Bt Share Discussion Threads

[diku] 07/11/2017 23:38

Anybody else received correspondence of price increase from 7th Jan 2018?....Broadband & Calls package going up by £2...

[dmf] 07/11/2017 22:29

Credit Suisse reiterates neutral reduced tp 320 to 280

[essentialinvestor] 07/11/2017 18:43

At least Labour don't want to renationalise BT.

BT had a large delegation at this year's Labour party conference, probably wise.

[essentialinvestor] 07/11/2017 17:43

We have some BOD buys.

[toon1966] 07/11/2017 17:08

BT putting up their prices, what a shocker, absolutely disgusting. Of course none of their competitors would do something so despicable.

[toon1966] 07/11/2017 16:58

Just to clarify the Premier League sell's it's UK rights in 'packages' of which there were seven last time around. Sky got the majority, followed by BT and the BBC got the highlights package (MOTD). No one company can bid for all the packages. The Premier League has currently sold the International rights to various broadcasters around the globe, again no one broadcaster has exclusivity. Charles Clore - your point about Amazon not having broadband is hilarious - I have BT broadband through which I can access Amazon......

[philanderer] 07/11/2017 16:51

BT slams customers with price hikes ranging from 4% to 33% on broadband, calls and BT Sport as it cuts landline costs

Price hikes range from 4.6% to 33.3% and will take place on January 7

Fibre broadband is going up by £2.5 to £44.99 a month

BT Sport via Sky (without broadband) is rising by £3 to £25.99 a month


Read more:

[charles clore] 07/11/2017 14:01

How would Amazon distribute football matches on the mobile network? They don't have broadband. BT does and a lot of it to boot! (get it?)

[essentialinvestor] 07/11/2017 13:16

DMF, the honest answer is that I don't know.

As they have a very large chunk of both UK mobile and broadband
there must be some value?.

[dmf] 07/11/2017 13:02

I have read somewhere that GP has 'drawn a line in the sand' as to how much BT will pay and not go beyond !

[montyhedge] 07/11/2017 12:59

This worries me on BT, if Amazon come in for football rights no one can outbid them.
So I got BT broadband for the free football, will customers leave if football on the Amazon channel or will BT and Sky pay more.

[dmf] 07/11/2017 12:57

EI are you suggesting BT is in terminal decline and will not recover from the share price drop ?

[dmf] 07/11/2017 12:56

Clearly BT need to 'hive off' Global Services, may have to be a 'fire sale' but need to dispose of the lower margin/less profitable operations.....surely this is what GP will look at !!

[essentialinvestor] 07/11/2017 12:52

Going against sentiment can be very profitable,
however your rational for buying has to be validated, at least to an extent.

The commodity meltdown in miming was largely predicated on a Chinese recession,
which never occured.

[essentialinvestor] 07/11/2017 12:45

Fair enough, understood your point.

[philanderer] 07/11/2017 12:45

Afternoon EI

september 21st 2001 ;-)

[careful] 07/11/2017 12:41

you are correct essential.
RIO adjusted for rights price just below £17 was the low during jan 2016.

the only point I was making is that just about every share I have owned has over a period of time halved or doubled.
Very few exceptions.

And yet if you plotted a graph of top line revenue, assets, cash flow, they are often quite steady.
Look at the sales of any company.

Plot the oil supply/demand numbers.
Chinese growth numbers.
All quite smooth and steady.

Volatility is created by those city punters who would have nothing to do otherwise.
unlike Buffett, they overtrade turning the market into a casino.

[dmf] 07/11/2017 12:40

Look at Glencore at one point had reached 60p

[essentialinvestor] 07/11/2017 12:23

When did RIO last trade at £10 ?.

[ekuuleus] 07/11/2017 12:21

kind of agree careful.

[careful] 07/11/2017 12:19

we should not take these market share prices seriously.
We each own a small bit of a powerful company, that is all.
today trading at less than half price of 2 years ago.


A long term holder pf Rio,
I have been amused by the ride from £10 per share, to £71 back down to below £10,
rights issue, now £37.

Capital values are meaningless in the long term.
Just dividends, profits, cash flows.

[essentialinvestor] 07/11/2017 12:09

No one would take on that pension liability, plus any bid would be blocked by HMG.

[dmf] 07/11/2017 12:05

Openreach could have an IPO ?

Would alleviate problems with OFCOM ?