Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
Hey Blue Pete. Well, there is always that.
My view maybe skewed because I’m trapped by price too, along with Rod (donkey).
I find it difficult to understand the logic of hoping for worse & hoping it will come right which may or may not benefit them. Whilst better and better would benefit everyone, including them. (Much more). I guess it involves a brexit mind ?
There are lots of issues when investing in shares & hoping the share price drops so they can buy more for less
Apart from the obvious loss making and all the sound arguments around inflation and losing more value than can possibly be gained during a top up (unless a very big top up or very small holding)
Of course there’s always hope the price will recover, but this is, irrational, because each time they wish for a more for less bet, what they are unknowingly doing is wishing for what ever is making the share price lower, gets worse and worse and worse.
The logical conclusion of this is cheap, more for less top-ups, but the worse gets so worse, they won’t see the price recover any time soon.
Worse and worse and worse tends to feed on itself and get way out of control, it only needs some major openreach users to look elsewhere, where they can find other network options or so worse major share holders suddenly pull out & dump their holding.
The problem with worse and worse is many fold & BT in particular could do with better & better, even if it does mean the more for less falls short.
Fleccy - I think most networks have their version EE were the first, BT mobile support it, O2 have their version, VM mobile do it. It’s every where.
I read an article once about BT buying EE or O2 at the time. Mobile companies (according to article) were throwing themselves at BT to be bought out. One of the reasons being BT had sold the idea of Wi-Fi calling & mobile phone networks only carrying 10% of traffic, those out of range of Wi-Fi
EE, BT mobile, Three, O2, VM mobile all host the service so they do billing etc.
But all their services use any internet connection, on the train, in costs, at home, on holiday. If your phone can access the internet all voice, texts, data uses that access point, rather than mobile network.
Originally it was the only option for HD voice I think they called it?
Anyway. I think BT/EE next consumer move will be to separate the billing, so the mobile in range of WI Fi doesn’t use mobile billing etc, kind of like a mobile land line (which scarred those mobile companies!!!!)
I remember thinking at the time this was the landline pushing back on mobile ?
Anyway, it’s great, I never turn it off, use it all over the world.
Fleccy - you mean Wi-Fi calling?
It’s automatically turned on for iPhone users on EE.
When in range of a Wi-Fi connection with internet access, all caps, texts and data flow through bb connection rather than mobile network
It’s something which gave mobile companies a scare back in 2010ish. Is mobile network only see traffic when a phone doesn’t have a Wi-Fi connection.
Actually even more important than
Accountancy trained
& virgin media breakout into telecoms
She comes from proctor and gamble. Isn’t this the same career path as our previous TWO CEO’s
Didn’t Philip & Gareth work for P&G then Telewest (virgin media) ….
That’s from memory so don’t @ me.
If I’m right, why? How?
I have always had “a thing” (maybe a snobbery) about talk talk and the people who use them.
Cheap companies, often eat away at an industry they operate in, bit like Ryan air. Sometimes cheap isn’t competition, sometimes it’s just cheap, it’s about lowering expectations.
Never good.
Fleccy, I’m not sure if my facts here
But a strategy of not selling until three times current price is not under your control
At some point of a take over, I think you are obliged to hand over your shares for a price you don’t control ?
Might be wrong, but dirty deals could see you force to handover your share for less.
Scally I’ve never seen a street cabinet charging an EV either, so they need to do a bit of work, this might include a separate charger on the kerb.
If BT are getting into the EV charging business I’d like to see them doing a deal with network rail, can’t be difficult for them to provide power tails from their live rail !!!!
At last BT looking for new revenue streams. I suggested this on one of their suggestion boxes would help solve charging for those without driveways !!!
EV charging from cabinets etc. old switch sites would work well too
https://newsroom.bt.com/bt-group-to-launch-electric-vehicle-charging-pilots/