RE: Poor Performance7 Jun 2018 23:34
Mishmosh, I think there’s a good case for the CEO to be culling his management team. Fines in Openreach, day to day, fraud in Italy, I think you can argue that’s day to day, it’s reasonable for him to think these business are being run properly and audited. Big stuff, EE deal, Openreach separation, Football etc etc. Largest mobile, largest fixed line, consumer and business. . . We have no idea what’s going on behind the scenes, this could be plain interference from DT board member to a deal behind the scenes to keep BT shares low ready for a european telecoms super power, not to mention how difficult our friend Sharon White is being. The man on the spot is Jan & he has had time to look around and conclude Gav’s plan should be given a go. I think it’s reasonable to have a close eye on BT over next year or so. Yellow card is definitely in play.