Bt Share Discussion Threads

[hamhamham1] 20/6/2018 13:30

One other BT subsidiary which I like is Comsat :)

[pacemaker1000] 20/6/2018 13:26

Take a bow Monty your called 215 right!

[montyhedge] 20/6/2018 13:26

You know I'm No1 what are losses? Lol

[hamhamham1] 20/6/2018 13:25

I just bought another 20,000.

[knowing] 20/6/2018 13:21

Confidence when it's the CFO

[montyhedge] 20/6/2018 13:21

My trading range been raised now to 230p-235p. Always good to see director buys, but these are big amounts.

[montyhedge] 20/6/2018 13:18

WOW, directors really piling in CFO bought 139,000 at 213p. The new no nonsense chairman as already 700,000 pounds on stock. 500,000 pounds worth at 255p.These boys know the company better than us.

[wilksey1] 20/6/2018 13:07

directors buying

[waspfactory] 20/6/2018 12:28

Chortle :)

[toon1966] 20/6/2018 12:26

Alphorn - I saw the 'high frequency trading' comment and I have to say the mind does really boggle.....!!

[alphorn] 20/6/2018 12:06

"I will be able to do high frequency trading".

Does that mean that losses can be incurred quicker? ;))

[pacemaker1000] 20/6/2018 12:05

Minerve,
Yes you are right and the target is just five years to switch off all exchanges!
I believe BT have to get around the current requirement to supply a landline to everyone who wants one ( a burden not required by competitors). Hopefully a mobile signal will suffice but if not then fibre will require a power supply backup. As would voip supplied via FTTC.
The saving on maintaining exchanges and local 'exchange' side cables plus copper recovery and building sales will be massive!

[montyhedge] 20/6/2018 11:57

We are having fibre from box to house installed, but I'm very happy with the speed I get now, engineer said 10 times quicker, I will be able to do high frequency trading, yipee.

[jvin] 20/6/2018 11:56

As a KCOM enginner I can agree that once fibre is installed, you can voip the phone line with a 45 minute battery back to meet OFCOM rules & recover the copper cable.Lower maintenance costs as well.

[minerve] 20/6/2018 11:46

OK, some useful information that I managed to pick-up being an honorary BT engineer over the last 12 days. At the moment they are having to maintain the copper network in parallel with the new fibre network because of the voltages required to power phones and also drive the ringer - I should have known this, I just hadn't given this much thought. They are proposing to eliminate old-style phones in the future and therefore this isn't just about the gradual introduction of a new network it is the removal of the costs needed to maintain a parallel one.

Much of the old copper network in the rural areas is insulated by paper with joints being made by lead wrappings - seen it all this week, good fun. The frequency of twist isn't that great in paper insulated lines due to the manufacturing limitations and being paper is susceptible to water damage via the siphon affect. This all leads to corrosion, shorts and increased cross-talk which brings down broadband. Of course fibre eliminates all these issues.

It seems that once the fibre is down, and the old style phones are switched-off for VOIP, BT's cost on infrastructure maintenance should fall significantly IMO. The reliability of lines will increase and a second network can be disgarded.

Perhaps the BT guys on this thread can confirm/add/disagree?

[garycook] 20/6/2018 11:45

FAO. Montyhedge BT (LSE: BT.A) shares have a very high yield at present. Last year, the company paid shareholders 15.4p per share in dividends, which means that the trailing yield is currently a massive 7.4%. That’s one of the highest in the FTSE 100. Yet, if income is your goal, I think it’s worth being careful with BT Group. Here’s why.

Often, when a stock has a yield that is super high (7%+), it’s a signal that the market doesn’t believe the company’s dividend is sustainable. What’s happened is that many investors have already dumped the stock, in fear of a dividend cut. That’s driven the share price down and the yield up. While the high payout looks attractive, it could be a yield trap.

In BT’s case, it’s clear that many investors have already dumped the stock, as the shares have fallen more than 50% in the last two years. This suggests that the market really doesn’t think BT’s dividend is sustainable. And that doesn’t surprise me. Because, as I detailed here, BT has a lot of debt on its balance sheet at the moment along with a nasty pension deficit that it needs to sort out. Both debt payments and pension contributions are going to consume more cash flow in coming years, and that could mean that less cash is available for dividends.

So while BT’s 7.4% dividend yield looks attractive in today’s low-interest-rate environment, I’m not convinced the FTSE 100 stock is a top pick for income, as the dividend may not be sustainable.

[demo trader] 20/6/2018 11:36

Jefferies International has upgraded BT to Buy with a price target of 245p.

[gymratt] 20/6/2018 11:07

Give him a chance, he might be at LongMeadow, clipping hedges in readiness for the next series of Gardeners' World.

[toon1966] 20/6/2018 11:04

and the new Chairman buying BT stock!

[dipso] 20/6/2018 10:58

And don't forget the juicy 10.55p dividend.
He hasn't mentioned it for more than 2 hours now.

[toon1966] 20/6/2018 09:37

Thought the No.1 Trader would have posted this positive news - Jefferies International upgrades from 'hold' to 'buy' with a TP of 245p.

[fewdollarsmore] 20/6/2018 09:17

I had the ex Bt chairman as speaker for a dinner attended on Monday sadly did not get a chance to ask him what he thought of current share price and if it was worth a punt!!

[toon1966] 20/6/2018 09:12

Didn't notice this from Ofcom "Progress 'satisfactory' on arms-length separation of BT and Openreach" - hxxps://uk.webfg.com/news/news-and-announcements/progress-satisfactory-on-arms-length-separation-of-bt-and-openreach--3347746.html

[nw99] 20/6/2018 09:10

I am talking about it's a laggard over last 1 year

[toon1966] 20/6/2018 09:02

Looking at the FTSE100 risers this morning I would most certainly not call many of them 'laggards'. Relief rally today after days of trade war fears.