Bt Share Discussion Threads

[vlad the impaler] 24/4/2024 20:11

Evening all. I have a few spare limbs from todays impalings, if anyone needs replacements

[diku] 24/4/2024 20:05

Not sure what you mean by upped our phone spending?...


But we've upped our phone spending and the price of BT has gone down!!!!!!!
Where is the logic in all this?

[isis] 24/4/2024 19:17

These Shorters are living dangerously imo Kuntbury slightly reduced.

Open Short Positions in BT
Fund % Short Change Date Changed
Kintbury Capital Llp 0.54% -0.06% 22 Apr 2024
Canada Pension Plan Investment Board 0.70% 0.05% 19 Mar 2024
Ako Capital Llp 0.91% 0.09% 7 Mar 2024
Blackrock Investment Management (Uk) Limited 0.57% -0.03% 8 Feb 2024
Total 2.72%

[justiceforthemany] 24/4/2024 18:14

Severely undervalued on all metrics.

[institutional investments] 24/4/2024 16:13

i see Vlads two prices got totally knuted on RR. BAB may need news to diverge

[institutional investments] 24/4/2024 16:09

Evening all

Beautiful day ahead tomorrow. But then again, it depends on what forecast you listen to lol

[netcurtains] 24/4/2024 15:20

what I dont understand as a sane person is why British Aerospace is going up loads and BT is going down...
British Aerospace already has a PE ratio of 21!!!!
Its only going up because UK going to up its defense spending....
But we've upped our phone spending and the price of BT has gone down!!!!!!!
Where is the logic in all this?
Its as if the UK Market is run by some mad right wing nut job!!!!

[stansmith1] 24/4/2024 14:46

Good summary.My 2nd largest holding - I would add we have been here before just before broadband rollout - the shares then 5 or 6 bagged.Labour and pension a worry - even just because believable rumours can get trotted out anytime.

[smurfy2001] 24/4/2024 14:10

Bull points:

- BT installs McKinsey partner to head new strategy unit

Secondment marks first move by telecoms group’s new CEO Allison Kirkby in her turnaround push

- BT to axe up to 55000 jobs by 2030 as it pushes into AI
- Full fibre transition

Ending of copper voice in 2025

BT stops selling copper lines on its Openreach network in UK

- 7% yield
- P/E 5
- BT could explore sale of Irish business unit
- BT Tower sold to US hotel group for £275mn
- BT pushes 'EE' brand in plan to sell fridges and insurance

Anything else?

[thanatos abysss] 24/4/2024 13:41

PINGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGGG

[vlad the impaler] 24/4/2024 13:00

£41.99

Full fibre 900

[vlad the impaler] 24/4/2024 12:58

"While BT did not provide specific timeframes for the establishment of the new unit and the appointment of a permanent head, it is a clear sign that Kirkby is ready to shake things up at BT and engineer a turnaround for a company, which needs to improve its financial performance, light a fire under its share price and take advantage of the significant investments made in recent years (and which are ongoing) in fibre access networks and 5G."

Market has been giving view on investment returns expected, for a while now

Only plan going to work here is workforce and costs slaughter

Not sure if possible given the infrastructure

BTW, if you have openreach , you can now get Plusnet through it for well under 50 quid per month running at max uploads and downloads

I think that's best deal at the moment

[vlad the impaler] 24/4/2024 12:51

@SpecialDNA

[institutional investments] 24/4/2024 12:49

I only saw two things more pointless than Rackers. And they produced him

[isis] 24/4/2024 12:45

While BT did not provide specific timeframes for the establishment of the new unit and the appointment of a permanent head, it is a clear sign that Kirkby is ready to shake things up at BT and engineer a turnaround for a company, which needs to improve its financial performance, light a fire under its share price and take advantage of the significant investments made in recent years (and which are ongoing) in fibre access networks and 5G.

BT’s share price has declined by almost 14% since the start of 2024: It currently stands at 108 pence on the London Stock Exchange.

[smurfy2001] 24/4/2024 12:39

Will this dog breakout?

[thanatos abysss] 24/4/2024 12:39

thats us then II

oops

maybe gerbil eh

singular

[institutional investments] 24/4/2024 12:35

The only ones left are gerbils

[institutional investments] 24/4/2024 12:33

That's why the funds fkd off

[institutional investments] 24/4/2024 12:33

Ftse will get hit harder than the rest

[institutional investments] 24/4/2024 12:32

It's usually the case from a sector constituent etc reaction

What performs worst on the up, is killed worst on the down

[institutional investments] 24/4/2024 12:31

What I see, is not value. Rather a major threat re:

How they are valued when other maekete start truly tanking one day

In this instance I think ftse will outperform SP500 re -25% for every - 5% drop there