Bt Share Discussion Threads

[montyhedge] 22/6/2018 08:20

Wow look at the volume not even 8.30. This is going higher.

[montyhedge] 22/6/2018 08:05

To me directors buying nearly million pounds of shares between them, is like someone ringing a bell and saying buy.

[hamhamham1] 22/6/2018 05:40

Interesting article, hopefully in a months time we will see a nice surge in the share price after clarity and better government support (or at least less meddling) in fibre deployment becomes apparent, see part of the article below:

<>...and this morning Minister for Digital Margot James also added confidence to the role of government.

“I want to talk about what the government is doing to support all the efforts you are doing to get the country super connected more quickly,” James stated during her keynote.

The aim here is simple; rid the country of the digital divide, remove barriers to deployment, aid the telcos with investment and improve the UK’s competitiveness on the international stage. Although we will have to wait a couple of weeks for the Future Telecoms Infrastructure Review to get a concrete idea of the government intentions and role, the comments are encouraging; it’s about creating the right environment for digital to thrive, not getting too involved.

James also feels the £400 million fund to aid the rollout of networks will be a suitable amount of cash, but this is not necessarily the ceiling. While there has been little evidence of the vast investments promised by the government to date, James highlighted her team would be constantly accessing what levels of government investment would be deemed appropriate and within the rules. This £400 million might go up, but we would also like to see more of it actually being spent.

The UK is lagging behind the leaders in the digital world as it stands. There seems to be a lot of talk, a lot of posturing and a lot of disagreements, but sooner or later we will need to see some more concrete action. CityFibre CEO Greg Mesch commented he almost missed the beginning of the conference due to being held up by Openreach roadworks, which he somehow managed to take credit for, so maybe this is the watershed moment we have been waiting for in the UK. Perhaps in 12 months we’ll be writing more positive headlines. <>

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[whatsup32] 21/6/2018 21:41

Add to the above EE is owned by BT will also try to cross sell data.
Vodafone is agresivly trying to sell broadband to the value customers (namely targeting TALK customers)

Nobody really uses home telephones anymore (so no extra income ) , the only reason for land line is Broadband.

Tough times ahead for TALk

[hamhamham1] 21/6/2018 20:40

Whatsup32. Yes they both will bounce along all the time money is loose in the system. But when the next credit crunch comes then that's when it'll turn sour IMHO.
I don't wish them bad it's just that their model merely services the carriers. It worked 5 or 10 years ago but with the carriers aggressive direct high st selling nowadays it means Carphone Warehouse and Talk Talk are highly likely to be casualties.

[whatsup32] 21/6/2018 20:17

hamhamham1

Yes. Totally agree , have been saying the same about the fortunes of TALK on their thread for a year now. They may have hired a hit man to take me out as my view was never welcomed .

[montyhedge] 21/6/2018 17:31

Deutsche Telekom announced to cut 10,000 jobs, are they getting ready for the bid or merger with BT when the embargo ends on their 12% stake in BT.

[whatsup32] 21/6/2018 16:22

Well worth read for BT holders
Master investor magazine

‘Is BT’s 8% yield a good reason to buy’

In-depth analysts of BT delving deep into its finances .

I’m not holding Bt but thought you guys may find it interesting

[hamhamham1] 21/6/2018 16:09

Monty. An average of 2p a week gains in the share price would be good for me over the next 15-18 months. Then at 350p I will be happy (plus the 26p of divis currently forecast over that period).
You may say I'm a dreamer, but I'm not the only one, I hope some day you'll join us, and the worrrrrrrld will be as one.

[montyhedge] 21/6/2018 16:08

With talk of sanctions, the U.K. domestic sterling stocks where sanctions don't effect them, coming into favour, ie, BT and my other favourite IAG (British Airways)

[montyhedge] 21/6/2018 15:56

Pushing on towards the new trading range of 200p - 225p.

[hamhamham1] 21/6/2018 15:22

Last post today (you'll be glad to hear).

Even this editorial (with no doubt state agreed wording) starts to admit the levels of shadow banking and precarious situations of some of the local state owned corporations and local governments in China. Now that they are starting to default on loan repayments or borrowing short term to plug the immediate loan repayments, this never ends well.

[hamhamham1] 21/6/2018 14:54

The Disney & Comcast escalating bidding war for Fox reminds me of the precursor to the last recession when Barclays and RBS did the same bid-fest for ABN Amro. Sometimes when the bidding gets crazy, the real winner is the loser, if you know what I mean?

[oakville] 21/6/2018 14:39

I picked up a few more today. Now holding 18700 shares. Happy to have and hold.

[oakville] 21/6/2018 14:37

Quiet today.

[hamhamham1] 21/6/2018 14:28

As Dirty Harry would say..."I know what you are thinking, would I rather hold aggressive stocks at multi-year highs or should I hold defensive stocks at multi-year lows, you've gotta ask yourself one question: Do I feel lucky?"

[toon1966] 21/6/2018 08:11

Agree with you there ham, music certainly helps!

[toon1966] 21/6/2018 08:10

You know what they say don't you mbmiah, takes one to know one.....

[hamhamham1] 21/6/2018 08:03

I am a big fan of the sophisticated new TV ad campaign, I liked the Madness one and have just seen the latest New Order one... big thumbs up!


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[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