Bt Share Discussion Threads

[holly1000] 12/12/2023 10:28

Low news event day in the editorial room must be desperate today. I do feel sorry for anyone who got stopped out today by the dramatic reporting from the BBC.

[hardupfedup] 12/12/2023 09:55

i thought this was positive for the teles as Ofcom has not stopped increases just the new contracts have to state amount of increase in £ -- BBC reporting this morning u would have thought the opposite ---- be glad to hear if I'm wrong

[holly1000] 12/12/2023 09:40

Completely agree No big deal. But great opportunity to pick some more up especially when Morgan Stanley reckons it could double in price.

[smurfy2001] 12/12/2023 09:30

What an overreaction..

[eigthwonder] 12/12/2023 08:43

OFCOM thinking about the way the sector uses CPI +% in charges

[hardupfedup] 12/12/2023 08:42

im guessing mid contract price increases thingy - ofcom - be up later

[netcurtains] 12/12/2023 08:37

Huge fall today - anyone know why?

[diku] 11/12/2023 20:40

Hope Goodmans not pumping and dumping...

[rathkum] 08/12/2023 18:25

BT boosts ‘confidence217; in Openreach fibre build: Goldman

Published: 10:03 08 Dec 2023 GMT



Goldman Sachs (NYSE:GS) analysts have reiterated the bank's ‘buy’ rating for BT Group PLC (LSE:BT.A), following the company’s Openreach analyst day.

Openreach is BT’s fixed broadband digital infrastructure wholesale business, representing almost half of the group’s underlying earnings (EBITDA).

The presentation boosted analysts’ confidence in the telecommunications company, after management said annual fibre build costs had peaked and per-unit build costs would remain at historic lows.

BT stated that Openreach capital expenditure had peaked last year, and that material fibre operating expenses savings targets have been brought forward by two years to fiscal 2028.

The telecoms company reassured the market about ongoing customer volumes, particularly the sustainability of key customer Sky.

Analysts are confident that BT can remain within its guided capex envelope in the coming years, while delivering higher EBITDA growth through ramping up fibre upselling.

They anticipate an upside in its share price, based on accelerated growth and returns predictions, as well as free cash flow consensus.

Openreach’s cost savings pull forward would represent an approximately 7% or more increase, compared to existing free cash flow consensus, from fiscal 2028, analysts said.

Management stated that fibre build costs will remain at about £300 per home for at least the next two years, due to lower build costs stemming from technical efficiencies and new long-term supply contracts.

Better long-term supply contracts have resulted from a material fall in alternative network, or altnet, builds driving low prices and more capacity at third-party construction companies and other BT suppliers, analysts said.

Goldman predicts that BT’s share price could more than double in the coming year to as much as 290 pence per share, up from a price of about 136.65p at present, representing an upside of about 112.2%.

[extrovert] 07/12/2023 23:39

Millions of UK consumers could receive payouts after a legal claim was launched against mobile phone networks.

Consumer champion Justin Gutmann alleges Vodafone, EE, Three and O2 overcharged customers for phones beyond the end of their contract.

He is seeking damages of more than £3bn on behalf of 4.8 million people.

Responding, EE called the claim "speculative", while O2 said it hadn't been contacted.

[holly1000] 07/12/2023 16:42

Tested 137 and 133 levels today.I think this is going to creep up nicely to the Ex Dividend date .

[diku] 07/12/2023 11:32

Always puzzled me why BT got ex divi date during that lull Christmas holiday period when most away...maybe past historical...

[smurfy2001] 06/12/2023 21:29

See here:

www.bt.com/about/investors/individual-shareholders/dividends

[bigman786] 06/12/2023 21:25

Looks like 28th December

[bigman786] 06/12/2023 21:16

What date in Feb please Smurfy.

[dan de lion] 06/12/2023 16:22

smithy see posts 45133 to 45135 for the answer,

[smithyj] 06/12/2023 15:47

Anyone understand why BT is rising all of a sudden, not complaining but ?

[smurfy2001] 06/12/2023 14:57

Best not to complain otherwise Santa might not bring you your present.

[netcurtains] 06/12/2023 14:51

Is this the new Christmas "short closing day" introduced by American investors for the first Wednesday of December?
It does seem to be happening on most stocks world wide......

One assumes its a general short cloing day of some sort...

Anyone know?

[netcurtains] 06/12/2023 08:30

I'm on the phone

[smurfy2001] 05/12/2023 19:10

Good volume.

[careful] 05/12/2023 19:00

Much written this week about the plight of smaller fast fibre potential competitors of BT going bust.
cost of capital going up quickly plus poor take up has destroyed their business plan.

Some predict that BT will end up as one of the few big player survivors.

It seems similar to what happened to small energy providers after the gas price priced.

All good for BT.

[chiefbrody] 05/12/2023 16:53

I'll truly believe that when we past 150

[netcurtains] 05/12/2023 15:20

Come on BT - lets go into orbit with Kevin Bacon!