George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
Little Rod, I never thought I would see the day, where you were lucid, once again, free from the drugs & away from the malign control of nursery.
Fleccy continues to not out perform his programming, stuck in all kinds of never ending circular routing. He could take a tip from the average C7 stack that would put a stop to it, to save bandwidth for something else
Still doesn’t understand the nature of a public board like this, asking for personal details and proof is bad enough, but not realising I could reply with anything, would make me like him.
Not to mention his non AI missing out the bit where I said I agree with some of it & the problem being the in-ending, in-questioning 24/7 responses to every post.
A subject I think you have beautifully covered with your new found thought through prose.
Not understanding applications constantly harvest information about you and your machine (at the application later) is the indication he asks me for. Arguing that routing & device information stays in the network, already made my point.
Thank you lil Rod, perfect reality described by a hidden scholar.
As I’ve said, bit sick of repeating, I’m heavily invested in BT.
But that is not what this is about. Neither is it about anti bt investors, it’s the opposite.
People ramping up bt, continuously might encourage others to risk more than they should / or normally would
Continually ramping up BT with zero balance, is equally, if not more destructive than those who encourage no investment. Continually repeating the same, unquestioning, positive message is damaging, because most people want their bias confirmed, it appeals to them in many ways, particularly if looking at a reducing investment
It’s very dangerous & I wouldn’t want to see a single person on here hurt by it. If you look through fleccys and his disciples posts, you will see an unwavering pattern. This includes attempting to unmask as a traitor or non-believer, anyone who try’s to add balance, it’s blatantly obvious.
Expat - again I’m not criticising investment strategy, I’ve explained that more than once.
That research…. It’s not. Everything Fleccy just quoted came from BT, yet he uses it again and again to convince you, he’s doing a thorough job. If he kept it to himself, that’s fine, but he’s going out of his way not too.
I’m challenging it, right now & if you’ve got any sense, you can see. he is left wanting.
I’d hate for people to think he is a technical or strategic authority. I’ve tested the technical time and time again & honestly, it shouts out a very low level understanding. It’s very dangerous for people to put their money, where Fleccy’s mouth is.
Some of what he says is probably right, I agree with some of it, but he is so biased, it’s dangerous to take seriously.
I am seriously thinking he is a bot. Not able to answer / comprehend questions, unable to adjust the message beyond defined boundaries, quote irrelevant things, available 24/7 to interject on EVERY THREAD, continuously repeating a message.
I mean come on?
It’s my opinion, dyor.
Fleccy - great one sided analysis
Now, what about all the outside forces and possibilities outside of BT’s control & plan for the future
These would range from competition, major share holders needing to bail out. Government & regulator changes & technological advances which could undermine BT’s huge investment
I’m old enough to remember many of those arguments & advantages declared by energis. Then their fibres started to disintegrate.
Good grief Fleccy, there is seriously something wrong with you, or you can’t read, or you can’t assimilate meaning from written words (are you a bot?)
I obviously have a significant BT holding, I often buy to reduce average price (with remorse)
I also convince myself BT will come good at the end, but am conscious & wide eyed about upcoming risk & the reasons for the low price. (which i think might be reaching a threshold for me personally)
Again, my comments are not about your investment strategy, that’s your business, my comments are around your full throated, unquestioning delight at being able to get more shares for less, because the price is so low, with no acknowledgement why that might be (conspiracy theories ignored) or except anyone that matters has it all wrong.
It’s not difficult is it, unless of course you are a “not very” AI bot, triggered 24|7 at he slightest un-brain dead comment.
Please block me, I’m tired of this too and frow. I really don’t think this particular bot has anything substantial to add, other than a broken record of unquestioning optimism (whilst heading for unexplained lows)
Fleecy - I’m not sure what’s wrong with you but my post couldn’t be clearer
“The focus of this thread was to test the logic of never ending optimism for low share prices and being always happy it means cheap top ups as opposed to sanguine opportunism of buying low and selling high ”
Yet you go on and on about your investment choices, which I’m not referencing.
I’m referencing the unquestioning over confidence. I asked in a previous post, where are your considerations for down sides, threats, risks all of which change why you happy clap your way through a low share price. You’ve already seen dividends pause, you wouldn’t have thought that possible 5 years ago.
I thinks it’s called bias. How many hours a day do you spend waiting to full this board up with this bias? Just wondering?
As a foot note to this discussion.
A friend of mine made a very good point, apologies if this has been covered.
The focus of this thread was to test the logic of never ending optimism for low share prices and being always happy it means cheap top ups as opposed to sanguine opportunism of buying low and selling high
Anyway, point my friend made was the same conditions lowering BT’s share price are likely related to the same pressures reducing pension pots, creating high inflation, etc etc
So the losses are far greater than the BT share price & all of them far more likely to run out of control & won’t resolve themselves in time for a BT restructure.
I think this was the point I was trying to make. It’s not the investment strategy, it’s the unrelenting optimism not accounting for these realities / possibilities
I too pragmatically reduce my average, but I do it with a heavy heart knowing it’s not a good predicament to be in.
Blue Pete - my guess is Drahi might be a drowning man.
I have a feeling mr Leverage has played a bad hand. In too deep on borrowed money, interest rates high, asset value dropping & problems else were.
If you look at his investment in BT compared to everything else, it’s pretty big. I think he was stretching, needing a bit of luck.
If I’m right, where will his shares go? If I’m wrong he will extend his investment
Honestly I see DT just watching this and sainting. I said couple of weeks ago. Don’t forget DT handed huge volumes of their shares to what I consider dark forces (large hedge funds). Maybe we need to wonder why they did that & it being a reason share price behaves strangely. With so many shares out of circulation, price should be going up, it’s like the biggest buy back scheme ever!!
Well NDN - coming from someone who stalks & , steals personal information and then uses it to threaten people with some kind of weird exposure. I must have been bad.
You’ve obviously religiously searched through everything and have examples ?
Surely Fleccy can fight his own battles, don’t you think? Compared to the usual “banter on here” I wonder why I should trigger you? (Don’t answer that I already know)
Oh here we go NDN - I agree it is the same, every company is promoting their best foot forward.
It’s not me treating their statements as gospel.
& I hardly get involved with the usual criticism around peoples money and investment. I’ve commented this time to try and explain why bad & bad might lead to more for less too ups, but that always hoping for lower share price rather than for higher, means hoping for more and more bad & that too much bad could impact their longer term investment,
Now I realise you are dangerously obsessed with me, but really read my posts.
Fleccy of course I read BT’s view of the world & I recognise it for what it is.
In part it’s a description of the future, set by an organisation operating in its own echo chamber.
Obviously I add competition, technology, market conditions, major share holder actions & everything else I think is outside BT’s control.
Out of interest, what would be your top 10 risks / issues / unknown unknowns surrounding BT’s strategy /.business ?
If one of those isn’t Drahi offloading his shares & what that could mean (I’ll give you a clue, it’s not necessarily DT who will buy). It’s very odd.
Fleccy - I get what you are saying & for last couple of years it’s been quite funny.
However a functioning mind should really be seeing this is getting serious now and all kinds of unexpected risks are at play.
The trading conditions you want to get worse and the other things affecting BT price are the same pressures which could force Billions of shares on the market for years to come, not to mention the unknown unknowns which could suddenly happen due to an extended period of market negativity.
I can for the first time seriously see risks that could break BT for a long time. In part brought in by their weakness which you think give you an extra 5% of shares for your money
Doesn’t sound like sound investment to me.
Hey Blue Pete. Well, there is always that.
My view maybe skewed because I’m trapped by price too, along with Rod (donkey).
I find it difficult to understand the logic of hoping for worse & hoping it will come right which may or may not benefit them. Whilst better and better would benefit everyone, including them. (Much more). I guess it involves a brexit mind ?
There are lots of issues when investing in shares & hoping the share price drops so they can buy more for less
Apart from the obvious loss making and all the sound arguments around inflation and losing more value than can possibly be gained during a top up (unless a very big top up or very small holding)
Of course there’s always hope the price will recover, but this is, irrational, because each time they wish for a more for less bet, what they are unknowingly doing is wishing for what ever is making the share price lower, gets worse and worse and worse.
The logical conclusion of this is cheap, more for less top-ups, but the worse gets so worse, they won’t see the price recover any time soon.
Worse and worse and worse tends to feed on itself and get way out of control, it only needs some major openreach users to look elsewhere, where they can find other network options or so worse major share holders suddenly pull out & dump their holding.
The problem with worse and worse is many fold & BT in particular could do with better & better, even if it does mean the more for less falls short.
Fleccy - I think most networks have their version EE were the first, BT mobile support it, O2 have their version, VM mobile do it. It’s every where.
I read an article once about BT buying EE or O2 at the time. Mobile companies (according to article) were throwing themselves at BT to be bought out. One of the reasons being BT had sold the idea of Wi-Fi calling & mobile phone networks only carrying 10% of traffic, those out of range of Wi-Fi
EE, BT mobile, Three, O2, VM mobile all host the service so they do billing etc.
But all their services use any internet connection, on the train, in costs, at home, on holiday. If your phone can access the internet all voice, texts, data uses that access point, rather than mobile network.
Originally it was the only option for HD voice I think they called it?
Anyway. I think BT/EE next consumer move will be to separate the billing, so the mobile in range of WI Fi doesn’t use mobile billing etc, kind of like a mobile land line (which scarred those mobile companies!!!!)
I remember thinking at the time this was the landline pushing back on mobile ?
Anyway, it’s great, I never turn it off, use it all over the world.