Bt Share Discussion Threads

[nw99] 21/6/2018 06:46

Jefferies has raised its rating on BT (BT) believing the departure of chief executive Gavin Patterson signals a change in priorities and a better relationship with regulator Ofcom, although it says the danger of a dividend cut remains.Analyst Jerry Dellis lifted his recommendation from 'hold' to 'buy' and increased the target price from 215p to 245p on the stock, which advanced 2.5%, or 5.3p, to 214p.He said Patterson's departure could 'ease regulatory bottlenecks' as by BT's own admission it was in need of change and this 'puts Ofcom under pressure to respond constructively' to concerns about how BT and Openreach are implementing legal separation.However, Dellis said 'dividend risk is linked to regulatory reward' and 'ruling out a dividend cut would be unwise'.The separation of the entities could force capital expenditure up and 'compels BT to find breathing space'.'Cutting dividend per share to deliver a robust regulatory settlement...could make BT a great deal more investable. But it would be illogical – and is not necessary – for BT to cut the dividend before negotiating an acceptable settlement,' he said

[montyhedge] 21/6/2018 06:34

Daily mail said CFO bought 139,000 pounds worth of shares, in fact he bought 139,000 shares at 213p worth around 290,000 pounds. That is some purchase from CFO.

[hamhamham1] 21/6/2018 06:23

It's alarming how many nice fixed revenue streams BT have through their various subsidaries :)



Once the new boss gets in and turns the management and company ethos around into a shining 21st centrury world leader then the sum of the parts will be reflected in the share price IMHO.
I think the top job will attract the best as they can see the potential, and what better time to join than now with low share price and sentiment.
A very rewarding challenge for the right person.

[knowing] 21/6/2018 00:33

Broker Forecast - Jefferies International issues a broker note on BT Group PLC
By BFN News | 11:40 AM | Wednesday 20 June, 2018
Factsheet BT Group PLC Ord 5P (BT.A)

Jefferies International today upgrades its investment rating on BT Group PLC (LON:BT.A) to buy (from hold) and raised its price target to 245p (from 215p). Story provided by StockMarketWire.com Broker Forecasts data provided by www.sharesmagazine.co.uk

[alanr1] 20/6/2018 21:00

I love buying undervalued shares - Bought BAB near the lows and now sold and into BT.A at 2.126. Only a matter of time imo. Bought a few others too! BT.A has its problems but the price more than factors the problems into the share price!

[hamhamham1] 20/6/2018 19:40

I think owning BT and Inmarsat isn't a bad thing currently IMO.
Interesting to see how they mesh together via Comsat.

[mbmiah] 20/6/2018 18:37

He doesn't have to admit it mate. That's how the city works, get with it you plonka

[montyhedge] 20/6/2018 17:35

He is a great Chairman no nonsense, does not mess about. Invested 700,00 pounds worth of his own money to show commitment.

[nw99] 20/6/2018 17:25

It is good news for BT Group (BT.A) that the Chairman is starting to exert a full influence and if you look at his historic track record at Rio Tinto (RIO) then cost cuts (already announced by the company) and disposals could be on the agenda. Nigel mentioned in his piece sum-of-the-parts musings in the market and there have already been rumours about Openreach, the infrastructure part of the company. Sentiment has also been helped by the purchase of 100,000 shares by Magdalena du Plessis, the wife of the Chairman. Certainly this is not a fortune given their undoubted wealth, but dropping £200k odd on shares is better than not doing it. BT has not been the happiest tip over the last few months but I am not puking here. Stay long/buy.

[montyhedge] 20/6/2018 17:18

That some investment from him, 250,000 pounds worth. He paid 213p.

[pacemaker1000] 20/6/2018 17:12

Says it all that the city boys need their hands holding to follow a director and not their own scrutiny!

[toon1966] 20/6/2018 16:28

If the CFO 'must know something' then he would end up in prison.

[mbmiah] 20/6/2018 16:20

The cfo must know something imo

[hamhamham1] 20/6/2018 16:18

Anyway, back to that subsidiary of BT called Comsat, an 8 month old article but interesting:








"A Big Deal ... COMSAT's 10-Year $2.5 Billion Will Provide GSA Worldwide Complex Commercial SATCOM Solutions

No doubt high fives and smiles abounded when this company announced they were awarded a healthy contract that will keep them busy for a long time ...

COMSAT has been named an awardee under the Complex Commercial SATCOM Solutions (CS3) contract with the U.S. General Services Administration (GSA). This 10-year, multiple-award Indefinite Delivery/Indefinite Quantity (ID/IQ) contract has a maximum value of $2.5 billion.

Under the program, COMSAT will provide advanced commercial SATCOM solutions to government users worldwide. As an Inmarsat Value Added Reseller to U.S. Government customers, COMSAT will deliver the world’s most extensive portfolio of global narrowband and wideband services in support of multiple types of requirements, such as:

Interactive Services
Continuity of Operations (COOP)
Broadcast Satellite Services
Direct Customer, Steady State, and Emergency Responder Operations
Fleet and Asset Tracking and Reporting Services "

[toon1966] 20/6/2018 16:11

Agree Ham. But Monty is very repetitive....!!

[hamhamham1] 20/6/2018 16:08

toon. I guess there's not a lot of difference between bitcoins and horse racing ;)
But at least Monty didn't post his betting tip on dozens of other boards as well :)

[montyhedge] 20/6/2018 15:56

Yes The Diamond Jubilee stakes, got date mixed up. It won last year same race. Trained for this race. Fingers crossed.

[toon1966] 20/6/2018 15:55

You may want to include Monty in your diatribe..... ;o)

[hamhamham1] 20/6/2018 15:49

Football, quit spamming you plank!
And spanmmng bitcoins ???
(and that goes for you bargainbob as well)

[football] 20/6/2018 15:23

A quick 10 1+ coins for two new mining pots today

[montyhedge] 20/6/2018 15:00

Ascot this week, The Tin Man Thursday been told will win, 10.1 with a clear run.