Bt Share Discussion Threads

[dmf] 14/9/2017 16:17

There is of course BREXIT which will weigh on BOE's decision on rates !

[essentialinvestor] 14/9/2017 15:40

Think what we are more likely to see than rate rises,
Is the BOE instructing banks to further tighten lending criteria.
It's happened once already this year, and would expect another public statement
shortly.

[dmf] 14/9/2017 15:36

Sterling has risen - could alleviate inflation

[essentialinvestor] 14/9/2017 15:35

DMF, can only agree, there has been a huge amount of damage done to credibility.
I usually tend to buy too soon, a habit that's proved hard to break!.

At least my lloyds has perked up.

[dmf] 14/9/2017 15:32

Pay rises are flat - if rates go up consumers will buy less

[pvb] 14/9/2017 15:10

Err... because inflation has gone up? And is expected to stay up or go higher if rates are not raised.

It is, after all, the BoE's remit.

[colonelgrim] 14/9/2017 15:05

Looks very much like the ‘market’ (jew-boys), wants the BOE to increase interest rates, now why would that be I wonder!

Pierre, Mutley, William, … anyone…… !

[dmf] 14/9/2017 14:54

EI totally agree with your comments on valuations

With regard to BT it needs to drop at least 250 to have a degree of attraction to buyers. Market does not trust BT

[essentialinvestor] 14/9/2017 14:00

I could not makes case it's a compelling buy!, It's loathed atm
which is sometimes (not always) an indicator we are somewhere near a base, however poor
sentiment can always get worse. Two small lots for me today.


DMF, problem I'm finding in this market is what I want to buy is selling on valuations that are not very likable, too highly rated.

[dmf] 14/9/2017 12:44

There is no compelling reason to buy bt at this level

[dmf] 14/9/2017 12:10

Needs to drop further before buying !

[essentialinvestor] 14/9/2017 10:26

Bought a very small amount.

[essentialinvestor] 14/9/2017 10:06

Monty, they are chopping another 4,000 employees, must be a fat saving there.

I'ts the acquisition of sports tighteners they may have overspent imv.

Then you have the new route d of spectrum licences to come,
think the bidding is later this year.

[montyhedge] 14/9/2017 08:24

My price target if any messing with the dividend is 225p.

[chapchip] 14/9/2017 08:07

agreed, looking for £3.30 by xmas

[wllmherk] 13/9/2017 19:13

I've been buying and currently BT is my largest holding by some distance. Much of the damage to the share price came after the Italian debacle, a short term issue and not something inherently wrong with the company.


wllm

[essentialinvestor] 13/9/2017 15:58

diku, indeed, and meant to tag on about Openreach, it may already be in the price.

[adelwire2] 13/9/2017 15:48

Bt....price rockets in same sentence..um not sure about that

[diku] 13/9/2017 13:50

Sometimes analysing too much & you end up buying nothing...only to see the price rockets...

[essentialinvestor] 13/9/2017 10:24

I tend to buy in small lots only, unless it's high conviction,
and BT is not in that category for me.
There look to be a lot of value traps around ATM,
whether BT at current levels is one not sure.

A potential FCF hit from reduced Openreach wholesale pricing may be
worth considering.

[stewart64] 13/9/2017 10:17

essentialinvestor...Yep particulary the assets cover at 94% price to book and a pension scheme only slightly in the red. Sorry to hijak the BT thread but it was given as an example of another share that is falling.

[dmf] 13/9/2017 10:17

Why buy BT now when it can be bought cheaper the next day !

[essentialinvestor] 13/9/2017 10:00

I like Lloyds longer term.


Anyone brave buying BT.a at these levels?.