Bt Share Discussion Threads

[montyhedge] 28/11/2017 14:29

Did not think I would say this, turned bullish on BT, Numis report 400p Target, makes sense their report, bears wrong and dividend safe. With the Santa rally boys I think worst may be over, lol from the biggest bear all the way down from 425p to 245p.
Should have a run up my target 285p.

[h0me] 28/11/2017 10:47

....commissioned by Vodafone. lol

[charles clore] 27/11/2017 11:25

Bottoming formation in progress. I would expect to see a rally here soon.

[pacemaker1000] 27/11/2017 11:09

Yawn....
What about the years BT had to provide and maintain these relics. Cost us a fortune!

[toon1966] 27/11/2017 07:48

Has the Telegraph got nothing better to report on

[pacemaker1000] 26/11/2017 19:56

'BT Group has failed to grasp the fibre nettle, says Deutsche Bank'

Damn that’s annoying. Should read...'BT Group has been prevented from grasping the fibre nettle'....grrr

Who in their right mind is going to use their own money to fund another company’s business??
As said before we would all be enjoying fibre right now if it wasn’t for ofcom and HMG!

[toon1966] 26/11/2017 12:27

For those who are interested a Seeking Alpha article on BT

[toon1966] 24/11/2017 13:49

...and we all bow to Deutsche Banks opinion, yes DMF?

[dmf] 24/11/2017 13:23

BT Group has failed to grasp the fibre nettle, says Deutsche Bank

[...]

[dmf] 24/11/2017 12:26

Pensioners will be doing very well on CPI........there is no problem for the pensioners !!!

[montyhedge] 24/11/2017 12:25

Generous 238p.

[wskill] 24/11/2017 11:21

This is the lifetime saving on each pension average 25 years, calculated by the Prudential not sure how they arrive at this figure .
Seems rather large to me a £90.4 billion saving over 25 years a £3.6 billion per year saving of course most of this will not filter down to share holders but stay in the pension fund.

[stewart64] 24/11/2017 11:05

wskill..are you saying that a switch from rpi to cpi saves £113,000 per BT pensioner or are there other measures to arrive at that figure. If a relatively small change saves that much then the remaining liability must be massive.

[toon1966] 24/11/2017 10:49

Question would be has the switch to CPI already been priced in to the SP? We should find out in December as the Court Hearing is likely to take place week commencing 04 December 2017. If the Judge rules in favour it will be bad news for those pensioners on the affected scheme!

[wskill] 24/11/2017 10:22

A small improvement in the pension calculation will make todays share price look like a gift there is around 800,000 pension members affected with an average saving according to Prudental of £113,000 to BT and a member of the pension fund has been selected to represent fund members see below courts are more minded to rule in favour of the proposed change after recent goverment advice.


.A BT spokesman confirmed that the proposed switch to CPI was part of a broader review. A member of the scheme, who is also a BT director, has been appointed to represent staff in court, and BT has appointed and paid for a lawyer to represent savers.

[dmf] 24/11/2017 09:40

DB reiterates sell target reduced from 265 to 238

[montyhedge] 24/11/2017 09:14

Should know shortly what they are going to do on the pension deficit.

[montyhedge] 24/11/2017 08:42

Problem for me all telecoms, specially BT, Capital ex growing, revenue declining, not good. Ofcom then wonder why telecoms dragging their heels on broadband speeds etc, when they keep trying to reduce telecoms revenue it seems.My forecast is 235p short term, 195p 2018 if things don't change.

[toon1966] 24/11/2017 08:27

Ofcom going to war with BT

[holly1000] 22/11/2017 21:29

This might explain the rise today.

[oakville] 22/11/2017 15:44

Mm? Was 2.40 the floor? I know we are all negative about BT but there is a floor somewhere.

[oakville] 22/11/2017 15:44

Double post.

[nw99] 22/11/2017 12:52

Added in size here

[dmf] 22/11/2017 11:21

Perhaps may be announcement in budget - infrastructure expenditure - upgrade faster broadband speed, it's certainly needed !