Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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What inside track do you have to know that large investors are thinking of selling….?
Do tell, otherwise it sounds just like another tiresome deramp.
Mulder , 5.52 according to this site. Either way less than the competition. I’ve never seen a comprehensive analysis that takes all the positives as strongly as all the negatives. All you hear is pension and altnets and capital cost of roll out if someone is making the bear case and Openreach and EE and how capital spend will end soon and profit will ramp up if the bull case is being pushed.
Let’s be fair everyone has their reasons for pushing their views but an objective valuation is extremely rare as it needs to take in pros and cons so rarely meets anyone’s agenda.
Proof that it’s losing out? Last data I saw said that penetration of new contracts from possible arising from new fibre was twice that achieved by altnets. Pension gap also closing. Have you also researched the headwinds facing the US companies and altnets ? In addition consider the huge debt fuelling their roll outs ? If you’re going to push the bear case on BT I’d suggest that research on the competition may also be useful.
Wondering why large shareholders is thinking of selling. Just the rumours not sure if they are playing a game 🤔
I would say the pension deficit is well on its way to being resolved. BT owns valuable assets like Openreach, EE and its core/access network assets. A good chunk of the Net Debt is lease liabilities, which will steadily reduce over time, and the financial debt is easily manageable. The £5 Billion a year capex bill will also decline post 2026 and BT/Openreach will still have the largest Network coverage of any provider in the UK. If the market is as forward looking, as we're led to believe, why doesn't the above ever get mentioned?
Personally I'm going to continue topping up BT stock while I consider the price to be dirt cheap.
BT has a better debt profile than Verizon.
Lower debt to EBITDA also.
Food for thought?
There are reasons why p/e is 5. BT has huge final salary pension legacy and also losing out to competition.
BT's P/E is only 5 actually.
Glad I sold DS smith at 399p and put it in here at 102p.
Consolidating my holdings to 10 stocks
Hoping Royal Mail gets a new bid soon and I can sell and transfer funds here and phnx
Abject, Yes there are some similarities.They are both well down from previous highs but Verizon PE is over 14 ATandT is over 8 and BT is 6.
Abject, Yes there are some similarities.They are both well down from previous highs but Verizon PE is over 14 ATandT is over 8 and BT is 6.
BTB, Worded my post wrong maybe, try again, I would appreciate reading about BT this week. Not Brexit sour grapes. OK?
Delighted to learn this, hope you are right and will keep a look out for AUS3009 s posts, brighten up a dull day and takes some of the sting out of the impact with BTs performance.
Why?
They're a good introduction to how to use the filter.
News about BT would be good this week.
Weak argument or not we still left pokerchips. So please give it a rest. White flag my ar5e.
Please all be aware , that the contributor to this board known as AUS3009 is in fact Mandy AKA rod AKA lil rod AKA sonof mandy AKA mandysrevenge , plus a long , long , long list of other monikers.
He exhibits the usual verbal diarrhea writing style , plus he is continually repeating his deranged theories. Check out his past posts and witness the bizarre yet disturbing love in , between AUS and mandy. They used to always turn up on the board at the same time , hmmm , very odd.
Why is he continually picking on NDN? I think NDN knows plenty about our Walter Mitty poster
My question was drowned out by Brexit talk
Is there any link between how the telcos perform share price wise , between US and UK?
I notice Verizon and AT&T both performing badly , just as Vodafone and Bt are
"In the US they litigate on anything and everything "
We actually do in the UK..it is just done through various degrees of court level
The Mail Online gives an idea of the scale of things than end up in the court !!
The courts backlog is arguably longer than the health service waiting list
Bertram
I am afraid you have put across such a weak argument that you have had no alternative but to hoist the white flag of defeat against a stronger Aus3009 counter.
Bertram - blocking people or views you don’t like on a “Public” board, in my opinion speaks volumes about the blocker.
I have a despicable stalker called NDN on this board who thinks he is entitled to invade my personal information & then try to intimidate me with it to stop be expressing opinions, I haven’t even blocked him because I stick to the values I would preach.
Its the weekend, do you or anyone else have news or updates ?
I think you opened the subject of Brexit, I can only assume you want to see Brexit supporting posts in the future? & I’m really not sure how any of that makes me a dictator?.
You might not agree. You might not like truth (80 majority, 3 leave campaigns selling different versions) but at least they are verifiably true, as opposed to the nonsense just posted by others, which is verifiably untrue.
Block unblock do as you please, I care very little either way. But if you think a Brexit disaster doesn’t impact your investments, you might choose to find actual reality to prove it doesn’t / hasn’t, this would include how investors see the uk, its standing & influence. the resulting political madness & corruption, along with any verifiable advantages Uk business & citizens now have, because of brexit?
Aus You are sounding more and more like a dictator. I don`t wish to filter you but you are ruining the BB. There is no chance of changing a thing posting here like you are so please give it a rest.
Cookoo you are are. 4th largest because of “services”. The one part of our economy relatively untouched by Brexit loons.
So thanks very much for confirming my point. I can tell you read the daily express & can see you have issues. So in the interest of fairness, I’d also like to help you out. Services are uniquely difficult to measure, it could be counting inter-actions as meaningless as a single visit to a single website.
So makes a perfect option to fool un-thinking people desperate for a brexit win.
I think I’ve already explained why it was an abomination of democracy ‘ I’ve already explained Brexit loons have had an 80 seat majority (which makes claims of remainders getting in the way pretty dumb). So why don’t you think about those, get someone to help you with the counting big to understand an 80 seat majority is more.
The thing I haven’t told you yet is, we still haven’t seen all the border checks and other little costly things that come with a Brexit. Those same Brexit loons are still begging the EU for more time, trying to avoid the impacts of their lies