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Https://www.techdigest.tv/2026/01/elon-musks-starlink-undercuts-bt-in-uk-broadband-price-war.html

@GeordieOz - I would be a rich man if I could even claim to having a clue when BT will get past £3. I’m not going to claim to know, but will share my thinking, much depends on what competition will do, although even I think they are leaving it too late to organise themselves to prevent BT’s rise.

But I am starting to think of BT don’t sort themselves out quickly, I could see an organised opponent keeping them pinned down for decades.

So I think / thought BT should see rising share price when their spending and costs start to reduce, But this has to be in tandem with customer losses being stemmed & id like to see at least a modest revenue increase.

The modest revenue increase is the bit I worry they can deliver, it’s why I’ve been an advocate for BT to find new revenue streams and why I’m so unhappy with how they have organised their TV option. I would have liked to have seen an over the top service driven by apps rather than set top boxes, available to any broadband provider

Anyway. I think Fleccy is probably right the cost cutting and reduced spend should start taking effect over next 2-5 years. If they can reduce costs and spending, maybe sell some copper I think £3 is achievable in medium term. 2 -5 years.

If they can increase revenue, reduce debt (spelt correctly) I think share price could go higher. If competition can’t organise and consolidate (that’s where Vodafone’s money comes in not whether they have a network

Or not) then will likely go higher.

If competition does organise I can see it eating away at BT, which is where their debt and running cost model will help drag them down.

For example VM has a near national network able to service 17 to 21 million premises but only have a workforce of circa 6,000 not including O2 which is a whole new story.

Next generation mobile networks will likely compete more for BB services, although BT has EE the weight of legacy fibre, network

Investments and work force might weigh heavily on their ability to compete with more

nimble operators who have not got these headwinds? Who knows?

I’m confident about near to medium term £3. Concerned it will grow much further and worried will not hold above these points long term

Only my opinion of course seeing as you asked for it rather than the other twerps on this board who think they have it all worked out for sure.

Big time billy - no that not what I would say. Not entirely sure why you would think that based on what I post.

I would say well done, looks like you have made some good choices & probably done well for yourself.

Most of my BT share were inherited, although I have added many over the years from

My own funds. I think / hope / predict / expect BT shares to eventually find a fair value of somewhere in the region of £3 to £4 pounds.

I too enjoy the dividends, find them very useful for little extras.

But despite my investment I’m able to remain objective. I can see and recognise some broker analysis is strongly biased against BT for reasons I don’t know why, whilst others are equally and as stupidly biased for BT.

It’s because I have large sums invested that I like to take an interest in potential issues which could negatively impact BT shares, as I am equally interested on keeping an eye on the things which could positively impact price.

Currently customer losses is a concern.

Currently BT selling off so much of its business is a concern, not because it’s diminishes their business, but because they don’t seem to have confidence in themselves to make them successful, when businesses buying them think they can

& lastly not least their competition which everyone else on this board dismisses far too quickly. VM, Comcast (Sky) Vodafone, Liberty media (VM) being the ones to watch not the altnets, although the altnets are doing far more damage than they should.

But I do appreciate BT’s plan to

Invest and rollout fibre, I recognise their potential to cut operating costs along with capex

There is a gang of posters on here who don’t like objectivity of rationalisation, who prefer blind faith and who hound & insult anyone not prepared to follow like sheep, who only recognise bias in their direction

Personally I have too much money invested for blind faith, I still expect BT shares to make £3, but I’m increasingly concerned they won’t hold it & I like to consider risks thoughtfully. What’s wrong with that ?

Hope that helps.

Oh look, lowest of the low stalker has turned up. Having said that, his kind of entitlement leads to all kinds of unsavoury behaviour, stalking being the least of it…..

What about the stupids who own BT shares, but only recognise bias in one direction?

Fleccy - it literally has nothing to do with opinion.

That article describes what it describes

You blindly quote it to confirm your bias

Reality & objectivity shows despite all these advantages the report describes in BT’s favour huge BT losses

It’s not an opinion of mine to point out this glaring difference or to question why this might be?

Is the article nonsense? Are you posting nonsense?

Is BT unable to or struggling to monetise their investment (this would be worthy serious consideration )

Why are people and budinesss choosing to move away from BT and these massive competitive advantsges.

Originally BT provided explanation of these losses being where they didn’t have full fibre, but now we see rollout completing, this seems much less likely

There is literally no opinion expressed by me, the only opinion is the article.

Fleccy - regardless I would question the article.

In this case it’s so blindingly obvious.

Article is reporting massive advantage yet reality is showing huge losses

Errrr. But we are talking about BT losses. Even now you don’t want to talk about BT losses, you want to distract by say VM02 are loosing too (which they are)

The article you are propagating as evidence for your point of view was about BT and what a massive advantage they have over the competition.

The point I’m making is

Even with you reporting the massive advantage BT has they aren’t really able to stem the losses and that customers (despite your enthusiasm ) are leaving in droves.

So my original question was. How can you quote this article of positivity, that reaffirms all your bias. Without then questioning the losses. Or put another way wondering why or how this could be?

Still not answering the question, still not addressing the glaring disparity between the article you share and the observable reality.

You are saying this is evidence of your unrelenting positivity, entirely inable to in lude observable reality durinag analysis.

Yes, great article, but it doesn’t show good news, if the article has merit, then the real question is how come BT are failing to capitalise on it ?

I’ve already pointed out the massive losses reported across openreach. According to you and this article, BT should be fighting new adds off with a big stick.

So, does reality and company reporting mean anything or are you only going to consider information that supports your (flakey) opinion.

Always - well that’s very condescending, I’m sure makes you feel like a big boy, but doesn’t change that number (of lost customers)

Those lost numbers along with this article should be screaming how can BT have such a huge advantage in every way, but not be able to monetise it?

It’s a fair question and it’s a fair observation whilst Fleccy and his blind supporters dance round on a victory lap.

It’s impossible to conclude all those advantages over its competition & not ask why is revenue falling, why are huge numbers of customers choosing alternatives to openreach.

Oh. Tell me again what the openreach losses were ?

Which we now know (based on fttp build out) were not all old schools non fibre areas.

Just asking for a friend & obviously balance.

That’s one heck of a corporate word salad for a Sunday.

More wishful thinking.

Majority of consumers and business simplify all this into

Do I want or need it ?

Will it work & do what I need

What’s the price, can I get same / similar for

Less?

Hmmm. There is more to this than meets the eye maybe.

Altnets losing £1.5bln whilst BT is losing nearly a million retail customers a year?

How can that be? Based on the theory these lost customers are leaving for fibre connections.

We know they are not going to Virgin Media & now we have to wonder whether they are going to Altnets or not? (The only other option for fibre).

So where are they going, could this be first indication full fibre isnt being chosen ?

I don’t know the answer to this, but these numbers don’t add up if altnets or VM are not getting these customers lost from BT / openreach

Fleccy always leaves of the last important it

BT is cost saving (whilst losing too many customers and reducing revenue)

Future savings, profits and cash flow are all subject to future reductions from income.

It’s just counting.

Snooze - whilst describing what trolls do you have literally described both yours and fleccys post

Unrelenting, unsubstantiated, unwavering surety of BT shares in complete opposition to the reality of their results

Just to recap reality as of last week was. Larger loss of customers than expected, lower revenue than expected etc.

Apart from the fibre build, there was very little good news. Assuming everyone can agree cutting costs whilst reducing revenue isn’t particularly good news.

PRK - you are absolutely right. Be careful fleccys followers will start accusing you of having a bias.

There is no place on this board for a fair reflection of last weeks results.

I too have fairly rational concerns about customer losses, falling revenue & competition being a bit smarter than posters here give the. Credit for.

My money is still invested (although reduced by half) with BT because I still expect them to win through, but every financial result I read is reducing my certainty.

The problem here is there is no certainty. Most people posting here do not reflect this at all with any honesty,

As for celebrating share price falls, it’s just crazy, if things don’t improve it won’t necessarily bounce back,

Fleccy I’m sure you have some made up conspiracy theory to backup your way off personal opinions. Pretty sure you will seek it as some kind of fact rather than fiction

& you e just described how stock markets and SP doesn’t work.

If a small number of people who have read yesterdays results and decide they are nit going to pay £1.80 for a BT share and there are other people selling who have read the results and decide they won’t get £1.80 then the share price moves down, to meet sell and sale. Prices that will trigger a transaction.

Lower volumes isn’t the driver it’s what buyers think they can get a sell for.

Fleccy - the answer to your question today was answered by PRK Yestetday.

You me O2, the largest mobile operator in the uk? Do you think Martin Lewis is talking and O2’s customer base is listening?

Are they really losing a large proportion of their mobile customers?

Personally would worry far more about BT broadband losses

Doesn’t surprise me at all.