Bt Share Discussion Threads

[diku] 10/12/2021 09:54

Once upon a time the so called investment decisions meant something...that was before the tech boom & bust of 2000...since then investment meaning has lost its shine...more punters turned into junky day/medium traders...turned into a casino market...

[grupo guitarlumber] 10/12/2021 09:50

posts and writeups give food for thought despite what you think of writers possible hidden agendas

possible manipulations should not enter into your investment decisions

if you feel uncomfortable with said shares, do not buy

in the meantime enjoy the seasonal fun

[diku] 10/12/2021 09:50

Not fault finding just an opinion...or maybe you have a naive approach...


many follow but have yet to buy)....buy high sell low?...




Grupo GuitarLumber10 Dec '21 - 09:24 - 42936 of 42939
0 0 0
no one has to hold to have an opinion

Grupo GuitarLumber10 Dec '21 - 09:24 - 42936 of 42939
0 0 0
no one has to hold to have an opinion

many follow but have yet to buy

diku many like you seem to find fault no matter how positive the information or news might be

diku many like you seem to find fault no matter how positive the information or news might be

[grupo guitarlumber] 10/12/2021 09:41

Private 5G will become the standard network choice claims new report

By Rob Chambers, Total Telecom

Thursday 09 December 21

Over 80% of CIOs and senior leaders plan to deploy private 5G networks within the next 24 months

Companies leveraging private 5G will have an unprecedented competitive advantage, says Shahid Ahmed, Group EVP, New Ventures and Innovation at NTT Ltd., pointing to research showing that “adoption of private 5G is happening now”

His comments tie in with a new report compiled by Economist Impact, part of The Economist Group, on behalf of NTT Ltd. which claims 90% of senior enterprise leaders expect that private 5G will become the standard network choice, with major deployments of private 5G networks coming in the next two years.

The study looked at 216 CIOs and senior decision-makers from the UK, US, Japan, and Germany, and found 40% of German businesses surveyed planning to deploy private 5G networks, followed by 28% of UK firms, 26% of Japanese firms and 24% of American firms.

Titled ‘Private 5G here and now’, the survey looks into the industry challenges around the implementation and adoption of private 5G and found that 51% of companies planning to deploy a private 5G network will do so within the next six to 24 months to improve security, reliability, and speed, with 30% of these respondents already deploying or being in the process of deploying a private 5G network.

Part of the reason for the acceleration of private 5G adoption is concerns around security with two thirds of respondents agreeing that the security of their current infrastructure is not strong enough, whilst other reasons cited include control of enterprise data (48%), coverage and speed (43%) and the response time (latency) of their current service provider (40%).

However, adoption of private 5G is not a straightforward matter with concerns over integrating with legacy systems and networks, as well as concerns about the complexity surrounding the deployment and management of private 5G networks.

It was also notable that skills are a significant concern, with almost a third of firms noting that employees lack the technical skills and expertise to manage 5G, prompting a significant proportion of CIO’s (38%) to favour outsourcing to a managed service provider to implementing private 5G networks.

[extrovert] 10/12/2021 09:40

Most analysts get paid/sponsored by clients who are active in the markets. Moody,s Standard and Poor,s and Fitch all get paid cash from big institutional investors.

[1224saj] 10/12/2021 09:25

Grupo, analysts, just look what recently happened with Metro. Market manipulation at its dirtiest!

[grupo guitarlumber] 10/12/2021 09:24

no one has to hold to have an opinion

many follow but have yet to buy

diku many like you seem to find fault no matter how positive the information or news might be


i find it interesting to follow telecoms particularly due to the splitting off of parts to form 5g mast and tower companies

mergers are another element

For my sins i currently hold Orange But use Sfr

[diku] 10/12/2021 09:07

GG...so did you find it a use as a buy,hold or sell?...an analysts/journo have an opinion based on the current figures available but not willing to part their own money...

[grupo guitarlumber] 10/12/2021 09:02

you guys waffling on

the takeaway is whether the reader found it of use as to their buy,hold or sell decisions

[1224saj] 10/12/2021 08:57

Nige Co, the analyst may not have a position, but you can bet his butler or maid will have one :-)

[diku] 10/12/2021 08:51

Unbiased opinion is all very well and good...but what if the analysts is working in colloboration with a third party?...

[nige co] 10/12/2021 08:38

I personally prefer the analysist to not have a position in the company for an unbiased opinion.

[waldron] 10/12/2021 06:26

old news

just in case missed

Telecoms
Proactive

16:28 Fri 03 Dec 2021
roup undervalued? Here's what this leading investment bank thinks

Credit Suisse thinks the stock is worth 200p, a 19% premium to its current price
BT Group PLC -

Credit Suisse raised its price target for shares in BT Group PLC (LSE:BT.A), which it rates ‘outperform217;.

The move follows a presentation by the heads of its Openreach infrastructure business and a management update.

The Swiss investment bank also raised its 2024 free cash flow forecast by 10%.

It said it is 2% ahead of 2024 consensus forecasts for underlying earnings (EBITDA), but it also noted that the consensus for 2023 is around £100mln below the company’s own guidance “in which management has expressed high confidence”.

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.

Credit Suisse isn’t expecting fireworks, however.

“It is debatable how significant this is (Altice already free to make smaller stake increases, no statements suggesting Altice wants to make a bid for BT),” the bank said.

“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 shares ended the day almost flat at 168p. Credit Suisse thinks they are worth 200p.

[diku] 09/12/2021 22:26

All that analysis but no position?...




Rupert Hargreaves has no position in any of the shares mentioned. The Motley Fool UK has no position in any of the shares mentioned.

[wendsworth] 09/12/2021 15:16

Grupo : Thanks for posting. A thorough well reasoned unemotive analysis by Rupert Hargreaves which , overall general market conditions withstanding, is hard to argue with.

[grupo guitarlumber] 09/12/2021 14:55

FWIW TAKE FROM IT WHAT YOU WILL






3 reasons the BT share price can keep rising

Rupert Hargreaves | Thursday, 9th December, 2021


The BT (LSE: BT.A) share price has been on a bumpy ride this year. After dropping to a low of around 120p at the beginning of February, the stock rallied above 200p in mid-July. The shares then plunged in value, falling to a low of 135p.

Since then, the BT share price has been pushing higher. It is currently trading around 173p after recovering from most of the losses in the third quarter.



Overall, over the past 12 months, shares in the telecommunications giant have jumped around 25%. However, I think there are three reasons why the stock can continue rising over the next few weeks and into 2022.

BT share price: takeover potential

The first reason I think the stock can continue rising is the bubbling takeover talk surrounding the business. Ever since French telecoms billionaire Patrick Drahi bought a 12% stake in BT over the summer, speculation has been swirling in the city that he will make a full offer for the company.

In reality, I think it is unlikely such an offer will emerge.

BT is a sprawling giant with a multi-billion pound pension deficit.

Untangling the enterprise and managing these pension assets would be a hugely complicated process.

These challenges are likely to put off buyers.

What’s more, it is highly likely the government will interfere in any deal due to the national importance of the company and its influence over the UK’s communications network.

Having said that, speculation of a potential acquisition could be enough to continue to push the stock higher.

Drahi’s interest supports the idea that BT looks cheap.

Considering his success as an investor, other market participants may want to ride his coattails and buy the stock.

Reorganisation potential

As well as takeover speculation, investors may continue to buy BT as the corporation pushes ahead with its restructuring plans. This year, the group has undergone somewhat of a significant transformation. It is spending more money on its core telecoms business, focusing mainly on improving fibre connectivity around the country.

At the same time, management has been trying to restructure non-core divisions, including the group’s pay-TV business.

This has been a drain on the company for several years. BT’s pay-TV arm, which includes BT Sport, initially set out to capture a large share of this market by offering consumers an all-in-one package. Customers can bundle pay-TV, broadband and phone packages together in a straightforward package.

Unfortunately, the division never lived up to management’s lofty expectations. Moreover, BT Sport became entangled in an arms race with Sky over sporting rights. The price these competitors were willing to pay to gain exclusive streaming rights for sporting events skyrocketed, and their returns plunged as a result.

BT is now trying to untangle this business. It has agreed on a £600m deal with streaming company DAZN to co-operate on a streaming sports business. There is also speculation that Discovery, the US media group which owns Eurosport, is in talks with BT about a joint venture for its sports businesses.

This initiative will allow the company to spend more time focusing on its core business model. It could also reduce losses and improve the offer for customers.

Overall, I think the reorganisation of this business model will help improve the organisation’s sales and profitability.

This is likely to lead to a higher share price when the benefits start to show through on the company’s bottom line.

The undervalued BT share price

The third and final reason why I believe the BT share price can continue to climb is the fact that the stock currently looks undervalued.

Before the pandemic and the launch of the company’s new growth initiatives, the group was struggling. Net profit slumped from £2.5bn in 2016 to £2.2bn for 2019. Income has fallen further since, with the company reporting a net profit of £1.5bn for its 2021 financial year.

This is expected to be the low point for the enterprise. Thanks to the company’s focus on customer service and network expansion, sales and profits are recovering, albeit at a relatively slow pace.

According to the City, net income will hit £1.8bn for the company’s current financial year, rising to £2bn in fiscal 2023.

Based on these projections, the stock is currently trading at a 2023 price-to-earnings (P/E) multiple of 8.5. This suggests the corporation is deeply undervalued at current levels. Historically, the BT share price has commanded a P/E of around 11, indicating the stock could have significant upside as the group continues to push ahead with its restructuring and growth plans.

I think a profit recovery will be the catalyst that causes the market to take another look at the business. The company’s dividend is also returning this year. For the current financial year, analysts have pencilled in a dividend per share of 7.5p, giving a yield of 4.4% on the current stock price.

This level of income is incredibly attractive for income investors in the current interest rate environment.
Bumpy road ahead

However, I do not believe it will be plain sailing for the group from here on out.

The company faces a range of challenges. These include fighting off competition to meeting regulators’ demands for increased broadband connectivity across the UK.

The group also has a lot of debt on its balance sheet. The cost of this debt could increase substantially if interest rates rise, which would impact overall profitability and hold back growth. And finally, the company has a multi-billion pound pension deficit. Management will have to find the cash to fill this gap.

Still, despite these risks and challenges, I would be happy to buy to stock for my portfolio today, considering its growth potential and current valuation.


Rupert Hargreaves has no position in any of the shares mentioned. The Motley Fool UK has no position in any of the shares mentioned.

[grupo guitarlumber] 09/12/2021 14:45

nice dividend payment due in February 2022




Interim dividend 2.31p Dividend payment date 7 February 2022

[grupo guitarlumber] 09/12/2021 14:41

Bt
176 +2.41%

[buyzantium] 09/12/2021 14:39

Jilou - Good question what have you read? Best advice is never sell a rising share and with the current conjecture surrounding BT it would be unwise to do so.

[bc4] 09/12/2021 14:11

What have you read?

[grupo guitarlumber] 09/12/2021 14:10

jillou

would tend to go with WENDSWORTH for a number of reasons

Dividend is expected soon

it has recently broken thru the 172.70p resistence

the next important resistence is apparently at 205.60p


Consensus

Mean consensus OUTPERFORM

Number of Analysts 23

Last Close Price 171,85 GBX

Average target price 194,47 GBX
Spread / Average Target 13,2%

High Price Target 263,00 GBX
Spread / Highest target 53,0%

Low Price Target 94,90 GBX
Spread / Lowest Target -44,8%


of course the sentiment might change

good luck with your decision



EV ENTERPRIZE VALUE CURRENTLY DOUBLE CURRENT SHARE PRICE

[wendsworth] 09/12/2021 14:01

jillou : In answer to your fundamental question ....... but not knowing your personal circumstances, .......'NO'.

[mercedes] 09/12/2021 13:32

I read some report that said the copper owned by BT would be valued at 50% of the companies total market value, at that time!! Food for thought

[wendsworth] 09/12/2021 13:28

Pierre : That's a very good point. Is this an asset JANSEN's team has possibly taking account of ? I certainly hadn't.