Bt Share Discussion Threads

[knowing] 10/7/2018 11:51

So whats driving BT lower in a rising market?

[hamhamham1] 10/7/2018 11:33

The National Infrastructure Commission (NIC) has delivered its first ever national assessment. Industry reaction has been clear and overwhelmingly positive with many saying the report provides the blueprint for infrastructure investment going forward and some of the biggest firms and trade associations demanding minsters stand up and take note.

[hamhamham1] 10/7/2018 08:07

I doubt if anyone in the city has even glanced at the NIC report published today yet over their CoCo Pops.
EDIT > Evidently not! - Ah well, I am a happy holder, they can play catch up later :)

[hamhamham1] 10/7/2018 08:05

Ice, Wednesday hopefully will be positive, but watch out for the media just trying to focus on KPMG and any shouting shareholders who have seen share price value loss over the past year. I am looking to the future, not the past.

[iceman82] 10/7/2018 07:59

ham , i can see you have done your reserch , interesting links , i might stick around for a bit longer and look forward to what will happen on wednesday...

[hamhamham1] 10/7/2018 07:58

Between the gov reports, BT getting their house in shape and institutions like Morgan Stanley saying a big rotation into telecoms, etc is underway - then upgrades definitely coming IMO, albeit a bit behind the edge of the curve ;)

[joshondale] 10/7/2018 07:54

Upgrade due?

[hamhamham1] 10/7/2018 07:45

Looks pretty good guidance to me !!!!

Incentivising competition
Competing fibre networks should be encouraged wherever they are feasible.
Without infrastructure competition, the existing provider has poor incentives to
build new fibre networks, as this undermines its existing copper based services.
New entrants do not have existing customers to lose, so they have greater
incentives to build. Competition will force the incumbent to build new networks
commercially and at a competitive price.
Infrastructure competition has been shown to drive investment in both new
and existing broadband networks. It has been a key driver of widespread
fibre rollout in South Korea and Japan, which have over 95 per cent full fibre
availability. There is a strong correlation between cable coverage and full fibre
availability internationally.
The UK should therefore stick to a competitive model for commercial investors
to deliver full fibre. This will require significant financing and it is essential that investors have confidence that if their business plans are successful, they will be able to make a fair return without the government reneging after the fact.
The market must have the freedom to set the price for new services, subject,
as now, to regulation of the basic service level. Within a competitive model
consumers will have a choice of whether to pay any premium for full fibre. The
market will drive full fibre deployment, and government should not intervene
by restricting overbuild of new or existing networks, unless it constitutes
anticompetitive ;behaviour.
This requires:
- a clear commitment from government and Ofcom to promote a
competitive market wherever possible, with a stable regulatory regime
- a commitment to deregulate in geographic areas where competition is
effective
- a commitment to ensuring telecoms providers can make a ‘fair bet’ for
the risks they are taking in building new infrastructure, recognising the
long term benefits of the infrastructure
- Ofcom continuing to ensure all providers can access Openreach’s
ducts and poles on a fair and efficient basis

[joshondale] 10/7/2018 07:37

BT's confirmation follows press reports indicating that a potential partnership between the British company's information-technology consulting unit and the Chinese e-commerce giant could be similar to Alibaba's deal with Vodafone Group PLC (VOD.LN) in Germany.

[hamhamham1] 10/7/2018 07:22

Toon. Yep hopefully it won't affect the govs priorities totally. Really it could be worth highlighting even more so to show the gov is planning for a vibrant future.

[toon1966] 10/7/2018 07:18

Let's hope you're right there Ham, just hope all the 'comings and goings' in Downing Street doesn't cause too many distractions!!

[hamhamham1] 10/7/2018 07:17

Full fibre broadband nationwide to promote digital connectivity

Digital connectivity will increasingly drive the country’s economic growth, competitiveness and quality of life. Digital communications makes it easier for customers and suppliers to find each other and exchange goods and services. In future, innovations such as artificial intelligence and the internet of things will bring new applications that rely on digital connectivity, from driverless cars to increased use of virtual reality.

Government needs to make a decision on full fibre now to avoid the risk of the UK being left behind in years to come. Full fibre will deliver benefits to current broadband even if the expected demand growth does not materialise. Enhanced digital connectivity will also facilitate the development of smart infrastructure: infrastructure with digital connections, enabling more efficient management and maintenance.

NIA recommendations
The Commission recommends that government should set out a nationwide full fibre connectivity plan by spring 2019, including proposals for connecting rural and remote communities. This should ensure that full fibre connectivity is available to 15 million homes and businesses by 2025, 25 million by 2030 with full coverage by 2033. To achieve these targets:

Ofcom should promote network competition to drive the commercial rollout of full fibre, by deregulating where competition is effective and guaranteeing a fair bet on risky investments before regulating any uncompetitive areas
Government should part subsidise rollout to rural and remote communities, beginning by 2020, starting with the hardest to reach areas and community self-build
Government and Ofcom should allow for copper switch-off by 2025
Government and Ofcom should take action to cut the cost of full fibre deployment including: Government should ensure the processes for obtaining wayleaves and connecting new builds are the same for digital infrastructure as other utilities by 2019; Local government should designate ‘digital champions’ to improve telecoms processes such as street work permissions and access to publicly owned assets; Ofcom should monitor the accessibility of Openreach’s duct and pole infrastructure by levels of usage.

[hamhamham1] 10/7/2018 05:51

I still stand by my call that BT shares will go up 10-20p on the day that the DCMS Future Telecoms Infrastucture Report is published, if good, which is due over the next week or so.

And to warm things up the Government’s National Infrastructure Commission (NIC) will today publish the United Kingdom’s first-ever National Infrastructure Assessment.

Might even get a nice bump up today on the contents of this report?

Exciting times!

[oakville] 10/7/2018 05:01

BT lagging behind the FTSE on Monday

[hamhamham1] 09/7/2018 19:36

Ice. And look at the 5yr chart, this recent recovery is barely visible, much more to come.
Hopefully some positive words will come out of the AGM in Edinburgh on Wednesday, so maybe a bit of a run up in share price tomorrow in anticipation?

[iceman82] 09/7/2018 19:15

this share has earned me 30 p per share so far , and with ex divi date in month i cant see bears win this for next 30 days , 250 before divi date is my tip

[hamhamham1] 09/7/2018 17:14

Morgan Stanley Chief U.S. Equity Strategist Michael Wilson downgrades technology stocks to underweight in anticipation of a defensive turn in the market.

Wilson downgrades small cap stocks to equal weight, and upgrades defensive sectors consumer staples and telecom services to equal weight.



“We’ve been highlighting all year our view that 2018 would mark an important transition year resulting in an aggressive rotation toward defensive sectors at some point,” they said. “That point has arrived and suggests the broader US equity indices could be at risk, too.”

[hamhamham1] 09/7/2018 16:08

Toon. I think May has cleared the decks of discenters and this white paper looks like a good compromise for all. Have to see what the EU thinks though.

[toon1966] 09/7/2018 15:55

FTSE started to climb as TM addressed the commons.

[hamhamham1] 09/7/2018 15:08

Might push the BT share price up, markets looking for safety IMO or not IMO :)

[hamhamham1] 09/7/2018 15:05

Bye bye Boris

[waldron] 09/7/2018 12:37

International Companies

Caoimhe Toman
WebFG News
09 Jul, 2018 12:05 09 Jul, 2018 12:05
Alibaba in talks with BT Group over possible cloud partnership
alibaba-auchan-et-ruentex-s-allient-en-chine
BT Group
230.70
12:17:37 09/07/18
-0.37%
-0.85
FTSE 100
7,645.01
12:18:38 09/07/18
0.36%
27.31
FTSE 350
4,257.92
12:18:34 09/07/18
0.39%
16.70
FTSE All-Share
4,203.37
12:18:39 09/07/18
0.39%
16.20
Alibaba Group Holding Ltd
164.78
11:25 09/07/18
1.19%
1.94

BT Group is in talks withAlibaba over a cloud services partnership that would help the Chinese digital giant enter into European markets with a challenge to part of Amazon's business.

BT is in talks with Alibaba, a spokeswoman told Bloomberg, but gave no further details. Alibaba has a partnership with Vodafone Group in Germany, which might be expected to provide a blueprint to a UK deal.

Alibaba has set out plan to expand beyond China and challenge Amazon as it is now the fourth-biggest global provider of cloud infrastructure and related services behind Amazon, Microsoft Corp and Google.
PUBLICITÉ
inRead invented by Teads

Yeming Wang, GM for Alibaba Cloud EMEA, recently told Data Economy Magazine of the group's plans to expand across the region: “It is too early to say we want to compete outside of China with AWS or anybody else, because we have three years [of being active in the market], others have maybe more than ten years. But we want to get excellence in some of the verticals.

“Especially those verticals where the Alibaba Group is very specialised in, such as retail, fintech or media.”

BT Global Services has already struck up partnerships with Amazon, Microsoft and Cisco Systems Inc. A deal with Alibaba could bolster BT’s cloud computing and big data skills as clients shift more of their IT capacity offsite to reduce costs.

[hamhamham1] 09/7/2018 12:10

Toon. Maybe :)

You win a prize for typing the 30,000 comment here !
It's in the post.

[toon1966] 09/7/2018 12:03

Ham - you may want to be careful with your IMO quotes......