Bt Share Discussion Threads

[pierre oreilly] 09/12/2021 12:05

Don't follow this much, just got an investment and letting it run, pleased to see the recent performance.

Any update on the £30bn or whatever of copper bt has in the ground? Is BT digging it up, or are errrm, others?

[1224saj] 09/12/2021 11:43

Let's say he's been buying shares off market over the last 4 months. His average could be 1.60? Not a bad return on a possible 2 billion punt. 200m return if he jumps off in the next 24hrs

[1224saj] 09/12/2021 11:39

The last of the Frenchman's mates getting on board the shuttle named " take over " :-)

[netcurtains] 09/12/2021 10:59

Do we know why its rising?

[wendsworth] 09/12/2021 09:53

craftyspeculator : Wouldn't argue with thrust but doubt the timing.There are other substantial holders / 'vultures' . The aim is fully utilise the shareholder value in OPEN REACH and that can be achieved by an IPO. Result ...everyone happy including the government.

[craftyspeculator] 09/12/2021 09:49

Draghi bid on Monday? Or DT bid on Monday? Or joint bid from both with an agreement to carve off the bits they really want to keep?

[nige co] 08/12/2021 11:41

You walked in to that one George? Lol

[craftyspeculator] 07/12/2021 19:39

back to your village George. They're missing their resident idiot.

[wendie27] 07/12/2021 17:23

I don't know what it is you're on George, but it certainly must be good stuff!

[george stobart] 07/12/2021 17:02

avoid this dividend scam. it's worse than dead. dead meat as they say in my village

[eaaxs06] 07/12/2021 16:53

LAMMERGEIER7 Dec '21 - 16:05 - 42903 of 42907
0 0 0
Volume already at 53 million shares,with half hour to go,probably will be 2nd highest

in nearly the last month.Announcement of some corporate action soon maybe.



The trading volume today was swayed out of proportion by 2 identical trades of 22m shares going through at 173.55p, both of which were recorded as sells. Make of that what you will.

If you strip them out, and the 11m end of day auction, you're left with a measly 12m shares traded in under 6,000 trade. That's very light trading for BT.

Good luck everyone, Sid.

[arees1969] 07/12/2021 16:42

I think even if there is no immediate announcement with all main brokers aligned to buy for BT and BT Sports decsion i would be surprised if there were any large drops in SP, I can see this stock climbing on the run up to Xmas.

[dope007] 07/12/2021 16:27

General market behaviour I have seen many times. Traders will be buying in. If nothing happens they will sell. The ups and downs of the mkt but the most important thing is the recent results were outstanding and the stock is good value here in my view

[arees1969] 07/12/2021 16:24

Don't think so whats that based on?

[dope007] 07/12/2021 16:18

Positioning ahead of the 11th by traders so could come undone despite the stock not being expensive

[lammergeier] 07/12/2021 16:05

Volume already at 53 million shares,with half hour to go,probably will be 2nd highest

in nearly the last month.Announcement of some corporate action soon maybe.

[wendsworth] 07/12/2021 10:51

Nice steady rise back up of share price based on a clear pattern of consolidation. Perfect scenario for impending corporate action together with global integration and amalgamation.

[dipa11] 06/12/2021 20:26

Sorry Wong board

[dipa11] 06/12/2021 18:49

https://m.marketscreener.com/quote/stock/INTERNATIONAL-CONSOLIDATE-7233512/news/BRITISH-AIRWAYS-AND-PHILLIPS-66-AGREE-FIRST-EVER-UK-PRODUCED-SUSTAINABLE-AVIATION-FUEL-SUPPLY-37224783/

[george stobart] 06/12/2021 17:52

BANKRUPTCY IMMINENT?

[adrian j boris] 06/12/2021 16:33

Telecoms
Jamie Ashcroft

Proactive

15:38 Mon 06 Dec 2021


BT Group seen as a ‘buy’ as shackles are set to come off Drahi

BT’s organic story is undoubtedly strengthening, that's according to Berenberg.

BT Group PLC - BT Group seen as a ‘buy’ as shackles are set to come off Drahi

BT Group PLC (LSE:BT.A) is seen as a ‘buy’ as Patrick Drahi’s standstill agreement is about to end and the company’s management seeks to show a strong front.

Berenberg, in a new note, repeated the European bank’s rating following a pair of recent conversations with CFO Simon Lowth and Openreach CEO Clive Selley.

“We have known both men for many years, and last week’s meetings were among the most upbeat that we have had with them,” Berenberg analyst Carl Murdock-Smith said in a note.

“A sceptic might suggest that such positivity is simply a sensible defence strategy in the face of 12.1% shareholder Patrick Drahi’s standstill agreement coming to an end after 10 December.

“Whether that is the case or not, BT’s organic story is undoubtedly strengthening, and it is now set to report revenue, EBITDA, adjusted EPS and normalised FCF growth in 2022/23 (by 1%, 4%, 9% and 22% respectively), set against an undemanding valuation of 9x P/E.”A detailed note delves into key talking points around the Covid recovery, the potential impacts of omicron, the roll-out and growth of OpenReach, and the telecom group’s view that its people are the competitive advantage.

On the subject of Drahi, the Berenberg’s Murdock-Smith added: “We asked how much time Mr Selley has spent with 12.1% BT shareholder Patrick Drahi. He responded by saying that he has met Mr Drahi numerous times in numerous countries over the years.

“As part of Openreach’s research into “best practice” for its fibre rollout, Openreach visited lots of other operators, including Mr Drahi’s operations in Portugal and France. Mr Selley said that he learned from Mr Drahi’s companies about building methods, network architecture and labour arrangements.”

Billionaire Patrick Drahi’s Altice, which has a 12% stake in BT, will be free to bid for the UK telco after the end of the moratorium on December 10.

Berenberg's 'buy' comes with a 200p price target, versus a current price of around 172p.

Last week, Credit Suisse repeated an ‘outperform217; rating for BT but it doesn’t expect and fireworks as the Drahi the moratorium is lifted.

It flagged that Altice was already free to make smaller stake increases and there have been no statements suggesting Altice wants to make a bid for BT.

“The more important point in our view is whether Altice’s presence might accelerate further shareholder-friendly steps; for example, on cash returns or strategy,” the Swiss Bank added.

[boix] 06/12/2021 16:06

Just think it is buyers accumulating using smart algorithmic bots to set levels - slowly slowly