Member Info for booboobooboo

We now know king maker Sky has done a deal with BT and not V/O2 which of course they always were seeing as they have had a long work relationship with each other .

I would be surprise to see the V/O2 FTTP program ever getting off the ground given the amount of money they are going to need and even if it did, it would be many years behind dominate BT.

We should be well above £2 today, next week we will see the SP rising towards that valuation .

If its costing BT £250-300 per household image how much it will cost Virgin/O2 to do the same thing but adding digging up the road into the equation .

On a different note we still have a BT Sports sale news to look forward to and a Drahi holding increase RNS.

"Our progressive dividend policy will be underpinned by these increased cash flows as we move to sustainable growth going forward."

https://www.bt.com/about/investors/individual-shareholders/dividends#accordion-1

Basically you don't need to be a crystal ball reader to see that by 2025 divs will be back to 16p per share .

It is becoming extremely obvious to me Drahi has been accumulating even more shares in BT over the last few months under PI noses that will take his holding to 30%. Add a further 12% assuming DT are onboard with him and PI are going to find themselves waking up one morning to the realisation that only 58% of their company is tradable on the open market .

https://www.bloomberg.com/news/articles/2021-10-21/altice-portugal-is-said-to-draw-interest-from-blackstone-cvc

It looks to me like the SP has been manipulated down to these levels to help someone accumulate an even greater overall holding .

It probably Drahi expert advices that have managed to get the SP back down again so he can buy even more BT shares on the cheap.

I have seen this some many times over the years and I am not falling for it and so I have decided to increase my position to 100,000 which will equate to a 6% div yield come February .

Also there is this article in the Times today.

Mayer, the DAZN chairman, said the platform was most interested in the Premier League, Champions League and Formula One
Mayer, the DAZN chairman, said the platform was most interested in the Premier League, Champions League and Formula One
CLIVE MASON/FORMULA 1/GETTY IMAGES
Martyn Ziegler, Chief Sports Reporter
Friday October 15 2021, 12.01am, The Times
The head of the DAZN streaming platform has spelled out its desire to secure Premier League rights as it continues talks for a takeover of BT Sport.

Kevin Mayer, the DAZN chairman, said the football rights were the most valuable

Green coal omissions release 6 times the greater CO2 cos its only 60 million years old.

Haven't China in the last week announced NO overseas coal power financing ?

Defo not one for the grandchildren.

I can't believe they are still shorting this , their only hope is a supply chain issue causing MKS to have a bad Xmas due to them not having anything on the shelves to sell.

On a different note I had some mini Colin the Caterpillar cakes the other day which were amazing .

Defo not a share for the grandchildren this one !

https://www.standard.co.uk/business/aldi-checkout-free-tech-trial-london-b956206.html

Go on........... go on ..............go on -go on - go on........... GO ON !

We are up 44p or 33% in just a month and will IMO cont. that trajectory all the way until the Nov trading and div update , although a T/O approach before then is more likely.

........I
......./|\
...../ ---\
.....|===|
.....|..M..|
.....|..&..|
.....|..S..|
.....|.....|
.....|..S..|
.....|..P..|
.....|..A..|
.....|..R..|
.....|..K..|
.....(..S..)
..../|#||#|\
.../.|#||#|.\
../..|#||#|..\
..|../^||^\..|
..|./.^||^.\.|
..|/..^||^..\..
..(..NOV.. )
..( ..MKS..)
..( ££££££)

Indeed this could be the leak we have all been waiting for and on such a glorious day as well.

Its the usual fun and games only difference is this time the pendulum is swinging in our favour.BT another one of my holdings are flattish today despite receiving their biggish heads up to date that they are going to participating in some type of T/O within the next 12 months.

Both will finish £5 or above each with in the next 3 years , all you have to do sit back and watch the money grow and grow , and don't forget to enjoy every minute of the experience cos making money on the stock exchange isn't normally this easy.

By the time we reach £2.30 they will be recommending £3 as more and more realisations are reach .The sentiment here has definately changed and we could easier bolt into the £2's at any moment .

Roland Head: Marks & Spencer

I’m feeling increasingly excited about the prospects for retailer Marks & Spencer Group (LSE: MKS). CEO Steve Rowe is prioritising food and online sales, while slimming down the store estate.

M&S’s latest numbers suggest these changes may be working. Online sales of clothing and home products rose by 53.9% last year, partly offsetting the effect of store closures. Food sales were up 6.9%, on an underlying like-for-like basis.

My main worry is that debt remains a little higher than I’d like. But borrowings are falling. With M&S stock trading on just 10 times forecast earnings, I can see value.

This share defo isn't one for the grandchildren.

https://www.investorschronicle.co.uk/news/2021/08/24/shares-i-love-marks-and-spencer/