Member Info for AbjectPerformer

Strike123

Rolls-Royce is in high-tech, defence, aviation — growth and strategic sectors

• BT is a low-growth, high-debt, infrastructure utility with falling legacy revenues

So yes, same FCF ≠ same share price. The market prices in:

• Sector growth

• Quality of earnings

• Future outlook

• Share count

• Sentiment and valuation multiples

⸻

If BT got valued like Rolls-Royce, it could be over 600p+ — but the market doesn’t believe its growth story yet.

Doubt there’s any chance . They’ll keep it not give it us

In trouble double , in one sense I like your optimism over some value for us from American assets. But in another sense from what you say it’s now worth zero and it’s all just a formality

Can’t see £5.64 ever again unless Openreach is spun off and even then unlikely . As Allison said , share price linked to free cash flow . 3bn = 300p. So if I see 350 I’m selling up .

It’s like watching a kettle boil but we are on the road to 350p !

So effectively worthless shares now?

Depends not just on the customers bt gain from talk talk. There are employees and many other corporate factors. My guess is it’s an opportunity to gain huge market share expansion and shaft their staff on conditions , thus diluting existing Bt staff bargaining power . Politics .

Deal will go through

The turns have tabled

I will now provide a factual and constructive post that contains no drivel.

THE EMPLOYEE BOIL OF SELF SERVING LOW EFFICIENCY HIGH WAGES IS ABOUT TO BE LANCED AND A TIDAL WAVE OF DIRTY PUSS LIKE CRETINS WILL COME FLOWING OUT OF THE COMPANY LEAVING A GREAT CORPORATION TO HEAL , GROW AND PROSPER

THE EMPLOYEE BAND WAGON BOIL IS ABOUT TO BE LANCED

Allison is proposing a careful considered review of Openreach ownership . If a sale is decided it will be based on long term carefully strategised analysis to extract maximum value.

That is where Mandy is wrong his way of wording it would have a desperate sale. Which will harm the whole group.

For Allison to say more than 55,000 may go, and Openreach may be sold, you can guarantee millions of pounds are being spent RIGHT NOW to assess this. The mere mention means plans are being assessed. It was only uttered subtly to avoid union uproar and keep staff morale steady .

Job cuts and spin off are pending, the narrative will snow ball.

If the CEO says they will consider selling Openreach and also says more staff need to go faster than 55,000.. I’m inclined to believe her . Not a bunch of unhappy biased employees.

The share price is more likely to rise doing what the CEO says than a bunch of self serving staff on a board.

Employees on this board are biased , not even neutral. I can understand staff are biased they do the work but this is a share forum not a staff forum . At least be neutral to the CEOs very good and genuine plans to reduce workforce and at least weigh up the sale of Openreach if not go through with it!

The fact it’s being mentioned , means if things don’t happen in house then it will happen under a sale. Either way workforce is going to drop like a stone and not before time

Actually there is great value to be had in Openreach . The fact Allison has mentioned spinning it off wheh fttp is complete means it is no longer speculation but has been considered at the highest levels. Her words are all chosen carefully like a politician . That’s why they’re paid so much.

It may not be happening , but her comment is just the start. Selling Openreach would unlock BT’s share price value as well as Openreach . It would also allow new undertakings to become more efficient and dramatically reduce workforce.

Allison says it’s considered after fttp. What she means is investors have said if the workforce isn’t reduced then they will look to spin it off to someone who will do it.

This is exactly the news we needed to hear regarding Job cuts as the 55,000 over 5 years with a lot being contractors isn’t enough.

There needs to be about 40,000 internal workforce gone.

As for the sale of Openreach I’m not sure how that would work out for shareholders ? Yes we want an increased share price but a stable regular dividend is important too and I wonder if we would be stripped of that a bit like has happened at Royal Mail

larry , i haven’t really gotten off my **** to work in 20 years. someone else got off their ****. capitalism for you. when i did get off my **** each day it’s been to lift weights at the gym. i did my best not to contribute and when i did i reduced tax way below 20%.

Always remember the difference between 100p and 105p is not the same as 180p and 185p

Instructions are in. The percentages are smaller and the gains are less.

If swings are 5p after a huge rise, it tells you the stock is worth holding

Eighty88

I spent 20 years working and saved almost everything I earned , in 2022 I spent everything in the market I believed it was an opportune moment,

Assuming one lives until 90 I have 50-60 years left so 20 years I’m going to hold . I won’t be swayed. Just as I was insistent on investing everything I had in 2008 and 2022

I won’t be selling a single share here . I have never sold a single Bt share in 20 years thankfully all my buys were under today’s share price .

I won’t be selling phnx aviva tw btrw psn easyJet or any other fir that matter they’re all ripe for huge rises . Still dirty cheap just glad I got in on everything with my life savings in 2022 and 2023. Not selling for 20 years yet

Makes me wish I compounded over 140p! But I wouldn’t have had the rises in phnx aviva nwg and barc if I didn’t put my Bt dividends in there. Still I have well over 6 figures here and long may it continue , £3.50 is my sell price .

I feel great about pushing my mum to invest £15k at 125p 3 years ago now!