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Here we go again moronic Brexit supporters crawling out from under their rancid rocks. Supporters of lies & liars.
On a positive note Boris yet again confirmed his commitment to fibre to everyone!
We all know there is only one way of delivering that and it’s through BT.
So hopeful the ****sorm that’s coming with Brex**** will be balanced with a doubling in SP
pacemaker: I picked up on that too in his speech - pretty high profile commitment to be specifically mentioned in his inaugural acceptance speech - got to be good news for BT (and the SP is heading north too (saying that in hushed tones)).
So - like it or not (and I do) it seems we finally have somebody who is serious about enacting the mandate given by the population to get out of the EU (preferably with a deal, but if not, then out without one).
IMO
Except Boris is a liar, he’s also in-hoc to Bannon & trump. I would suggest the only full fibre deployment that is closer to delivery is from Liberty global (virgin media) & Comcast (sky). I would bet sky will use its new found us cable connections to reduce reliance on Bt. I’ve already said, no good will come from Brexit, it’s a fools lie.
Aus3009: But apart from that you reckon its good news then ????????????? LoL
Oh look as if by magic.... doesn’t take a rocket scientist to work out that BT is one of the reasons big American money doesn’t get its own way in the U.K. https://www.telegraph.co.uk/business/2019/07/21/virgin-media-owner-plans-new-full-fibre-assault-bt/
Aus3009: It would suggest the strategy of BT to focus on rolling out FTTH is going to pay off big here - even if the dividend needs to be snipped to meet the timelines (if cost saving don't prove sufficient or deliver sufficiently quickly)?
Rxdav - did you read that article ? All of a sudden the two biggest names in cable who now own U.K. firms virgin media & sky are lining to combine in the U.K. market. You are talking about firms which the-cabled America....... I think it’s quite likely this will threaten BT’s rollout schedule
Aus: I didn't see anything which defined their state of preparedness or offered timelines - largely a statement of intent - i.e. they are likely still trying to line up and jostle for position at the starting gate? The likely 'threat' at this juncture will be to inject a greater sense of urgency into BT delivering their strategy - no bad thing I would suggest? Which may bring a certainty to a divi snip next year - but that's pretty much baked in now anyway.
Rxdav - so you follow the telecoms industry then?..... this article says a lot more than that & it’s not like we are talking about amateur night at the cabling of streets working mans club..... I assume you are aware of lightening laying £3bln of investment as we speak. So it’s not quite like lining up at the starting gate... these organisations have already laid more fibre to houses than BT or anyone else combined. & yes lightening is delivering fibre to the home and it the usual co-ax
"these organisations have already laid more fibre to houses than BT or anyone else combined. & yes lightening is delivering fibre to the home and it the usual co-ax"
The questions i'd ask are:
Where are they going to house their network equipment?
Are they going to use Openreach infrastructure for delivery?
What timelines would they use for return on investment?
etc, etc, etc.
I can't read the article, i don't subscribe to the telegraph, but It's easy to state this sort of thing, but harder in reality.
I would guess that they would have to rely on Openreach, for much of this, if any substance to the article.
Absolute nonsense Fleccy, I’m sorry but it is. They have their own buildings and own sites where they build network. This is not like sky or anyone else that needed to site equipment in BT sites to give off the copper pairs. Sooner you wake up to this threat and make your own judgement the better. I realise you are a Brexit voter but in this case nonsense won’t cut it.
AUS, I work in telecoms and I can assure you I don't talk nonsense. Network sites have high power and cooling requirements. You also require various permissions for cable access, etc, as well as licenses for providing telecommunications services. It was stated earlier that this would be a separate venture, to their existing businesses, so I presume they will need their own premises, cable access points, ducting and infrastructure. If you're saying that they'll co-locate at SKY and Virgin media sites, then they will directly compete with their own companies within the Virgin post code areas and SKY, as far as I know, use Openreach co-location infrastructure. You make it seem so simple, it isn't.
Aus: I appreciate these are mega companies who have done massive infrastructure work. However, my comment was specifically targeted at highlighting both the strategic and tactical organisation issues that are involved and will require to be negotiated and agreed with myriad agencies (the time consuming part) - not the actual operational elements. This is where I believe BT should have the advantage - so they need to get their fingers out asap and keep in pole position. IMO
Aus: Meant to say - looking at the SP it seems there are a few out there who concur that BJ's statement could be good news for BT (although I'm always wary about saying such things - but it's hit 192 today - a good rise - see where it closes though eh?).
"The Financial Times story said Virgin Media's new network would use Openreach's poles and ducts."
https://www.fiercetelecom.com/telecom/liberty-global-s-virgin-media-mulls-major-fiber-expansion-via-a-joint-venture-report
Fleccy I’m quoting project lightening, as in the ability to “just carry on “ is already in place. It’s standard practice for articles to quote using Openreach ducts and pokes. Basically they haven’t yet, but there’s a possibility they might? But that’s not co location of equipment is it? Article also says liberty and Comcast looking to cooperate. That suggests two things to me, costs & best use of existing infrastructure & also suggests Comcast U.K. assets (Sky) looking to access liberty media’s existing (virgin media ) access where applicable. Ultimately these are both American cable companies, it’s in their blood, they consider anything other than a cable setup as inferior, they will be looking for a connectivity option that is cable based.......... I think it’s pretty obvious & I think they have the ability both financial and operational to get it done. The third business will just be a way to anchor dept.
Well they certainly won’t be installing any fibre outside major cities!
Surely Boris will want to 'bring the country together'...lol
BT is going to need a pretty big carrot to do that
Pacey, I think I’m saying our new trump puppet will offer American cable companies lots of money to deliver fibre any where......... ie incumbent BT would normally get this option, but trumps idea of international relations means, bad quality, low food standards, cable and anything else he can leverage during a trade deal........ it’s so obvious. Huawei are done for now with bojo in place
I think it quite likely huawei will outlive bojo Aus.
What’s also likely is more volatility and uncertainty, not something the stock market generally responds positively to.
I see the buffoooonery has kicked in on here, self confessed knowledgeable people talking out their backsides about stuff they google for a few seconds and become experts in the industry, what a rotten old crock.
Aus,
It won’t be worth the investment for any incoming company imho outside city limits. The infrastructure involved to basically double up on what BT already have in situ is mind boggling. Of course we could always sell it to them. At last count it was worth £80bn!
So what’s really happening FM?
Pacey i don’t know why you continuously miss the point in trying to make. It seems pretty obvious to me the American cable industry will be talking to trump and Boris & this will be on the trade deal agenda, Boris is already telling us it’s high on his list. These companies will lay cable any where the U.K. government pays them for. Currently bt’s Network is worth less than £20bln...:. The market is telling you this every day
"Fleccy I’m quoting project lightening, as in the ability to “just carry on “ is already in place. It’s standard practice for articles to quote using Openreach ducts and pokes."
Actually Virgin media have already used BT ducts to cable out, but they will have to pay for the use, they wont get it for nothing.
https://www.ispreview.co.uk/index.php/2019/04/virgin-media-uk-use-openreach-cable-ducts-to-expand-wales-network.html
BT already have infrastructure, as they own Openreach, so other providers are instantly at a financial disadvantage. BT can simply roll out fibre, cheaper and easier than anyone else. At some point BT will take the gloves off and a lot of these new entrants will just merge, or go bust.
I don't really believe the Malone story, why would they want to roll out Fibre, from scratch, in an already highly competitive market, where they wont be able to guarantee a return on their invested capital? Also, why would they use a new company, when they could do it via Virgin media?
It wouldn't surprise me if BT is being eyed up for a takeover, lots of negative press aimed at depressing the share price, articles siting potential behemoth competitors and so on. The narrative may be to drive down the BT share price as much as possible and attempt a takeover, similar to what happened with Cable & Wireless. I'll just keep holding and reinvesting, because I don't see a problem with BT.