Bt Share Discussion Threads

[toon1966] 18/5/2018 09:07

Think Monty needs a large slice of reality pie....

[montyhedge] 18/5/2018 08:51

Also something that may take off, they seem to have a lot of patents for Blockchain.

[montyhedge] 18/5/2018 08:37

This is how I see things panning out next six months, we get our 10.55p dividend, then interims will be ok.Then November/December bid talk really takes off.Deutsche Telekom what will they do with their 14% stake as the embargo comes to a end. Bid or merge BT shares will be around 310p.So getting paid 7% while we wait, I can live with that. 50% gain plus dividend. Easy really, lol

[the_boy_plunger] 18/5/2018 08:37

sshhhhh, the world wide wait has ears?!

[ianood] 18/5/2018 08:26

hamhamham1 - thank you for the atadastral link. I was totally oblivious to the extent of research by BT and am very pleasantly surprised to read the extent of the Company's R&D which is at a far far greater level than generally perceived.

[hamhamham1] 18/5/2018 08:12

IMO, balance sheet issues more often than not get resolved, the problem is you only tend to remember the one's that don't get resolved.

[diku] 18/5/2018 08:04

monty no;1...balance sheet or no balance sheet?...

[orinocor] 18/5/2018 08:02

If you ignore the balance sheet this is a strong buy.

If you look at the balance sheet this is a strong sell.

[hamhamham1] 18/5/2018 07:58

I think Deutsche and Orange knew that they couldn't deliver 5G for EE in the UK, because of the previously mentioned reasons, so that's why they were happy to sell to BT (who could deliver). They took a bit of cash in the sale but more importantly were more than happy to take a stake in BT as well (to continue to receive the fruits from their earlier labour).

[hamhamham1] 18/5/2018 05:45

Ianood. I am confident that EE/BT will be first to deliver 5G in the UK.
EE did it before with 4G and now not only will they have the BT intrastructure to provide the uplinks/core bandwidth needed for 5G but they can also leverage the BT labs at Martlesham.
This place is full of top engineers, the best network R&D environment in the UK and probably Europe.



(Note all the collaboration partners based there as well)

So for now I am happy to wait, 18 months will hopefully give me about 26p of dividends and then 5G and other developments will propel the share price north :)

p.s. I really think 5G is going to be a game changer in many ways.

[minerve] 17/5/2018 22:29

"What is the life expectancy of a ex Bt worker"

Is it too high for you? 😂

Well, maybe some of the posters on here can do something about that! 🚬⚰A039;

ROFLMAO!

[pete123456] 17/5/2018 22:20

It seems to me that the Bt pension fund closed it doors to new entrance in 2001
Some must die at sum stage .or a Bt employee live far more then expect value then
What is the life expectancy of a ex Bt worker

[codhead1] 17/5/2018 20:30

It sounds like hmg are stumping up their part of the state pension whereas BT are being expected to stump up their part of the BTPS. Yes sounds all a bit legal jargon. Best look out for the artic lorry heading your way.
Whatever happens we all hope you benefit both pension wise and more importantly share price wise.

[epo001] 17/5/2018 19:45

codhead, The letter is a bit opaque, no doubt written by a lawyer. My understanding is that my pension (I am one of those affected) is unchanged, the argument being whether HMG or BT pay the GMP rise element, I don't know why just BT, I can only assume they are suggesting that some of these pensioners (not me!) were at one time state employees and so BT inherited this liability after the fact of privatization. The lawyers have been asked for the court documents, I'm scared of a van full of boxes turning up.

[kmann] 17/5/2018 19:07

aft 2 days of consolidation, just broken the one hour down trend on the chart from 3 weeks ago. Break 211, and 222 next week imo.

[codhead1] 17/5/2018 19:06

epo001 re post 28543.
Not that I am personally affected here but it seems if you received that letter then you come into that category. If BT lose then you should see better increases in your state and BT pension than would have been if BT win this case. It seems prior to 2016 pensioners would have received similar and the government I assume are trying to correct the wrong they did by stopping that element of rises from 2016.The galling bit for BT here is should any of the pensions concerned add up to more than the minimum amount then tax will be paid so the rise will probably go from BTPS coffers via the pensioner back into the government coffers. A win win for hmrc. Not for BT.
Sorry if I may have come to the wrong conclusion but maybe someone more in the know can make it clearer.

[ianood] 17/5/2018 18:43

Hamhamham1 - thanks for the 5G articles, well worth reading and very positive for the future. You obviously have a good knowledge of the subject unlike a some o f the pseudo intelects who frequent this board! Please keep them coming.

[montyhedge] 17/5/2018 18:02

They will, Ofcom will welcome it Deutsche Telekom very strong company. Takeover or merger.http://www.capacitymedia.com/Article/3790075/Deutsche-Telekom-CEO-says-BT-attractive-a-year-before-embargo-on-bid-expires

[chiefbrody] 17/5/2018 17:36

Cannot see a national behemoth such as BT being allowed to fall into foreign hands Monty. Merger maybe. Takeover, no chance. I'd rather BT recover to 3,4,500p on its own, given time.

[ekuuleus] 17/5/2018 17:26

seems very unlikely mh unless Deutsche Telecom are ran by Ratner (we sell s* for 99% GP) or Brown (buy our gold cheap).

The one thing a company that is considering a bid is never going to to is to announce it prior to making the bid. In fact, that is such a big no no It would probably get you in prison for market manipulation.

Which gives a clue to the higher selling volume over the last few days. That may also indicate some more closet contents to come.

[montyhedge] 17/5/2018 16:59

Problem is just as they launch 5G Deutsche Telecom are aloud to bid for BT in 7 month. Taken out at 325p I reckon.

[montyhedge] 17/5/2018 16:57

Problem is just as they launch 5G Deutsche Telecom are aloud to bid for BT in 7 month. Taken out at 325p I reckon.

[berny3] 17/5/2018 16:31

don't waste it on beer - bottle of fizz and fish and chip supper in the sunshine.

Enjoy and have fun