Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
A question (not for Fleccy I really don’t care )
( although I know he will jump all over this)
(He won’t be able to resist an opportunity to over compensate)
So a fibre connection to my home, I think requires a dig, through my driveway, garden and possibly part of my street.
This work needs doing and then made good? For every home?. Surely these are the real costs for the fibre rollout, up front costs for millions of homes seems huge ? 24 million homes @ £1000 is a further £25bln?
Can this be right?
Hey Mandy, I don’t necessarily share your concerns about CWU members etc, but everything else seems to make sense to me.
A layperson view of this class action seemed to me to be a non starter? I don’t think there was a case to answer. Proceeding through the courts like this proves otherwise, it would have all Been halted, long before, it that was the case. My gut feel is, having gone to court, almost anything could happen, so it’s the definition of “uncertainty” which of course is good news for the boys who think a low price is good news, even if that price represents a risk to their capital investment. BT is a huge company with huge costs, miss steps by BT can reap all kinds of painful consequences very quickly, because a company of this size can’t change quick enough. Size has its advantages, but in a changing, reducing market &!stiff competition can take its toll. I’m
Not saying I think we are there, but I am saying reducing revenue is a problem which needs solving.
I hope a £250m fine isn’t on its way, it’s better than. £1.6bln, will still hurt & I think it might encourage further action down the road?
Fibre build remains positive, it’s obvious other providers will try to undermine this investment by offering a wholesale option, this worries me more than anything in regards to my significant BT investment, which has come about by me chasing a falling share price funnily enough ?
So glad Mandy and me make no sense to Fleccy. That’s rich coming from a poster who doesn’t assess risk, thinks £1.6bln fine is unimportant & who doesn’t have the capacity to understand his own acronyms posts more times than is healthy just repeating the same old. (Mandy covers that very well)
He’s like the guy in a meeting trying to convince everyone he knows……..
Goof grief Mandy, it comes to something where you’re making more sense than anyone on here.l!!! You can be as grumpy and real as you like, far as I’m concerned. Your truth is more real than these diminishing share price fanboys. Some of which think a £1.6bln fine is no problem (tells you everything you need to know)
As for some of the life stories and 101 self congratulating, adobe merchants on here, I’d say “it’s none of our business” & what’s the point of making silly claims about personal wealth (or not) on a board where it’s easier to lie than tell truth?
As for the blockers…. I think people who block you have serious character flaws if they cant handle public comments on a public board. I mean, I have a lowest of the low stalker called NDN who think he can intimidate me by misusing my personal details & not respecting my privacy (god knows what other filth he’s into, you might like to take a guess). Still you would have thought he’d make sure I didn’t lice best him first !!!!
Stay true Mandy !!! Share price is low, share is under performing, as is the company, so a good main is far more appropriate than blind faith !!
Is this same article, not behind a paywall?
If it is, cue Comcast over next couple of years. It seems so obvious, after all the dept dust settles and the consolidations completed.
https://biz.crast.net/battle-to-take-on-bt-in-britains-brutal-broadband-war/
Fleccy - I agree it’s the American side of Drahi empire.
I didn’t say it did of course. More to do with Malone circling in general, doing deals, with money / dept to spend. Obviously Malone and Drahi will form / extend their existing relationship.
Bertram - I agree, I apologise.
Dangerous as influencing people to invest in what he sees as a dead cert.
Apologies if that read different.
Does Fleccy take BT services dies anyone know, it would be sad state of affairs if he doesnt but needs everyone else to ….
Fleccy - oh I’m invested in BT quite heavily. I hope the share price will recover too. My belief is BT should be £30bln company.
However I recognise their debt burden detracts from this. That large scale technical site closures doesn’t really start until 2030 plus into late 2040’s.
So I recognise a lot can happen between now and then. I don’t dismiss the low share price or how the market values the company with arrogant dismissal & overconfident, repetitive babble, look to understand why that might be.
Of course you missed out increasing debt, flat or declining revenue (except price increases) & importantly large customer loses put down to slower broadband speeds.
I don’t use your world view to justify my opinion of your incessant BT reviews, I use your world view to highlight your in depth one sided, never ending analysis and how flawed it is. I’ve just done that again.
Where do you see BT growing market share or revenue? Of all the other lovely things that a good business should be doing. I’ve already said I like ev charging, I liked the tv & sport, which I believe to be missed opportunities.
Where is the next big deal coming from?
I already know the answer to this, you see BT shrinking its size to increase profit, whilst hoping its competition don’t compete.
I think I’ve made my point again. You’re dangerous.
Okay, so according to Fleccy’s latest analysis (I didn’t bring up Israel let’s be clear on that)
Israel isn’t under any threat, HAMAS is just a bit mis-understood, the attacks on Israel October 7th couldn’t possibly have happened & finally the UK’s best hope is Putin’s mate farage & trump.
He happily comes to this conclusion after failing to digest descriptions of Israel as an out of control right wing loon fest & prefers to think that the Uk needs its own right wing loon fest to ignore & make up laws when it suits them.
so it looks like you can bet the bank on his previous 11,500 posts where he has misunderstood technology, business practice and the ways of competition to preach his Fleccy logic to the unsuspecting.
Does that cover it?
Oh and the Brexit chaos is because of a few democratically elected remainers, who were not in power & those ERG loons have a completely free pass, even though they were actually in power & in some cases had responsibility & control of it all….
& none of this has anything to do with failing Britain, that’s all the fault of people on boats
Nothing to do with BT share price or that uk money market has lost its dominance to the Dutch, because of conspiracy theories about money men, telegraph (which is right about everything he agreed with except bt) and Ofcom …….
More Fleccy confusion - unluckily for you, there are no simple answers to complex problems, which I guess is why the reality of any given situation is difficult for you.
what we do know, is right wing zealots in Israel don’t like laws and frameworks that benefit everyone, but would prefer to make up their own.
Adolf Hitler, Putin, and many others do it, it’s part of their right wing nationalist ideology
But somehow, Fleccy thinks the same mentality was going to deliver a good Brexit deal or new immigration laws or anything else for that matter which could serve the good of this country. Obviously Fleccy will have forgotten about the international laws and frameworks they were prepared to break, the removal of rights to protest, illegal prorogation of parliament, lying to the queen, corruption, Russian report etc etc.
I don’t see politicians cheering Israel, but I do see them struggling to contain a dishonest right wing lunatic government provoked by unthinkable actions of a neighbouring government / authority / people hell bent on Israel’s destruction.
More dodgy analysis from the king of dodgy analysis
The first thing to understand is there wasn’t good deal, we already had the best possible deal, the envy of every other member state.
The second thing to know is the “they need us more than we need them” was a lie, along with almost everything you’ve been fed and eagerly swallowed, including the last bastion of a rouge style of patriotism
& there never was a plan.
Rabid ERG stopped parliament from operating properly in pursuit of any resemblance of damage limitation & because I know you don’t understand any detail, for any subject, MPs are supposed to vote in accordance with their beliefs, not to be directed by their constituents. Obviously everything got far worse when Russian financed Johnson performed a starlin type purge to remove any competent Conservative politician capable of making something work with unfit loons.
Because they aren’t capable of anything, we’re left with a manufactured migration problem, and something about woke. Meanwhile everything else has failed, from healthcare to education & everything in between. The same loons convince people like you it’s all to do with the poorest most vulnerable people in little boats. For anyone with a functioning brain cell can see it’s far more to do with the description / distraction of a Brexit nonsense.
& that includes the decline of the uk stock exchange and pretty much everything else.
Bertram et’al. Do you really think the repercussions of Brexit & associated lunatic politics / UK’s standing in the world doesn’t answer (in part) your many questions about the state of things investment & stock exchange included?
Seriously? You prefer silly conspiracy theories about Ofcom or money managers or telegraph bias against BT whilst everything else they spew is quite right for your liking?
I think you guys need to wake up, it will continue to be a massive drag on uk economy & unless leave voters wake up, more spiteful votes for even more unfit politicians (ie reform) is just going to make it worse and worse……. It’s obvious isn’t it? Bad people aren’t going to do good things for the UK.