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Fleccy - the article clearly says “ it’s legacy IT” estate

To me, it’s a tacit admission by a technology based company, unable to organise their own technology.

As a share holder, I hate to see companies I invest in, do things like this.

in my opinion, consultancy firms are setup to bleed clients dry, long before delivering meaningful results.

Happy to be proved wrong. Does anyone have any consultancy good news, positive experiences?

Thank goodness for that

Ftsee- I think these are separate counts

331,000 fibre additions could be existing customers and new customers connected to fibre, so the number of fibre customers added is 331000

Overall the number of broadband customers in total is Down 89,000

All that investment in fibre and 90,000 less broadband customers…

2.775p profit as a worst case scenario then, if bought at 1.63 then sold at an option price of 1.65.

Call options? A price has been agreed between 2 parties. Buy shares at the lower price then sell them to the other party at the previously agreed higher price, the difference is the profit.

Maybe? Someone has agreed to buy stock at 1.65. Although I read somewhere Drahi had done similar thing at 1.85.

Cut from 260p

VM & John Malone are there to disrupt incumbent.

It’s too soon to know what happens to TT, but disruption, either way will be the plan, for now.

I’d like to think there will be some recommence for BT. Unfortunately like surveyors, I have a feeling these accountants won’t be liable either? But I don’t know. In part this revelation triggered concerns from £4 down

Lots of that is a case for a good pay rise for the guys delivering on those those ambitions.

Abject, I too read some of Fleccy’s posts which sometimes show a rudimentary understanding of some technicals. I’ve seen him confuse basic things like quantisation. No engineer of any standing would get confused with such things. I’ve tried to explain in the past about application layers being able to request Mac addresses & other personal data (cookies) & that this would be immune to encryption (via third party access) but he didn’t get close to understanding this, stuck in rudimentary technical understanding that Mac addresses are only used for layer 2 routing…. When later 5 is requesting it not for routing, but as a unique identifier. I get frustrated as he presents himself as a technical expert for any of these discussions & embarrassed for those who think he is.

Fleccy - I keep telling you detail matters. The £1500 pay rise was only for “front line” workers…….

Erik - I didn’t realise they had parody accounts on here?

The obvious points you have missed are

- only incumbent had a fibre wholesale product, this now looks to be changing

- contracts along with everything else change. Virgin mobile recently signed a MVNO contract with Vodafone , which they paid their way out of now they partner O2

We are talking about plans and strategies over many years, not what has already happened.

& finally, yes, John Malone along with euro sport, itv, discovery and Warner brothers has first dibs on BT sport. paramount obviously already owned by Comcast.

Maybe analysis isn’t your thing?

Interesting article, I have identified this risk myself

Based on senior management moves between virgin, sky & liberty, there must be an opportunity of a deal, the kind of earth shattering deal John Malone is famous for.

Sky has already said they are moving away from satellites, the question is how will they do it? Will Comcast (sky owners) continue to rent network from incumbents or will this cable company drive Sky towards cable?

Comcast have a history of backing cable and attacking incumbents (Bell & AT&T)

I agree the virgin O2 venture makes a full takeover harder, but on the other hand, a fully fledged mobile network could be exciting for Comcast.

In terms of “cable cowboy” don’t be fooled, John Malone is pretty amazing, not only does he have huge investments in networks, he has been getting into content, itv, discovery, Warner brothers all under his spell. His other nickname is Darth Vader!!!!!

His prodegies are everywhere, including Sky’s CEO…….

(Companies)

Company’s like Trooli aren’t setup to try and compete with BT, they are setup to be bought out & then their little piece of network will be used to compete with BT.

Fleccy - “what’s wrong with this picture”

It’s sad. It’s ridiculous. It’s wrong. It claims certainty of the future. It’s plain wrong. It’s pathetic.

It shows a degree of dunning-Kruger. I’d suggest out of control dunning-Kruger syndrome. You should get some help with that.

Fleccy - oh & there I was thinking we were talking about the previous virgin media wholesale discussions & the potential for sky and others to use it.

I mean, silly of me, considering the SUBJECT of this thread. Of course for you, you want to attribute comments from an entirely different subject….

Funny that.

Fleccy - that’s funny. Stupidity and delusional. In equal measures

“Well we'll see who's right in a year, or so. I was right about Sky, i'll likely be right about this too.”

Obviously, for sky to use a Virgin wholesale product, Virgin first need a wholesale product….. oh wait, VM O2 announce a wholesale product & you think you’ve been proved right.

Honestly, cracks me up.