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Kettle pot black there Fleccy

Do you have any idea how long you’ve been repeating the same old same old about BTs prospects ?

Expat - sure you are correct it would be possible to transfer assets to openreach, especially if stakeholders are set to make lots of money from the transaction.

As I said they don’t need to. If BT see openreach with a 100 year contract to do what they currently do, it would still be worth a fortune, without ownership of assets.

For BT nothing changes. BT retail already has to pay openreach rates & BT only have openreach as an option to maintain their network.

A sale like that would be the upper end of those estimations. A buyer would be confident they would recoup all most any price they paid.

The price would be further elevated by all the things Fleccy parrots every week, without ownership promises of lower costs and the “unknown” potential of AI

Imo

@ notakin. Openreach would be valued like any other service company.

An openreach with 100 year contract to service a national network would be worth a fortune.

It doesn’t need to own anything

If these reports are correct Bharti could also divest and walk away.

Hey Bidboy (aka lil Rod). No one can deny the money markets so agree with you.

To argue with you about this is to bark at the moon !!!!

8 gig. What on earth would you connect it to either north or south of your router?

Broadband speed reaches a point where it’s only as fast as the weakest (slowest) link.

If I had an 8 gig connection I would start up a micro provider and offer neighbours high speed connectivity, which would be counter productive for the original provider

Snooze - doesn’t change fact that what I wrote was correct, accurate and right

Or that you’re arguing the the toss.? Does it.

A situation I have say is repeated time and again.

Now that is interesting

I’m also interested in the response from the government (who are partnered with Bharti).

Snooze - Are you feeling alright?

At least my rambles don’t argue with myself. You’re so focused on trolling me, you have lost the ability to understand anything? Maybe all that right wing grooming has fizzled your brain. Aparently they do seek weak links.

Way to much nonsense & unsubstatiated allegations, gumptions and poorly worked out logic to go through

So I say bt wholesale arrangement is a lot less

Income compared to retail & you then just

Argues that

“ That is completely backwards. BT’s Consumer broadband ARPU is about £42, while an Openreach wholesale line to a huge ISP customer like TalkTalk may only bring in roughly £10 per month.

So a direct BT/EE retail customer is worth massively MORE than a wholesale-only arrangement — not “much less”. “

Which is point exactly, That being BT retail customers leaving and going to BT supported ISP’s is a large net loss, so to argue “most leave but still use BT’s network is just dumb.

Your typically over confident (dare is say drowning in Dunning Kruger)

“ BT said no such thing so you just invented this to support your own opinion. The consumer broadband market remains highly competitive, but BT’s comments were mainly about pricing pressure, competition and legacy customer movements — not some mass exodus because competitors offer vastly superior speeds”

These are BT’s own reasoning

……. You know, I actually can’t be bothered to find previous quotes from BT as to why customers were leaving their older technology networks in pursuit of higher speed and better service, because you’re not worth my time.

Suffice to say, it’s the reason BT sped up their fibre rollout to try and counter these losses…..

Very tiresome snooze, you jumping over everything I type isn’t just pathetic it’s embarrassing

We are not anti BT it’s ridiculous for “you lot” to keep accusing people who read and accept the results

You are right however that the 800,000 number is unqualified, it’s not correct to write it off as only churn (based on previous churn numbers)

The landscape has changed last 5 years or so, no longer can anyone assume these customers move to services supported by BT.

In fact BT are telling us most are moving to competitors for better speeds etc, it’s fair to think these will be altnets, maybe 5g maybe satellite broadband.

Even if they move to a BT supported business the income between a BT retail and a BT wholesale arrangement is less much less.

The other glaring part of this is record fibre connections but a drop in revenue ?

I knew BT is much more than home broadband and I understand the ham tomorrow arguments

But for now, today and Thursday those results have plenty to worry investors

To deny this is plain silly.

You may have an opinion things will improve, might even choose to disregard these facts, that’s up to you, but nothing changes these numbers

Posters saying this cannot continue are absolutely right. When they say that and you argue you’re saying same thing, difference is they see the risk and say it needs to be resolved, whilst you have already made your mind up that it will be resolved

Yeah an agenda to actually read the results.

Maybe you like alternative facts? In which universe did BT maintain or increase money coming in?

800,000 isn’t churn is not churn it is a significant number moving on & needs to be reduced

Leavers moving to altnets (which is what BT are saying looking for higher speeds) then they probably don’t use BT

If leavers pick another provider who does use BT does BT’s revenue increase or decrease?

These results are quite clear. It’s not all bad news, they promise jam tomorrow, continued falls in revenue (even with increased sales) is never desirable, losing 800,000 customers has to be part of that bad news story

Speed of fibre bb is a highlight & altnets struggling is another

Tell me. Why does snooze think he is the internet police?

So strange to think you can or more importantly should police other posters opinions on a public board no less.

Slowly slowly catchie monkey. As I’ve said before Bharti is already in business with the UK government, effectively partners in their low orbit satellite broadband venture.

Despite all the noise from the usual places, who are so sure of themselves ( they could be right, might be wrong) there is very little reason why BT could not be sold to the right buyer.

If this is true, some of the trolls on here must be having knocking knees.

Obviously according to them, this couldn’t possibly happen

Over to bidboy then

@ prettywild yes I’ve been following this for a while

I see it as a make or break point for BT’s competitors if they are serious

So for example Virgin media have a business arm called Virgin media business, who recently acquired Daisy Group with a view to build business client list. Most of Daisy provides services via GAMMA. Sure vmb need to now buy Gamna. If they don’t, it’s hard to see where their business telecoms unit can go ?

Hey lil Rod,

Very good underlying point you are making here. If Bharti doesn’t have the ability to make BT global work, then who could?

& yet snooze, here you are trolling.

Hate to see this kind of thing.

It’s a company admitting they can’t operate part of their business or make a success of it.

Trying to sell something continually reported as a failed business (or words to that effect) isn’t the strongest position to be in it

It raises all kinds of questions about their abilities, capabilities and motives

Selling a thriving business can make sense in all kinds of ways.

IMO BT should turn this business around, regardless what it takes before this kind of conversation