Bt Share Discussion Threads

[essentialinvestor] 17/5/2018 13:36

Berny, could you translate that for the rest of us, thanks.

[berny3] 17/5/2018 13:34

Alph

Price 260/280

260 balanced slightly weighted towards calls Calls Jun 19 Puts Sept 18

280 Dominated calls Jun 2018

[hamhamham1] 17/5/2018 12:57

It's gonna be interesting few years as new technology is rolled out, exciting times.

[montyhedge] 17/5/2018 12:55

Deutsche Telecom holding a big stake, so next January they can bid if they want to. The weak pound to makes it a near certainty they will do something merged or bid.Collect 7% yield while we wait. No brainer at this price.

[kmann] 17/5/2018 12:48

Downgrade, err 8p higher than current. The market knew this yesterday hence the sell off, but should settle between high and low forcasts going foward imo. Theyve done their worst, now do your best !

[gemlotte55] 17/5/2018 12:44

Thanks monty

[minerve] 17/5/2018 12:44

I don't really know enough Essential but for me I would choose VOD.

I don't know why I am hanging around here. Perhaps I am a troll! LOL

[minerve] 17/5/2018 12:42

Trading up then bang downgrade from UBS.


ROFLMAO!

[essentialinvestor] 17/5/2018 12:42

VOD or BT?, Any thoughts.

[nige co] 17/5/2018 12:41

I agree Monty, the patient investor will be handsomely rewarded.

[montyhedge] 17/5/2018 12:32

Numis 325p target, UBS 210pRBC 400p take your picks chaps. To me all seem useless. Getting paid 7% to wait for recovery 2020 then growth resumes.But next January Deutsche Telecom can bid. Just as recovery underway.

[gemlotte55] 17/5/2018 12:30

What's ubs forecast please

[montyhedge] 17/5/2018 12:12

Trading up then bang downgrade from UBS.

[minerve] 17/5/2018 11:48

I respect WEB, but, like with anyone else, I don't take what they say as read.

[kmann] 17/5/2018 11:37

break past 206 should see trend change imo

[kmann] 17/5/2018 11:34

Plenty of buying today, most brokers well above todays open

14-May-18 numis Buy - 325.00 Reiteration
10-May-18 RBC Capital Markets Outperform 400.00 400.00 Reiteration
11 May 18 Deutsche Bank Hold 205.20 221.05 - -
11 May 18 Barclays Capital Equal weight 205.20 221.05 280.00 250.00
11 May 18 JP Morgan Cazenove Neutral 205.20 221.05 290.00 260.00
0

[essentialinvestor] 17/5/2018 11:33

The Snowball is worth a read. Gives a good insight.

[nicholasblake] 17/5/2018 11:27

EI, To be clear: I remain an enormous fan of WEB!

[alphorn] 17/5/2018 11:26

Berny - I was wondering about the skew of maturity dates - short or long term.

[essentialinvestor] 17/5/2018 11:23

No large BOD buys post results.

[essentialinvestor] 17/5/2018 11:21

Nicholas, Buffett has referenced this himself.

[minerve] 17/5/2018 11:16

hamhamham1

I don't really know enough to know what the eventual business outcome of following a 5G infrastructure plan vs upgrading copper wire will be. I do know that there are nascent concerns with respect to radiation starting to eminate particularly out of the US which hold some foundation IMO. You will not beat fibre to the home - it just costs more to install.

[berny3] 17/5/2018 10:58

Alp - longest maturity date Mar 19

[montyhedge] 17/5/2018 10:53

Getting paid 7% until 2020 when growth resumes and increased dividends.

[hamhamham1] 17/5/2018 10:22

Australians debating 5g vs fibre to the premises...



"Could a super-fast 5G wireless internet network be about to make the NBN redundant?

A parliamentary committee is preparing to question the business case for the $50 billion National Broadband Network amid fears the coming rollout of a super fast 5G wireless network will make much of the system redundant.

The joint standing committee on the NBN, which last year released deeply critical findings of the network, will question whether a generation of younger city dwellers might opt out of the NBN in favour of faster, next-generation mobile services.

Committee deputy chairman Josh Wilson said fast and reliable mobile broadband threatens to “cut the lunch” of the Federal Government’s NBN network.

“It will leave parts of the NBN incapable of generating revenue, which undermines the whole business case,” Mr Wilson said said.

“It’s a nightmare scenario in which Australia gets a broadband network that is virtually obsolete at the point of delivery, and a big writedown in the value of the NBN to boot.”

The committee is expected to outline in coming weeks the terms of reference for its investigation focusing on the business case."