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Fleccy. Big company / small company - costs

Now work out the costs (in an ever reducing revenue environment )

For a really, really, really big company having to replace equipment across lots and lots and lots of fibre tails / pops / head ends

Compared to the costs (in a revenue reducing environment) for a smaller operator, replacing / upgrading equipment for small numbers of fibre tails / pops / headends

As for fibres and encoding & or multiplexing of wave lengths, utterly irrelevant. The equipment at either end still needs upgrading, still needs replacing, still needs updating & the more you have, the more it costs & the more you have & the wider your coverage, it’s more likely you will have under-utilised network paths……

Fleccy do you deliberately misunderstand everything or is it a super power you like to show off?

Yes £2 is to the mobile operator, it’s not much is it? When compared to the OTT revenue model.

& yes I did make sure I was talking about high usage applications like automated cars & video.

Two different examples where the carrier needs to get into the revenue game & need to make sure heavy users pay towards the network capacity needed to carry them.

Completion (historically) makes both these very difficult because if BT won’t, where they can, someone else will. Look at Three and their unlimited sim deals. Just forces prices down.!! Prices forced down, hurt the biggest network player, because their capacity costs more to maintain / upgrade ….

It’s not difficult to see the problem BT & other operators have & need to solve ? Is it?

Revenue for internet of things. I have a tracker for my dog £2 per month.

It’s not going to set the world on fire is it? It’s not a revenue model that will save BT or Vodafone

The more IOT devices means more investment needed bt provides to support them. This gets worse and worse for heavy usage devices like video, like autonomous anything…

Meanwhile OTT companies, £260 for the tracker, £180 streaming box and 5,10,15,20,30 pounds a month subscription for tv….

Huhhhh. Again, BT senior management seem to be shooting the business in the back.

The markets seem to have a hideous view of all this excitement (which seems to excite no one ).

I’d say it looks like markets have lost patience.

Fleecy - don’t try and justify you opinions with an over rated view of yourself. To people who have an understanding, your technical knowledge is at best rudimentary.

& military data of any consequence wouldn’t go near a shared cloud architecture.

Honestly pushing yourself forward as an expert in these matters is laughable, be warned all those non tech people who listen to you on this board.

Healy I kind of agree. However I want to see dividend strategy and news of as part of a management plan, not communicated through broker speculation.

Hi Pete I agree, although I find myself in this holding position, but no longer adding. More in hope, than a rational investing strategy.

I think some people on here missed the point for share drop yesterday (if linked to dividend reduction). There is no point quoting what BT has previously said about dividends, when the whole point is, the accusation was that previous guidance could be wrong.

The price drop I think reflects this was taken seriously.

If that article / analysis turns out to be correct, it will be alarm bells ringing for me, suggests senior management do not have control of spending & or do not understand their business. Understand there are major global uncertainties, but they would have boxed themselves into a corner previously, knowing it was an immediate risk, which wasn’t mitigated.

Place your bets

Is BT about to see a big fine for weekend 999 failure?

I do hope this fail isn’t indicative a mess within

Fleccy - you’re stating the obvious again. Chinese companies could blow up nuclear reactors & private contractors could photograph submarines & of course Phillip could make a return to this morning.

All military communications assumes intercept, it’s encrypted to make sure it’s not usable in time. If your mind then stretches to super quantum computers, then yes, but that would be a bigger problem than a BT sale & I assume we would use quantum encryption

Accessing military comms via fibre will be protected, but if compromised is no different to satellite or RF military comms, semaphore or shouting.

Diver - I’m not sure there is a case for arguing BT cannot be sold because they manage / carry sensitive stuff.

I don’t know, but I doubt BT handle much sensitive stuff, they might own or provide infrastructure to move data around, but do they get to see its contents?

1940s military might have used / shared infrastructure for plain language, I don’t think that will be the case now, national security comms will be far more secure now, some of which, most of which probably going no where near BT equipment or infrastructure.

Even if it did, we now live in a world where nuclear power, submarines, military aircraft & even military sites are outsourced to private, foreign countries. I find it hard to believe BT would be a special case in this company important national infrastructure.

Might be wrong, but the weakening of the uk through brexit & the claims / position taken afterwards makes a government intervention even less likely. The current government won’t fully understand their brief, (a’la channel 4 funding) so to me, makes it even less likely a takeover would be stopped, even if the day before it would have been policy.

No definitely “their”

“Their”

I thought everyone on this board decided DB didn’t know what they were talking about

Even though there price targets were more right than many others?

Nigeco- with so many shares held by only a couple of interests, share price should be increasing, based I. Supply and demand (a’la buyback)

The question is why isn’t it? There are billions & billions fewer shares available to buy now? Very strange

“Recharge Vodafone “ as a source ?

Goodness me. Data I’ve seen from Ofcom shows

EE+BT as one operator

O2+VM mobile as one operator

Potential Vodafone & three

Leaving EE/ BT in 3rd place by subscriptions

But O2 also serving giffgaff, Tesco, sky (I think) too.

If the Vodafone / three merger happens EE does go from 2nd to last by customer size, although strangely it might be the most used? By data usage

Fleccy, I shouldn’t need to tell you that having the best network is an expense not an income,

Having the best network and loosing market share screams a problem, not a solution.

I like EE, I like.BT. I personally have both. I consider heavily investing in a company & not using their services to be a contradiction I’m wouldn’t do. I personally think doing otherwise is a bit silly.

Anyway, I agree best network. How do you explain loosing market share with it? BT management of their asset or a strategic play?

I can’t define exact amounts without access to BT retail customer bills average and current wholesale deals

But a hosted BT consumer should generate between & £20 to £70 depending on voice, BB, tv contract

A wholesale consumer type service generates a lot less per wholesale line transferred to another operator.

Wholesale price per minute could be as low as 0.3ppm when compared to a retail charge of 20ppm

Leasing capacity to mobile base stations etc would be very low per customer, when compared to the retail income lost, if they were a BT or EE hosted customer.

Loosing a retail bill paying customer, only reduces income overall, every time. whether BT wholesale or not & not every loss results in a wholesale replacement!!!!!

Why don’t people on this site understand the difference between a retail, owned hosted customer account & a wholesale account?

The difference in margin, between a hosted retail account and providing a wholesale arrangement, even worse a wholesale backhand / interconnect significantly impacts revenue.

A wholesale arrangement would generate a fraction of income compared to a hosted, retail or business account. A wholesale, backhaul arrangement would then deliver a fraction of a fraction of the income, compared to a hosted retail / business account.

It’s not difficult to understand is it?

Giffgaff, virgin media mobile, Tesco & sky all use O2

Are you for one second suggesting market share is meaningless Fleccy ?

When BT took over EE their market share was 30 something (34% I think) & the obvious choice for mvno’s

BT’s stewardship for one reason or another has turned that dominance on its head.

It’s worthy of a discussion, seeing as this is a BT share discussion board

Will Vodafone and three get the go ahead ?

Although it looks like a done deal, I still can’t see how OFCOM could perform such a U turn after years of insisting four operators needs to be maintained.

If it does go ahead, that would mean EE has gone from the biggest to smallest mobile operator whilst under the stewardship of BT.