Bt Share Discussion Threads

[nw99] 08/6/2018 16:42

Looks good

[toon1966] 08/6/2018 15:56

What utter drivel Monty......

[montyhedge] 08/6/2018 15:53

Last 45 minutes of trading most important, if volume good, that's the big boys coming in late.Only two hours of trading that are important,first hour and the last hour. What happens in between does not matter.

[toon1966] 08/6/2018 15:52

Just need to point out that it is the CEO and not the Chairman who runs a company. So the new incoming CEO at BT will be able to put their own stamp of authority on the business and not Jan du Plessis.

A chief executive officer (CEO) is the highest-ranking executive in a company, and their primary responsibilities include making major corporate decisions, managing the overall operations and resources of a company, and acting as the main point of communication between the board of directors and corporate operations.

The principal role of the Chairman of the Board is to manage and to provide leadership to the Board of Directors of the Company. The Chairman is accountable to the Board and acts as a direct liaison between the Board and the management of the Company, through the Chief Executive Officer (“CEO”).

[andycapp1] 08/6/2018 15:46

I own 65k shares bought higher up. That’s enough for me.

[mbmiah] 08/6/2018 15:43

Plessi doesn't seem to have a mind of his own. Although, he does listen to the shareholders.....the big ones that is.

[montyhedge] 08/6/2018 15:36

The no nonsense chairman Jan Du Plessi does not mess about. He is a great chairman.

[hamhamham1] 08/6/2018 15:20

Seems Verizon new chief Hans Vestberg is going big and fast into 5G.

[hamhamham1] 08/6/2018 15:06

Toon. Oh gotchya :)
If they say dropped it to 12p and the shares went up to 300p, then that's still a healthy 4% return.
That would make the markets, investors and even the government happy.
Would be good for the share price IMO. 300p seems possible, as ever, time will tell.

[toon1966] 08/6/2018 15:01

hamhamham1 - August dividend will be fine. I'm talking about 2019/2020.

[hamhamham1] 08/6/2018 14:55

I think this Augusts divi is safe. Maybe a haircut in the future, who knows?

[toon1966] 08/6/2018 14:54

I also wouldn't rule out a dividend cut. BT has previously back-tracked on it's dividend policy. Also more importantly it seems it's going to take several months before a new CEO is appointed, which means potentially two trading updates (Q1 & 2) during this time. If these are below BT forecasts and market expectations, then the new CEO's hand may be forced. Next few months should prove interesting. Q1 update on 27 July 2018.

[andycapp1] 08/6/2018 14:53

I’m not at all worried; I’d encourage it! And agree re different form although DT won’t buy it. My guess is it’ll stop buying media and just become a deliverer of media to homes and businesses with a possible partner which accelerates Openreach delivery. Less debt and more predictability; lower discount rate and higher valuation.

[knowing] 08/6/2018 14:50

andy are you holding or trying to buy cheaper? Talking about divi's MARS is 7.8%

[dmf] 08/6/2018 14:49

The BT board has agreed that the strategic review remains intact, including no change to dividend - this was highlighted in FT Alphaville !

[montyhedge] 08/6/2018 14:48

I would not worry about it, be in a different form next, lolhttp://www.capacitymedia.com/Article/3790075/Deutsche-Telekom-CEO-says-BT-attractive-a-year-before-embargo-on-bid-expires

[andycapp1] 08/6/2018 14:41

They will cut! A new CEO will clear the decks and will want flexibility on p&l and the B/S. The dividend swallows most of the earnings. Cutting it is a no brainer. But it is irrelevant. BT isn’t valued on yield.

[montyhedge] 08/6/2018 14:28

They won't cut, won't increase, when these are back to right level 260p yield 5% that will be normal.

[knowing] 08/6/2018 14:27

Why I believe the BT share price is now too cheap to ignore

[dmf] 08/6/2018 14:12

A dividend cut it seems is unlikely - There is the view that a new face will help relationships with Ofcom......No threat to dividend !

[andycapp1] 08/6/2018 14:06

Monty they will cut! The mkt is saying they will cut but so what? A share is not priced off its dividend but discounted cash to equity. They can improve this metric by reducing debt/splitting it up and thus lowering the discount rate.

[dmf] 08/6/2018 14:04

BT - shareholder unrest forces CEO out




Suggests dividend will not be cut, which seems to concur with analysts comments on FT Alphaville

[montyhedge] 08/6/2018 13:54

I do expect these 215p next week. When something like this happens, normally articles Sunday press.Like I said been a dog of the Ftse 100 last three years, now could be best in breed next three.

[smurfy2001] 08/6/2018 13:48

I've been repeatedly saying Gavin needs to do one now he's going. Thanks for listening BT.

Now Merge BT Business with BT Residential and throw all staff out from BT Business whilst you are at it. The amount of duplication across these two business needs immediate attention.

[hamhamham1] 08/6/2018 13:37

Good news RNS and a bit of sector rotation possibly today?
The tide hopefully will start to turn now in sentiment.
Happy holder.