Bt Share Discussion Threads

[oakville] 12/6/2018 04:57

Bid approach as predicted in last weeks Toronto Star. Huge North American company to take a punt.

[unastubbs] 12/6/2018 02:18

ok kazoom...tell him what he is missing. I'd like to know as well.

[davidbennett] 11/6/2018 22:52

For what it’s worth...!

[kazoom] 11/6/2018 20:49

Yes poleaxe - your are missing a lot.

HTH

[abbotslynn] 11/6/2018 19:32

I did bet on a bounce
Just keep the dividend coming

[davidbennett] 11/6/2018 19:02

ADRs equivalent of 209

[pacemaker1000] 11/6/2018 17:02

Good post nicholas

[nicholasblake] 11/6/2018 16:29

There is just so much 'show ponying' going on with this stock. DT has CEO on board. Capex levels reflect the marginal ROI levels which Ofcom have permitted. If the NPV on faster rollout were higher DT would have pushed for lower div.
That said, regulators are people too, so the retirement of GP allows them to tweak their pricing straitjacket but to save face by blaming GP for the 'difficulties' in getting to the politically correct answer. The truth is likely rather to have involved drinking too much of the competitors' punch!
A div cut without prior Ofcom concessions is as convincing as the UK's Brexit negotiating. Nuff said.

[montyhedge] 11/6/2018 16:23

One for the city boys.In respect of the passing of Peter Stringfellow, strippers will have g strings at half mask.

[montyhedge] 11/6/2018 16:16

208p BT US adrs moment ago.

[montyhedge] 11/6/2018 16:08

BT adrs someone buying. Please let it be a activist hedgie. Lol

[montyhedge] 11/6/2018 15:51

See Talk Talk something happening, could lift the whole telco sector. We want hedgie Elliott to build a stake in BT shareprice would be back to 255p.

[toon1966] 11/6/2018 15:48

Monty's getting rather desperate in talking up his share price target for the week of 215p.

[dmf] 11/6/2018 15:44

BT Group easier as Deutsche Bank trims target price, says firm stuck between “a pension rock and a fibre hard place”

[montyhedge] 11/6/2018 15:36

Americans seem to be buying adrs just over 207p in US at the moment.

[montyhedge] 11/6/2018 13:49

Totally agree. DT is strong company with superb management.http://www.capacitymedia.com/Article/3790075/Deutsche-Telekom-CEO-says-BT-attractive-a-year-before-embargo-on-bid-expires

[nige co] 11/6/2018 13:44

The next BT CEO should be Vittorio Colao ex Vodafone CEO. He would do a good job. JMO.

[montyhedge] 11/6/2018 13:40

So the whole of BT m/c 20 billion roughly, even if Openreach valued say 20 billion, instead of top end 25 billion. Still undervalues BT.But of course bears ace card pension pot.

[1224saj] 11/6/2018 13:39

Its all wheels within wheels. D Bank says " buy TT " 1.80/1.90 range. Tosca fund persuades CEO of daisy to buy 175m of TT customer base, then considers selling him their shares within Daisy. BT controls the backbone network of both these company's
I think Deutsche Telekom will bid for BT AIMHO

[montyhedge] 11/6/2018 13:36

24.9 billion is good enough for me, instead of 25 billion.

[eisler] 11/6/2018 13:35

Monty - you need to be careful with how you report things. "Analysts reckon Openreach value is around 25 billion pounds" is NOT correct. The article said "Openreach, BT’s most profitable business, could be valued at 12.4 billion pounds to 24.9 billion pounds ($33 billion), according to recent estimates from Berenberg and RBC Capital Markets, respectively." It is that sort of false information being pedalled that prompted some people to vote for leaving the EU.

[pacemaker1000] 11/6/2018 13:20

Toon. Gav was the sacrificial lamb. No coincidence his bonus sorted two weeks prior to ..ahem...'standing down'
Plan signed off on as is divi freeze for two years. Plessis, major holders and city lost faith Patterson could deliver. Plus sport needs dropping and he could hardly be the man to do that.

[pacemaker1000] 11/6/2018 13:15

Thanks DMF..itv and TT definitely shorts. ITV survives on advertising which to me is a dying industry on TV as people switch to on demand services. But I thought the same for SKY where people seem happy to pay to watch advert overkill!
TT again, no assets and only survives as a middle man curtesy of bloody ofcom.....grr

[montyhedge] 11/6/2018 13:04

This could be a hit for EE and BT,just launching one number allows you to access multiple devices, fixed, mobile, laptop, smart watch. Thats progress.