Bt Share Discussion Threads

[onehanded] 30/1/2020 07:44

reduction of divi is a must now.....

[eaaxs06] 30/1/2020 07:38

So much or monty's clap trap about 'figures will be superb' twaddle he's been spouting since he changed direction. If these are superb figures, I'd hate to see bad ones.

Time to batten down the hatches and take it on the chin, it could get messy when the markets open.

I just hope it's all in the price with the bad run we've had over the past 6 weeks.

Good luck everyone, Sid.

[nw99] 30/1/2020 07:37

BT Group warns government's Huawei 5G decision will have £500mln impact

[george stobbart] 30/1/2020 07:25

OPENS -10% ON DISASTER EARNINGS REPORT

[garycook] 30/1/2020 07:21

No mention of the Dividend,which means it will be cut.Net debt and liquidity

Net debt(1) was GBP18.2bn at 31 December 2019, GBP7.2bn higher than at 31 March 2019 (GBP11.0bn), primarily reflecting lease liabilities recognised on transition to IFRS 16 on 1 April 2019. Excluding lease liabilities, net financial debt was GBP1.1bn higher than at 31 March 2019.

This increase was mainly driven by GBP1.3bn of contributions to the BT Pension Scheme, GBP1.1bn dividend payment, GBP2.9bn net capital expenditure, GBP0.6bn lease payments and GBP0.5bn interest payments; partly offset by net cash inflow from operating activities (excluding pension contributions) of GBP5.2bn.

[our haven] 30/1/2020 07:17

Zoro9791. After looking at the quarterly results, everything is going down and so is the share price IMO on the opening.How much of this bad news is already priced in is the only hope.

[zoro9791] 30/1/2020 05:19

Not many thing in investing upset me so much anymore.But when you buy BT as a safe long term investment in June and sold my Tesla shares for $220 to do that you know than that you made the worst investing decision of tour life.Waking up to see Tsla after market price is $640.That was my early retirement has just gone out of the window lol for 8% dividend from BT.That will take time to digest.

[kazoom] 29/1/2020 23:25

Sacking the entire BoD could instigate an upward trajectory. I find it hard to believe how much value they have destroyed in the last few years.

[g2theary] 29/1/2020 22:30

Good results here could instigate an upward trajectory. I topped up 3k here today. We shall see :)

[bargainbob] 29/1/2020 20:20

Do they usually change divi at 3 quarter update ?

[lucy123] 29/1/2020 18:35

Tomorrow, final dividend cut by 30% therefore 7.42p, interim dividend will be the same as now 30% of final dividend, therefore 2.22p, total 9.64p, 5.50% yield if my figures are correct. That will do for me, think the markets will like it.

[our haven] 29/1/2020 15:49

I agree monty that all is looking good.Had it not been for the crisis in China this would have gone sky high.

[montyhedge] 29/1/2020 15:45

215p target and dividend in my opinion will be paid in full now. BT generates a lot of cash.

[montyhedge] 29/1/2020 15:44

Well looks like their wrong has usual, article was out before Chinese 5g deal. That said 170p now price 175p, lol they may get it right one day.

[dmf] 29/1/2020 15:38

BT’s share price has fallen to 170p. Here’s why I’m still not buying

[montyhedge] 29/1/2020 15:35

Dividend yield 8.75% p.e 8. Now Chinese rolling out 35% of 5g, I feel confident dividend will be paid in full.

[montyhedge] 29/1/2020 15:22

215p coming weeks, sentiment changed on the Chinese deal. If BT had to pay for 5g then dividend cut.I think dividend will be paid in full now.

[bargainbob] 29/1/2020 14:58

I believe monty is building a stake too, certainty he is outlasting Woodford.

[isis] 29/1/2020 10:44

I believe Woodford was also building a stake which is being unwound atm. all pressure on the share price Not sure if the Funds are holding anything now though.

[careful] 29/1/2020 10:00

borrowing at 3% to get return on capital of 10% is great business.

[dmf] 29/1/2020 09:51

How is 'CAPEX' being funded for rollout 'FTTP' ?
Seems will either be dividend decrease or increased borrowing, or combination of both, which surely will not benefit the share price ?

[nw99] 29/1/2020 08:40

Thanks maybe why weak this month

[peter2164] 29/1/2020 08:40

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News UK's Ofcom Drops Probe Into BT's Charges For Business Lines (Alliance News) - An investigation over allegations that BT Group PLC overcharged businesses when ...
Alliance News28 January, 2020 | 1:12PM Email Form
(Alliance News) - An investigation over allegations that BT Group PLC overcharged businesses when installing high-speed lines into offices has been dropped by UK regulator Office of Communications on "administrative priority grounds".
The watchdog launched a probe in July after saying information provided by BT could have breached rules meant to protect small firms from facing large, up-front costs.
New rules introduced in May 2014 mean BT must absorb the first GBP2,800 of excess construction costs associated with installing cables and technology into businesses signing up to BT's leased line services.
Ofcom said last summer it believed BT may not have applied the so-called excess construction charges to a number of businesses.
But on dropping the case, it said: "Having gathered and reviewed further information from Openreach, we have decided not to proceed with the investigation on administrative priority grounds."
The regulator added the move comes "in light of the limited consumer harm and the proactive steps Openreach has taken to address the issue, including voluntarily reimbursing all affected telecoms providers for the full amount of the ECC overcharge including interest".
Ofcom said it would continue to monitor Openreach's compliance.
It added: "We are supportive of the proactive and comprehensive compliance and assurance review launched recently by Openreach, which aims to identify improvements in its processes and systems to ensure strong compliance going forward."
The announcement comes after Openreach announced plans on Monday to make ultrafast broadband available in more than 200 market towns and villages across the UK as part of its aim to reach four million homes and businesses with full-fibre technology by March 2021.
Work will start within 14 months, with new locations including Aberdare in South Wales and Saxmundham in Suffolk, building on trials last year which have seen engineers develop new techniques to help Openreach extend its full-fibre network into areas previously considered too complex or expensive to upgrade.

[peter2164] 29/1/2020 08:35

BT investors fret over what German rival Deutsche Telekom might do with its big stake in the UK group
The lock-up on Deutsche Telekom’s 12% holding in BT — a legacy of the £12.5bn sale of mobile phones business EE to the FTSE 100-listed firm in 2015 — ended on January 29

BT's new boss
That means the German giant is now free for the first time in four years to either add to – or sell down – its BT stake which had been seen as a potential foothold for a future takeover
BT Group PLC (LON:BT.A) may be about to report its first set of quarterly results under new CEO Philip Jansen but investors are also fretting about what German rival Deutsche Telekom AG might do with its big stake in the UK group.

The lock-up on Deutsche Telekom’s 12% holding in BT — a legacy of the £12.5bn sale of mobile phones business EE to the FTSE 100-listed firm in 2015 — ended on January 29.

READ: BT to post weaker third-quarter earnings as investors wait to hear from new boss
That means the German giant is now free for the first time in four years to either add to – or sell down – its BT stake, which had been widely seen as a potential foothold for a future takeover.

Deutsche Telekom transferred its holding in BT into its pension fund last year and said last November that it had no intention of raising its holding. Under the terms of the EE deal completed in 2015, it could have upped its BT stake to as much as 15%.

However, given the Brexit vote, UK regulatory concerns and BT’s plunging share price due to declining financial performance and an accounting scandal in Italy, such takeover talk has cooled significantly.

Deutsche Telekom’s focus on the US, where it is close to a takeover of Sprint, has also dampened any appetite the German company may have had to pursue its UK rival.

But never say never. Given the UK firm’s struggling performance, the uncertainty associated with a new boss, and even possibilities that Brexit may not even happen, the Germans could always pull off a surprise.

If not, the disposal of a 12% stake could put BT in play for someone else to take a punt on the UK telecoms and broadband world.

[diku] 29/1/2020 08:34

Has Deutsche Bank already given the nod...