Bt Share Discussion Threads

[berny3] 16/5/2018 14:08

Be interesting to see if recent trend reverses next week. This Friday is third Friday 18/May and therefore option expiry.

There has been an increasing number of Put contracts being placed this week with fair heavy trading during the day. However today things are much more quiet on the option market today with only 10 contracts traded (all Puts) Open interest on option contracts are 37,017 Put and 29,435 Calls. Giving a Put/Call ratio of 1.26

Interesting to watch whether the price reverses from here and changes direction post Friday and there is a shift in the Put/Call ratio.

[kmann] 16/5/2018 14:07

I mentioned the convergence trend yesterday



Its al over the news today ...

hxxps://www.theregister.co.uk/2018/05/16/bt_bets_farm_on_consumer_announces_one_network_to_rule_them_all/

“The move to support Amazon Prime video positions BT TV as an aggregator of content services,” said Pescatore. “We believe that this will turn around its fortunes given that BT TV has recorded losses for the last two quarters and subscriber growth over the last couple of years has been lacklustre.

[hamhamham1] 16/5/2018 13:46

It could be why Deutsche Telecom (BTs biggest shareholder) has been rumored about not wanting BT to do too much fibre roll out in the UK. Maybe it's because they see leveraging the existing 4G network (and soon 5G) potential of EE in the UK as the future of home internet connectivity?

"DT is BT’s biggest shareholder with a 12% stake and, according to the rumour mill, wants BT to pedal as slowly as possible on fibre investment in the UK. Höttges is a non-executive director of BT. Is he on board with the UK’s fibre rollout ambitions or not?"
from..

[the_boy_plunger] 16/5/2018 13:42

EE

good they improving coverage, had few friends who got very little for an standing order?!

[careful] 16/5/2018 13:33

toon
I was not saying that low morale at BT should be a management objective.
But every worker will be aware of the situation.

[dipso] 16/5/2018 13:25

This news is not shown on ADVFN, is there an RNS

[hamhamham1] 16/5/2018 13:22

If it is the case, then buying EE makes huge sense.
"It is the largest mobile network operator in the UK, with 29.6 million customers and the largest operator of 4G services in Europe."

[toon1966] 16/5/2018 13:17

Pace - good point about the boxes. I'd like to see something along the lines of the Sky Q box which is superior to the Virgin TIVO.

[kmann] 16/5/2018 13:10

its all here, if you care to read it

"A year 3 cash cost reduction of £1.5 billion with costs to achieve of £800 million and 2 year payback;"

[hamhamham1] 16/5/2018 13:10

could be interesting in the daily chart after todays close...

[pacemaker1000] 16/5/2018 13:02

Is the city asleep or just but BT in the bin?
If it can’t rise on news like this then we are heading under 200 for sure.

Also, if BT want to get this off the ground it is going to need new and much better boxes unless it manages to integrate it into smart TV's and Firesticks

[hamhamham1] 16/5/2018 13:00

I think with the integration of the mobile and broadband which will be able to offer two potential paths to the internet (as they say if the broadband fails then access internet via mobile) then this could work very well for the future.

EE are putting up masts and towers like crazy at the moment to cover 98% of the UK by 2020 ??? I think ???

So how about this as a potential solution, for BT broadband users (where signal is rubbish) can soon leverage the exit path through the new/existing EE 4G masts for home internet (eg laptop access internet via their mobile and under a fixed price combined package price.)

Plus once 5G is here (and EE/BT are on the case to deliver a year ahead of others I believe?) and maybe the later 4G/5G routers would have mobile gateways on them (or just use your own mobile) and what do you know???... you've reduced the need for a lot of digging up ???

It's just a thought.

[kmann] 16/5/2018 12:55

Added today, this plan is the way forward. Grabs more revenue in a single step. Like it!

[smurfy2001] 16/5/2018 12:55

I'm going to have to sleep in a BT cabinet at this rate

[essentialinvestor] 16/5/2018 12:52

We have 3 separate accounts atm from memory,
my better half organises it as I'm a luddite.

[hamhamham1] 16/5/2018 12:48

essential - yep I think that what's they are saying, depending for what you opt for I guess, but one bill paid to BT, then they must pass a percentage on to Amazon or Netflix ???

From that link above...

"Mr Allera will seek to reignite growth in BT’s pay-TV business with a deal to distribute Amazon’s streaming service as part of subscriptions, taking a lead over Sky and Virgin Media which have so far only signed up Netflix. BT has also signed a reciprocal wholesale deal with Sky in recent months that will add more sport and premium drama channels to its offer."

"The new converged services will be branded BT Plus and are scheduled for commercial launch next week. Full details of pricing are yet to be revealed, but it is understood that packages of broadband, mobile and pay-TV will cost between £55 and £75 per month depending on data and channel options. Families will be able to share data allowances and control children’s browsing via central controls."

[essentialinvestor] 16/5/2018 12:44

Does that convergence idea from BT, mean no separate accounts are
needs for Netflix and Amazon Prime, one BT account will give aceess(if wanted)
to those services?.

[pacemaker1000] 16/5/2018 12:44

Where is the huge bounce off the great news today??

[the_boy_plunger] 16/5/2018 12:41

unfortunately, qualified morons prevalent in most sectors.......money talks

[cock_ring] 16/5/2018 12:40

Looks a great buy here, bears fun is over.

[portside1] 16/5/2018 12:37

one question I am with vigin have been for over 25 years going to move is bt good for internet

[pacemaker1000] 16/5/2018 12:37

I did three years training, fives years university and many skilled courses. So consider myself and my peers engineers. These guys could take drawings and build a whole working exchange from the ground up. Hardly any left and those that are have been degraded, same wages, or just waiting in dead end jobs to go.
External Openreach guys which you refer to were never known as engineers but Technicians. Their knowledge was less technical but they knew the Network inside out and again were invaluable. BT discouraged new staff from association with these guys as they were 'bad influences' so that knowihas now been mostly lost