Member Info for Aus3009

Snooze - for the hard of thinking. It’s about BT’s competition stirring - Comcast leads to sky, leads to Dana strong which leads to John Malone which leads to Liberty media which leads to virgins media, which links to O2

John Malone sold half his shares in itv just before these rumours reducing ITV’ market value….. who knows where they went?

I know it takes a little bit of imagination, but at least try to keep up

Fleccy - firstly not it’s not & secondly I think PRK has already covered why reducing costs doesn’t work well if revenue is also falling off a cliff

Oh thought I would share this.

Maybe it’s the start of Comcast on the March definitely being overseen by the names I have previously mentioned. Like John Malone for example

https://www.bloomberg.com/news/articles/2025-11-06/sky-owner-comcast-in-talks-to-buy-itv-s-broadcasting-arm

Fleccy - your answer to me is just describing the run up to a bubble burst. On that I would agree, but this has nothing to do with what PRK is saying.

You’re so busy trying to take chunks out of me & arguing with PRK doing your “last word” play, you fail to realise both you and PRK can actually both be right, but you don’t want that.

Everything PRK is saying is, in my opinion correct, it is a well considered and thought out argument for today. He is definitely right about those result & where a snap shot of these results is leading too.

You are arguing about things in the future changing which you think change the equation & you might be right too, you are betting on these things coming true

But no one knows the future for sure & you are only right if everything you predict happens.

It’s not unfair to argue competition, consumer sentiment and behaviour & technology a only a few things which can impact a future reality

You are only right if indeed BT can deliver and competition can’t disrupt.

Cutting costs while revenue declining isn’t really up for argument, it’s just counting. Your bet is it can be stopped. PRK is just pointing out it’s a problem

Fleccy - I’d like you to point out which part of what PRK has written is not correct?

Although I’m pleasantly surprised to see share price reaction, I’m honest enough to realise what PRK says is accurate.

If openreach can get anywhere near 21 million homes passed, markets might get excited.

I’m guessing the final 5 million homes might be slightly tougher to connect, so pace might slow down. Pretty impressive though, the build out has been quite extraordinary.

Alwaysaprofit - you’re right, sorry was poker chips I was quoting not you. Apologies. All these same user accounts are very confusing.

Alwaysaprofit. - but but but weren’t you just telling us all about BT’s satellite ambitions?

Are you now agreeing with me about those new and exciting opportunities ?

Pokerchips - have you noticed it’s always starlink & not BT satellite involved / chosen for all these new and exciting opportunities.

AWAP- maybe, perhaps this buyout won’t happen, but that doesn’t change the fact consolidation across altnets needs to happen & will happen.

There are very few options for this to happen, liberty media in my opinion being one of them

Fleccy - I agree with your point about BT being allowed to compete, I too would like to see BT being able to aggressively compete. Although others might argue their wholesale pricing is just that.

Fleccy snooze - you’re both making stuff up again to reinforce your point of view. The point about using starlink isn’ t about or doesn’t even mention high populated areas, it’s only talking about remote areas. The argument is about supporting remote base stations with very few users against not having them and handing service to starlink.

Snooze - VM doing deals like this with altnets to consolidate customers and network makes perfect sense. We’ve already been through a dept strategy likely in play here, but like everything outside of your narrow experience you can’t accept anything outside of it. VM will have organised themselves or a subsidiary to manage debt in different ways.

Fleccy - not for long if Vm buy them. VM will do everything they can to use their networks. This is the competition you guys always deny

& before you respond as usual not to replace every BT provided connection just everything they can with intention to replace everything at some point

Fleccy - you can go prove how wrong you are by checking out Australia, New Zealand, US, Canada & Japan. Early days, it will get better

Yes lil Rod. I remember, I remember all the pretend technical experts laughing at you too.

Apparently won’t work, can’t work well something something something.

& for others asking the question, in so many ways voice isn’t really “voice” any more, if you have a 4G LTE mobile phone voice is really data same for voice over internet

The network tries to expedite voice packets to reduce delay and protocols like UDP is used rather than usual TCP so the network doesn’t bother requesting undelivered or out of sequence data packets, but data none the less

Interesting. It’s one way to get more for less time/effort/cost

https://news.virginmediao2.co.uk/virgin-media-o2-signs-landmark-partnership-with-starlink-to-boost-rural-uk-mobile-coverage/

I don’t think I have ever seen a share behave like this.

Get a room you one

Okay Fleccy, so the only way you can reconcile yourself is if you write me off as a plant who doesn’t own bt shares.

I think by the time you start relying on conspiracy theories, when confronted with written evidence of company plans means you’ve already lost.

Fleccy - it’s like Groundhog Day, I’ve shown you this before but you refuse to take it into account because it doesn’t fit your rhetoric

Openreach themselves are telling you they have an ambition for closing 108 (out of 4600) sites by end of 2030. Leaving 4,492 sites to be closed during the 2030’s

https://www.openreach.co.uk/cpportal/products/the-all-ip-programme/exchange-exit-programme

Fleccy - I’m seriously wondering if you might be a bot using UAI.

Must be the 50th time I’ve read exactly the same response from you, even though other have already pointed out switch site closures are a tiny number up to 2030, with majority of sites closures happening in the run up to 2040, so not much relief there, many of us will be dead by that time.

If BT was as organised as VM to manage dept I would worry less & of course VM (and all other competitors) already cost a fraction of BT’s running costs, that does need to be factored in, whilst you are doing slightly biased analysis.

If these alternative operators are refining a fraction of BT’s current losses, their financial position is improving. That’s not true for BT & I already know BT will be able to reduce costs, but that takes money too & things like AI are being asked to do most of the heavy lifting. Which still isn’t proven.