Bt Share Discussion Threads

[pacemaker1000] 07/6/2018 13:47

Bt assets at last count Bt was over 80bn. So takeaway debt and deficit leaves 50bn or £5 a share!

[toon1966] 07/6/2018 13:41

Group results for the fourth quarter and year to 31 March 2018 showed net debt at £9,627 up from £8,932 in 2017 (increase of £695m)

[action] 07/6/2018 13:37

Does it mean BT trading double to its net value?

[andycapp1] 07/6/2018 13:37

No mkt cap is £20bn odd, debt £11bn and pension deficit £1-bn. So effective capital employed £40bn odd.

[action] 07/6/2018 13:36

Total equity 10 billion.

[action] 07/6/2018 13:32

CarefulBT market cap is only 20 billion .Debt is 32 billion?

[careful] 07/6/2018 13:11

P/E, cash flow and dividend yield are all excellent here.
But the net debt at £32bn, gearing at eye watering levels, and the pension liabilities tend to make investors think twice.

Still holding, but it is time this CEO and chairman started to preserve some cash and stop splashing it out.
Anyone can spend money, but debt gets companies into trouble.

They have a long slog ahead of them, I hope they have made a start.
Time to sweat those assets and apply some financial discipline.

The share price is a disaster.

[toon1966] 07/6/2018 13:03

montyhedge said 7 Jun '18 - 12:44 - 29216 of 29217 "BT and Amazon joining together now that would be nice on say Premiership football."


Errrrr they've bought separate packages. You will only see the Amazon package if you are UK Prime subscriber.

[toon1966] 07/6/2018 12:51

"Audience figures continue to grow on BT Sport, with average viewing up 17% at the end of the most recent football season, while a BT Sport record-breaking 8.5 million people watched the UEFA Champions League final this year across our TV and digital platforms." From BT Sport webpage.

[montyhedge] 07/6/2018 12:44

BT and Amazon joining together now that would be nice on say Premiership football.

[colonelgrim] 07/6/2018 12:30

mutley writes, "Bears are desperately trying to get this below 200p."

Wrong, wrong, and wrong, there are too many 'LONGS' sitting in CREST.

[pacemaker1000] 07/6/2018 12:22

Playing seesaw with the FTSE again!

[andycapp1] 07/6/2018 12:01

Who cares. Doesn’t impact intrinsic value

Buy some more!

A

[montyhedge] 07/6/2018 11:55

BT the most hated share in the FTSE bears know it and trying their best to get it under the psychological level of 200p

[andycapp1] 07/6/2018 11:53

I’m sure GP will be ok. What else can they do pro tem. So strategy is ok.

[montyhedge] 07/6/2018 11:50

At least your in good company, chairman paid 255p for half a million pounds worth. See what the big boys do with their meeting about GP.

[andycapp1] 07/6/2018 11:49

I own 65k shares bought at average of 217p odd. EV is around £40bn so £20bn equity, £11bn debt and (slightly notional) £11bn pension shortfall. Generating perhaps £7-8bn EBITDA/cash. So maybe 5.5x EBITDA. Sum of parts considerably above EV and so equity v highly geared. On balance looks cheap albeit needs catalyst. Not badly run too. That’s it.

[toon1966] 07/6/2018 11:47

Amazon breaks Premier League hold of Sky and BT with streaming deal -

BT has bought the other remaining rights package, paying £90m per campaign for exclusive live coverage of 20 midweek Premier League games each season. From August 2019 BT will be showing 52 live games per season, and Sky 128.

[schofip] 07/6/2018 11:38

Andycapp, Just so i know whether you know what you are talking about or just a disheartened numpty

Would you like to share with us all what price you bought into this share and how many shares you are holding. And then tell us on what flawed basis you bought them. Should be interesting.

[schofip] 07/6/2018 11:29

we will see Andycapp. Keep wishing and praying

[justiceforthemany] 07/6/2018 11:28

Yielding 7.7% now

[montyhedge] 07/6/2018 11:24

Be patient boys, I'm getting paid to hold. If course if you bought over 255p unlucky.

[andycapp1] 07/6/2018 10:59

Well so far your “predictions” have been baseless and frankly utter tripe!

[schofip] 07/6/2018 10:55

Monty I wouldn't consider earning 7.4% interest good if i lost 10% of my capital in the process.

[schofip] 07/6/2018 10:51

Sorry toon only just saw your message. My prediction has come from many years of watching share price movements. I am sure there are technical reasons as to why this bounce and retest happens. The bounce could be shorters closing their positions. In terms of what will push the price back down again is more likely to be technical rather than logical. I guess once it goes back down it will be up to shareholders appetite for risk. There is still a lot of uncertainty with this share.