Bt Share Discussion Threads

[frontdoor bulls the grim bitch] 20/9/2022 17:08

Nice drop today.

99p soon , hope that helps.

Cheers Grim

[action] 20/9/2022 15:17

Bt as utility goes down in higher rate. Silver lining is pension deficit may go down.

[diku] 20/9/2022 15:12

Well that is the US plan...if your own home country companies are expensive then buy foreign companies with strong currency...win win...

[porsche1945] 20/9/2022 13:38

I shall get back in at about 110, it’s worth 2 quid for Openreach if they can ever spin it off, next shoe to drop could be Draghi walking as his finance now has tripled in cost, if he does, these are straight back down. It’s another dogshxt brexit wrecked ftse 100 share but can trade it for a decent 20/30 pc hit. Sterling so worthless now maybe other USD buyers eyeing it up as.

[diku] 20/9/2022 08:31

Rate have been going higher and BT going lower...is there really any correlation between higher rates good or lower rates good for BT...

[diku] 20/9/2022 08:29

I have no spare cash right now???...investing decisions gone bad?...




I’d say yes. It’s been a tough year for BT. And I’d expect it to face further headwinds. While I have no spare cash right now, if I did I’d open a small position in the stock today. Its large infrastructure provides it with an edge. And its dividend yield and a potential takeover are also a draw.

[ianood] 18/9/2022 23:37

One piece of good news, the higher interest rates will all but eradicate the pension deficit

[drycod] 18/9/2022 19:46

It will be strong at 122p

[waldron] 18/9/2022 10:49

That might well be the case as some say 100p it seems although strong supports at 131.30p and 122.10p need to be broken first apparently


THEONEWHOKNOWS2
18 Sep '22 - 10:39 - 43916 of 43916
0 0 0
wait for 110p

ACTION
17 Sep '22 - 11:48 - 43914 of 43916
0 0 0
Oct market mayhem can see below 118p

[theonewhoknows2] 18/9/2022 10:39

wait for 110p

[waldron] 18/9/2022 10:37

FWIW

Is now finally the time to load up on BT shares?

Despite their poor performance, this Fool thinks BT shares would be a strong addition to his portfolio. Here, he explains why.

Charlie Keough
THE MOTELY FOOL


Published 18 September, 9:00 am BST



The trajectory of BT (LSE: BT-A) shares will no doubt have been leaving investors feeling gloomy in recent times.

The telecommunications giant is a FTSE 100 stalwart. And while it’s failed to excite for a while, I think its current price could be appealing.

Here’s why.


BT share price history

Let’s start by assessing the performance of the stock.




Looking at the BT share price across the last five years isn’t pretty reading. Since then, its share price is down over 50%. The stock flirted with the 300p mark back then. Today, a share costs just 140p.

The last year has told a similar tale. In this time, it’s down 9%. And these losses have only continued in 2022.

The main reason for this is inflation. Rates going higher have seen investor confidence in the market go lower. While BT isn’t alone in its struggles as this year has seen a monumental amount wiped off global markets, it’s still not good news for shareholders.

On top of this, the business has also been in the news following staff strikes. The firm had been embroiled in discussions with the Communication Workers Union regarding calls for a pay rise amid the cost-of-living crisis. But BT’s offers haven’t satisfied the union.


Not all down and out

It’s clear to see BT has faced headwinds. However, I see potential with the stock.

Firstly, its dividend yield will most certainly come in handy during these times. For the year ended March 2022, its payout totalled 7.7p per share. At current levels, that equates to a 5.5% yield. And while it’s not inflation-beating, it offers me a greater hedge against inflation than the FTSE 100 average.

Another enticing factor is a potential takeover by French billionaire Patrick Drahi. He currently owns an 18% stake in the firm. And with the UK government providing Drahi an unexpected all-clear regarding his stake, this could open the door for a takeover attempt in the months ahead. This would provide the BT share price with a boost.

Of course, I don’t buy solely based on speculative factors such as a takeover that may or may not happen. You see, I also think there’s long-term value in the stock.

What I like about BT is the large infrastructure it already has in place. This provides it with some higher degree of pricing power. This was seen with raised prices for broadband and mobile contracts boosting its sales in the last quarter. With the continuous expansion of its Openreach network, which now reaches 8m homes and businesses across the UK, I think BT has solid foundations to excel.

My biggest concern is its debt. As of 30 June, its net debt stood at £18.9bn, which is a monumental sum. With interest rates rising, and with further hikes expected, this will make the debt harder to eradicate.


Is now the time?

So, is now a good time to load up on some shares?

I’d say yes. It’s been a tough year for BT. And I’d expect it to face further headwinds. While I have no spare cash right now, if I did I’d open a small position in the stock today. Its large infrastructure provides it with an edge. And its dividend yield and a potential takeover are also a draw.

[action] 17/9/2022 11:48

Oct market mayhem can see below 118p

[dipso] 17/9/2022 11:22

The Brothers Grim, still writing Fairy Tales 😂 😂 😂

[frontdoor bulls the grim bitch] 16/9/2022 09:31

Will never see 150p again, well maybe in 10 years or so if you can afford to wait.


Cheers Grim 😰

[la forge] 16/9/2022 09:09

In today’s industry news roundup: BT and Atos combine forces to offer a connected computer vision solution for enterprises; Samsung unveils massive investment in sustainability efforts; Orange and its IoT partners team up to improve energy efficiency in France; Ericsson and Kore hook up for their own IoT push; and more!

BT’s Division X unit has teamed up with French IT services giant Atos to develop Digital Vision, which the partners say is a “computer vision solution that will help revolutionise industries, including manufacturing and logistics among others” by providing enterprise users with “a powerful AI-based analytics tool to extract value from their digital images and videos”. Digital Vision combines Atos’s Computer Vision Platform, which includes “pre-trained and customisable AI models developed by more than 300 computer vision experts” with BT’s edge computing capabilities and broadband (5G and FTTx) connectivity capabilities. “This partnership with Atos gives us access to the computer vision market for the first time, providing us the opportunity to play an even bigger role in the digital transformation of businesses around the world,” stated Marc Overton, managing director of Division X, which is part of BT’s Enterprise division. “Working together, we have been able to combine our skill sets to create an innovative platform that provides a host of potential use cases for facilities, such as smart ports and transport hubs, to retail and fuel forecourts, to manufacturers.” For more on the partnership, see this announcement.

[diku] 16/9/2022 09:02

Anybody who wanted to buy might already be in or some thinking it will go lower then buy...but anybody who wanted to sell would have sold off by now..why wait till it gets lower?...

[diku] 16/9/2022 08:59

This price action has become very hollow...

[frontdoor bulls the grim bitch] 16/9/2022 08:48

Another wonderful dive, not far to go now, i will sell again at 142p.


Cheers Grim 🥳

[frontdoor bulls the grim bitch] 15/9/2022 14:44

Ah there you go, what a hooter of a dive.❤️;


Cheers Grim x

[frontdoor bulls the grim bitch] 15/9/2022 13:22

We are ready for another nose dive south, come on baby give me the dosh.

[diku] 15/9/2022 09:19

Post 43901...if I remember correctly EE bought for 12bln...what was the purpose of buying EE...casino market set up mechanism broken...open for kick around...

[bookbroker] 15/9/2022 07:54

Soon, time was EE was listed in its own right. Or sold!

[sasbod] 15/9/2022 07:22

13bln market cap now, so how long till they load up bt with pension liabilities and debt and spin off EE and Openreach..