Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
My assumption was that if TT went down it couldn’t be sold as a going concern as without a range of add ons its business model surely couldn’t compete with the network owners.It’s unknown for sure. My assumption was based on the take over of utilities when suppliers went bust. People that I knew had little choice . They were told to move to supplier X or make your own arrangements. When they moved to supplier x it was on standard variable terms and all previous contracts died with the previous suppliers demise.
By removing the administrative sales,marketing and management infrastructure .
The incremental volume to BT shouldn’t require a proportional increase in admin and sales expense so if Bt took on the business they should turn a profit where TT couldn’t.
Even if TT failed the whole debt wouldn’t be a total loss.
As the only viable option to maintain service across the TT base BT would have a strong negotiating position.
It may provide the catalyst to change the anti BT agenda that OFCOM seem to default to.
A TT meltdown could provide both strategic and short term benefits to BT let’s hope we see it soon.
BT is supplier of last resort……bring on a bail out of Talk Talk …….I look forward to reading Polo Tangs authoritative views on why BT is Crxp and doomed to disaster despite being the only supplier that can guarantee the largest geographic coverage.
If this nonsense didn’t hit my bank account It would be funny.
I wonder if the analysts are measured on their accuracy in their annual bonus reviews? If they're not if it's not deemed important then one can only assume that the only reason they issue them is to support an agenda that their employer has.
I agree UBS looks very fishy as a distant outrider in the range of forecasts.
Us small investors are just pawns in the II game and it's probably all to do with market manipulation.
138.3
Rod, I know you may have problems and because of that I make allowances but I will not have you suggesting I’m in the CWU anti bid group.
Get a grip will you. If I know you are talking rubbish about me how am I supposed to believe the other stuff you spout?
Thanks Larry,
They are interesting and it’s also interesting to see the wails of complaints about “British “ companies at risk of takeover when successive government’s policies are big contributing factors. The City has allowed this to happen without lobbying for changes over the past twenty years. Imagine if their policies had encouraged UK companies values to meet global average. If the article is right and UK markets are twenty percent under the average valuation imagine the boost to sentiments and the economy if policies were changed to support closing the gap and the FTSE went over 9000 in the coming year.
Rod, I do appreciate your concern for my wellbeing.
You read me wrong though.
I’m still firmly in the bid for all or part camp.
The sooner the better.
Just observing that the market cap resulting from the current share price bears no relation to the part or full sale value of BT.
That’s not wishful thinking it’s what happens when one company buys another.
Blue, did you read my whole post?
The last sentence said
“ nobody knows anything other than today’s price , the rest is fiction “
Not sure I can see the difference between what I said and your post.
It’s splitting hairs to say everyday’s closing price is anymore than that days share value which doesn’t mean a lot as unlike bananas the market for shares can be moved significantly by many things some of which I listed which if they occur could move the price up or down.
If something happens the share price will change It could become £4 it could become 90 pence but none of us know.
We’ve been talking of value as though share price is the only thing that matters.
True value of the company rather than the share will only be clear when it or a large piece of it is sold or when it’s financials are improved and steady for a year or so and future prospects point to growing or at least secure profits and cash flows..The day to share prices only indicate the value of the share on that day not the true value of the company.
The day to day market capitalisation doesn’t mean a lot hence my reference to the difference between today’s share price and when it was a tenner.
The value of BT will only be clear when the big changes come ,until then share prices will be blown about by what’s happening in the market and institutional muttering about the company.
That’s not la la land that’s pragmatic.
Fleccy, we agree generally and I’m holding because I think the strategy will work and the headwinds will stop being so relevant. The critical thing is that when the market decides that the agenda is changed the SP will change but it maybe after another two years cost savings or maybe something else out of the blue ( bid,sale of pension scheme,collapse of some altnets etc etc). If only we knew we could all sell and buy back in the week before the tipping point.
If only!
It’s a precarious balance between fear of missing out and fear of failing.
When something comes along that could tip that balance value will change in an instant.
Today’s value is just that . It’s no more a real value than when it was a tenner a share.
None of us know the potential possibilities until an event comes along and changes the balance. If it was that easy to determine the real value of a share outside of daily exchange prices we’d all be rich and I’d guess we’re not.
Nobody knows anything other than todays price the rest is fiction .
If anything did move on the Openreach sale idea it wouldn’t be limited to today’s structure.
if they wanted to sell all the network assets as well as everything under the present Openreach organisation then they could.
There have been many discussions on here about how difficult it would be to untangle pension obligations so that would also be problem.
No matter how difficult we may think it is, if BT and the institutions and the buyer thought they’d be billions in profit by making the transaction happen then it will happen.
The article is AI generated Junk mail.
The analyst community is a joke.
UBS says 115 is right Goldman Sachs says 290 is right.
They have no more of a clue than any of us but the financial press listen to them and they can sway the price.
Never understood why the whole shambles isn’t investigated by the regulators.
private Investors get swayed by the fiction they churn out and the institutions make money out of the resulting price movements.
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.