Bt Share Discussion Threads

[montyhedge] 10/5/2018 16:39

Agree don't worry about progressive dividend policy, when held for two years yielding 7.08%

[montyhedge] 10/5/2018 16:25

Yield 7.08% for next two years I can live with that, lol

[careful] 10/5/2018 16:24

Patterson seemed to lack confidence I thought.
He has presided over a collapse of the share price.

Not all his fault.
Those over generous pensions and redundancy packages of the past has left BT with a headache.
A few years ago the management bought 'peace in our time' and left the company with a dreadful legacy.
Now BT have to sack current staff and curtail capital spending thus leaving them vulnerable to competition who are free of such baggage.

300,000 pensioners to support. Hope they do not sink the ship.

[timmy11] 10/5/2018 16:22

already said dividend is being retained

[hamhamham1] 10/5/2018 16:20

From todays headlines "It also said it was keeping its full-year dividend unchanged from last year at 15.4p a share and would freeze it for the next two years."

[montyhedge] 10/5/2018 16:18

Don't worry when embargo finishes I think BT will be bid for or merged.

[samartin] 10/5/2018 16:17

So is the dividend going to be retained?

[hamhamham1] 10/5/2018 15:31

It's parts like BT Radianz which are worth a lot of money IMO. They provide the infrastructure for a lot of the trading arms of banks, etc to access a lot of the external services provided by 3rd parties. That's worth many billions on it's own IMO.
Certainly the sum of the parts of BT is far greater than the current market capital.

[essentialinvestor] 10/5/2018 14:53

Previously thought under 2.50 was very unlikely, and under £2 was
not going to happen. Now less sure.
My home broadband and mob are with BT, and more than happy with both.

You can point to cash flow and pre tax, but net debt is increasing.
That's a fact, no subjectivity.

[hamhamham1] 10/5/2018 14:43

So on any money I put in today, if the divi is maintained then that's 7% return a year plus I see this share being say about 350p in 3 years hopefully.
The latter averaging about an extra 20% return a year on the original capital. So IMHO this share could return me on average, over 25% a year for the next 3 years.
That's quite possible IMHO, time will tell.

[knowing] 10/5/2018 14:41

Yep not going to get 7% in many stock (except TXH and RBN)

[suetballs] 10/5/2018 14:37

BT have got a nerve - just emailed my latest bill!
Suppose they have got to eat.
Suet

[montyhedge] 10/5/2018 14:36

Yes still great cash flow. Dividend safe want increase but 7.08% yield acceptable.

[careful] 10/5/2018 14:32

£2.6bn pre tax profit despite everything.
Pension deficit will be sorted over the next few years.
To see the reaction of the market you would think that BT had made a loss.

[ianood] 10/5/2018 14:30

andyj - exactly!

[andyj] 10/5/2018 14:27

Way too much personal sentiment here, investing is not a football tournament. For all the unsubstantiated claims of sub 200, has anyone got the nerve or foolishness to go short at this price? I suspect not.

[bigboots] 10/5/2018 14:14

See activist investors getting in here at these levels and forcing a break up of BT

Returning shareholder value to investors

[smurfy2001] 10/5/2018 14:00

Good to hear BT staff admit they need the chop lol

[mbmiah] 10/5/2018 13:39

Knowing, I can't upload graphics using this app. Sorry. You could do it yourself mate - charting just gives an idea of sentiment.....it's not 100%, otherwise I'd be a trillionaire.

[smurfy2001] 10/5/2018 13:25

I think a bear case of 190p is reasonable based on the chart trend.

[knowing] 10/5/2018 13:06

mbmiah would you like to draw us a chart to show us as to why?