Bt Share Discussion Threads

[hamhamham1] 10/5/2018 15:31

It's parts like BT Radianz which are worth a lot of money IMO. They provide the infrastructure for a lot of the trading arms of banks, etc to access a lot of the external services provided by 3rd parties. That's worth many billions on it's own IMO.
Certainly the sum of the parts of BT is far greater than the current market capital.

[essentialinvestor] 10/5/2018 14:53

Previously thought under 2.50 was very unlikely, and under £2 was
not going to happen. Now less sure.
My home broadband and mob are with BT, and more than happy with both.

You can point to cash flow and pre tax, but net debt is increasing.
That's a fact, no subjectivity.

[hamhamham1] 10/5/2018 14:43

So on any money I put in today, if the divi is maintained then that's 7% return a year plus I see this share being say about 350p in 3 years hopefully.
The latter averaging about an extra 20% return a year on the original capital. So IMHO this share could return me on average, over 25% a year for the next 3 years.
That's quite possible IMHO, time will tell.

[knowing] 10/5/2018 14:41

Yep not going to get 7% in many stock (except TXH and RBN)

[suetballs] 10/5/2018 14:37

BT have got a nerve - just emailed my latest bill!
Suppose they have got to eat.
Suet

[montyhedge] 10/5/2018 14:36

Yes still great cash flow. Dividend safe want increase but 7.08% yield acceptable.

[careful] 10/5/2018 14:32

£2.6bn pre tax profit despite everything.
Pension deficit will be sorted over the next few years.
To see the reaction of the market you would think that BT had made a loss.

[ianood] 10/5/2018 14:30

andyj - exactly!

[andyj] 10/5/2018 14:27

Way too much personal sentiment here, investing is not a football tournament. For all the unsubstantiated claims of sub 200, has anyone got the nerve or foolishness to go short at this price? I suspect not.

[bigboots] 10/5/2018 14:14

See activist investors getting in here at these levels and forcing a break up of BT

Returning shareholder value to investors

[smurfy2001] 10/5/2018 14:00

Good to hear BT staff admit they need the chop lol

[mbmiah] 10/5/2018 13:39

Knowing, I can't upload graphics using this app. Sorry. You could do it yourself mate - charting just gives an idea of sentiment.....it's not 100%, otherwise I'd be a trillionaire.

[smurfy2001] 10/5/2018 13:25

I think a bear case of 190p is reasonable based on the chart trend.

[knowing] 10/5/2018 13:06

mbmiah would you like to draw us a chart to show us as to why?

[smurfy2001] 10/5/2018 13:04

Added average now 2.7008p

[mbmiah] 10/5/2018 13:03

Chart says this is going lower. Agree with divi being funded by debt......no good for the long term unless the business turns around. AIMO

[essentialinvestor] 10/5/2018 12:49

UK rates have just been held, the BOE have also cut their UK growth outlook.

I thought sub £2 was a ridiculous price target at one point,
after today's results it may not be.

Nearly £700 million on to debt in just 12 months, dire.

[montyhedge] 10/5/2018 12:49

Don't worry these will be big for when the embargo ends.http://www.capacitymedia.com/Article/3790075/Deutsche-Telekom-CEO-says-BT-attractive-a-year-before-embargo-on-bid-expires

[montyhedge] 10/5/2018 12:45

Rising interest rates will come, helps pension, still a great cash flow business.

[blueteam] 10/5/2018 12:38

sub £2 coming sometime in the next few months, pension deficit covered in debt and growing. If they do not break up this may well be in serious trouble. The divi is only holding up by more debt at sometime this will crumble.

[essentialinvestor] 10/5/2018 12:20

Where is the upside catalyst?.

Dividend is being partly funded through increasing debt imv.
Can't fool the market in this case.

£2 Billion of new bonds issued to plug the pension deficit,
Plus the extra cash funding.

[montyhedge] 10/5/2018 12:13

7.08% yield does look safe, they won't increase but 7.08% can live with that, lol