The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Fleccy I realise you find it hard to understand stuff but
If Amazon did you a free unlimited sim deal if you already paid for Amazon prime, would you sign up?
Would you them also pay your £7 month 5gb sim payment?
Probably not. That’s the point.
If you wouldn’t, then Amazon are trying to work out if enough people would. Again, that’s the point.
Devastating disruption of the telecoms industry in the planning.
When I look at this plan, I’m thinking the idea of a free or super cheap mobile service wouldn’t be able to support the network costs, if it took off as Amazon must be planning.
But then again, you look at the cost for some of the sim only deals, it starts to look more possible, although surely the Amazon Prime cost would need to increase?
Maybe you guys are getting close as to why DT can’t takeover BT.
I think they can’t offer less than the maximum share price they paid, which I think is £4.84.
The bit I’m not sure about, is whether this rule applies to shares given by BT as part of their EE takeover?
I would love to know whether “shared purchase” & “share value” would be treated the same if the owner of those shares has to offer maximum value to buy shares?
I’ve been thinking about this for a while, which could explain why DT might need Drahi ?
Expat - I agree. I would add that BT is exposed to these issues in a big way, just based on their investment.
BT needs a high level of take up to pay for it all. Having this pie shared out across altnets & other competition makes this payoff harder, this would be down to OFCOM & how they have structured competition, where the other option would have been to create the right conditions for open reach to build a national network & then allow operators to compete across it. I have difficulty understanding how areas over building with 2,3 or 4 fibre choices can pay off. Cable companies can take care of themselves now in my opinion.
Expat those are questions you need to be asking government and OFCOM. Before you do it’s about a different kind of market dominance. I’m guessing your figures might be residential lines only?
Either way, words aren’t that cheap if they are spoken by Phil and it has a material impact on BTs plans, share price and potential
Right now all fibre company’s have difficulties and that is an unexpected reluctance to take fibre…. I only hope part of this story isn’t people using 4G (in my area this consistently runs at 3 to 4 hundred meg
I think Phil and his anti competitive comments in plain sight of the regulator actually puts OFCOM. In a very, very difficult position
OFCOMS major role in the telecoms market is to stop BT abusing its market position to kill competition. I would say that competition can clearly point to Phil’s comments as proof of this from the horses mouth.
News paper articles, attempts to do deals & even generating false claims are all part of the game competitors will play, it’s not the same thing
Even if altnet CEO’s used exactly the same words as Phil used, it still wouldn’t be comparable, because they don’t have BT’s market share
If you can’t see the difference, you’re going to have lots of difficulty understanding anything to do with BT & OFCOM.
Perhaps Phil’s most recent outburst, Which potentially damages BT’s plan A is either an indication of his frustration or a sign of his unsuitability to do the job?
Either way, threatening competition in plain sight of the regulator was a very silly, career ending thing to do in my opinion
I think you pays your money & takes your choice.
I’m starting to wonder if Drahi might be out of the picture for take overs & further investment.
I read his empire is saddled with over $50 billion in debt & having to fund generous offers to re-finance a breathing space.
It’s never good for financial press wondering what a major share holder is wearing when the tide goes out.
Assuming interest rates won’t resume to historical lows any time soon, I think his plan for BT might be changing daily?
My attention is drawn to DT now, maybe their king maker strategy will need a rethink?
Nice to see SP looking strong again, I really don’t think this will be powered by Drahi speculation. Interesting times again, let’s hope Drahi doesn’t need to sell just yet.
To me, it’s a tacit admission by a technology based company, unable to organise their own technology.
As a share holder, I hate to see companies I invest in, do things like this.
in my opinion, consultancy firms are setup to bleed clients dry, long before delivering meaningful results.
Happy to be proved wrong. Does anyone have any consultancy good news, positive experiences?