Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Darien , i dont think the next Divi has been officially announced yet , there is much speculation that it may be cut or even cancelled. due to current pressures on BT ie debt plus pending court outcome.
Normally the next divi would be paid early September at 5.39 pence per BT share owned.
How much is the next divi..
Savage
yes , sure...as I say it is the Business division that needs to grow ... and that has been the problem .... and of course that depends on the economy .... but...as I suggest..if the economy goes belly up or struggles then the Business division will too I suspect ...so I have doubt about BT being a defensive stock in that scenario
In terms of Netflix use for you and me...there will new new codecs that will shrink the size of the data moved so you can stream a 4K movie or series with far less data than present .... H266 codec is already out there ...
Well said
Pokerchips... I think shorters will end up closing out their positions because demand for digital data services, FTTP and 5G is immense and will only exponentially grow. BT's delivering a sound rollout of infrastructure and the next Government has to ensure investment in telecoms continues because it's the key to delivery of economic growth. the days of low BT Share Prices will soon be over.
Cheers Coronation a very good answer as i currently have 19001 shares to move.
Obviously no financial advise has been given or received in this correspondence (😉 just in case)
" I see BT as a defensive stock for the year ahead "
if things go belly up , I cant see the shorters sparing BT - IMO
..what might save it is the CEO and some strong words on cost savings h .... but... I cant see her being too radical....and some good Business division growth
and it seems that Telecoms are right down the list on a number of funds sector priorities
Phatkatzout ;-
@£1.04 you can B&B c.19230 shares into your ISA.
If you wait until they reach £2.08 you can only B&B 9615 .
DYOR
Coral
Abject , is there any advantage to "bed and ISA" , when the share price seems low. As it is now at £1.04.
Just curious . as i am hopping B & ISA , next week
Top up time
I have a suspicion we will be at 150-160 by year end too after reasonable results
Remember the fibre roll out is front ended not equally spread between now and 2026 - 2030 end dates.
So each year going forward , capex should come down more and more.
I've topped up on the release of the US jobs data - I see BT as a defensive stock for the year ahead and this builds on my existing stake in BT. This summer I see BT hitting 165p, a view I've held for a while now and I expect the next round of BT results to deliver. I had been eyeing up other stocks for my latest tranche but... I've decided not to diversify and to just grow my BT position. I think UK economy is set to struggle and BT will be surprisingly resilient amongst the carnage.
Don’t mind the drop. Gonna bed and isa Monday
Possibly too early for a buy... When USA opens in ~1hr there could yet be further market wide drops... difficult/tricky though as equally there could be a rally on the back of the sizable drop yesterday too.
Good time to buy personally. Just topped up bought 1k. Hopefully time will prove it was correct decision. Have a great weekend everyone!!
Notice How BT drops with Global market movements but never goes up with them.
Anyone else noticed a flood of old stories being released by PYMNTS.com, for Openreach and BT searches, on Google news? Apparently they're a subsidiary of "What’s Next Media & Analytics" whose HQ is in Chicago, Illinois.
The probable reason BT don't issue more guidance, is because anything they say is jumped upon by Ofcom or other CP's. Look at the regular slighting aimed at BT by the Altnets, with nothing said, and look at the what happened with Jansen when he made his "end in tears" comment. As a regulated entity BT have to keep their cards close to their chest, since any comment they make is used as a stick to beat them with.
As far as BT's plan with reference to cost savings, FTTP/5G rollouts, building closures, etc, I think they've been as clear and upfront as they can be.
The real bit of any note, within it is....
"JPM argued that BT's new chief executive should consider providing mid-term guidance.
JPM noted that it will be several years before we have clear line-of-sight on BT's fibre returns and said mid-term targets would bridge the duration gap. In addition, it pointed out that most telcos (70%) now provide mid-term outlooks.
"BT is a rare exception - unhelpful for such a controversial stock, and a factor behind its wide consensus forecast range," it said."
Which probably translates to mean that if BT provided better guidance then JPM would be more likely to buy the shares ....
MaryBr, generally agree on all brokers but whether we believe it or not at least JPM provides a logical explanation for their view. Not something all brokers do especially UBS at the other end of the spectrum on share price expectations.
BT Group shares ripe for a re-rating, says JPMorgan, Looks like JPM has been taking Rods advice, perhaps time may prove him correct, pity he has stopped posting as he brightened every ones day.
These brokers note - the guys must be strumming both tired strings.
Is it - dividend cut and downgrade or extremely undervalued ?
Both brokers are imposters with their fingers in the air.
"Shares of BT Group appear heavily undervalued and "ripe for a major re-rating", JPMorgan Cazenove said in a note on Thursday.
The bank, which rates the stock at 'overweight' with a 290p price target, said BT's equity story remains intensely debated."
https://www.lse.co.uk/news/BT.A/bt-group-shares-ripe-for-a-re-rating-says-jpmorgan-cyzvdetrjgndurx.html
Unfortunately yes I do have a landline,but that’s only because I live in a small village and the mobile signal is unreliable, i would suspect that this applies to quite a few people.
Trick there is to throw the Alexa out too, preferably along with the remaining landline too ;-)