Member Info for expatwelsh

Embarrassing for Sky if their new partner goes to the wall.

Puzzled that these altnet debt issues aren’t giving BT shares a boost as the slightest positive for the altnets always hits BT.

Typo !!! Lead to them NOT defaulting!!!

True but if a series of failures of debt fuelled altnets occurs OFCOM may realise that the Likes of BT are the most reliable source of reliable fibre across most of the country. That should lead to them defaulting to treating BT like problem rather than a solution.

Interesting how “knowledgeable “ analysts like him ignore the leasehold content of the Debt. Even a little ironic that he opens his piece saying he doesn’t take too much note of analyst forecasts when his piece proves the point that they don’t mean a lot.

We also agree on classification then. I guess that we should also agree that there are no absolute truths regardless how strongly we may think we possess them.Not sure how we got onto migration but as you say there are too many talking heads who are willing to stir up trouble and it’s an area you’re interested in so that’s fine but probably not a BT discussion so let’s leave it at that.

Savage, understood your logic but without classification research and analysis in academia ,marketing,pharmaceuticals, financial investment analysis etc etc just wouldn’t exist at all so if that makes all those clever folks judgemental fair enough but they’re more likely to say classification is just one of many tools to aid their work.

We’re all entitled to our own opinions however much they’re at odds with the rest of society.

On another topic your reference to KS and calming the debate down it would be nice if you’re right but until the general public and media decide that’s done and dusted he’s not able to declare victory. Give it six months and we’ll know.

Savage, thanks, on that we can agree . I guess the definition depends on the volume of transactions one makes but I agree it’s down to a matter of opinion.

Cheers

Savage, I also see that you are a trader a look at my post did highlight that traders take a different view.

Be happy 😃

Savage by all means disagree but I guess you’re not as confident as you sound if you’re abusive so quickly to someone who holds a different view.

Mr Buffet always had a different outlook too but I’m sure you rival his success with your grasp of the truth.

This is a discussion board not a shut down alternative views board.

Disagree by all means but my views are no more rubbish than yours so let’s keep it grown up.

Didn’t a famous investor once say indices climb a wall of worry?

Another one said the key to investing success is time in the market not timing the market.

I think the answer is pick a good company and stick at it.

Either BT is a good company or not. We can debate that until kingdom come but I think that’s the only relevant question unless you’re a day trader.

Bowler,

Take a look at

https://deprivedpensioners.org/dpa-campaign

it’s trying to set up a class action on the pre 97 zero increase issue.

Big names that aren’t paying increases include BP,Hewlett Packard and American Express Last Sunday’s Mail had a double page spread on the issue in the wealth section google “gold plated” pensions that have halved……and you should see it.

Public sector pay increase and effect on inflation.

Another view is pumping more cash into the economy through increased public sector wages means that more pounds are going to be spent on the same amount of goods and services so more demand on static supply would normally cause prices to rise.

Aim master, BT won't be paying interest on the lease obligations which form about 6 billion or so of that figure from memory. Perhaps some more research will improve your view of the price?

From your recent posts it's not at all clear why you are on this board unless BT have pixxed you off some how and your posts are some kind of odd way of gaining revenge.

you'd probably get further writing your complaints to AK.

Perhaps because a depressed BT price makes a DT coup at some point much cheaper ?

Straying into conspiracy land but stranger things have happened.

Aim master,

Last time I looked analysts consensus was around 1.95.

what are you referring too?

About 6.20 this morning on the Business update section a supposedly expert guest ( investment director of JD Finn) said it wasn't a surprise that BT shares price drop had reduced BT value by 1 billion as Sky had transferred their Broadband business to City Fibre, which is of course far from the truth. This was followed by an Interview with Greg Mensch the City Fibre MD doing a puff piece on how wonderful it was that altnets had transformed the UK.

It's time that BT PR department earned their money when our national broadcaster can get away with putting lies and free publicity for BT competition on the airwaves.

It's too easy for BT to be sniped at by all and sundry with no response from AK and it just adds to the "BT has had it " narrative.

PRK, you’re going to be disappointed I’m afraid. The CEO has made it clear that the recovery is coming from massive cost reductions not revenue growth . The bottom line and free cash flow will be significantly improved but any top line growth will be a bonus. To be fair her predecessor also said the same so no surprise.

Agree it's about revenue threats not TV !

Still a good deal of Ifs ,Maybes, and catastrophic remote potential occurrences that would need to happen if a billion worth of Market Cap reduction was to be justified.

Until it's quantified it's just another bit of Altnet pipedream of a brave new world when they steal BT's lunch.

Lots of hype and no substance.

If people are seriously worried they should sell and satisfy the forces that are driving this sell off.

I'll start worrying when Mittal and Slim sell their interests as i suspect they have thought things through.

Very interesting to see the range of views in the media. Most make it sound like a major threat but those are just repeating the PR flash from City/Fibre Sky rather than adding any value.

Yet to to see anyone attempting to monetise the threat this really represents to BT bottom line so the fall is just algorithm driven rather than real investment decisions taken by major investors.

Saw this on City a.m. which is rare in pointing out that City Fibre isn't in good shape itself. Probably a slow rise back over the next week thinking trades are done by people rather than computers. If BT was really such a house of cards that could fairly be reduced in market value by a billion pounds on the strength of a small deal the details of which aren't quantified I suspect that Mittal and Slim wouldn't be involved.

Afraid BT is the Citys favourite whipping boy.

At present, BT hosts all of Sky's broadband customers, approximately 5.7m, on its Openreach network, as reported by City AM.

"The BT impact is through its Openreach business, which has Sky as its biggest external partner," explained Matt Britzman, senior equity analyst at Hargreaves Lansdown.

"There are genuine concerns about its reliance on a single customer, but a deal with Cityfibre is unlikely to have a major impact on the current relationship."

Britzman further commented: "Cityfibre is a struggling business, desperate to show its lenders that it has something tangible in the works, it's also more focused on rural areas where the likes of Openreach aren't building out fibre networks so there's likely limited cannibalisation of Openreach's existing business with Sky."

If he’s sold a billion in the last couple of months as a forced seller it’s surely a positive sign that the price has held so well until recent markets turmoil.

Interesting article in Sunday times suggested price has been surpressed by worries about a distressed dump of shares. .if it’s already happened it must bode well for the price.