things aren't you.

Do you mean the bits that were purchased by the private sector through purchase of BT shares, or the bits that were gap funded?

We, although I prefer to be referred to in the singular, aren't ignoring it. If you'd read my blog you may note I quote a figure for the amount Openreach have received as part of the BDUK scheme. About £700 million so far. The total is going to be less than £1.7 billion when all is said and done. That was the maximum and funds are being handed back due to take-up.

You may want to look into what gap funding is. As take up is exceeding predictions it's shrinking the gap between BT's normal commercial case and the intervention areas, hence smaller gaps to be filled with state funding between commercial and intervention areas and BT handing some of the subsidy back. £129 million so far.

---------- Post added at 00:05 ---------- Previous post was at 00:03 ----------

Quote:

Originally Posted by tweedle (Post 35823193)
Which is a fraction of what it would cost to create BT's network. Not forgetting the amount it has received in grants.

BT PLC or, more accurately, their owners, didn't receive the network for free. The government sold the shares, they didn't give them away.

It's certainly not a fraction of what it'd cost to create BT's network.

That VM can build to 4 million premises, 15% of the UK, for £3 billion should give you an idea of how ridiculous the suggestion that £55 billion is a fraction of what would be needed for universal FTTP, or at least coverage matching the current copper network's conditions, in the UK is.

The Analysys Mason paper is if anything quite out of date given modern construction techniques. Those interested could probably pass 80% of the UK's premises for less than £8 billion, from scratch, now.

Excuse my bringing facts and properly researched analysis into the discussion.

tweedle 22-02-2016 09:42

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Ignitionnet (Post 35823199)
Do you mean the bits that were purchased by the private sector through purchase of BT shares, or the bits that were gap funded?

We, although I prefer to be referred to in the singular, aren't ignoring it. If you'd read my blog you may note I quote a figure for the amount Openreach have received as part of the BDUK scheme. About £700 million so far. The total is going to be less than £1.7 billion when all is said and done. That was the maximum and funds are being handed back due to take-up.

You may want to look into what gap funding is. As take up is exceeding predictions it's shrinking the gap between BT's normal commercial case and the intervention areas, hence smaller gaps to be filled with state funding between commercial and intervention areas and BT handing some of the subsidy back. £129 million so far.

---------- Post added at 00:05 ---------- Previous post was at 00:03 ----------



BT PLC or, more accurately, their owners, didn't receive the network for free. The government sold the shares, they didn't give them away.

It's certainly not a fraction of what it'd cost to create BT's network.

That VM can build to 4 million premises, 15% of the UK, for £3 billion should give you an idea of how ridiculous the suggestion that £55 billion is a fraction of what would be needed for universal FTTP, or at least coverage matching the current copper network's conditions, in the UK is.

The Analysys Mason paper is if anything quite out of date given modern construction techniques. Those interested could probably pass 80% of the UK's premises for less than £8 billion, from scratch, now.

Excuse my bringing facts and properly researched analysis into the discussion.

Virginmedia didn't build any networks, TELEWEST and NTL did (an some other cable co's)NTL then bought out TELEWEST and rebranded as VM. They also spent over £6billion between them building it, far over budget due to poor contractors and bad planning.


An I feel sorry for you if you genuinely believe £8billion would create the current BT/OR network from scratch.

GrimUpNorth 22-02-2016 10:10

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by tweedle (Post 35823223)
Virginmedia didn't build any networks, TELEWEST and NTL did (an some other cable co's)NTL then bought out TELEWEST and rebranded as VM. They also spent over £6billion between them building it, far over budget due to poor contractors and bad planning.


An I feel sorry for you if you genuinely believe £8billion would create the current BT/OR network from scratch.

Not quite accurate - on paper Telewst acquired NTL to avoid problems with the BBC Worldwide joint venture UKTV.

If I could be bothered to research (an interesting pastime you should try sometime) I'd probably also find neither NTL or TW built much of the network themselves - rather they bought up smaller franchise's and consolidated.

Cheers

Grim

tweedle 22-02-2016 10:30

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by GrimUpNorth (Post 35823225)
Not quite accurate - on paper Telewst acquired NTL to avoid problems with the BBC Worldwide joint venture UKTV.

If I could be bothered to research (an interesting pastime you should try sometime) I'd probably also find neither NTL or TW built much of the network themselves - rather they bought up smaller franchise's and consolidated.

Cheers

Grim

TELEWEST built a lot of its network.

Stephen 22-02-2016 11:03

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by tweedle (Post 35823223)
Virginmedia didn't build any networks, TELEWEST and NTL did (an some other cable co's)NTL then bought out TELEWEST and rebranded as VM. They also spent over £6billion between them building it, far over budget due to poor contractors and bad planning.


An I feel sorry for you if you genuinely believe £8billion would create the current BT/OR network from scratch.

Well that is factually incorrect. VM have started to expand the network, so yes VM have built a cable network.

It was also Telewest that bought NTL and before it became VM it was known as NTL:Teleweest for a while.

While NTL did build they did also buy a LOT of smaller cable companies over the years.

Kushan 22-02-2016 11:07

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by tweedle (Post 35823223)
Virginmedia didn't build any networks, TELEWEST and NTL did (an some other cable co's)NTL then bought out TELEWEST and rebranded as VM. They also spent over £6billion between them building it, far over budget due to poor contractors and bad planning.

There's a big difference between a privately built network being bought out by a private entity and a publicly built network being privatised, then still having public money invested into it. This was all part of the package when BT became private, they knew full well that as the de-facto monopoly, they would face scrutiny from OFCOM. Virgin doesn't have any kind of monopoly, there are literally no areas Virgin is present without competition, so they can do what they want with their network.

Quote:

Originally Posted by tweedle (Post 35823227)
TELEWEST built a lot of its network.

And then sold/merged that to another private entity. If you build a house, then sell it to another person, you're not expected to let the public come in to view the garage, are you? It's still private property, even if it's a mansion. Conversely, if you buy an old, dilapidated mansion and apply for grants to refurbish it, expect conditions to be attached to allow for public access.

Ignitionnet 22-02-2016 11:37

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by tweedle (Post 35823223)
Virginmedia didn't build any networks, TELEWEST and NTL did (an some other cable co's)NTL then bought out TELEWEST and rebranded as VM. They also spent over £6billion between them building it, far over budget due to poor contractors and bad planning.


An I feel sorry for you if you genuinely believe £8billion would create the current BT/OR network from scratch.

I feel sorry for your comprehension abilities. I didn't say you could recreate the network for £8 billion, i said you could pass a percentage of the UK for £8 billion.

The 80% was a typo, though. Hit 8 instead of 5 on the number pad.

Neither did you note that I said 'VM can build' not 'VM did build'.

Project Lightning. Been on a few websites.

Kushan 22-02-2016 11:54

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Ignitionnet (Post 35823235)
I feel sorry for your comprehension abilities. I didn't say you could recreate the network for £8 billion, i said you could pass a percentage of the UK for £8 billion.

The 80% was a typo, though. Hit 8 instead of 5 on the number pad.

I don't think it's fair to call into question someone's reading comprehension, when immediately after you admit that you made a massive typo? 80% of coverage would actually put that on par with BT's network today (I think they're a little higher than that, but it's a good ballpark), meaning his statement is actually correct, even if his overall sentiment is misplaced.

Ignitionnet 22-02-2016 12:29

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Kushan (Post 35823236)
I don't think it's fair to call into question someone's reading comprehension, when immediately after you admit that you made a massive typo? 80% of coverage would actually put that on par with BT's network today (I think they're a little higher than that, but it's a good ballpark), meaning his statement is actually correct, even if his overall sentiment is misplaced.

We were discussing replicating BT's network which covers almost 100% of UK premises. No-one said anything about their FTTC/P network.

Pierre 22-02-2016 12:49

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Stephen (Post 35823233)
Well that is factually incorrect. VM have started to expand the network, so yes VM have built a cable network.

It was also Telewest that bought NTL and before it became VM it was known as NTL:Teleweest for a while.

While NTL did build they did also buy a LOT of smaller cable companies over the years.

I can speak with authority on the history of the company.

Nodal build for all companies that eventually became Virgin Media stopped pretty much by 2000/2001. Of course there were bits and pieces here and there but, the main build stopped when the Dot Com bubble popped.

It had actually started to slow down prior to that. The original cables companies had saddled themselves with lots of debt building the networks, they weren't making much money, and therefore they were easily bought on the cheap. However, you also bought the debt they came with which is why NTL and Telewest got into trouble and both went into Ch.11.

Telewest might have undertaken some build under the Telewest name but that would only have been the old Cable North West franchises which they acquired in 1995. Telewest as they were premerger with NTL didn't come into being until around 2000/2001 after they acquired General Cable and Eurobell just before the Poop hit the fan.

It wasn't a take over by either company, that's maybe how it looked on paper but it was a merger, as the major shareholder in both companies was the same guy William Huff.


anyway that's it for the history.

tweedle 22-02-2016 17:10

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Pierre (Post 35823243)
I can speak with authority on the history of the company.

Nodal build for all companies that eventually became Virgin Media stopped pretty much by 2000/2001. Of course there were bits and pieces here and there but, the main build stopped when the Dot Com bubble popped.

It had actually started to slow down prior to that. The original cables companies had saddled themselves with lots of debt building the networks, they weren't making much money, and therefore they were easily bought on the cheap. However, you also bought the debt they came with which is why NTL and Telewest got into trouble and both went into Ch.11.

Telewest might have undertaken some build under the Telewest name but that would only have been the old Cable North West franchises which they acquired in 1995. Telewest as they were premerger with NTL didn't come into being until around 2000/2001 after they acquired General Cable and Eurobell just before the Poop hit the fan.

It wasn't a take over by either company, that's maybe how it looked on paper but it was a merger, as the major shareholder in both companies was the same guy William Huff.


anyway that's it for the history.

TELEWEST Built networks in the West Midlands in the late 80's early 90's. Don't you remember all those ford fiestas with "CABLE IS COMING" written down the side appearing and the ****s driving them knocking the doors at T-time annoying the household? Blue yonder and all that jazz. Ohh I remember my brothers first day working for them. Back when they had the waterfront in Dudley , I believe that's been gone a while.

An if you knew if you were on Langley or Bromley you were a nerd.

Mr Banana 22-02-2016 17:17

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by tweedle (Post 35823282)
TELEWEST Built networks in the West Midlands in the late 80's early 90's. Don't you remember all those ford fiestas with "CABLE IS COMING" written down the side appearing and the ****s driving them knocking the doors at T-time annoying the household? Blue yonder and all that jazz. Ohh I remember my brothers first day working for them. Back when they had the waterfront in Dudley , I believe that's been gone a while.

An if you knew if you were on Langley or Bromley you were a nerd.

Right, so they built some areas in the West Midlands. As others have said, the majority of the franchises were built by other companies and Telewest bought them.

And when will you realise that there is a D on the end of AN in the context that you use the word.

Pierre 22-02-2016 21:27

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by tweedle (Post 35823282)

An if you knew if you were on Langley or Bromley you were a nerd.

Langley was NTL & Bromley was CWC.

Telewest was Knowsley.

---------- Post added at 21:27 ---------- Previous post was at 21:16 ----------

Quote:

Originally Posted by tweedle (Post 35823282)
TELEWEST Built networks in the West Midlands in the late 80's early 90's.

Not in the 80's, Telewest didn't come into being until 1995. You are right they did have some Midlands franchises from that time (95) and they added the rest of Birmingham cable 98/99.

Kushan 23-02-2016 12:29

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Ignitionnet (Post 35823241)
We were discussing replicating BT's network which covers almost 100% of UK premises. No-one said anything about their FTTC/P network.

Now we're just splitting hairs.

Quote:

Originally Posted by Mr Banana (Post 35823285)
And when will you realise that there is a D on the end of AN in the context that you use the word.

And while we're at it, let's question someone's grammar.

Top debate, lads.

Ignitionnet 23-02-2016 12:56

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Kushan (Post 35823425)
Now we're just splitting hairs.

My apologies. I'll just let the guy put words in my mouth unchallenged next time if it makes you happy.

In the name of peace I'll click the magic ignore button on him and his white knight. :tu:

Kushan 23-02-2016 13:12

Re: Liberty Global 2015 Results - 16 Feb
 
Quote:

Originally Posted by Ignitionnet (Post 35823431)
My apologies. I'll just let the guy put words in my mouth unchallenged next time if it makes you happy.

In the name of peace I'll click the magic ignore button on him and his white knight. :tu:

All I was saying was questioning his reading comprehension is perhaps not the best way to debate with someone :(


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