Bt Share Discussion Threads

[hamhamham1] 26/7/2018 14:49

I am sure I did some work up Newcastle way ages ago, when NTL sold their cable ops to Telewest. Had to isolate all their Cabletron / Cisco stuff, so it was stand alone and therefore could be sold as separate company. Memory Faded though :)
Coming back to me now, a load of Cabletron 6000 chassis switches and Cisco 4500 routers.
Those switches were fast at the time. Compare them to the last ones I installed, Cisco Nexus 7ks with sup modules which could process 2,000,000,000,000 bits (1s and 0s) per second.

[hamhamham1] 26/7/2018 14:26

toon. I feel for you, and just as long as the BT board don't get any poaching ideas :)

[toon1966] 26/7/2018 14:23

Ham, you should try supporting Newcastle United!!! Mike Ashley is such a generous owner.....

[hamhamham1] 26/7/2018 13:49

Evg. 2 weeks today (9th) is ex-divi day, 10.55p

[evg] 26/7/2018 13:46

Is BT going ex div any time soon?

[hamhamham1] 26/7/2018 13:45

The 14th Feb low close of 225.55p is giving a bit of support now after being a resistance level in the past. Still at base camp but nice to see the resistance levels slowly being converted into support levels.

[hamhamham1] 26/7/2018 12:37

mbmiah, sorry if I am boring you? Apologies.
You should try supporting West Ham :)
I bet you follow a decent club, like Liverpool?
(I follow West Ham, sigh)

[hamhamham1] 26/7/2018 12:10

eaaxs06. The change in accounting will affect the earnings to be low 10's of millions on EBITDA for the tax change <>, although BT do say it will not change the 2018/19 outlook. (see link below).
So tomorrow may be a bit down, hard to tell, but cost cutting / synergies will come through later to offset hopefully.
My take on the recent Ofcom troubles are that BT couldn't be seen to be making too much whilst it negotiates a plan with Ofcom. Now the future seems a bit more stable and Ofcom placated, I think BT can afford to generate some good earnings over the next few years???
BT are tackling the issues and thats hard to price during the process, but I am happy they are doing it.
Time will tell.

[hamhamham1] 26/7/2018 11:59

When I look at the 5 year chart, and try and find the recent recovery, I need a magnifying glass. There is still a lot potential room for the share price to recover, and that's just to get to up and around the recent highs, let alone driving the share price to new levels.

[eaaxs06] 26/7/2018 11:54

It’s the earnings per share I’ll be interested in tomorrow, as I thought (naively) they’d improved significantly with the last Q4 figure. Coming in at 7.3p a share, they were the best in a very long time, with this measure normally being a good test of company strength, and in BT’s case, consistent from quarter to quarter.

Yes, I know they got hammered after the Italian debacle, but surely things should have stabalised by now given the last set of figures. Some of the guesstimates I’ve seen mentioned are a pessimistic 4.5p earnings for the last quarter – that seems absurd to me, but what do I know?

I’m sure there was a little (ok, maybe a lot) of creative accountancy afoot last time, desperately trying to justify the guidance figures and protect the CEO’s job, but to drop down to 4.5p really would be a worrying sign. Whilst I doubt we’ll match the last figures 7.3p, I’m sure 6.0 - 6.5p wouldn’t be too optimistic, hopefully for a full years prospective earnings around the 25p level and a P/E of 9 at 225p, which sounds cheap to me.

Figures somewhere around that area, and news of the new CEO, could all be positive for the share price so that’s what I’m hoping. Not sure how the change to trading update from quarterly figures will play out, I guess it will just be less waffle to read through before getting to the important numbers.

Good luck everyone, tomorrow.

[hamhamham1] 26/7/2018 10:31

Kmann. I am looking for capital growth, 350p to 500p in a few years. The divi is a bonus for me.

[kmann] 26/7/2018 10:15

All anyones intrested in here is the divi retention, and that looks fine

[kmann] 26/7/2018 08:29

Amazing start. Most investors were just waiting for a bit of clarity, and some soothing talk from BT and ofcom. Nice and steady rise.

The technicals are swing round to a buy phase. All the corrupt hedge funds flipping the switches to BUY

[hamhamham1] 26/7/2018 08:22

That RBC broker update was actually very positive, it gave a 275p target and said that BT are tackling their issues.

[kmann] 26/7/2018 08:09

Looking for that continued move up toward Toothurty!

[kulvinder] 25/7/2018 16:46

Sorry meant to divi cover.

[kulvinder] 25/7/2018 16:46

Hamham, according to that then BT has the best cover.

[hamhamham1] 25/7/2018 16:15

Compound interest is your fwiend 👍. (You know, that rich one with the nice life)

[iceman82] 25/7/2018 15:40

no tax to be paid , shares are on isa

[montyhedge] 25/7/2018 15:30

I suppose it depends on your tax position, nice problem to have, lol.

[iceman82] 25/7/2018 15:24

only 10 days till ex divi date and i should get 5.1% return price should start to rise soon..., still unsure whether i will go for divi or capital gain....any advice?