Bt Share Discussion Threads

[loganair] 10/5/2020 12:48

BT is going to have at least £2bln per year Capex for the next 20 years that (£40bln over the next 20 years) and is depending on how much Capex is going to be needed to roll out 6G from 2030 onward which will most probably be more costly than rolling out 5G.

[milliethedog] 10/5/2020 12:40

Better quality discussion going on on LSE re BT...

[sr2day] 10/5/2020 12:31

nemesis,what have you got to offer apart from calling others names.if you haven,t get back into your cage.

[montyhedge] 10/5/2020 12:19

Totally agree that's why his mostly filtered on bulletin boards.

[guss] 10/5/2020 10:53

Just spit balling, as they say, but I wouldn’t right anything off. Strange times.
Anything can happen in the next 5 years.

[guss] 10/5/2020 10:36

Value and cost are irrelevant. If we really are going into the deepest recession ever and the share price drops to, say, where it was a few years ago, 50p, and BT is seen as at risk of a foreign takeover. Labour were looking into nationalising everything of value just a few months ago. Now that the Tories are throwing billions, even trillions at everything, it could happen.

Previous governments, and Ofcom were quite happy to let BT go to the wall over the past couple of decades by destroying its value with over zealous regulation, when foreign takeovers were were seen as good thing. Other countries piled in with state aid as telecoms infrastructure were seen as essential, not in Britain.

They all keep talking about “The New Normal”, low carbon, low employment, low travel, nationalism. Sounds a bit like communism, and state ownership. All for our own good though.

Utopia is coming, go to work on a horse with your 6G iPhone, or it could all go back to normal, in ten or so years.

[ianood] 10/5/2020 09:53

GUSS - Don't be silly, look at the value put on O2 - it exceeds BT's market capital excluding Openreach!

[diku] 10/5/2020 09:35

Dow at 24k?...just look at Apple, Microsoft, Amazon and Google...back close to their respective all time highs again...correction that never happened...if only a handful of those over $1 trillion market cap each are pumped up in rotation the rest of the market/shares go up in the coat tails...soon Google to be $1 trillion market cap once again...





a lot of things are ridiculous at the moment about the market.the Dow at 24k to start with.

[guss] 10/5/2020 09:28

This company can not go bust. The country would grind to a halt completely, but it could be nationalised at nil cost.

[buywell3] 10/5/2020 08:40

In the current climate anybody buying a highly indebted FTSE100 share with a -ve NAV
is IMO taking on way too much risk



This share is under the gun




the ma crossover has only just happened



dyor

[sr2day] 10/5/2020 06:29

a lot of things are ridiculous at the moment about the market.the Dow at 24k to start with.so once 103p is broken then 90p will come very quickly.after hat it will go with the market.

[diku] 09/5/2020 23:32

Talking of 5G and 6G...when we get to 10G we might just see cars flying....

[careful] 09/5/2020 19:13

80p would give a pe of under 5.
These are strange times, but 80p will never be hit, a ridiculous target.


Good to see pension deficit at just over £5bn is improving.
I see this share doubling within 2 years, probably quicker.

[sr2day] 09/5/2020 15:46

longterm holder but i think this is going down to at least 80p before the next update.

[4spiel] 09/5/2020 15:02

BT will survive one way or another but shareholders are their last interest.This sure just for gamblers.

[brucie5] 09/5/2020 13:46

I think that's a very fair article, fwiw. While the conclusion will clearly be different for each of us.

[brucie5] 08/5/2020 17:11

careful
8 May '20 - 15:39 - 35465 of 35466
0 1 0
Reading Daily Telegraph today made me feel better.
-----------------------------
Reading the Daily Telegraph never makes me feel better.
But I'll make an exception in this case.
;)

[loganair] 08/5/2020 15:42

6G is expected to be rolled out around 2030 and may deliver speeds of up to 1TB per second.

5G is being rolled out at 1GB per second, then slowly ramped up to 10GB per second, therefore 6G is expected to be 100 times faster then 5G as 5G was expected to be 100 times faster then 4G which plainly it isn't as 4G was expected to be 100 times faster than 3G.

[brucie5] 08/5/2020 15:24

"But shareholders themselves, once they’ve overcome the shock of another downwards lurch in the share price, ought to view the reset positively. Assuming the last pieces of the regulatory fix fall into place, Jansen sees BT making a pre-tax return of 10%-12% on its fibre investment. The return is not without risk, but the terms are decent for infrastructure that could be used for half a century."

[loganair] 08/5/2020 14:56

As I posted yesterday, just when BT has completed their £12bln of Capex on putting in super fast 5G - 6G will come along that will require another £12bln Capex being spent by BT making the £12bln spent on 5G becoming more and more redundant.

It seems to me every 5 or 6 years BT needs to spend £12bln on Capex just to stand still.

[milliethedog] 08/5/2020 14:41

Good read, from over on LSE board