Bt Share Discussion Threads

[kmann] 17/5/2018 11:37

break past 206 should see trend change imo

[kmann] 17/5/2018 11:34

Plenty of buying today, most brokers well above todays open

14-May-18 numis Buy - 325.00 Reiteration
10-May-18 RBC Capital Markets Outperform 400.00 400.00 Reiteration
11 May 18 Deutsche Bank Hold 205.20 221.05 - -
11 May 18 Barclays Capital Equal weight 205.20 221.05 280.00 250.00
11 May 18 JP Morgan Cazenove Neutral 205.20 221.05 290.00 260.00
0

[essentialinvestor] 17/5/2018 11:33

The Snowball is worth a read. Gives a good insight.

[nicholasblake] 17/5/2018 11:27

EI, To be clear: I remain an enormous fan of WEB!

[alphorn] 17/5/2018 11:26

Berny - I was wondering about the skew of maturity dates - short or long term.

[essentialinvestor] 17/5/2018 11:23

No large BOD buys post results.

[essentialinvestor] 17/5/2018 11:21

Nicholas, Buffett has referenced this himself.

[minerve] 17/5/2018 11:16

hamhamham1

I don't really know enough to know what the eventual business outcome of following a 5G infrastructure plan vs upgrading copper wire will be. I do know that there are nascent concerns with respect to radiation starting to eminate particularly out of the US which hold some foundation IMO. You will not beat fibre to the home - it just costs more to install.

[berny3] 17/5/2018 10:58

Alp - longest maturity date Mar 19

[montyhedge] 17/5/2018 10:53

Getting paid 7% until 2020 when growth resumes and increased dividends.

[hamhamham1] 17/5/2018 10:22

Australians debating 5g vs fibre to the premises...



"Could a super-fast 5G wireless internet network be about to make the NBN redundant?

A parliamentary committee is preparing to question the business case for the $50 billion National Broadband Network amid fears the coming rollout of a super fast 5G wireless network will make much of the system redundant.

The joint standing committee on the NBN, which last year released deeply critical findings of the network, will question whether a generation of younger city dwellers might opt out of the NBN in favour of faster, next-generation mobile services.

Committee deputy chairman Josh Wilson said fast and reliable mobile broadband threatens to “cut the lunch” of the Federal Government’s NBN network.

“It will leave parts of the NBN incapable of generating revenue, which undermines the whole business case,” Mr Wilson said said.

“It’s a nightmare scenario in which Australia gets a broadband network that is virtually obsolete at the point of delivery, and a big writedown in the value of the NBN to boot.”

The committee is expected to outline in coming weeks the terms of reference for its investigation focusing on the business case."

[encarter] 17/5/2018 10:17

These are a good investment at this price. In 5 years the share price will be higher, maybe a bit or maybe a lot and you will have 5 years of nice divis.

[alphorn] 17/5/2018 10:17

Berny - the open interest is on a short or long term (time) basis?

[nicholasblake] 17/5/2018 10:13

Sticking to some facts, Buffett's performance over 50 odd years is absolutely extraordinary, and he deserves to be revered.

However, the performance over the last ten is mediocre, and may not even be ahead of the S & P. Seems to be backing for Jim Slater's old saying that elephants don't gallop.

Recent portfolio proliferation is probably down to his two sorceror's apprentices.

[kmann] 17/5/2018 10:08

berny, where do get your Call and Put info?

[meb123] 17/5/2018 10:07

Looks like it's not going to test 200p . Thinking of piling in more

[berny3] 17/5/2018 09:55

Call and Put contract volumes so far today have been equal - 10 contracts in total.

Open interest 29,540 Call and 37,543 Put.

[holly1000] 17/5/2018 09:54

Lots of buzz in the business about convergence the way forward. it will take a little time but people are motivated. The share price in no way reflects what is happening inside the company. Topping up at every low point as i believe it's a great company with untold future value.

[eisler] 17/5/2018 09:42

Nothing goes down in a straight line - so don't let the brief glimpse of blue delude you! Still some way to go with this drop.

[epo001] 17/5/2018 09:31

There is another pension row brewing. Had a letter yesterday which is a bit short on detail but it seems that the govt decided in 2016 that pensioners were no longer entitled to certain increases through the state pension on an element of their pension known as guaranteed minimum pension.

In 2018 the treasury said it would provide full pension increases on GMPs to public sector employees who reach state pension age between 6/12/2018 and 5/4/2021. Even though BT is a private company the treasury are saying that BTPS must cover these pension increases for Section B pensioners in this age range.

Most other private pension schemes do not have to cover these increases nor does BT's Section C scheme. BT is saying the additional costs will be significant and are going to court. On the surface this requirement seems perverse and I have asked for the court documents.

[hamhamham1] 17/5/2018 09:26

Minerve. What are your thoughts on the possibility of a comprehensive covering 5G network making the fibre to the premises obsolete? (or at least a junior partner?)





The Next Generation Mobile Networks alliance states that for something to be considered 5G it must offer data rates of several tens of megabits per second to tens of thousands of users simultaneously, while a minimum of 1 gigabit per second should be offered to tens of workers on the same office floor.

That’s all a little vague, but the signs are promising. Some estimates put download speeds at up to 1000 times faster than 4G, potentially exceeding 10Gbps. That would enable you to download an entire HD film in less than a second.

...

Ofcom for its part sees 5G as achieving real world speeds of between 10 and 50Gbps, which is insanely fast whichever end of the scale it ends up at. In short, it’s clear that it will leave 4G in its dust.

IMO, it will happen, it's evolution, and not too far away.

[the_boy_plunger] 17/5/2018 09:25

fair comment re Warren

he is patient and smart, difference?!
but not sure he is adapting with the current mkt evolution......his tesco play was dire?!
bt has struck a pivot and closing the monthly bar above 2.15 would be helpful


unfortunately will our systems cope with such fast speeds?!

[minerve] 17/5/2018 09:16

He doesn't practice what he preaches either.

Another one of his comments is something like: "people buy too many stocks, they buy two of everything and in the end they own an ark" or something like that.

Have you seen Berkshire Hathaway holdings. It's a zoo!

[minerve] 17/5/2018 09:12

hamhamham

I never said he wasn't smart. I said he was overrated.

If we all had the opportunity to buy into the US boom during the 20th century I would suggest we would look just as smart too.

Buying Coke in the 1960s is not the same game as buying Amazon today.