Member Info for Erik9Haggy

The FCA/OFCOM need to be looking into him.

Yes, it’s lazy stereotyping. Just like the comment that BT are cutting back on R and D without any proof. I’m sure that guy knows nothing about Martlesham and the life he lives now and that many things he uses on a daily basis via communication originates from BT innovation.

PRK… “11 billion to make mobile as good as fibre”

That’s some claim. The 11 billion is earmarked to bring the merged network up to the standards of EE over the next 10 years.

The singular companies fall well below the metrics for service, reliability and coverage that EE currently has and has done for the last 11 years. It’s also feasible that BT/EE also continue to upgrade the mobile networks( in fact they are) to give even greater service, reliability and coverage and remain ahead on these for the foreseeable future. As for as good as fibre, I’m not sure that could ever be the case as the latency of signals will be weather affective in many places.

The last government didn’t have an issue with the merger, but this one might. Lack of choice for consumers being one and Unite union being the other. I hope the merger goes through as I have a soft spot for Hutchison after their launch of Orange made me a lot of money.

Declining R and D? Have you any proof of this?

Netomnia/Youfibre… use exactly the same build components throughout the process and piggy back from OR exchanges. They are ripe to seamlessly integrate onto the BT network should they fail or be sold.

All SKY customers are already served by Openreach, not a few, not some, but all of them via Copper and Fibre. This isn’t some huge news that CF can provide service to new SKY customers that aren’t already getting broadband, it’s another way that SKY customers can get their access in areas that BT currently don’t have FTTP.

Now given CF’s own figures that they have around 10% conversions from premises passed whereas OR has 35% then it’s really not that much of a big deal..

Although I concur with Aus, that it could be a potential play into the start of becoming a network operator but like OR without SKY would be tough, SKY on its own would be tougher considering the costs of building and running their own network would probably put the costs of having SKY out of reach for many people.

Give it a rest ffs, you said it’d be a quid 2 months ago and then it rose 30% lol.. as for the CF deal, they’re not even able to connect anyone in their own words until 2025 at the earliest. They don’t have the capacity to make a dent in BT’s strategy.

They’re lucky to even be a going concern at the moment due to more loans off their backers… once their payments are due then we’ll soon see the wheat from the chaff..

I’d argue it is balance Aus, based on the size of the comparative networks. CF themselves say that the move will happen in 2025. When? January? July? December?

They have ceased new build apart from in the rural areas of which they have received the gigabit grant. The same grant BT and no doubt VM02 along with other altnets have won in other rural locations.

CF have been up for sale for near on 2 years and their prediction of up to 8 million premises has been ditched into the long grass and they themselves now say that will be dependent on buying up other small failing altnets as and if they can. That sounds like on a wing and a prayer to me.

There won’t be one single network operator that will cover every SKY customer now or in the next 5 years and even then some still won’t be connected to FTTP.

The only certainty is that between now and 5 years time, only one operator won’t be getting squeezed by a myriad of investment banks and hedge funds.

By the time CF start to connect some SKY customers, BT FTTP will have circa 6 million connections with over 18 million premises FTTP ready.

I’ll predict now that net SKY adds to CF by end of 2025 will be around 150,000. Not enough to make a profit on them.

Equinox is clearly working, otherwise there wouldn’t be altnets ganging up against BT. The opening up of cable operators in the late 80’s was seen as revolutionary and would bring real competition but the reality was that they all withered and died until there was only one left. FTTP will be the same.. just the monthly bill for renting the Openreach network will cripple many in the next couple of years. Same happened with all the mobile SP’s, they couldn’t pay their bills and were swallowed up by Vodafone and Cellnet and new regulations had to be effected to allow networks to sell direct to the market.

Market forces and scalability always wins in the end and to this end is BT’s goal. They always play the long game.. because they can.

Underway

BT figures released in July 2024

• FTTP customer base surpassed 5m during the quarter; strong FTTP demand with orders up 29% year-on-year; take up rate is at 34% with continued strong net adds of 387k…

Net adds of 387k in one quarter… CF have circa 425,000 customers in total…

Openreach has over 5 million FTTP end users… CF hasn’t even passed 4 million premises yet.

3. BT, on the other hand, has over £18 billion of debt, is losing customers hand over fist, has an unsustainable £3.5 billion wage bill, huge pension liabilities, pathetic cash flow, a visionless management team, and an aggressive unionised engineering workforce with its head stuck in the eighties!

That sounds more like why there wouldn’t be a takeover lol… who would go near that shiite show… however the reality is most of it is BS

Pollowick.. the sell offs were due to the debt owed after over payment for 3G licenses. They sold and leased back real estate, O2 and Yellow Pages.

CLUNK…The sound of AimMasters short closing @08.00 and 2 seconds….

Down 86% in 25 years. What's your point?

If you’ve held these for 25 years then you’re not very good at this investing lark lol

Yet it’s up 31% in 10 weeks lol

“ Something's you didn't mention in your post is the move to Passive Optical Networks, building closures, and convergence, all massively reducing BT's energy bill and leasing costs; Add to those staff and Capex reductions, and BT should grow the bottom line significantly over the coming years, even with big drops in revenue.”

Don’t forget PIA. 95% of the Altnets pay OR for the use of its network infrastructure and for wholesale supply of the bandwidth they throw down it.

As Altnets cease and quite a few will wither this year, OR is the supplier of choice by OFCOM to pick up the slack. BT always play the long game.

Their customer base might be falling slightly but once the first domino falls then BT will hoover up new customers quicker than Kerry Katona can do a line..

Fleccy, plus of course BT is migrating all of its retail customers to EE and has been for the last 6 months or so… AIM clearly doesn’t know this..

@Js… many of the FTTP engineers are on 5 year contracts so they will leave naturally in 26/27…

I thought you could migrate it to EE as part of the overall broadband migration from BT to EE??

Tbf the last 5 years has coincided with massive investment in both 5G and FTTP. No other domestic Telco I know has done that. That investment is starting to wind down and free cash flow will pick up.

Once that happens, I can see there being a share buy back program. Then you’ll see your £5 Rodders. It’ll be 2027 though.

On the food thing, I’ve seen that there are now essentially tower block greenhouses on farms doubling and tripling crops with no need for further acreage… I suppose it falls under SK’s innovation theory.