Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Monday we started 123.65. Now 143
Even at 143 the shares still seem so so cheap on expected P/E ratios. If they were priced on same as current standard and poor valuation metrics this share even now would be £7 let alone the tech valuation metrics
With offers of resignations around if Janson plan not backed.
That must heighten speculation of bt raising cash in selling a bit of openreach to invest over next two years rather than tap mkt for more debt to invest
Lol
Jansen is the man. Was very very impressed with him listening to the podcast at end of last results with analysts on last results (lasts couple hours but a must listen for investors on the full plan)
It’s on bt investor relations page
Definitely sour grapes from guardian. It’s a win win for everyone as we need to upgrade Britain’s broadband quick so growth and productivity happens sooner to get the debt built up paid.
The tax break allows much more acceleration and Jansen said he can carpet the uk even quicker with tax breaks in his last results. Just need off on to play ball to fit the jigsaw
If your a long term investor and happy with direction company going and you calculate price is cheap isn’t it better to buy now at cheaper price than on breakout to topside as if 140 breaks it can still fall back but from an even higher level?
As Warren Buffett says I would only buy a stock that I was prepared to hold for 10 years otherwise I wouldn’t own it for 10mins
Current int rates are not higher but longer dated rates have been rising rapidly last couple weeks. Which is expectation inflation coming snd rates will need to go up.
These longer dates rates is what companies borrow at when borrowing as they lick in rates for 5 and 10 years etc for certainty
https://www.google.co.uk/amp/s/amp.ft.com/content/5e7ce06e-c237-4265-a149-cd0d854b07f5
I’d rather they suspend our dividend and divert the cash into this investment . Wasn’t there even more rebates on apprenticeships too to help roll this all out.
The mkt would take that positive knowing big dividends to come in 2 years