Member Info for Aus3009

Although current share price direction proves me wrong. I do remember a time when share price was circa £3:30 & Deutsche Bank were the only ones talking about share price falling to £1.

At the time, usual suspects were saying exactly the same things about them, but DB turned out to be right.

Cause and effect ? Who knows.

You’re obsessed. & not in a good way.

Get some help. Think BT have staff help lines

Erik - on cost - you know Sky are owned by Comcast right? Its as close to money not being an object as you can get.

Strike - thank you for taking the time to post that. It does confirm what I’m saying

The risk here is the number of sky BB customers and how openreach would heavily rely on them for their business model.

That essentially is the risk here, it’s not half dozen sky tv customer here and there, as others suggest.

I go on to explain further that this news shows sky is able to organise itself to use other networks other than openreach. I’m not predicting the future, I am describing the potential threat to the BT business medium to long term & this could, I say could be a first step.

Previous analysis from me highlights the links between sky Comcast & Virgin media, for example the ceo of Sky used to work in Virgin media, then you find out John Malone parachuted her in.

You can also see Comcast, based on previous dealings would hate Sky using the incumbent and would very much have a cable centric mentality.

The risk here is this is a first step, towards a business plan to challenge BT properly, Comcast are very capable of recreating Sky as a cable company by buying altnets & other network assets. This would be a hammer blow to our investments, should this initial move be part of a wide plan.

Again I’m not predicting, I’m identifying the risk

Erik - your arguments take you close to terrorist territory so I’m not sure I should listen to you too much.

& you’re entirely missing the possibilities, this being a very small first step.

That’s not balance Erik it’s completely the wrong point to be arguing.

It’s nothing to do with city fibre customer base or coverage. Its got everything to do with skys customer base and them signalling they are open to using other networks which is / would be a failure of project Equinox, which BT Ned’s to hold wholesale customer to pay their bills.

The idea it signals further intent is my speculation based on research.

It’s doesn’t look like people on this board are thinking this through.

This deal isn’t about people being able to watch sky tv over city fibre

This is about removing revenue from openreach & providers not accepting the status quo offered by project Equinox

Intent - this deal shows Sky’s intent to use A N other network at great cost and inconvenience to itself rather than continuing to use openreach. Moving their services to another provider will be a massive pain in the backside to sky operations, show commitment

Commitment to what ? - to undermining BT and openreach (almost at any cost, as soon as they get a chance . This strongly suggests more control by Comcast, a massive cable company who would not want to use incumbent bt networks at any cost.

This opens up opportunities to use other networks, the one I fear most is virgin media.

Alt nets carrying sky who are in trouble, will likely be bought up by Comcast / Sky.

I see this deal a first step to attack BT’s revenue & eventually combine other networks together under a sky / Comcast banner as an alternative to openreach

That’s the risk here, not sky tv.

&BTW as I’ve said before sky is full of senior management from John Malones stable so a deal is always possible in the future.

Well there we go. Just so long as Fleccy local post office says that.

I hope other investors on here who trust his opinion can work it out for themselves?

Obviously I’d like to highlight my previous assessment of “the risks”. Sky are owned by Comcast (SKY has John Malone people in place). Neither of these interests will want to use incumbent telecoms companies, it’s a question of their nature. Long term I expect Sky to do same with other network providers up to and including virgin media……

Where does that leave openreach and all that investment - serious question

That’s the real competition investors are worried about not the odd retail customer here and there

IMO - it’s hugely important BT respond

Very good well done.

It will be a while for me

Alnico - doesn’t need to declare a six month period / wait / abstention from buying BT

Soon as he says “he has no intention to immediately buyout BT, he is automatically barred from making an offer for 6 months, unless another offer is made, in which case he is entitled to make a counter offer

Is this the thread for all the nasty girls ?

He dreams of ex openreach engineers!!

Hey saitoman, oh okay, I didn’t know tax free lump sum would be treated differently between DB or DC pensions

Doesn’t affect me, unfortunately but thanks, every day is a school day.

Obviously other options for tax free are the tax free pot and non tax free part of a pension are separated out.

So you could not take out all your 25% tax free pot then draw down £12,500 tax allowance from taxable pot (no income tax to pay) then top it up from the remainder of the tax free pot, until it runs out. Depending on numbers, you could have a sizeable tax free income.

It might be none of my business but you guys taking tax free sums might want to look up

Money purchase annual allowance. I think it reduces the tax refund / relief you can have from remaining pots.

Always seek professional advice, would hate for you to get a box tax bill !!!

Joeboy- taking your pension like (I think) means you lose your tax allowance on payments into your other pension.

Also at the point you take 25% from one pension, that 25% amount should be based on the combined value of all your pensions & then frozen from that point.

I say this because my understanding is this is up to you not pension company & could cause tax issues for you I. The future

Always seek professional advice, this question is worth you while to confirm

Keyboard seriously don’t waste your breath.

Fleccy & so many others have allowed themselves to be poisoned to their very soul with insidious right wing nonsense.

Does immigration need controls, yes. Should those controls be dictated by ignorance and racism - no

Nothing Fleccy has just written stands up to any scrutiny, yet his little fascist bone has been tickled & he’s only to happy to play along

What about the economy and services now?

If immigration is your strongest focus on problems, would stopping immigration solve these issues now - course not

If there are no jobs & no shops where is all that traffic going?

I’m mean, it’s literally so stupid & of course opens the door to so many evils.

Beyond sad to think people who have so little & so much to offer are more of a problem than under funding, greed and incompetence.

If the UK can’t find answers to those simple questions, without loosing its dignity / sense of decency, than the future holds far more risk than immigration.

Immigration solves most of it, more doctors, more nurses, cleaners, social care.

Compare that to the useless meat bags rioting on our street now.

I’ve never seen anything like those numbers. Personally for BT

Jake. Potentially yes.

& BTW The last government outsourced software coding to Russia destined for nuclear submarine fleet!!!! As well as the usual arguments about Chinese and nuclear energy etc .

Alnico. You’re joking right?

Now uk is outside common market it needs trade deals. India holds all the cards (we need them more than they do us). This leverage if they choose to apply it changes everything