Bt Share Discussion Threads

[institutional investments] 07/2/2024 09:25

I agree with Vlad. RR isn't worth 100p

Sure, easy trading of course..

But being a forum about long term investing in value, well, 😂

[careful] 07/2/2024 09:06

Not too long ago RR. were valued at about £8bn when BT were valued at £22bn.
Today, not long after RR. are valued at £27bn whilst BT are valued at £11bn.

Money to be made and lost in this game if you can see the future.

It seems only yesterday that Vlad was predicting the RR. would fall to well below 100p.
..and now he has turned up here to cheer us all up.

[institutional investments] 07/2/2024 08:48

Not long now. Sub 100

It's 24 year downward spiral has nearly reached it's ultimate faith

[netcurtains] 07/2/2024 07:58

Wow - has an AI chatbot been on the BT board...

PS AI will use up a lot of minutes on telecom time....

BT is set to explode and telecoms generally....

telecoms is the driver of AI

[diku] 07/2/2024 07:41

No not a lump dump...drip feed...


isis6 Feb '24 - 23:14 - 45663 of 45690
0 0 0
There's no way a lump like that would go through the market and he would be taking a big loss on an undervalued asset.

[institutional investments] 07/2/2024 00:31

The airlines want an engine that has 1. Far less maintenance time required , and 2. Investing heavily for in-house maintenance

And the CEO wants to shoot margins up approx 600%< based on airlines never going inhouse, same maintenance levels of old , at much higher prices

Cant blame him. His whole pay structure was basically about SP

Only seen one report work out recent deals, with , In their opinion , margins not improved and one in a big deal, below past margins

But share price is up on the CEO going to the achieve quoted margins

That's UK for u 😂
,

[smurfy2001] 07/2/2024 00:10

Didn't you boys say that about rolls Royce? My holding is now 255% in profit 😆


==
Institutional Investments6 Feb '24 - 23:09 - 45659 of 45685
0 0 0
Anyway, off back to other threads to annoy little cap UK market scumbags 😂

Hope it works out for you bulls

I just doubt that it will

[institutional investments] 07/2/2024 00:02

Then role with that. Easier 😂

[isis] 06/2/2024 23:57

Yeah they wouldn't dare. US has many times more PI's would destroy them. Won't happen here though.

BT has one of the lowest Telecom P/Es in the World and some very valuable assets.

Things are not right in the State of Denmark or the UK.

[institutional investments] 06/2/2024 23:55

Be a bit stupid targeting appl

They need reason

[isis] 06/2/2024 23:46

Hedge Funds use brute force. I don't think they really care what the truth is. It is a win game to make money pure and simple.
P/E of 5 earnings on target.

[institutional investments] 06/2/2024 23:45

Or force dilutions to cover the liability, or part of

[isis] 06/2/2024 23:38

They are placing almost zero value on this Company even though Openreach has had estimates of upto £40billion on it's own!
This is just crazy manipulation!

[isis] 06/2/2024 23:36

Shares in Issue 9.95b
Market Cap. £10.65b
Market Size 15,000
PE Ratio 5.518041
Earnings 19.40
Dividend 7.70
Yield 7.193%

[institutional investments] 06/2/2024 23:34

And you know, the holders must be concerned about it too, or not be loaning stock out at these levels

Its beyond simple hedging/cover for a 100

[isis] 06/2/2024 23:33

As a lifelong investor and previous City worker I now tell people to stay out of the UK Stockmarket as it's so rigged by Hedgies and Algos that it's not worth the hassle.
Until we get the Institutions back it's just a Casino for the Ultra wealthy and Spreadbetters.

[institutional investments] 06/2/2024 23:32

As heavy as the shorting is for a 100 company ,Probably safe to run with yield threat, maybe due to essentials debt metrics

But if shorts go over 2% before May, serious alarm bells..it's something more, if not already

[essentialinvestor] 06/2/2024 23:28

isis, have you looked at the low multiples other global telecom companies are selling at?.

You appear to look at BT as if it exists it's own bubble.

There are sector companies with far more secure dividends available at under 10 X. Some with lower debt metrics.

[institutional investments] 06/2/2024 23:24

Of course they all work together

Buy and short side

Dont give too much of the city credit though..

It's a few percent. The rest might as well be on advfn with us 😂

[isis] 06/2/2024 23:21

Kintbury just happens to be in that part of London where all the other Hedge Funds hang out.

Coincidence eh?

[institutional investments] 06/2/2024 23:20

And even if had big holders , as I said, it's the same funds financing the hedges

It won't be bothering them really