Member Info for Aus3009

Yep I agree.

I’ve always supported the right side of politics, (not recently ) have been very fortunate & always happy to pay a large tax bill, on the understanding this money is used wisely, helps less fortunate & keeps me safe.

Although I can see this money isn’t used sensibly any more, I still recognise it needs to be paid.

The pendulum has swung too far to the right, country needs to see a huge change in direction, from a selfish point of view, without a reset, no one’s living standard or security is safe. Desperation creates desperate people, this makes for bad politics and even more dangerous streets.

Nige, that’s straight out of the daily mail, of course it’s nonsense.

Food banks are generally accessed by desperate people, the kind of desperation that shouldn’t exist in this country, the need for food banks is a disgrace, a point of shame for us all, not an argument against decency or compassion.

Hi Nige, yes Vodafone entering the fray (if it is one) for TT would be very good news.

I would like to see it happen & for Vodafone to get them. It does feel like Vodafone are liking their dept wounds right now, I know they are linked to a merger with 3, but that seems like a much easier, cheaper ( to integrate) & of course delivers potential for cost saving. Buying TT might not fit that description?

I really think VOD buying Libery Global assets in Europe hurt them in the short term

Lil Rod, as always you’re quite a long way behind.

VM are close to having access to over 20 million homes. & O2 obviously have full coverage………

Poker, this would obviously be part of the equation, VM will want to understand this first I would guess. Suspicion is speeds & tv upgrade would be compelling. I think O2 already do the mobile ? (Not 100% sure of that).

I don’t think any bt share holder should assume a VM/O2 takeover of TT won’t work.

It’s looking more and more like Vodafone uk are being left behind

We Know BT is using external consultants to bolster its defence from a takeover

I’m sitting here thinking industrial unrest would make it much harder for Interested parties to access finance?

The Rumours of Talk Talk take over by Virgin is very bad news for BT. Virgin have already proved (with Vodafone hosting VIrgin Mobile) they are prepared to “buy out” contractual obligations, in this case with Openreach.

This means several things, VM can take business away from OR, which will weaken their business case & they can learn what it means to plan “wholesale” activities, moving all TT customers they can to cable, likely to be 70 to 80% of existing TT customers. But of course O2 have availability in several ways for offset.

Buying TT will initiate all kinds of ingenuity (necessity being the mother of invention)

I would view VM buying talk talk as a very, very aggressive indication of their intent.

Any idea how much valuation would evaporate if openreach got rid of their staff?….

Might want to think this through.

Only a sad mind would think interest in the competition & an interest in research would think like that.

There’s really little point owning shares in a company if you feel that way.

Poker - all well and good about the containers, but I think we both know, it’s not container priced driving majority of inflation pressure, might be proved wrong. If your point is a good one, then inflation should drop. I’ll stick to what I was saying earlier, it’s not consumer driver or usual supply and demand, it’s about energy supply being diverted or stopped, purely for non economic reasons. Reducing consumer disposable income is only going to adversely affect the economy & won’t in any way influence Putins energy strategy & therefore will not resolve this kind of inflation. It doesn’t even follow normal supply and demand rules, the buyer can’t not buy & alternative suppliers can’t supply.

Hi poker, the necessity is, UK plc is the consumer in many ways, necessity is UK plc cannot choose not to buy energy, neither can the consumers, squeezing them with interest rate increases will not change that.

Increases in costs are therefore not caused by consumer demand. Impacting consumers ability to afford it will not help the situation.

Prices are increasing due to external pressures & that’s not just putins war, in some cases it’s not even economic good sense (selling fuel destined for Europe) to other countries for less.

Because the inflation pressure is not from consumer demand, trying to reduce consumers demand isn’t going to work, that’s the necessity bit, there’s little consumer choice here, either from the retail or wholesale side.

You can’t increase supply when the pumps are deliberately turned off, by reducing the amount of money consumers have.

This inflation isn’t caused by demand. It’s caused by non consumer activity & necessity.

It’s not difficult to understand, is it?

Do you want to explain how increasing borrowing costs / squeezing money on the retail end in the uk will reduce energy inflation? Like I said it’s silly, not surprised to see you miss the detail.

This inflation is not caused by retail spending, or an attempt to retail spend, this inflation is caused by wholesale increases the other end. It’s why increasing interest rates on retail mortgages / debt won’t work, taking money away from consumers doesn’t impact rising wholesale costs, it just leaves consumers unable to buy food or heat their houses.

Blimey, a lot has changed since 2016.

Not sure that can be relevant?

https://www.thinkbroadband.com/news/9188-bt-consumer-announces-pause-of-digital-voice-roll-out

I agree. BT needs to expand their portfolio further into new revenue options / partnerships.

Zib. All project lightening builds are full fibre, including the original 3-4 million premises. It’s not correct to equate DOCSIS with co-ax cables any more.

1 gigabit capable network makes an upgrade to fibre less urgent, because the bandwidth is already available.

Yes rest of network & new builds will be full fibre according to article.

EE was acquired by BT. VM&O2 have merged by mutual consent with a 50/50 business relationship. Although outcome is same / similar, the management perspective would be very different.

Slight warning about dodgy analysis. Project lightening is full fibre DOCSIS as RFoG.

& I think that 2028 refers to full fibre fully developed national network, not their existing 17m premises. Also, as this article clearly states, it’s already delivering gigabit speeds, therefore is already technology proof for foreseeable future, in terms of demand.