Member Info for Aus3009

Pacey, I think I’m saying our new trump puppet will offer American cable companies lots of money to deliver fibre any where......... ie incumbent BT would normally get this option, but trumps idea of international relations means, bad quality, low food standards, cable and anything else he can leverage during a trade deal........ it’s so obvious. Huawei are done for now with bojo in place

Fleccy I’m quoting project lightening, as in the ability to “just carry on “ is already in place. It’s standard practice for articles to quote using Openreach ducts and pokes. Basically they haven’t yet, but there’s a possibility they might? But that’s not co location of equipment is it? Article also says liberty and Comcast looking to cooperate. That suggests two things to me, costs & best use of existing infrastructure & also suggests Comcast U.K. assets (Sky) looking to access liberty media’s existing (virgin media ) access where applicable. Ultimately these are both American cable companies, it’s in their blood, they consider anything other than a cable setup as inferior, they will be looking for a connectivity option that is cable based.......... I think it’s pretty obvious & I think they have the ability both financial and operational to get it done. The third business will just be a way to anchor dept.

Absolute nonsense Fleccy, I’m sorry but it is. They have their own buildings and own sites where they build network. This is not like sky or anyone else that needed to site equipment in BT sites to give off the copper pairs. Sooner you wake up to this threat and make your own judgement the better. I realise you are a Brexit voter but in this case nonsense won’t cut it.

Rxdav - so you follow the telecoms industry then?..... this article says a lot more than that & it’s not like we are talking about amateur night at the cabling of streets working mans club..... I assume you are aware of lightening laying £3bln of investment as we speak. So it’s not quite like lining up at the starting gate... these organisations have already laid more fibre to houses than BT or anyone else combined. & yes lightening is delivering fibre to the home and it the usual co-ax

Rxdav - did you read that article ? All of a sudden the two biggest names in cable who now own U.K. firms virgin media & sky are lining to combine in the U.K. market. You are talking about firms which the-cabled America....... I think it’s quite likely this will threaten BT’s rollout schedule

Oh look as if by magic.... doesn’t take a rocket scientist to work out that BT is one of the reasons big American money doesn’t get its own way in the U.K. https://www.telegraph.co.uk/business/2019/07/21/virgin-media-owner-plans-new-full-fibre-assault-bt/

Except Boris is a liar, he’s also in-hoc to Bannon & trump. I would suggest the only full fibre deployment that is closer to delivery is from Liberty global (virgin media) & Comcast (sky). I would bet sky will use its new found us cable connections to reduce reliance on Bt. I’ve already said, no good will come from Brexit, it’s a fools lie.

Here we go again moronic Brexit supporters crawling out from under their rancid rocks. Supporters of lies & liars.

That doesn’t seem like very much money for that site?

Fleccy that’s a link I shared. I realise you are Brexit voter but try and keep up. My response was existing frequencies = not line of site - Samsung are doing pure flipping magic with their interpretation & costs and business case is what slows 5G bb rollout not the technology. I.e. the technology is perfectly capable of doing the job.

At 3:15 big 19m sell of BT and then virtually at the same time a 50m buy of Vodafone. (Probably nothing) where’s Velo?

Fleccy that’s not quite correct. 5G especially within U.K. spectrums is not strictly line of sight. Also Samsung equipment delivering bb to the home with Verizon currently sells itself on not being any kind of line of sight. However Verizon have been offering these services commercially fir quite some time. The product apparently is excellent, but the last article I read strongly suggested they couldn’t make it pay. Which has been the case in other 5G fixed bb deployments. I won’t attach a link, because you can go find it yourself if interested. PS one of the advantages of 5G over 4G is the number of simultaneous registrations / active users. For 4 G this is 10’s of thousands for 5G this is many millions.......... I think the point is the technology will deliver, it’s the business case and current costs that are the reason why 5G will not yet seriously challenge fixed line bb. Not for a while anyway.

Reading through these posts is like watching Brexit in slow motion. Some fool being convinced by another fool / charlatan to make uninformed choices.

Avrohom instead of bemoaning your BT investment you should have been reassessing your investment strategy, if it matters that much to you. There’s plenty of money to be made out of BT, if you haven’t managed to benefit, it’s down to you. Soo we you accept that better off you & the rest of us will be

Constant complaining about BT share ownership is getting a bit sad now. As far as I know BT hasn’t held anyone hostage. If you’ve lost money either theoretical or real, no one cares. Avrohom it’s your money, your choices and you’ve been responsible for how you have managed your portfolio. Plenty of others are making a fortune from Bt shares or doubling up on their bet at no cost.

Public ownership non news
https://uk.finance.yahoo.com/news/labour-looks-at-nationalising-bt-following-proposal-from-corbyn-ally-071741194.html

Are DT still spending all their money in the US ? Was it sprint? Also looking at the orange sell part of the story suggests they need the money to compete in their local market rather than particularly wanting to divest in BT

Just seen this gentlemen, I would assume this will lower the share price, but might also create some interest ? https://uk.reuters.com/article/uk-bt-stake-orange/frances-orange-to-sell-remaining-stake-in-bt-idUKKCN1TS2NM

I have to agree

Hey Velo, I’m not sure whether I fully agree with you or not, because so much of what goes on makes no sense. But I do understand what you are saying & I love to read your posts