Member Info for Aus3009

2000,000,000 reasons why that post is incorrect.

My goodness for a second there I though lil rod or village

Whose back?

I personally would like to see more articles like this if the share price reacts like this !!!!

Yes course

https://www.thetimes.co.uk/edition/business/bt-auditor-highlights-new-failure-zsrzltnkd

If you go through google can sometimes miss out pay wall

I’ve read news about accounting issues this morning. Might not be too serious, but previous accounting scandals might weigh heavy on the share price. Without a doubt this is a worry about how everything is managed

NDN this conversation isn’t about short term prospects, we are discussing medium to long term pressures and trends rather than 1 off exceptional trading environments. But if we were talking short term then BT should ride this wave better than most. Still leave the overriding question of how will BT Generate new money. How are they going to generate rising income online with the companies who will leverage their network. On one side it’s the likes of talk talk who operate with so low costs it limits what Bt can charge to stay competitive, whilst on the other side we have over the top services who drive Drive BT’s out going expenses without generating income in relation to the increased use

Fleccy £22bln & declining year on year......

The usefulness of telecom companies and their networks is without question. But that conclusion is not the answer to the question. The question is how do telecoms generate better returns? The industry has painted itself into a corner, users are using more and more, which costs operators lots and lots of money, but they charge a single “as much as you can eat” charge. Competition has caused this where non telecom companies whose core business isn’t the network so they compete on the “as much as you can eat” cost, which gets Lower and lower, which BT as a network provider & competitor in this market have to compete with. So the question is how will telecoms operators fund their increasing network costs from very low “as much v as you can eat” incomes?

EMM - that’s my bet too. But I have to warn you I’m nearly always wrong. My logic is double bluff, when I’ve thought results were good, price has fallen, so based on this, worse than expected results might see increase ?

Fleccy - as always your opinion goes against rational expert opinion. There’s a loads of expert opinion out there saying the same thing about the sense of a Vm Vodafone tie up.

I personally think O2 & Vm will work well, it feels like their cultures are similar

https://www.google.co.uk/amp/s/www.thisismoney.co.uk/money/markets/article-8290335/amp/Vodafone-gatecrash-O2-Virgin-Media-merger.html

Fleccy - there’s plenty of home bb competition. The only regulatory concern I’ve seen is over the number of mobile providers. Business consolidation seems like fair game to me

Hi NDN - I posted this information because interestingly it contradicts everything Fleccy is saying about almost everything, in particular his conclusion that nothing changes regarding BT’s commercial environment.

Yes you’re right, it looks like Vm and Vodafone have applied reciprocal deals to host virgin mobile in return for low cost backhaul and where they don’t have network dark fibre.. I read somewhere part of their IOE ambitions.

As you know I suspected a Vm Vodafone tie up way before liberty and them were doing deals in Europe. I personally don’t think they can afford to sit back and watch Vm and O2 combine

But I’m not sure they can do anything after other very large investments and all their debt? The second but is Vodafone have always had a good working relationship with sky. Sky mobile probably won’t stay with O2 so that could trigger a closer arrangement ?

My money is back in BT currently but I find what’s happening fascinating

No-ones previous knowledge of this country bdustry isn’t worth a bag of beans (imo) because these changes in both technology and commercial will change everything

I have concerns about BT, they seem to be losing out at the moment & I worry their size and scale may weigh them down, just when they may need to think and change quickly?

We will have to see, but I’m starting to think the front line isn’t home broadband?

Fleccy - don’t know where you get your news from but this article spells it out

https://www.google.co.uk/amp/s/amp.ft.com/content/dde41ff7-df3a-4bfc-adb7-e810a28c7685

I said lots of work “increases the chances of something going wrong”. It’s called planned “WORK” not planned “NOT WORK”. Not work is very unplanned

Hi NDN - I wasn’t referring to today I was talking about their major outage in the south coast last week. As for outages during an upgrade, I was referring to the likely hood of something going wrong with lots of work going on, but they are in fact upgrading those areas too. Who knows. But I do agree there have been quite a few outage reports recently.

NDN - I don’t think you know that’s the problem. I was referring to having equipment changed, software updated and generally having engineers crawling over networks causing outages. Although reading the news Southampton had more to do with a fibre cut. I really don’t think they have upgraded their access speeds without having a core capable of managing these new speeds

Healy - yep there’s been a few issues recently that’s for sure in the south, but Vm are upgrading these areas to 1gbt download speeds

Fleccy - selective analysis from you again. In 2 seconds I can find this

UPDATE 8th November 2019

Lutz Schüler has elaborated a bit more on the VMB wholesale agreement with Vodafone: “We have now really engaged in a closer partnership with Vodafone. And as we have said, Vodafone are very fast to deploy 5G base stations, and they need a backhaul opportunity. So therefore, we have also closed a huge deal on dark fibre and mobile backhaul at the same time when we have closed an MVNO deal, and we are very pleased with that … this is an area which has huge growth opportunity in the future.”

Fleccy - I’ve not said competitors will get their own way. But it’s also true there’s no change to BT’s operating conditions & the competition currently looks like it’s getting the better of BT’s strategy.

& no-one in their right minds thought “start up” cable companies would damage BT. But now it’s a very different commercial environment and these companies are no longer startups