Bt Share Discussion Threads

[netcurtains] 03/2/2022 08:29

Not sure what the key figure is here.
Is it the fast rollout of fibre
Or
the link with Discovery
Or
the falling profits and rising debt.
Its almost impossible to tell with "tech" companies

I'm thinking this will end the day at about 192 - but
anyones guess.

[younasm] 03/2/2022 08:25

Based on past record - it should end around 180-184p by the close

[reviewwworld] 03/2/2022 08:16

I'm wrong a lot. Trick is with investing to be bigger when you're right and cut it quick enough when you're wrong :)

[netcurtains] 03/2/2022 08:15

Fell for first 10 mins
Rising for last 5 mins.

Not sure how this will end.

[boix] 03/2/2022 08:11

Looks like you were right Mr Market not impressed.
Happy to admit I was wrong in guessing the market reaction.
At least so far.
Best

PS
Apologies for my schizoid Troll Stan - I filter him and I suggest others do the same.
He's Mad!

[dope007] 03/2/2022 08:03

Sold. Will look back further down the line. Made a good profit so will watch from afar

[reviewwworld] 03/2/2022 08:02

Nope not a difficult call. Down 4 percent in the 180-190p range...Think you're a bit too glass half full. Imagine you weren't invested and you saw this news. It's black and white incremental negative

[sasbod] 03/2/2022 08:02

Draghi will be loving this chance to hoover up more shares on the cheap, wouldn't surprise me if he was the one to scupper the sale.

[csmwssk12hu] 03/2/2022 07:49

Basically poor results this year, bad news they couldn’t sell off the tv so have to settle for a joint venture, debt is up and revenue next year will be lower than expected, been the market no doubt shares will rise lol imho dyor

[boix] 03/2/2022 07:44

50:50 JV should save half the costs and give BT similar access/benefits of BT Sport as now.
Impossible to cut the cord - BT wanted to keep all the benefits and get a large cash injection.
Always impossible.
Best compromise.
Let's see what Mr Market thinks?
Difficult call?

[reviewwworld] 03/2/2022 07:43

I think this trades in the 180-190p range today.

[nige co] 03/2/2022 07:37

Disappointing set of results IMO. Have to look at the bigger picture with BT. Hold for completion of FTTP in 2025. Then BT becomes a cash cow IMO.

[eaaxs06] 03/2/2022 07:36

I’m disappointed the sell off of BT Sport to DAZN looks to have been cancelled.

By entering a joint partnership deal with Discovery and getting BT Sport and Eurosport UK together does not concentrate our attention on the core business and the need to rapidly build the UK fibre network.

Those billions of pounds we pay for Premier League/Champions League football rights will continue to drain then company coffers, when those funds could be put to better use.

I’m not sure the market is going to like it either, but hope I’m wrong.

Good luck everyone, Sid.

[boix] 03/2/2022 07:32

BT Sport was too interwoven with BT Broadband.
Best outcome - market knew the issues.
Wild speculation over valuations always dismissed by market.
Best compromise.

[sasbod] 03/2/2022 07:29

I hoped BT would bin its tv dream and focus on its network, it seams they couldn't find a buyer only a partner.

[reviewwworld] 03/2/2022 07:25

Disagree. You've gone from well flagged catalyst of a large cash injection (at a time mkt refocusing on yield potential given BT resuming Divi) to a spin-off where any success is shared with another partner. I think it's a fairly large negative BT Group enters exclusive negotiations with Discovery, Inc. to create new sports joint venture

[boix] 03/2/2022 07:21

JV of BT Sport with Discovery should be a positive

[reviewwworld] 03/2/2022 07:16

A beat on adj EBITDA but small miss on revenue. Overall look broadly inline. Stock hasn't rallied because of earnings excitement so shouldn't react but if you get a dip, that's a chance to buy

[younasm] 03/2/2022 07:06

Results look okay, nothing exciting

[diku] 02/2/2022 14:41

Just turn the screen upside down...or your sitting position...

[netcurtains] 02/2/2022 14:40

Not if you live in Australia

[diku] 02/2/2022 14:32

Chart looks good...

[florenceorbis] 02/2/2022 10:44

rich1967
2 Feb '22 - 10:26 - 43292 of 43292
0 0 0
Can anyone interpret the announcement on the Blackrock holdings?


Holding slightly reduced

nothing special other than now below 5pc

[rich1967] 02/2/2022 10:26

Can anyone interpret the announcement on the Blackrock holdings?