Bt Share Discussion Threads

[diku] 02/6/2018 18:51

Are you still waiting for the bus?...

[iceman82] 02/6/2018 17:30

pacemaker agree 100 %, good post,
1.price is falling since 2015
2.stock substantially undervalued as morningstar values it at 360 per share
3 my entry point is 202.6

This type of investing in ftse 100 stocks with PE of 8 is very appealing to me and in fact i will be happy for share price to drop further as this will give me opportunity to top up if the share price doesnt drop but rise the that fine with me to , either way i will pick up some divis( first one coming up this summer of 5.5%---no other saving account will give you that)

What not to like, however i am happy to listen to anybody's arguments and i will take notice of them

[saltraider] 02/6/2018 17:27

You can't have variable exchange rates within a single currency by definition. You can't have Italian Euros and German Euros trading on something other than a 1:1 basis and still have one currency. That would be more like the old ERM where a basket of member currencies trade within predetermined exchange rate limits. Variable exchange rates would be the end of the Eurozone. It might not be a bad thing ... but Germany and France would fight it to the death and it would most probably lead to the break up of the EU itself.

What I imagine the new regime would like to have is greater flexibility over fiscal policies, bigger inter-country transfers (i.e. essentially, Germans paying Italian pensions) and, perhaps, a blind eye turned to the issue of a local quasi currency (nominally euro denominated small value Italian government bonds) that could be used as a way for the government to settle its debts and to add liquidity to the Italian economy.

The latter is actually a parallel currency, effectively, a 'new lira' and will be resisted vigorously by Germany, France and the ECB.

There's a long way to go to settle this and I expect to see the can repeatedly kicked down the road in a succession of unsustainable temporary measures ... the hope being that, given time, the problem will eventually go away, which it may do.

In my view the Euro is bound to fail because it does not provide for a single fiscal policy and because the scale of inter-country transfers required to support the weaker economies is politically wholly unacceptable to citizens of the countries that would have to pay. But it may yet survive due to the sheer political will and determination of the politicians and business leaders that support it.

[hamhamham1] 02/6/2018 06:39

All this (trade levvies, Italy, etc) will accelerate the sector rotation process and make BT more in favour IMO.

Seems 5Star and LaLiga gov have found their new finance minister, whilst not anti euro he wants changes, and the Germans won't like that...



Excert...

"Before saying why I think that we must reply 'no' to the question of a euro exit, I would start from the question 'what are the conditions for the euro's survival', so we can move in the opposite direction of any breakup," Tria said.

Some financial market analysts understood this to be a warning that Italy's support of the eurozone will be conditional on more flexibility, including the possibility of revising the regime of fixed exchange rates that is at the heart of the single currency.

[alphorn] 01/6/2018 23:03

Visa says the widespread outage which affected customers in the UK, Europe and abroad was caused by a “hardware failure” and was not the result of unauthorised access.

[coldspring] 01/6/2018 22:03

Fully aware and thanks for confirming my suspicions about you. Filtered.

[eisler] 01/6/2018 20:57

If you're not aware of the massive challenges the company faces and what's about to unfold in the wider market, that's not my problem - it's yours. Do some research.

[pacemaker1000] 01/6/2018 20:56

Really hope the Visa outage doesn’t end up being our fault 🤞

[coldspring] 01/6/2018 20:39

So your posting history is almost exclusively bt related and negative about the company without ever saying why you think the way you do. Care to enlighten me, in particular, but no doubt others in the process.

[eisler] 01/6/2018 19:54

Keep your powder dry folks - we are heading for some serious turbulence in the market over the next few weeks and that will push the price below 200

[hamhamham1] 01/6/2018 19:02

Strap in folks, the world is about to teach Trump a lesson in reprisals.
And he won't help but bite.

[hasin] 01/6/2018 17:20

BT won't make much out of costume wear,selling masks its more for high street
or corner shops.

[hamhamham1] 01/6/2018 16:34

Just filling time until the bus comes :)
Time will tell.

[toon1966] 01/6/2018 16:17

Got to say some of you posters are really 'clutching at straws' when it comes to the BT share price recovery. Too much focus of hearsay/conjecture on 'selling assets', mergers etc, but no focus on the fundamentals of the business. Could you explain to me why this is?

[montyhedge] 01/6/2018 16:05

Don't forget BT own the mobile mask business, inherited when they bought EE. Buyers making enquiries value around 1.5 billion pounds. That would be a bonus.

[pacemaker1000] 01/6/2018 16:00

Did BT pay 12.5bn Plus 12% shares, or was that the total value?

[knowing] 01/6/2018 15:31

Just did the sums and it comes out at 250p

[hamhamham1] 01/6/2018 15:23

Is it possible to say that the 10bn shares in issue, if EE cost £12.5bn then that's 125p of the share price?
Therefore putting the current share price less the EE asset at just 80p?
If so, that's about as low as its ever been! But guess life is never that simple :)

[toon1966] 01/6/2018 14:02

"....interest rates probably go up in US..." No doubt Jerome Powell will be taking note of the No.1 Traders comments!

[montyhedge] 01/6/2018 13:33

Wow non farm payroll over 200,000 interest rates probably go up in US, good for bonds, i.e Pensions liabilities good news.

[knowing] 01/6/2018 11:54

Are we just going to see a walk up towards the Xd date

[montyhedge] 01/6/2018 11:17

Also one good thing, with a EU trade war starting with US, goodness knows what will be hit. Good to stick to U.K. domestic sterling stocks, of course been out of favour. But rotation back into them I reckon.

[toon1966] 01/6/2018 11:14

If people want to make share price predictions, fair do's, but I'd rather understand how the fundamentals of the BT Group business is doing. So the first important date of this financial year is 27 July when the Q1 results are announced, first important health check of the year.

[montyhedge] 01/6/2018 11:04

210p easily short term, I'm looking for 255p year end on top of that the 10.55p dividend payable Sept, ex div in Aug.

[knowing] 01/6/2018 10:54

Monty if it breaks 210 it could actually try for 240 first. In the meantime I will add more here and in DC.