Bt Share Discussion Threads

[holly1000] 20/12/2017 11:52

I think this isn't bad for Bt which is saving the 660m it had committed to broadband speed improvement rural areas!

[montyhedge] 20/12/2017 11:39

Lol, Ofcom must sit there, thinking of things to do to make life harder for telecom companies. Whats next ?

[holly1000] 20/12/2017 11:33

Good common sense! nothing has changed! totally agree.

[dipso] 20/12/2017 08:14

BT has offered to roll out connections to 1.1m homes in remote areas.

But the government is opting instead to go with a "universal service obligation" (USO). That gives people the legal right to demand an upgrade to their connection.
We welcomed BT’s proposal and have considered this in detail alongside a regulatory approach. We did not feel the proposal was strong enough for us to take the regulatory USO off the table, and have therefore decided not to pursue BT’s proposal in favour of providing a legal right to broadband."

[toon1966] 20/12/2017 08:09

Looking forward to the Santa rally...

[colonelgrim] 19/12/2017 09:51

Post : 26487 looking ominous :@(

[alphorn] 18/12/2017 16:52

Small bearish position opened today. Remain net long.

[sicker] 18/12/2017 09:12

I have one share down in my portfolio this fine sunny morning :-(

[diku] 17/12/2017 10:22

If all the customers decide not to pay higher/asking price then what would happen?...if only there was customer unity!...

[careful] 17/12/2017 09:56

Next week is a big week.
HMG make the announcement on fast broadband policy.
After months of wrangling with BT according to todays Sunday Times.

[dr biotech] 16/12/2017 11:00

Disney own ESPN - a potential bidder. They now won't bid against Sky. I think the PL rights have probably peaked. I can't see how the customers will pay much more. I won't

[nw99] 16/12/2017 10:37

With City analysts forecasting earnings of 27.5p for FY2018, BT trades on a forward P/E of just 9.9. Furthermore, an estimated dividend payout of 15.7p results in a prospective dividend yield of 5.8% right now. At a time when interest rates are low, and inflation is rising, that kind of yield definitely sounds appealing.

[careful] 16/12/2017 10:14

Any co-operative between Sky and BT is significant.
The sports deal is relatively modest for BT.
Only recently the regulator Ms. White suggested that BT should not be spending its cash on sports rights and concentrating on fast broadband rollout.

Maybe BT will cease to bid altogether.
The really big business is broadband and mobile.
Is it possible that BT and Sky could come together on that as well?

[toon1966] 16/12/2017 08:56

Looking at the press/media reports over the last 24 hours on the BT/Sky deal and the consensus is that BT have got a good deal. Anyone thinking the deal will drastically reduce the cost of PL rights may need to think again....

[deanforester] 15/12/2017 17:49

I know, I use it. Note that SkyGo does not feature BT Sport.

[toon1966] 15/12/2017 16:58

This may surprise you but Sky also have a sports app......

[deanforester] 15/12/2017 16:51

Sky customers can already receive all BT Sport channels via satellite, but they currently pay BT. In future it could be paid either to BT or as part of the Sky Sport package. However, it is possible that paying through Sky would remove the ability to watch online via the BT Sport app.

[dmf] 15/12/2017 12:34

66208 - Agree deal had to be done - BT was overpaying for too little return.

I understand that discussions had been ongoing with Sky for some time, Sky held the 'stronger hand' to some extent BT has capitulated to Sky.

[tcarter66208] 15/12/2017 12:24

I think BT's back was against the wall with this one and a deal had to be made. It's the correct business decision for the short term.

[eaaxs06] 15/12/2017 11:18

I‘m also struggling to see where the ‘enormous cost savings’ will come in?

BT, and Sky, will still be in competition bidding for football rights against each other and some of the FANG companies, so expect the hefty prices to be maintained.

Yes, Sky customers will be able to receive BT TV/Sport on their existing equipment and vice versa, with the host provider taking a small percentage. But, surely that would prevent Sky customers migrating over to BT, merely using us as an add-on, and dropping us on a whim?

[edwardt] 15/12/2017 11:17

Court ruling latest?

[dmf] 15/12/2017 11:12

The wholesale agreement with Sky could help BT's FCF, dividend cover will be increased
this should alleviate investors concerns regarding possible reduction in dividends in future years.

[toon1966] 15/12/2017 10:05

"....would Rupert be allowed to bid for BT? he has the cash and it would make strategic sense." Really? So why is Rupert selling his Fox TV and Movie business, including Sky?


"Excellent news enormous cost savings - seems like tide is turning". Could you clarify what the 'enormous cost savings' would be?

[careful] 15/12/2017 10:04

Amazon Netflix and Google are the disrupters.
The war between Sky and BT may be over which must be good for BT.
Even the regulator must be aware that crushing BT will only be good for the disrupters.

The whole landscape is changing, it will probably be good for BT after this recent terrible spell.