Member Info for Aus3009

Oh here we go NDN - I agree it is the same, every company is promoting their best foot forward.

It’s not me treating their statements as gospel.

& I hardly get involved with the usual criticism around peoples money and investment. I’ve commented this time to try and explain why bad & bad might lead to more for less too ups, but that always hoping for lower share price rather than for higher, means hoping for more and more bad & that too much bad could impact their longer term investment,

Now I realise you are dangerously obsessed with me, but really read my posts.

Fleccy of course I read BT’s view of the world & I recognise it for what it is.

In part it’s a description of the future, set by an organisation operating in its own echo chamber.

Obviously I add competition, technology, market conditions, major share holder actions & everything else I think is outside BT’s control.

Out of interest, what would be your top 10 risks / issues / unknown unknowns surrounding BT’s strategy /.business ?

If one of those isn’t Drahi offloading his shares & what that could mean (I’ll give you a clue, it’s not necessarily DT who will buy). It’s very odd.

Fleccy - your answers and your view on BT and fibre et’al is more akin to a religion to me.

Blind faith doesn’t really work in money markets

Fleccy - you thinking I want to scare you out of BT only serves to highlight your delusion.

Fleccy - I get what you are saying & for last couple of years it’s been quite funny.

However a functioning mind should really be seeing this is getting serious now and all kinds of unexpected risks are at play.

The trading conditions you want to get worse and the other things affecting BT price are the same pressures which could force Billions of shares on the market for years to come, not to mention the unknown unknowns which could suddenly happen due to an extended period of market negativity.

I can for the first time seriously see risks that could break BT for a long time. In part brought in by their weakness which you think give you an extra 5% of shares for your money

Doesn’t sound like sound investment to me.

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 -

Press Settings. Press SIM cards & mobile networks. Press the required SIM. Press the indicator next to "Make calls using Wi-Fi" to turn the function on or off.

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.

Nigeco - your theory of keeping price low

I don’t know if you remember, there was an awful lot of suspicion around this when DT handed their shares over to various hedge funds to manage…….

Fleccy - Nope, it’s not an app, it’s part of the OS.

I believe android has it now for the better phones, but you have to switch it on in settings somewhere.

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.

Perhaps DT just want EE back at a knock down price.

Not sure uk pension schemes should be wasting effort mitigating the risk of “increased” life expectancy.

Very unlikely in the uk

Imagine being appointed as new ceo and the market just wants to force the share price down….

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?

Accountant - ex Virgin Media (Uk career)

I think those might be two key points of her career / expertise

Will this appointment lead to innovative solutions & opportunities?

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.

I think you will be lucky to see )1.80 to £2.25 at this rate, but I don’t think there is an offer coming any time soon.

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.