Bt Share Discussion Threads

[suetballs] 28/4/2020 11:50

Nige fed up of bt being "cheap".My holding in ccl is much more exciting even though I massively down!
Suet

[smurfy2001] 28/4/2020 11:18

Monty, please give this a kick ;)

[nemesis6] 28/4/2020 11:11

got these and will top up (my average is £1.85 ;-[) just dont want to sell ivnp to do it

[tornado12] 28/4/2020 11:05

For my sins I brought a few more this am. In medium term can see these certainly above £2, and my bet is that they do not cancel divi but maybe slash 50% which still gives me a 5% return. Not on my top table of stocks but I expect BT will turn the tide in the next 2-3 yrs if you have patience ( I have plenty) GLA

[smurfy2001] 28/4/2020 10:39

Not participating in the rally at all.

Rest of my portfolio is doing well.

With the lockdown you'd imagine BT would be receiving much more business?

[montyhedge] 27/4/2020 17:24

Figures if half Decent with some kind of dividend, should get it going to 155p.

[nige co] 27/4/2020 16:51

BT have a Market Cap of £11.60bln, (EE cost £12bln.) With P/E currently around 5.37 times. Compare that to National Grid at a current P/E over 21.90 times.
IMHO, BT are ridiculously cheap. Happy to hold until the market catches up.

[laptop15] 27/4/2020 16:45

Is that a late buy popping up after close? 8 million??

[montyhedge] 27/4/2020 16:09

I would say everything in the shareprice now, that's why they are not 215p and are 115p.

[diku] 27/4/2020 14:09

monty...what exposure BT got in Europe?...and that Italian unit still there?...

[montyhedge] 27/4/2020 10:14

I don't I'm looking for free cash flow of 2.2 billion pounds. It a cash cow, don't pay your quarterly bill they cut you off.

[diku] 26/4/2020 20:33

monty...prepare for the current period...not the period passed in the rear view mirror...

[montyhedge] 26/4/2020 10:15

Free cash flow will be around 2.2 billion. That's the important number. I think prudent to cut 50% dividend and that's priced in,some bears saying dividend passed. Just have to wait and see.

[laptop15] 25/4/2020 12:54

https://www.fool.co.uk/investing/2020/04/22/i-think-its-worth-buying-bt-shares-now/

[diku] 25/4/2020 10:50

monty...think yur mind is too fixated to 50% divi cut which would still be a good yield in comparison to other normal rate of returns...why not cut the other 50% and halt it temporarily and then re instate back to lower level in 2021...by then a lot more financial impact from the Coronavirus will be clear...use that money to pay down debt/pension or whatever as bound to be some customer defaults/leaving during this period...it could still be good news for share price...

[montyhedge] 25/4/2020 07:19

Nothing going to happen until figures couple of weeks time. Ok up a couple of pence, down a couple of pence treading water until the figures. Then big movement up or down, I expect 50% cut in dividend. Still a great yield and shares would rise. But of course only my view.

[vas007] 24/4/2020 16:27

Why keep dropping-there is no other dedicated company out at the moment.

[atlantic57] 24/4/2020 15:56

Monty as I posted on rdsb thread your analysis there has been spot on .

However on this board with all due respect to date you appear to have been a contrarian
Indicator of where the share price is going.

[diku] 24/4/2020 09:44

monty..if this close below 116p today then 111p retest next week cometh...

[guss] 24/4/2020 08:55

You don’t need much bandwidth to send emails. Most people use more bandwidth watching porn than they do for work. 2meg copper in the 00’s was enough for most work related stuff unless you were compiling large amounts of data. Very low level fibre should manage ok for 90% of home workers. Maybe better WiFi will be required if they have four kids on apps and the misses on Netflix.

[diku] 23/4/2020 21:22

monty...what exposure BT got with EU Countries?...remember Italy fiasco...

[montyhedge] 23/4/2020 15:00

Yes, they need speed for their applications, fibre they need.

[bo90] 23/4/2020 14:39

not sure why there's a boom time because people are working from home? are these people signing up to new BT packages?

[nige co] 23/4/2020 13:40

I think that the H2 dividend will be held at 10.78p, with an announcement that future dividends will be rebased from 15.40p, to 10.00p for the full year going forward. The market will like this outcome IMHO.