Member Info for AbjectPerformer

Trek

In the medium term capex reduction is what will see Bt rise to £3-5

Ai is a longer term discussion, and a bubble that will burst in the medium term.

Trek , it’s a coincidence you mention Bt in this bb while I’m active. Check my post history

Ai isn’t where BT’s colossal savings will come. It’s network completion and a fibre network requiring less maintenance than the previous copper one.

Capex on infrastructure is BT’s saving, not Ai on resource capex.

What’s our next divi gonna be ? Another 26p ? More or less?

Il be selling up here at 190-200 , quicker than you can say jack flash

Got myself 4 cans of disco forklift truck mango from Sainsbury’s today. Thought I’d treat myself . Not had this lovely nectar for years, it’s a bit expensive for my ‘split a f4rt’ style

I don’t want Belgian shares.

I want direct line shares

I want dividends

I want to use the dividends on BELGIAN CHOCOLATES

I would sell at 190 but otherwise holding for divis. I wouldn’t reinvest my divi at this price tho

Is it likely the new British isa £5000 can be used on Bt shares , or is it for smaller companies?

Update neutral at best . 🤷🏻‍♂️

If it’s anything like the Royal Mail ipo , only a portion of shares are offered to public and it was capped at £2000 or was it £750? The rest went to the institutions

Own infrastructure*

Stocks can turn around fast, and they often do it when no one sees it coming, and from a position no one expects it can. There are countless examples right now in the ftse 1-250 stocks, take a look at the list. At least BT’s down because of its investment in itself for the future. Capital expenditure on its own expenditure. The time will come, and it’s not too far away. Or lock yourself in to a 4% 5 year bond.

If we end up with cash and shares in a Belgian company , how will this work with brokers such as Halifax , who only offer trading in us and Uk stocks?

Personally I’m not interested in owning paper certs for a Belgian company, and would prefer to be wholly bought out rather than deal with a small holding abroad

I just top up when I have funds.

Topped up a further £2000 this week at 104.5p

Yes I’m averaging about 200p, but most buyers probably are in the red

209p is neither here nor there for me not enough to sell . I’d rather have divis. So the price jump is irrelevant to me. A price jump on divi return would be more of a consideration . Unless I’m forced out of my shares even a bid of 250 isn’t that great

Topped up significantly on new info at my disposal.

104.5p

If this drops to 460 I’ll top up

If they’ve turned down 233 at 42% mark up , which is the usual take over initial % offer, I would imagine we are looking at an offer of 52% being accepted…