Member Info for Aus3009

Abject you don’t need to keep explaining yourself to these dummies.

It’s great share price has increased recently, all very good news.

But two things can be true the same time. You’re 100-% correct in what you are saying, none of the fundamentals have changed.

This increase, until proven different looks like speculation or maybe safe haven investing amongst an American market gone big crazy.

This is not the same as a share price improving in-line with visible undeniable fundamental improvements.

Recent money pouring in can just as quickly pour out based on different speculation or safe haven no longer required.

Personally for now, I’ll take the sp rise without too many questions

Hey Rod, I’m sorry but on this we would violently disagree.

But spell error or not, I would standby everything I said.

That’s a fair point if you can’t quite manage to resolve a spell mistake

Rogue was the word I was looking for. Not sure I can blame spell check for that one.

Another hilarious post from Snooze.

But thanks for pointing out the concerns I raise are real and true, during your usual sneering critique.

The hilarious part of your post looks towards a change in UK Prime Minister as the threat to our investments, whilst right wing extremes have given us a rouge America, a rouge for a US president and stocks and shares hovering around pre depression and pre dot con bubble earnings to value metrics…..

What ever happens over there next will impact us far more than a uk prime minister ever could.

Far right politics have driven America into a corrupt & unpredicatae bed fellow.

Fingers crossed for a swing to centre left

Let’s hope OFCOM doesn’t see this bad news altnet story as a reason to make BT less competitive.

On that front it is a worry Ofcom won’t let go of their “competition “ mantra

Snoop - have you finally lost your mind?

I think right wing brain washing sponsored by Russian money need to get themselves an upgrade, unless you’re all supposed to be foaming at the mouth?

Don’t forget little Rod, Bharti is already in business with the British government,

For my money, this is the current story that matters for BT.

Gamma have done such an amazing job taking accounts from the larger players, they have established themselves with their very fast order and provision front ends,

I know Daisy use them for some of their products. , now virgin media of course. BT and to some extent Vodafone need to stop the VM march, do they have the money or foresight?

Who cares about the shorters, but you are right about our share price. This is very good news if it holds up with this presure, might even start thinking it could be viewed as a safe haven, which would be a major change of consensus, which even I would get excited about !!!!!

Good grief. Who does this kicktjo fool think he is? Might be worth other posters explaining it’s a public board, where everyone and all opinions are welcome.

I can’t believe how entitled & childish that post is.

Anyway, blinking share price is holding up well !!!

This product sounds like a gimmick to me.

Either voice is encrypted and secure or it’s not. Maybe some customers might get sucked into the idea of keeping everything in the UK, but have to ask why would calls within the UK need to go overseas anyway? & if it’s then encrypted properly why would it matter.

Probably missing something here, but I can’t see why this would become a big deal / product offering.

Snoopz - there are rule of thumb methods used to price a business. 3 to 8 times EBITDA is one.

1.5 -2 times revenue for a service type business

For obvious reasons both would be reduced for debt & other liabilities, both would result in negotiations.

Comcast for example didn’t just add a 10-20% premium to SkYs’ market value. They tried but the valuation dramatically changed, mainly by the market.

Coronation - how does 5 to 8 times EBITDA work out?

Revenue is vanity, profit is necessity & cash is reality is what I was taught in business school.

The caveat as always is good lick with profit and cash if you don’t have sales / contracts / income.

Right again bidboy, same old, same old

He has zero self awareness. Doesn’t even realise he is making our point for us.

That £1.5b won’t cover customer / revenue losses over that period & it’s a one off.

What happens after all that copper has gone, can’t keep reclaiming it over subsequent decades.

Nothing works in business if you don’t address revenue. Revenue decline is just decline, pure and simple.

Good grief Fleccy try to keep up

As you like to quote me so much. Here is me covering your diatribe with a single paragraph

“ They have a plan to deal with this, but the costs of doing this in itself will be very costly. We already know what their plans are and this will help, but 55,000 staff to lose will be very difficult.”

Then of course I raise doubts whether AI will replace huge numbers & also that AI and other technologies won’t come cheap.

Utterly pathetic searching to find quotes like this in isolation. Typically pathetic.

IOT5G - what you are doing is definitely correct, looking at your investment in different ways is always a useful use of your time.

I personally would look at number of staff and revenue & then profit per employee.

Example you have been given as alternative make much more sense, so Vodafone for example number of staff / revenue / international operations doesn’t show BT as same or similar.

I don’t know for sure because I haven’t checked numbers recently but where I have in the past, BT doesn’t come out well. If that’s still the case, then what you are saying is probably very right. It’s something we all want BT to improve on.

& before the usual loons jump all over my post to tell me (again) about cost cutting, yes, but longer term cost cutting becomes less, it’s difficult to do safely and finally with revenue falling eventually you can’t cut your costs out of it.

Fleecy - Abosolutely I definitely have massive respect for John Malone, he has always been an amazing deal maker / breaker. He got the better of Murdoch. To underestimate him would be very silly. That would be you all over.

Like I said, it’s fascinating to watch how BT’s completion is reshaping itself to compete with BT’s dominance.

IOT5G - if your point is BT has big staff numbers & therefore huge costs (not just wages) across so many differ t lines of business then you’re definitely right.

They have a plan to deal with this, but the costs of doing this in itself will be very costly. We already know what their plans are and this will help, but 55,000 staff to lose will be very difficult.

One of the plans is to heavily rely on AI. This alone raises all kinds of doubts, not to mention how could a business have 55,000 staff to lose? Even considering technology transformation that’s a big number.

It’s also not just about the number of staff, if there are still as many areas of business etc then some costs carry on

Then there is the technology. AI & other technologies don’t come for free. So replacing people costs for technology costs, what does that look like ?.

My experience of rolling out new working practices and technology never runs smoothly & rarely gets close to saving the right amount of costs, which often get shifted into other budgets to hide them…..

So yes BT has to get smaller and much

More agile for its future, the difficulty of delivering (without making things worse) should not be underestimated, doing this isn’t a throw away comment some people on here do.

Listening to posters on here, sounds like the best people are first to leave & that middle managers will struggle to deliver.

Unbelievably difficult to deliver these plans in a way that will make BT stronger, rather than weaker, before this, BT has to start increasing income or at least stabilise what they have IMO.

I watch with fascination & in ore of the senior team who will be taking this on.

Fleccy - & none of those investors are trying to Bragg about their personal finances. You’re obviously trying to fill a gap somewhere.

& here you go misrepresenting me again to your blind followers. My recent posts don’t demonstrate I’m anti BT or that I expect them to fail.

My posts show I have a significant investment in BT’s short to medium term future. That originally I was betting on a very significant return over next 5 years, that I now think likely that return has reduced slightly & that I have an eye on BT head winds / threats / competition.

As for everything else in your reply. Typically pathetic, at least you managed to leave out the old “you must hate BT” line, which has a special place on the pathetic scale.

& BTW, last time i checked, working class people wouldn’t like bragging either. So

I’m not entirely sure what you are? Maybe another photo of yourself might help your plastic ego?