Member Info for AimMaster2018

I'm sure you'll be very lucky. U don't need to worry. Imho

If someone invested 5 years ago in BT, they would be 14% down on todays price. The probability of this share being down another 14% in the next 5 years is high.

1. UBS has a 'sell' on BT with generous target price of 110p

2. The shorts are above 2% and excludes undeclared shorts below 0.5%

Goes to show, even with barti on board. The unexpected news broke about SKY which am sure barti is now regretting. Barti must have been offered share on the cheap which he couldn't refuse and probably already in profit. The question to ask, would he have made on market purchase at current price rather than being offered stock on the cheap by a distress seller. My answer to that is NO.

Are shorters frighten?, well from the looks of it, they seem comfortable. So clearly they seem further downside along side UBS. May consider position as JG68 highlighted.

Imho & DYOR

What's the interest paid on the £20bn debt? The growth has been FLAT. The share price has been side ways for years. I hope other players do what sky has done and take market share so they can grow. We need telecoms to be competitive sector which would help drive price down for the good of the people.

The share price imho is overpriced just as much as their offerings, only thing keeping the price to these levels is dividend, what they should be doing is stop dividend altogether and address the debt. They know if they did that, the share price is likely to crash.

To me, this is not investable until balance sheet improves.

Imho & dyor

BTs revenue is consumer driven. Just think to yourself, if as a consumer, food cost are up, and taxes are going up. People are struggling to even put food on the table. How would a normal consumer priorities their cost? BT along others are continuing to up their price driving customers to cancel packages altogether. Why buy BT sports when you can go to your local pub and watch their, or go to your friends to watch a football match. People don't have time. People work multiple jobs to survive, to pay £50 plus per month is unjustified. As more and more drag into paying higher mortage rate on renewal, the more retail sector suffers because consumer cant afford to get basic stuff to survive, people who will be losing winter fuel allowance will likely to cancel BT packages which is a luxury and can live without. Expecting revenue to drop. Along side this, it has £20BN DEBT.

The next results day, BT inevitably likely to get spanked imv

UBS 'Sell' recommedation may hold some truth. It has drop near £1 before. Every more chance it could happen again.

Imho

@AbjectPerformer

'But will be twice as high longer term'

You could literally say this about any stock.!! Many may have said this when this was in £3 to £4 region. How wrong were they eh? Nothing to say this can't

go below £1. Sky has now entered the market to compete. Does BT thinks no one else will tap Into the market share. I expect many other competitors to take a stake in the market share.

Patrick Drahi tried ramping early in the year about how much he wanted to add to his stake. Even due to his personal circumstances, had he believed it was going to be twice longterm. No way would he gave sold his stake. Now under labour. Which is to tax tax tax everything. Could it be the beat decision he may have made knowing the news rules and policy in October could drive private investors from investing in the country. Could this be one good reason why he may have sold to another investor. Imho we shall soon see. Could be a smart move imho

@Nofear @JG68

I totally feel like the current SP is way too expensive. The reaction from American markets shows the weakness in the economy. Consumers are in constant struggle. BT hiking their prices is driving customers to alternative provider. With sky signing a recent new deal, it has somewhat allowed sky to steal some market share which BT thought they could tap into.. the growth and revenue likely to be revise downwards furthermore. Interest rate cuts isn't going to help evaporate the weakness in the economy as it takes time for the benefits to come through. BT revenue is based on signing up and retaining customers. If consumers are struggling to pay their bills, put food on the table then cancelling BT contracts will be right up ther as its something u can live without or get tit elsewhere.

UBS price prediction is to me is generous as 110p. BT revenue is based on customers and customer defaulting on mortgage payment, a roof over their heads is more important that luxury such as BT thY you can do without. I see lows of 102p ish being tested imho

Ftse 100 drop on Monday should be interesting g to watch Imho

@Erik9Haggy jealous of what exactly? 0.07% rise ? What an eye opener of a rise imho

@nofear and the rest, why not have a conversation about what we think about BT share on BT board . Only fair we give our opinion on how dog of a share BT is in one savage is invested in. Thank u jg68 for joining! Savage ramping BT to the hills on that board, imho

Come on BT, follow the market into the red imho

Wonder if cost of living crises may affect bt revenue?? Imho

Waiting to buy in at 110p. Wonder what they know to downgrade BT. Imho

Brewhaha post has similar style of writing as Savage from my observation imho worth researching

Thanks kip, I'm wrong, the account still exist. Imho

@jambone, brewhaha history, the structure and style of the post on that accounts seems quite similar to post i have read here under a different username. I can probably name accounts. Just need someone to see what I'm seeing. Can someone double check and see if your thinking what am thinking ? Imho

@jambone has hexam account been deleted? Can't find the account to read the history ?

U mean BT may still use sky imho

Https://www.proactiveinvestors.co.uk/companies/news/1055473/sell-bt-group-says-leading-investment-bank-here-s-why-1055473.html

Bt growth likely be dampened by sky's new partnership imho

CAPITA.

Says

"Adjusting for the disposal of Capita One, on a pro-forma pre-IFRS 16 basis as at 30 June 2024, Capita was in a net cash position."

NET CASH POSITION imho

Now look at BT. Debt debt debt imho