Bt Share Discussion Threads

[smurfy2001] 08/7/2023 10:34

CEO looks to be leaving next year.

[ekuuleus] 06/7/2023 12:08

bonds blowing up has been on the cards for many years. I don't understand why pensions would buy such an obvious bubble.

[dipso] 06/7/2023 09:49

just remember, 3 weeks today are Q1 results.
First quarter to include 14% hike in revenue from broadband and mobile.

[action] 06/7/2023 09:31

Divi is included in price. 110p to q35p range.

[1224saj] 06/7/2023 09:21

What is going on

[diku] 06/7/2023 07:06

Hope and day dreaming together...you keep seeing share price drift away...think unfinished business at 120p...

[keepsim] 05/7/2023 20:41

Guys - Is there a hope of BT coming back to 1.80 ? or I am day dreaming

[dipa11] 02/7/2023 07:45

https://stockcharts.com/h-sc/ui?s=BT/A.L

[diku] 29/6/2023 12:51

RSI looking grossly oversold here...

[diku] 28/6/2023 21:13

It was there for a purpose/ploy...support the property market...the rest goodwill just spills over...those who bought property around 2008 - 2009 have paid off good part of their mortgage and equity built up as prices kept going up...like cash cow...money recycles back into the economy via renovations, loft conversions, extensions, etc etc...

[isis] 28/6/2023 11:29

That's a pretty bad strategy. Those rates at zero were supposed to be emergency rates - there is no reason why they will ever go back there again. 5 percent has been the mean since the BOE started in 1602.
It was ludicrous to keep rates so low for so long!

[careful] 28/6/2023 11:01

if the pension fund already is big in fixed interest (gilts) then the income stays the same.
but the mark to market value of the bonds falls.

New investors in gilts benefit from the lower prices and higher yields.

When inflation and interest rates falls it will be good for BT.

[willoicc] 28/6/2023 09:44

Does anyone know, do rising interest rates reduce the pension deficit as gilt yields rise?

[diku] 27/6/2023 22:11

Gave you the hint...


diku 15 Jun '23 - 09:13 - 44492 of 44561 Edit
0 0 1
Recent short term trade was from 135p to 149p...when you consider where VOD has fallen away BT has a lot more catching up to do downside...no guarantee...

[action] 27/6/2023 17:48

Us should have ask for 100% dividend cut. We as BT shareholders are used to that. LOL.

[millerman1007] 27/6/2023 16:30

BT Group tumbled on Tuesday after UBS downgraded the shares to 'sell' from 'neutral' and cut the price target to 120p from 146p, as it assumed a halving of the dividend amid free cash flow pressures.

"We think the market has underestimated the impact of rising interest rates and accounting changes at BT Sport that impacts free cash flow," the bank said.

"Without a dividend cut, BT Group will have to borrow more than £900m per annum over the next three years.

"Borrowing to fund both the dividend and pension deficit payments when the cost of debt is rising presents risks and we assume a halving of the dividend to 3.85p (from 7.7p)."

[1224saj] 27/6/2023 16:12

Current value circa 11B. He may consider taking another 4% at say 500m that would average him down to under 1.66 a share owning 29.5%

[rosejs2] 27/6/2023 15:59

What do you think Drahi with his to 24.5% stake in BT and DT with around 12% think of the current fall in BT's share price? Might they force Janson to reconsider floating OpentReach or is this an opportunity for further buying?

[1224saj] 27/6/2023 15:21

Feb 23 we were at this price

[1224saj] 27/6/2023 15:21

Careful, I agree regarding total debt. But we should call the spend on fibre as investment as it will yield huge profits in the next few years. Whilst I don't like to see market manipulation taking the price down, it's a great buying opportunity :-)

[careful] 27/6/2023 14:56

Net debt ye 2022 was £18bn.
from last years annual report.

BT are spending freely on fast fibre.

[smurfy2001] 27/6/2023 14:30

Yield now 6% !