Bt Share Discussion Threads

[atlantic57] 07/10/2019 12:08

Is Open Reach an asset or a liability
For Bt( a genuine question )

[nige co] 07/10/2019 11:47

THE LAST TIME THAT WE HAD A RUMOUR OF BT SPLITTING OFF OPENREACH IN MAY 2018 THE SHARES SHOT UP 60P.

BT needs to keep a line open to Downing St
The telecom giant could be broken up if it fails to meet ministers� demands on broadband

[waldron] 07/10/2019 10:04

rte.ie


Vodafone tests new network tech in challenge to 'big three' suppliers
Updated / Monday, 7 Oct 2019 09:28

The new Vodafone technology could enable customers to make calls and access data at lower cost

Vodafone is testing innovative open access radio technology in Britain - a first for Europe - in a move that could break the grip Huawei, Ericsson and Nokia hold on the telco equipment market.

OpenRAN has been developed by Vodafone and Intel.

It standardises the design of hardware and software in the infrastructure, masts and antennae that make up the radio access network that carries mobile calls and data.

Vodafone, the world's second largest mobile operator, has trialled the technology in laboratories in South Africa and deployed it in Turkey to deliver 2G and 4G services to customers in both urban and rural areas.

It could enable customers to make calls and access data at lower cost.

Vodafone chief executive Nick Read said it was ready to fast track OpenRAN into Europe as it sought to expand its list of vendors.

"OpenRAN improves the network economics enabling us to reach more people in rural communities and that supports our goal to build digital societies in which no one is left behind," he said.

The mobile network equipment sector is dominated by three companies: China's Huawei, Sweden's Ericsson and Finland's Nokia.

Operators generally deploy kit from at least two of them to reduce reliance on a single supplier.

Huawei, however, has been blacklisted by the US over concerns, denied by the company, that its equipment could be used for spying.

US mobile networks are therefore barred from using some Huawei equipment and Washington is urging European countries to follow suit.

Industry lobby group GSMA, which represents 750 mobile operators, has said a ban on Chinese suppliers would add $62 billion to the costs of 5G networks in Europe, although other analysis has put the figure lower.

Vodafone said it was working with companies including US-based Parallel Wireless and Mavenir and UK-based Lime Microsystems on OpenRAN technology.

It said it would launch OpenRAN in 120 rural areas in Britain today, and would start trials in Mozambique and Democratic Republic of Congo.

[mr_rooster] 03/10/2019 15:00

BT dividend history:

2015 - 12.40
2016 - 14.0
2017 - 15.4
2018 - 15.4
2019 - 15.4

[mr_rooster] 03/10/2019 14:57

“Again” ? Can you tell us when was the last time they slashed dividend?

[toon1966] 03/10/2019 12:45

Why is that Aussie?

[aussiedonnie] 03/10/2019 11:17

I'm guessing BT will soon be slashing dividends again.

[bargainbob] 03/10/2019 08:24

Back to 164 p then bounce .

[mbmiah] 02/10/2019 19:26

Double bottom anyone?

[waldron] 01/10/2019 15:57

PROACTIVEINVESTORS

Telecoms
Madeleine Taylor

14:21 Tue 01 Oct 2019
BT Group PLC
BT sells fleet business to Aurelius Group in ongoing "transformation"

The troubled telecoms giant recently warned future dividends may be cut as it entered talks to sell infrastructure in the Netherlands and corporate business in Ireland
BT Group PLC -

BT Group PLC (LON:BT.L) has sold its fleet management business to free up cash as part of an ongoing “transformation” plan to cut £1.5bn in overheads.

The formerly state-owned telecoms group launched BT Fleet Solutions in 2002 and it currently manages more than 80,000 vehicles including around 35,000 of BT’s own fleet, employing around 950 staff around the UK.

European investor Aurelius Group completed the purchase on Monday for an undisclosed sum, with plans to “carve-outR21; the fleet from BT ahead of a full rebrand within the next twelve months.

The divestment of Fleet Solutions, which made revenues of £209.5mln last year, aligns with BT's ongoing transformation programme and strategy of focused investments in both its fixed and mobile networks with its full fibre and 5G networks.
Telecom troubles

The troubled FTSE 100 group reported cash flow dropped by 36% year-on-year to £323mln in its last quarter as costs of the roll-out of its high-speed Openreach broadband combined with a consumer market that is “significantly more competitive and aggressive than last year”.

BT’s heavy-going programme to restructure its business was announced last year with plans to cut 13,000 employees and 90% of its real estate, including the recent sale of its London headquarters for £210mln as it relocated for the first time in 150 years.

Since then, it has been reported that BT is looking to sell off £100mln worth of towers and cables in the Netherlands, as well as talking with London-based Mayfair Equity Partners to potentially offload its Irish corporate business for €300mln.

The telecommunications company also admitted that future dividend pay-outs may be reduced.
Aurelius sees more UK break-up opportunities ahead

Aurelius’ chief executive Dirk Markus said: "We see substantial growth potential for BT Fleet in the British market."

The investment group specialises in divestment processes and Markus noted that “special opportunities” due to “Brexit and the related uncertainty” have made the UK an attractive market.

[ekuuleus] 29/9/2019 00:13

If it maintains that dividend.

[smurfy2001] 28/9/2019 23:40

Reminder of what a bargain this stock is:

Annual div (ADY)
15.40
GBX

Annual div yield (ADY)
8.68%

[smurfy2001] 28/9/2019 23:38

Boris Johnson is poised to reveal a broadband subsidy of as much as £5bn in an attempt to deliver his pledge of a complete national upgrade in just a few years.

[ekuuleus] 28/9/2019 21:37

I certainly agree Atlantic. And I go further. If the staff act like they don't care, the problems go far deeper and costs far higher than just the visible sales and compensation payments.

[atlantic57] 28/9/2019 16:19

I am puzzled to read that Andy Capp believes that customer experience has no impact on
Dcf. If Bt have to make 6 interactions with a customer,when one customer interaction should have sorted it, their cost of sales will be impacted.

Yes I did complain to bt and yes I did get a compensation payment which is also an unnecessary cost.

So I personally feel the mediocrity that is bt will effect the share price
However if you don’t think that is relevant then by all means pile in.

[ekuuleus] 28/9/2019 15:14

Customer experience is very useful for investing
I remember escom bsstbuy c&a and many others walk into shop and you can tell the staff not interested in customer service. Is shouts information. I don't think bt that far gone but when the staff no longer care, making a profit not possible and the share price reacts accordingly.

[danieldruff2] 28/9/2019 12:37

At least you won't be buying in on a multi-year high :-)

I bought in when this hit a 5 year low, it's down another 35% since then :-(

[snorky123] 27/9/2019 21:57

Hi guys I have been looking at BT as the div is very appealing. I currently hold Aviva, Phoenix , Vodafone and Lloyd's, as I feel they offer great yields for the low risk of Brexit etc . So back to BT my main concern is the pension deficit but this seems well managed by the earnings going forward. With the current price and also directors buys, is this the time to purchase. When you look at bank base and the incredible yields for some FTSE shares at some point there will be a correction . All constructive comments welcome

[smurfy2001] 27/9/2019 19:13

Complain to BT then no point moaning here

[ladywormer] 27/9/2019 17:16

I agree with atlantic57. I had no landline for 5 weeks this summer. BT is a total shambles and trying to get my phone sorted was a nightmare from start to finish.

[atlantic57] 27/9/2019 16:22

I would not touch the shares with a bargepole they are an appallingly run company that is before you look at any financial information.

But yes everyone can make their own call...

[andycapp1] 27/9/2019 10:23

The Atlantic don’t buy the shares!! Your experience has absolutely no relevance to the DCF at all but hey your call!

[atlantic57] 24/9/2019 17:08

appollo that's what makes market :))