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Reckon the share price fall is due to the fact that BT will post better than predicted results next week. Don't believe the MMs, who want you to sell up while they buy up. Either way, Drahi will speak his intentions in June or thereabouts. And we'll all get a final divi later in the year regardless. Don't fall at the last post guys. Don't let them play with the mind. A little paranoia gives you the edge. Too much drives you over it! Stay focused. We will win.
" we will win " we will never win while the ai brain power of the auto algos are allowed to trade with no regulation ,the fca dont care , but if a group of us got together and spoofed at the same rate and speed/volume as algos we would be ousted
My trading platform shows 6,2m shares been traded
Obviously lots more going on behind walls to make SP move this much
Watch out for large UT
We were at this level 5 days ago
4% drop ? On what news ?
Closed at 175.7 ie down 6.6p or 3.62% - 9.66m shares traded
U/T 175.7 10.7m
Total Vol 20.4m
Anyone care to explain what is going on?
"4% drop ? On what news ?"
You'll always read the same things in the articles, they pump up the likes of CityFibre and VMO2, and would have us believe that they'll march in and BT will be finished. The articles will brush over the targetted £2 billion annual savings by 2024/25, but emphasise the debt and the pension deficit. As far as I can tell, one third of the £18 Billion debt is lease liabilities, so around £12 Billion financial debt. The pension deficit is in hand, and will likely become a surplus in years to come, at which point the BTPS will be subject to an insurance buyout by the trustees. The lease liabilities will reduce as the properties are handed back to Telereal Trillium, with BT getting a cut of the profits from subsequent sales.
I don't see the threat from the likes of CityFibre, since Openreach/BT have an established Wholesale business which will be hard to replicate, or compete with.
From the articles, you'd think that Openreach was the only string in BT's bow, but BT have a large portfolio of other products like encryption/secure communications, Mobile, Business products, etc, and scale others are lacking. BT is a safe, well established, profitable business, not the basket case implied by the various vested interest media articles.
Much is made of VMO2, but they're starting out with as much debt as BT, and requiring partners to achieve their stated goals. Usually in the days leading up to BT's results, articles hit the internet stating how VMO2 are doing this, that, and the other, and BT better watch out, no doubt see the same this time with the share price taking the usual hit as a result.
Don’t disagree with your post Fleccy. Just seems the market doesn’t concur. So you are really suggesting that there is a conspiracy against the share with no hope of an upturn.
I for one am very confused that the consensus on openreach is generally positive in the market and it’s value is thought to be worth more than BT in its entirety.
Guess I don’t understand markets !
"Don’t disagree with your post Fleccy. Just seems the market doesn’t concur. So you are really suggesting that there is a conspiracy against the share with no hope of an upturn."
I wouldn't use the word conspiracy, I just believe Telecoms in general are being played down, with a view to some big players mopping up shares on the cheap. They can't target companies like CityFibre, or VMO2, since they aren't publicly traded, but they're potentially used to drive down the price of BT where possible. The reason I believe Telecoms companies are being targetted, is because of their future potential. The market's forward looking, and Telecoms will be one of the most important industries in years to come. IOT alone is forecast to use 24.1 billion devices by 2030, generating revenue of more than $1.5 trillion. In a fully connected World, Telecoms tentacles will reach into everything and generate massive amounts of revenue. Between AI, IOT, and fully secure networks/communications , just imagine the amount of cash Telecoms will generate in years to come; And imagine the newer opportunities for localised geographic data harvesting, utilising predictive algorithms; You'll be stood at a bus shelter and tailored adverts will appear, or look through a shop window and products you've been browsing might appear in a visual display with pricing; It might not go that far, but the potential's there, and Telecom companies will supply all the connectivity to allow that to work. BT have already made Cloud deals with Google and AWS, it isn't too difficult to see where everything's headed.
Hello everyone. Bt is a fantastic business with a terrible share price . It has a great future, dividends will ramp up and the debt is all in hand .
I shall be scooping up more shares this week, cheeky little buys! I am not bothered whether they dip or not because at these prices it’s relatively safe accumulating territory . That’s why pat and Phil both bought in at 170p!
Get yourselves onboard the gravy train with a few cheeky shares! You cheeky board boys!
My interpretation of fairly large drops just before results with volumes that are not untoward is that results will be very good with a significant upturn on results day. If Wednesdays close is in the 170p range or lower I predict prices in the 200p range by close on Friday. DYOR etc. Prices can go up as well as down etc. Historical performance has no bearing on future performance etc.
Could be a flying Thursday for BT.
It’s likely that the market will react badly to the results whether they are good or bad. SP will tread water until Drahi declares his intentions.
Be interesting to see what news BT gives on the pension as an update, I don’t expect much news on BT Sport beyond what was given some months ago. Fibre Rollout numbers will be favourable hopefully, cost savings should be on track or better. Only concerns are the usual revenue and bottom line numbers which market have used as a beating stick to punish share price, in recent years. I will be pleasantly amazed if share price increases on Thursday.
Share price will probably be up 15p then decline back to 185p range where it’ll sit until drahi announcements and ex divi. I’m buying a few shares tomorrow or Wednesday and then a few after Thursday
Q4 and the EOY Results cover until the end of March....the guidance was for a fall in revenue due to Covid-19 recovery and supply chain issues, which would have affected parts of Q4
It is more about EPS, cost management and the current trading outlook for Q1 as Global and Enterprise revenues may well be under continued pressure
Q3 Results ended the day at 186p so has to be assumed that a drop in revenue and reported profit for Q4 is being already priced in , along with market sentiment
Is the strike ballot still a possibility in early June?