Bt Share Discussion Threads

[isis] 26/4/2024 18:31

I think things will turn around - just look at the Banks recently. We are at a disadvantage as many other Countries are half owned by their Pension Funds and have no Stamp Duty to pay. People have been telling the Government this would become a big problem but CEO's and everyone you can think of and they have just ignored it!

[cyberian] 26/4/2024 12:48

careful...a very well put and balanced comment and I go along with your views. The just announced US PCE inflation number a favorite with the FED was quite benign and hence a rally in US Futures which may help sentiment.

[careful] 26/4/2024 12:36

Hard to see what HMG can do.
They cannot order pension funds to invest in their own markets.
Or compel companies to list here.

HMG gave us the opportunity for Brexit and we voted to leave the EU, a $20+ trillion GDP market.
So Boris managed to sell the idea of our 'sparkling opportunitie' whilst many such as Goldman Sachs predicted that it would be a disaster for the London markets.long term.

Brexit is a big factor, it is turning out far worse for London that expected.

Not that the EU. is a competent competitor, but even they have taken business from London.
London was the Worlds biggest financial market for centuries, a disaster for our nation.
Starmer will get closer to the EU. and surprisingly, may be better for London that this Tory shower.

We are now too small an economy to host the Worlds most powerful financial market.
RIP.

BT one of my largest holdings, I will hold and hope. Happy to hold an undervalued asset than overvalued.

[cyberian] 26/4/2024 11:53

Half inclined to throw in the towel with BT.as news is therefore limited and following is absent or to be polite very subdued. BT could be a really great company so hopefully the recently appointed advisers can create some clever and appreciated changes. Mc Kinsey are certainly first class and a third party involvement (fresh eyes) to implement some structural changes may be no bad thing. However, patience is wearing thin.

[isis] 26/4/2024 11:29

Government idly stands by as Companies exodus the LSE due to undervaluations:-

[netcurtains] 26/4/2024 05:46

SKY does this - same silly issues....
Normally you post the problem on their "community" forum
and someone puts you right very quickly... no need ring
whatever the issue someone somewhere always has the answer

[smurfy2001] 25/4/2024 23:46

BT Recyling.

[diku] 25/4/2024 20:02

smurfy...post 740...all too often with mega caps the right hand doesn't know what the left hand is doing due to system is set up such...

why you need to send equipment back?...normally they tend to say keep the equipment we send you another equipment...

[thanatos abysss] 25/4/2024 19:52

BT pinggggg

[institutional investments] 25/4/2024 19:43

True to say, the major institutions are more trading entities these days, and investing in other markets such as EFFs and Credit

The long term holds are just to control short positions with loan market and supply drip feeds 😂

[thanatos abysss] 25/4/2024 19:35

I went thru a large database of etfsAll of them pointed to one thing "Ignore the DV gerbil "

[institutional investments] 25/4/2024 19:18

Sector etfs, tend to turn at some stage. But get the company selection wrong in the bad times, and it may stay floored whenever the sector starts to perform in markets again

Averaging down entities is bad news. Etfs different

You can even get yielding sector etfs and hedge currency and inflation these days within them

[institutional investments] 25/4/2024 19:07

"British telecom major BT is planning to cut nearly 55,000 jobs by 2030"

Obviously not enough

[institutional investments] 25/4/2024 18:58

Summary

One of very few companies that actually produces public value. But that's far different from investor value unfortunately

But for those stuck in it, I'm sure it will get an RR blag some time. Probably 2026 though. Yield getting cut won't be a bad thing...it will make the blag year much better on share price Far better than yield

[wappingfirst] 25/4/2024 18:11

BT and Openreach should have no concerns about Altnets. There are currently around 100 of them. The vast majority are on the brink of financial ruin, and will either go bust this year or be swallowed up by BT and the mega Alnets. BT's lead is unstoppable,and take up (not just premises passed) is healthy. The dangers are a bloated workforce, pension deficit, a total of £15bn Capex on full fibre rollout, and debt. Consolidation is on the cards, IMV - a bid from Deutsche is most likely, followed by the sell off of Openreach to create a true national infrastructure supported by the remaining mega players. No more overbuild, less or no regulation, far less Capex, a considerably reduced workforce,and happy shareholders. Everyone's a winner. Roll on the bid.

[institutional investments] 25/4/2024 17:52

UBS has restated its 'sell' recommendation for shares in BT Group PLC citing concerns over its subsidiary Openreach, which manages the United Kingdom's digital network infrastructure.

[smurfy2001] 25/4/2024 16:35

Recent full fibre order went to plan, much lower latency and faster speeds for free.

2 issues.

Order won't close as equipment l sent hasn't been received according to their website. Luckily l kept my proof of postage.

Order remains open so l can't upgrade my speeds.

So BT losing lolly with issues that shouldn't exist !

Now l need to call BT.

[vlad the impaler] 25/4/2024 16:21

Forgot

Vlad The Impaler - 22 Apr 2024 - 14:08:54 - 50548 of 50871 BT - Where next ? - BT.A
Enjoying gerbil glee day?

Inflation: Fed's preferred PCE price index expected to reinforce inflation concerns. Policymakers shifting tone towards prolonged interest rate hikes amidst inflation persistence, revealed in Financial Stability Report.

.......

had to laugh when they decided todays headline would be fear of no rate cut, AFTER gerbil glee day haha