Member Info for AbjectPerformer

Hand job mandy , funding his share purchases via the extremities

First trowel of muck lol

The FT article on DT saying he will do a deal with another big partner, he goes on to say that private equity buying in like drahi is bad for Europe , and bad for infrastructure.

Can’t see it’s drahi , he said drahi is smart and waiting to pounce. Meaning he will be bought out by DT and another.

Can’t see us getting £3.50 at this level.

Well worth a top up for anyone after todays results and before ex.

There’s a telegram group , if yoi like limited info and plenty machismo

76.3p

No need to confirm actually .

Isn’t that true mandy ?

There are no specifics , except that mandy provides hand jobs

Fleccy ,off topic but my mum has a stake holder pension pot with Scottish widows , it was the remainder of her years after her db pension scheme closed. At one point it was worth £78,000 but plummeted to £55,000 last year. As she is approaching retirement age I’m wondering if this pot will recover or if she had been locked into gilts and bonds which tanked. She recently received a letter saying they have auto moved her retirement date to 70 years old (5 years off).

Will this pot recover on its own? Or as I fear and am worried, it won’t recover at all?

When her pot tanked so did mine, but mine has since recovered it’s losses , I’m over 25 years younger.

Should I ask her to move the retirement date out further and they’ll put her money back in stocks or what is your advice?

I just want advice on my message below. Not interested in other stock suggestions.

When drahi first bought Bt I thought I read something that said he was buying a position for the future. For his kids.

Kind of got the impression he was buying cheap shares to hand down as a generational thing and let them inherit dividends

He will probably make one last buy soon

What is going to happen to evraz? There is news of PJSC .

Are we going to get anything assuming we hold paper shares , or Am I going to lose the lot?

I thought Evr was 37% russian business.

Will I get something of value from the 63%?

If so , will it be worth anything like 90p per share ?

If there isn’t the same number of employees and collective bargaining over wages, then surely rather than a race to the bottom of wages, this will instead turn to a race on pricing . What else can ensue with the competition

Fleccy , there are two pay rises due in next 6 months. Either they’re two across the board % increases , meaning compounding and higher grades faring better, or there’s more strikes on the way.

Would you agree with this , or if not how do you think pay rises and divi are going to cost in without increased debt? Just curious not arguing.

I don’t see the divi increasing at all any time soon, we will do very well to see 200p and a maintained divi within the next few years.

I also think the ofcom meddling might mean reduced capex 2026/30 turning Bt into a divi machine is more a dream than a reality.

What’s to stop ofcom tightening the pricing controls knowing capex has come down , or there being a pricing war, race to the bottom of pricing? Assuming other surviving competitors don’t compete downward on price with us.

I really don’t see ofcom leaving us alone semi public owned meddling.

Jansen will have various reasons for going. My guesses ;

Team member pay review due in September including for those on over £50,000 salary. This will be another fight as dividends are on the line for a cut as barely funded. In fact £900m. Year increase in borrowing expected to maintain divi at current levels.

Something tells me he doesn’t align with the major holders stance on pay.

Secondly his salary is frozen at 1.1m , and he’s approaching 5 years at the helm. CEOs like their severance and signing on bonuses , plus they have to jump at limited suitable roles as and when the cycle allows. He is approaching his last stint in a new CEO role before moving onto chairman roles.

Thirdly the strategy he has with Bt is the right one but is now in motion for 3-7 more years. Rolling out fibre and cost savings.

Any new agendas will be starting from scratch rather than continuing and likely headed up by new CEO on their KPI, rather than on PJ .

Finally I don’t think things will be turning around SP wise in short enough time frame that he wants to stick around long enough to benefit from it, if he thought SP surge was due within 2 years he wouldn’t be on his way within 12 months, he would stick around for it to jump on his watch.

Topped up £500 psn yesterday 1070 disgruntled id missed 970. Already held plenty bdev in 370-450p buys. As well as Tw avg 108 , so I’m happy with today. Just wish BT and vod would pick up too

I topped up at 228 and 224 in the last few weeks, £500 approx both times. I have about £5000 in here average 230s but had a few dividends too

Just renewed my insurance , was up £120. Aviva zero were the most competitive price