Bt Share Discussion Threads

[netcurtains] 06/2/2024 15:26

I dont think its anything to do with shorting or pension deficit or blah blah...
I think a big instruction or individual investor is selling in a big way (they need the cash) and its hard to find buyers in this market...

When the "market" thinks the fall has stopped then of course peps will pile it...

At least that is my view..

[vlad the impaler] 06/2/2024 15:22

I hope II doesn't come back ..

It's awful when they unleash

"Detail"

[vlad the impaler] 06/2/2024 15:20

Dark verse

Meaning of <101

"Obliteration "

[vlad the impaler] 06/2/2024 15:20

Cambridge

Meaning of 101 in English
showing the most basic knowledge about a subject: You should know how to boil an egg - that's cooking 101. Helping people get to the polls is a basic lesson of politics 101.

[institutional investments] 06/2/2024 15:18

You have to understand, above 101 is basic level knowledge

Sub it

"Il send in the knuts "

[institutional investments] 06/2/2024 15:16

Now I only did a little thought on it..

Happy to get detailed

"At 101s"

[institutional investments] 06/2/2024 15:15

So truly, I don't see any value to investors in your last post


.many weaknesses though....

[institutional investments] 06/2/2024 15:14

Vlad turned up yesterday at 110

Whatever you may think I am, it wont change....

"What market is"

[institutional investments] 06/2/2024 15:11

Don't think of my words in shorting terms. It upsets people

Think of it in risk terms..

However I can say, in another realm, the boys have been shorting every variable you think is a plus, in underlying markets as well as direct

Very profitably

I see no reason, for that to change..

II

[institutional investments] 06/2/2024 15:08

I'm not sure how you can argue with a thought that is factually available from broad markets

[institutional investments] 06/2/2024 15:04

Just a thought

I won't get detailed

Toodles

II

[institutional investments] 06/2/2024 15:02

The market seems to have put this in

"The Junk Basket"

Needless to say, their actions are rarely printed to price until they complete

I'm starting to think, far lower than 70s now

[justiceforthemany] 06/2/2024 15:00

Whatever your views or bias on BT, a P/E of just 5 is super low and frankly, ridiculous. All due to short sellers again.

[institutional investments] 06/2/2024 15:00

Was looking at it's yield class for funds. The yield seems classed as High yield

However, the funds are exiting these High yield baskets hard

DIV, XSHD etc

Of course to exit, you need to dump the share out somewhere

Interesting to note, BT seems to be the one most dumped in etf baskets, within the class

Now, I'm not one for history but I do remember a note about how those funds don't come back for periods of years

If so, who is going to rally BT?

They need to kill div and put that towards infrastructure .

Problem there is, that doesn't bring back income funds ...and because of debt etc, capital growth players ain't interested either

[scepticalinvestor] 06/2/2024 14:51

LOL you are a clown How many user names you using fool?

[institutional investments] 06/2/2024 14:51

Is it income funds working way out?

[institutional investments] 06/2/2024 14:50

Would think thats under threat in this Macro

Maybe market does too?

Down 30p in recent times

.it's a massive debt on top of debt.

[smurfy2001] 06/2/2024 14:46

Annual div yield (ADY) 7.01%

[institutional investments] 06/2/2024 14:45

Maybe the maker will change it's mind one day

And maybe not

[institutional investments] 06/2/2024 14:44

It seems markets think BT cant give them a return per share at anything like today's prices ..

Market is never wrong as it's the maker

[essentialinvestor] 06/2/2024 14:43

Isis, I've posted the multiples AT&T and Verizon sell on,
or Orange SA, if you want a closer to home example.

This is a very poorly rated sector currently, the BT valuation, when you account for the huge pension obligations, does not look an aberration.