Bt Share Discussion Threads

[smurfy2001] 27/11/2024 13:12

Wonder how many shareholders got shaken out after the results?

One needs to be patient.

[netcurtains] 26/11/2024 10:31

Is the same thing happening to Pearson PSON?

[diku] 26/11/2024 10:25

Is Barclays doing the pumping and dumping...and nothing else to pump...

[netcurtains] 26/11/2024 10:11

I guess they did...

[davius] 25/11/2024 16:26

It looks like the market listened... :0)

[davius] 25/11/2024 10:21

Barclays raises BT Group price target to 215 (205) pence - 'overweight'

[freddie01] 23/11/2024 09:41

BT sees next-gen networks in UK as its future

[baresi33] 22/11/2024 17:12

Food for thought..... just take with pinch of salt!

hxxps://www.ispreview.co.uk/index.php/2024/11/openreach-claim-full-fibre-broadband-to-boost-uk-economy-by-66bn.html

[baresi33] 22/11/2024 14:22

https://www.ispreview.co.uk/index.php/2024/11/openreach-claim-full-fibre-broadband-to-boost-uk-economy-by-66bn.html

[smurfy2001] 22/11/2024 13:27

Good to see we're making new highs for the year :)

One needs to be patient.

[freddie01] 22/11/2024 08:02

BT cuts annual revenue forecast – what's next for the telecoms giant?


BT has trimmed its sales forecast, but the overall outlook remains positive and big investors have bought in. Should you invest?


The “weak” performance of BT’s “problem child” business unit is still hampering CEO Allison Kirkby’s turnaround plan, says Jillian Deutsch on Bloomberg. BT was forced to cut its sales forecast for the year to 31 March 2025 by between 1% and 2% on 7 November. This was caused by a 6.8% adjusted revenue decline in the division serving business customers. As a result, overall second-quarter revenue fell 3% to £5.09 billion, below analysts’ expectations of £5.23 billion. BT’s shares promptly slipped by 5%.

It’s not surprising that BT’s business unit isn’t doing very well, says Hargreaves Lansdown’s Matt Britzman. Higher expenses and “a tough competitive landscape make it a tricky place to operate”. But investors can console themselves that profit and cash-flow guidance has been “left untouched”. What’s more, as the fibre rollout gathers pace, BP is not only “benefiting from higher prices and a more favourable mix of fibre versus older technology”, but also from the prospect of an end to the “massive investment” the rollout involves. Expect a major improvement” in areas such as cash flow.

Should investors buy BT?
Hopes that “once the digging has finished and 5G investment has been made”, BT can become a “strongly cash-generative provider of critical 21st-century infrastructure” will have been bolstered by Kirby’s determination to “rein in the foreign adventures and concentrate on the UK”, says Nils Pratley in The Guardian. While BT’s international operations comprise only a sixth of the company, they are a “sprawl” that spans 180 countries, and have been responsible for two destabilising profit warnings in 2008 and 2017. Still, selling these operations “won’t be easy”, with a series of “part-sales, partnerships and fiddly structures” a more likely option than “a neat sale of the whole shebang at a nice price”.


It’s certainly “easier to earmark disposals than to snuffle out buyers”, says Lex in the Financial Times. So BT may have to settle for raising “a few hundred million here and there” from sales over an extended period of time. But some companies may be interested in the unwanted elements of BT, including rivals and private equity. Partial sales such as joint ventures are another option. What’s more, shareholders should take heart from the fact that Kirkby does have form when it comes to such “complicated clear-outs”. She oversaw a similar process at Sweden’s Telia.

BT has reportedly hired bankers to sell financial services unit Radianz, says Rupert Neate in The Sunday Times. Overall, investors have been “impressed” by Kirkby, especially her progress on broadband, as well as her determination to push through a savings drive that could see 55,000 jobs go by the end of the decade. While many feel that markets are still “stubbornly” refusing to price in the full impact of future cash flows, the share price has soared 27% in her 10-month tenure, with prominent investors, such as Carlos Slim and Sunil Mittal, taking major stakes.

[1224saj] 21/11/2024 09:10

All brokers should be called pokers as all they do is poke to move down or up. They're opinion is so burdened with bias, it puts them one above the beano :-)

[eaaxs06] 20/11/2024 16:30

Berenberg 155p, JP Morgan 290p, UBS (from memory) 115p?

So, your best bet is to ignore them all and make your own mind up.

Good luck everyone, Sid.

[steviemac] 20/11/2024 14:07

Anyone got a broker target for BT ?

[action] 20/11/2024 10:38

Overall up in both.

[action] 20/11/2024 10:31

I still have legendary investment in bt at 332p since 2017.

[davius] 20/11/2024 09:09

Action, I hold both, at similar investments (in £).

On BT I'm up £9596.43
On VOD I'm down £5397.50

Funny game, investing.

[action] 20/11/2024 08:58

Bt market cap appx 15Bln. Voda appx 18Bln. Divi yield at bt 5.4% and voda 5.32%.

[netcurtains] 19/11/2024 09:08

Extraordinary goings on at BT....
Gosh if this was an ITV board everyone would be going ballistic with rumours...

[nige co] 18/11/2024 16:52

Bharti Global Completes $4 Bn Acquisition Of 24.5% Stake In BT Group

[pharmaboy3] 18/11/2024 16:10

Alice sold out.Market seems happy

[davius] 18/11/2024 14:54

They took a while to complete this transfer, which was announced a few weeks ago.

Onwards and upwards...

[fhmktg] 18/11/2024 14:22

Altice sold out, but who has picked them
Apologies, just read previous rns