Bt Share Discussion Threads

[arees1969] 07/3/2022 08:12

But they all report under the Motely Fool company and should surely have a consistent view!

[misca2] 06/3/2022 16:56

LOL

OF COURSE REVIEWERS WILL HAVE DIFFERENT VIEWS

Now if it was the same reviewer then your comment might have credence

Although in the current market these views might very well change drastically in the short term


Arees1969
6 Mar '22 - 16:49 - 396 of 396
0 0 0
Motley Fool are a strange bunch they change their mind on a weekly basis depending on who is reviewing the stock, I don't rate them.

[arees1969] 06/3/2022 16:49

Motley Fool are a strange bunch they change their mind on a weekly basis depending on who is reviewing the stock, I don't rate them.

[the grumpy old men] 06/3/2022 15:08

THE MOTELY FOOL



I’m buying now while the BT share price stays so low

Rupert Hargreaves | Sunday, 6th March, 2022

The BT (LSE: BT.A) share price has plunged over the past few weeks.

I think this is a fantastic opportunity for long-term investors like myself to snap up some shares in the telecommunications giant at a discount price.



Improving potential

As the largest telecommunications company in the UK, BT has certain defensive qualities about it. While some consumers might decide to cut back on spending in an uncertain economic environment and reduce expenditures on premium packages provided by the group, they are unlikely to cut back on the basic services.




This suggests the company will continue to have a steady stream of income from customers buying its broadband and phone deals.

BT has been investing heavily in its offer over the past couple of years. This investment has had a significant impact on the company’s bottom line. It is spending billions on building out its fibre broadband network, and this money is not going to shareholders.

Some investors might be disappointed by the company’s decision to spend so much on building out its network, but I believe it is the right decision.

The UK telecoms market is incredibly competitive, and BT needs to keep spending to stay ahead of the competition.



Investments pay off

These initiatives are already starting to yield results. City analysts have pencilled in earnings growth of around 6% for the 2023 financial year, the first time the company will report growth since 2016.

That is assuming the corporation hits these projections. There is no guarantee that it will. Rising costs and the competitive environment are all challenges the management will have to overcome in the next few quarters.

Still, if the company does meet these forecasts, the BT share price looks inexpensive at current levels. It is currently selling at a forward price-to-earnings (P/E) multiple of 8.6. That is below its five-year average, which is around 10.

After cutting its dividend in 2020, the company is also expected to hike its distribution in the next two financial years. Based on current projections, the stock is expected to support a dividend yield of 4.3% for the 2022 financial year and 4.3% for 2023.



BT share price outlook

Considering all of the above, I would be more than happy to add BT to my portfolio today. As the economic and geopolitical outlook becomes more and more uncertain, companies with defensive qualities like BT could come back in favour with investors.

There is no guarantee the market will re-rate the stock to a higher multiple. Nevertheless, it could act as a safe haven for investors in stormy waters in an uncertain environment.

The company will almost certainly face some challenges as we advance, but it is trying to meet these challenges head-on with increased spending. So far, the results are positive. I am excited to see what the future holds for the enterprise.





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

[stansmith3] 04/3/2022 10:23

porschenot in voditv - in at 50p so as you say i know how to pick winnersare you wrong about everything?just twisted?thick?does not matter, who cares about you and your bilefiltered

[chapchip] 04/3/2022 10:05

porsche.....its a worldwide market melt down........based on unprecedented set of circumstances

you are hardly nostradamus

[porsche1945] 04/3/2022 09:42

2 stansmith…R30; is the adult learning centre closed again and your not taking your wife to the obesity clinic today? So you have time to post on Vod and itv ( you know how to pick winners `)

[porsche1945] 04/3/2022 09:39

So much for defensive telecoms, Vod in the toilet as well. Prob time to be buying Raytheon ( missile and defence ) and XLG ( gold etf ) before the nukes start flying😂

[arees1969] 03/3/2022 09:20

Are you on commission for Virgin

[chapchip] 03/3/2022 09:08

LOL - thanks Porsche

[porsche1945] 03/3/2022 08:55

You might want to note Vanguard dumped a massive load of these in Feb, they also dumped a ton of ITV which has cratered this morning on results. I’m guessing they know a lot more than PI’s. As I say, if Drahi walks this is back to .99p.

[jubberjim] 03/3/2022 08:42

I have typing on tablet don t see what I have sent until after

Again many thanks

[jubberjim] 03/3/2022 08:41

Many banks for response have got a few holding here but don t like to be above my comfort zone
Ok will hold for time being maybe sq up if possible later on

[wendsworth] 03/3/2022 08:12

jubberjim: your third paragraph demonstrates that you're 'wary' . The question you have to ask yourself is , 'why take the risk at this juncture'. Others have pointed up the need to be cautious and controlled in volatile markets. Plenty of time to buy back in ?

[jubberjim] 02/3/2022 20:17

Been reading the posts with my usual lack of understanding of charting fundamentals but bought back in at 177 75 on a hunch but am now very concerned as to future direction In this very nervy market

Having revisited the pinch posts outlined in earlier discourse does the fact that it has gone back above 182 signal another move up


Very wary of going home over the weekend with a long position which has not been hedged by a sale of a third party holding any advice re points to look out for

Of course if a workable solution is found over the next few days it is all moot but am worried by leaving unhedged (my version ) position over the weekend

Don t mind being long of cash but baulk at long share positions

[jubberjim] 02/3/2022 20:14

Been reading the posts with my usual lack of understanding of charting fundamentals but bought back in at 177 75 on a hunch but am now very concerned as to future direction In this very nervy market

Having revisited the pinch posts outlined in earlier discourse does the fact that it has gone back above 182 signal another move up


Very wary of going home over the weekend with a long position which has not been hedged by a sale of a third party holding any advice re points to look out for

Of course if a workable solution is found over the next few days it is all moot but am worried by leaving unhedged (my version ) position over the weekend

Don t mind being long of cash but baulk at long share positions

[chapchip] 02/3/2022 16:21

decent recovery.....

[wendsworth] 02/3/2022 14:37

zulu_principle: First class post at @43401 with which I fundamentally agree. Sold my entire BT holding progressively since early January at various prices from 170s to 190s. Only hold RR ...bought back in there today (!) at 89p'ish for the medium term.

eaaxs06 : Thank you for your series of excellent posts. It's so easy to get dragged back in and then find oneself sitting on a not insubstantial negative equity VERY QUICKLY . I have to say that I did not see today's re-visiting of the 170s. Just goes to show! As my first broker advised me in the early 1980s ..'Always leave a little for the next man. Don't be greedy. One can always buy but not always sell'. Having said that my buy of RR today could be said to counter some of those thoughts but I don't think so. RRs results were quite good and East has really got to grips with costs and disposals. As ever we'll see ! Still more general market turbulence to come methinks.

Bon chance mes amis. If I knew the Ukranian I would have typed the same thoughts. Such stoic people who suffered greatly in the 1900s following the break-up of the Austro-Hungarian Empire. They are most definitely in my thoughts and prayers.

[arees1969] 02/3/2022 13:04

I'm not panicking yet.

[stansmith3] 02/3/2022 12:52

waldronthanks for posting

[waldron] 02/3/2022 12:12

professionalpensions_


BT Pension Scheme cuts Russian exposure by £162m

Scheme has been cutting exposure since the start of the year due to governance concerns

Jonathan Stapleton
02 March 2022 • 1 min read


Schemes are looking to exit investments in Russian securities

The £57bn BT Pension Scheme has been reducing its exposure to Russian securities since the beginning of the year, the scheme says.

In a statement this morning, the scheme said its exposure to Russian securities had been relatively small due to governance concerns and ownership rights associated with the region.

It said that since the beginning of the year it has been working closely with its investment managers to minimise this exposure in a disciplined manner.

The scheme said that, as at the end of February, around 0.05% (£30m) of the scheme's asset portfolio was invested is Russian securities compared to around 0.3% (£192m) as at the end of December last year.

The scheme said it will look to reduce its exposures further if market conditions allow - noting it continues to monitor the situation in the region, taking appropriate steps to protect the scheme and its members.

This comes after a number of schemes have announced they have reduced or frozen exposures to Russian securities.

Yesterday, The Guardian reported that government-backed auto-enrolment master trust Nest would be removing all its investment in Russian government bonds and Russian companies as soon as possible - adding that asset managers such as Abrdn and Legal & General Investment Management were also trying to divest.

The £82bn Universities Superannuation Scheme (USS) also announced it was cutting its investment in the country yesterday (1 March) saying "there was a clear financial as well as a moral case for divestment" with regards to the scheme's Russian holdings.

[zulu_principle] 02/3/2022 10:27

Sid - completely agree.

I'll probably be sitting on cash for some time to come. Very difficult to call the bottom of the market in these conditions. The downside is I'll miss out on the initial bounce but I'll have protected my capital in the meantime and there'll still be plenty of upside for medium to long term investors.

[arees1969] 02/3/2022 10:23

Credit Suisse gave a neutral rating today which hasn't helped

[eaaxs06] 02/3/2022 09:46

Yes, there was no support there at all.

As Zulu has previously stated in times of high market volatility and big volume no technical indicators will stem the pressure, either upwards or downwards.

I’ve said this before on here that no Gaps, Finonacci, RSI, Stochastic, Moving Averages, etc will stop a tidal wave of buying/selling from moving the share price through those levels.

Good luck everyone, stay safe, Sid.