Bt Share Discussion Threads

[1224saj] 26/5/2022 08:47

If they block Drahi, and he decides to dump his stock, who cares. BT is going in the right direction, there will be plenty of people to pick up his stock at anything under his buy price of 1.83. He may decide just to ride his investment and make a profit, which is why we're all here.

[1224saj] 26/5/2022 08:40

Cs44, totally agree. The conservative gov took the queens shilling and now the spoilt Etonian's in gov want their ball back and don't won't to play anymore. In my book, public ownership is for the public ( voting people ) Try interfering in any of Sunaks investments, not

[careful] 26/5/2022 08:35

It seems they do not want a frog to own BT.
now what happens to his 18%?

[emptyend] 26/5/2022 08:22

In fact I don't think the news re Altice is that surprising, especially in the context of geopolitical events. The accumulation of wealth by Drahi over the last 20 years has been quite remarkable.......

[mw16] 26/5/2022 08:18

Why the extreme over reaction in the share price?

[cs44] 26/5/2022 07:23

A conservative government privatised BT and thereby made shareholders owners of the company. Now, another conservative government is reviewing this because of Altice's holding. It just makes a mockery of the concept of private ownership.

[coxsmn] 24/5/2022 11:09

Stars are beginning to align here

[the_man_with_the_pink_gun] 23/5/2022 19:57

BT HOLD HUGE DEBT.

[coxsmn] 23/5/2022 16:42

Ofcom is drawing up contingency plans with BT which could take on thousands of customers if a number of the smaller suppliers, so-called 'alt-nets', begin to fail

[isis] 20/5/2022 13:11

I think Blackrock holdings should be taken with a pinch of Salt as they're big into Stock Loan and holdings are changing everyday so fairly meaningless.

[bigboyo] 20/5/2022 12:17

Black Rock RNS today

[netcurtains] 20/5/2022 10:14

BT is a bit active at present.... Need to call broker to close.

[rathkum] 19/5/2022 18:01

BT Group set for price boost in coming days - Berenberg

"We believe that BT moving to growth represents a watershed moment in the investment case,” Berenberg said.
Liberty Global - BT Group set for price boost in coming days - Berenberg

BT Group PLC (LSE:BT.A) will return to top-line growth helped by inflation-linked price increases which come into effect in the coming days, according to European investment bank Berenberg.

Last week, BT reinstalled its final dividend as it reported lower revenue and higher-than-expected underlying profits for the past year. The telecoms group reported a 2% fall in revenue to £20.9bn but a 2% increase in underlying profit (EBITDA) to £7.6bn as management continued to take an axe to costs.

Chief executive Philip Jansen hailed infrastructure arm Openreach's roll-out continuing "like fury", with 7.2mln premises connected to high-speed broadband and the 5G network now covering more than 50% of the UK population.

“Solid Q4 KPIs were encouraging as to how customers have reacted to these price increases being communicated,” Berenberg analyst Carl Murdock-Smith today said in a note.

The analyst added: “Looking forward, we expect the usual raft of press speculation ahead of 18% shareholder Patrick Drahi’s “standstill221; coming to an end on 14 June.

“While we acknowledge two sentiment risks in the coming months (pay talks with the unions and the potential for network competition news from Liberty Global (NASDAQ:LBTYA) and Telefónica’s joint venture), we believe that BT moving to growth represents a watershed moment in the investment case.”

Berenberg repeated ‘buy’ rating for BT with a price target of 220p, versus a current price of 179p.

[vas007] 17/5/2022 15:41

Is a grey hound trying to compete in the market having only 3 l*gs instead of 4.

[eaaxs06] 17/5/2022 13:59

I’m a little surprised to not see any heavy share buying from Phillip Jansen and the rest of the board, now the window has opened again.

Given the good news, his optimistic report, and favourable outlook, I was expecting to see him diving into the market to purchase another £2m worth of shares or so.

Mind you, there is still time, so hopefully we’ll see an RNS in the next few days.

Good luck everyone, Sid.

[waldron] 16/5/2022 18:03

DT, Orange, Vodafone top European telcos based on 2021 revenues


By Linda Hardesty


May 16, 2022 05:52pm




Deutsche TelekomOrangeBTVodafone




It’s a bit surprising to see Comcast ranked as No. 6 on the list of European providers, but that’s because of its $39 billion acquisition of London-based Sky in 2018

The top five European telcos by revenue at the end of 2021 were Deutsche Telekom, Orange, Vodafone, BT and Telefonica, according to a new ranking from analyst firm MTN Consulting.

It’s a bit surprising to see Comcast ranked as No. 6 on the list, but that’s because of its $39 billion acquisition of London-based Sky in 2018.






The only other non-European company in the Top 20 is AT&T, ranked No. 20.

New Street sees upside on European telcos

According to an analyst note over the weekend from New Street Research, EU telecom companies are up 8% year-to-date in total returns.

“We still see good absolute upside (+24% on average): top picks are DT, Vodafone, BT and Orange,” wrote New Street. And it says the telecom sector has good defensive characteristics with a variety of levers, including price increases, package mix and promotional activity. So far, Q1 has been supportive of this thesis, with 13 of the 18 — or 72% — of the listed telcos posting better service revenue growth year over year than in Q4 21.

Of Deutsche Telekom, New Street said the majority of its value lies in T-Mobile US, “and we see significant upside here from their spectrum advantage combined with Sprint synergy delivery. The implied German business trades at a 30%+ discount to the EU sector, which we see as wholly unjustified for a rational market structure.”

Deutsche Telekom raises outlook for 2022

And of Vodafone, New Street said, “Going into results, there seems to be a high degree of skepticism about their operational performance, but as of last quarter, Vodafone’s outperformance vs. the major peers was an all-time high, and we see a high degree of M&A optionality around towers, the U.K. and Italy.”

Deutsche Telekom could fetch $22B for its tower portfolio

Finally, New Street said, “BT is arguably one of the purest large cap infrastructure plays in the sector with a clear FTTH regulatory structure in place. Furthermore the U.K. market seems best placed to pass on inflationary price increases to consumers.”

[nige co] 16/5/2022 16:54

Shareholders need to show patience with BT, take a longer term view. Once BT complete FTTP around the end of 2025, then BT will become a cash cow. I would expect the share price to be at least £3 per share by YE 2025. JMO.

[netcurtains] 16/5/2022 16:11

Patience.
Every dog has its day.

[1224saj] 16/5/2022 15:55

What is it with this dog of a share that won't break out of sub 2.00??

[diku] 15/5/2022 09:23

Have you just edited that post?...

[sarkasm] 15/5/2022 09:15

Depends what weighting a person gives to each for and against


take from it what you will





Summary

Overall, the company has poor fundamentals for a medium to long-term investment strategy.

The company presents an interesting fundamental situation from a short-term investment perspective.

The company's Refinitiv ESG score, based on a ranking of the company relative to its industry, comes out particularly well.

Strengths

The company's EBITDA/Sales ratio is relatively high and results in high margins before depreciation, amortization and taxes.

Predictions on business development from analysts polled by Standard & Poor's are tight. This results from either a good visibility into core activities or accurate earnings releases.

Weaknesses

As estimated by analysts, this group is among those businesses with the lowest growth prospects.

The potential for earnings per share (EPS) growth in the coming years appears limited according to current analyst estimates.

The company is in a hindered financial situation with significant debt and rather low EBITDA levels.

The price targets of various analysts who make up the consensus differ significantly. This reflects different assessments and/or a difficulty in valuing the company.

[diku] 15/5/2022 09:13

So no purpose of the article then...



3 reasons to buy – and not buy – BT Group shares