Member Info for expatwelsh

Do any of them really have a clue?

The highest broker forecast is more than twice the lowest.

Never seen a comprehensive analysis of the accuracy of brokers forecasts but suspect it's awful.

Never take any notice of them.

Three Billion is a lots of crumbs left from those pressures

More tosh from Motley fool……

https://uk.style.yahoo.com/many-beaten-down-bt-shares-133030687.html

Remarkable how OFCOM manages to combine messages of reliance on BT with threats to BT on competition in a single press article.

They should make cooperation dependent on a moratorium on threats from OFCOM.

1.23 forecast

I give up ……..”envisaged” isn’t a market. Bringing the first volume products to market isn’t mopping up.

I defer absolutely to your technical background but on what it takes to start a business you really don’t appear to have a clue .

“The market creates narratives “ so ,it appears do you.

The presence of technology creates nothing and evolving that technology only makes money if it’s packaged and marketed right .

It’s not a case of wishing and it’s done however smart the technology is.

Fleccy, This isn’t about technology.You May think Cloud is old hat but the existence of technology and know how doesn’t create a market.Markets are created when people or businesses find a way of harnessing new technologies in innovative products and services that business want to buy,in volume and for an extended time. As I said revenue from cloud barely existed worldwide in the late 90s and started growing early 2000s reaching 500 bill dollars by 2022 and is forecast to grow at a compound rate of 14 % for the next couple of decades . technical stuff is good but without a robust strategy to get it sold it’s nothing. AWS and the others made this happen and created the market.if you want a business view of what size future direction of revenue opportunities is look at one of the marketing consulting firms websites There’s loads on Gartner which is one of the biggest . This is definitely not a mature market and has a long way to go …..you may think otherwise but it looks like the big players in the Computer,software,consulting and hardware industries disagree with you.

And final question, if AWS,Microsoft and the other big tech firms who were first to market with a cloud based revenue generating set of offers didn’t create the market who on earth did?

Meant also ask what the came and went comment meant . I checked and world wide revenue went from very little to 600 bill in twenty years and are apparently predicted to quadruple over the next ten years and continue to multiply thereafter. Are we talking about the same thing?

Fleccy it depends what you call new. Early technology was around way back but I worked in the computer industry in large OEMs through the bubble and until 2009 and I’d say that by orders of magnitude there was much more marketing hype about than volume of revenue. It wasn’t until the start of the 2000s that Salesforce,AWS,Oracle and others started building sizeable volumes and extending the cloud offers from software as a service through to the broader range of uses

Another view would be regulators look to penalise the early adopters who create markets that didn’t exist before rather than creating an up ramp for aspiring new players in the market by a lighter touch regulation for new entrants and owners of a small share of the market. I don’t think you can regulate your way to a successful free market economy that leads the world with the technologies it uses.

Numis rating down to 105, doesn't seem right that brokers are allowed to sway markets with little more than cherry picked opinions.

Retail investors are poorly served in the UK, I wonder if it's any better in the other large markets.

It’s not been in the list of possibilities discussed here but would an acquisition by a UK owned private equity consortium be blocked by government ? national security considerations surely wouldn’t apply. BT is an undervalued asset . I wouldn’t rule anything out.

It’s an altnet pressure group what else would they be?

born to be unhappy 🙁

I do hope you are correct.

All the negatives and headwinds combined don’t justify BT being worth less than the EE acquisition cost.

if I’m missing something I’d be pleased to see the numbers that support the valuation if anyone has anything but guess work.

Are you seriously suggesting BT is about to go to the wall?

if so could you offer some evidence to support that extraordinary view.

Mandy, CWU? Read my posting history you couldn’t get much further than the truth. On the time to get value point again my posts have always been clearly damning of PJ and Crozier because of the lamentable share price.

All the above being true there’s no conflict with believing that BT should use its competencies to enter new markets as long as they don’t distract from the main event.

Don’t leap to judgement …..I’ve got no time for CWU ,OFCOM and those at the top of BT who haven’t managed to turn the negative tide of opinion on BT and reach fair value.

There’s more than one way to skin a cat!

Probably right Aus but being a bit player in an enormous market isn’t a bad thing when you’re already a large player in the UK telco market that is dramatically undervalued on your main market focus. Having more cards in your hand is never a bad thing.

Interesting numbers, why would it be Drahi rather than DT?

Aus,"As I’ve said, bit sick of repeating"........... .It's in your gift to stop being sick.

Not sure what you want.

We're all grown up and know every investment has pros and cons. Posters are no more likely to believe all the positive statements than they are to swallow all negative statements.

There's no editorial board to ensure balance and I think we must just look to contributors to have relatively sensible things to say about BT as an investment, that excludes mindless ramping or deramping .

at the end of the day only idiots decide their investments based on what they read in a chat room and with the best will in the world none of us can protect idiots from themselves.