Member Info for expatwelsh

I have tried to be but he’s a very angry man , god knows why but best left in the green . At least the others are polite and reasonable to people they disagree with.

Shame as he has some good insights.

Snoopz, I understand that perspective entirely and I’d generally agree ,on the other hand I’d really like to receive fair value from my shareholding and letting vultures or anyone else fight for control would be the quickest way to get a decent return.

Fair point about vulture funds. Not quite the same thing but stemming from some of the same causes-FTSE is undervalued v other large developed markets . There are always lots of complaints when foreign companies take over undervalued UK companies but the problem is years of government policies making the environment one where companies values are comparatively low. Our BT , regardless of arguments about altnet losses, with Openreach EE and the rest would be double the market capitalisation in the USA. Without reopening the arguments about the viability of bids we’d all be a lot better off if the government would let some vultures fight to get hold of BT.

Well said snoopz , I had been thinking of posting in a similar vein. Aus3009 made some excellent points and was worth reading even through the derogatory language just crept back in the last sentence. If this is the New Aus for 2026 I’ll be removing the block.

That’s positive from Motley Fool is Aus writing for them under a nom de plume 😀?

Berenberg 250 target Citibank 140 target. Nobody knows where it will be in December let alone long term. It’s probably self protection among the analysts community that stops sites like this having a section with a league table for analysts accuracy over the time they’ve been working. Some niche sites try to rate them but when they can sway markets so much they deserve to be under much greater scrutiny.

You’re welcome Bidboy etc etc

Seasons Greetings to you all

Thanks for the new Tag but one’s enough for me

🎄🎄🎄🎄

Understandable,but if you want to see a really awful board take a look at ASC (ASOS) that’s dominated by a poster that makes Rod look very sensible 😀

193 🤞

I’d guess the shorters and their mates may have the answer to that!

Hi Coral, Good to have a “voice of reason “ on the board who actually has had some experience of one of the biggest players.

I read that some analysts believe the book value of the JV is overstated so hope you’re right about the impact on BT values.

I would be interested to hear what we are paying the chairman for if you ever meet AK over dinner again.

A small upgrade from Bank of America and a new product launch. Nice to see a couple of positive messages for a change.

Even better if we get some more a hit £2 by year end 🤞

AK is in the last six of nominations for the Sunday Times Business Person of the Year 2025.

Does she deserve it?

God help us all !!!!

Fair comment Butmac and I don’t know but just pointing out that government or OFCOM are likely to be powerless if it’s two totally UK companies. Everyone can say it’s not possible but none of really know . Private equity companies got rich by doing the unexpected 😀

That’s one UK company to another UK company

Snoop, I agree that a takeover is unlikely but I’d ask one question. the National security limitations on sale of national assets applies to sale to foreign companies doesn’t it?

What would be stopping a UK based and financed Private Equity House making a bid?

There maybe all sorts of reasons why that may not be a good idea but is there any legal reason why the sale of one company to another couldn’t happen without government intervention?

Doesn’t matter about Thursday that’s just a hiccup, the markets a joke. Ten years ago BT bought EE for £13 billion. Market cap for BT today is £17 billion. Openreach and the rest for £4 billion sounds like a bargain. I’m hanging on until reason prevails. Wonder what catalyst will make happen? If the Chairman and AK were doing the right things they’d be looking for something. 2030 is too late for a turnaround in value and I’d be surprised if the billionaires are prepared to wait that long.

LBBW raises BT Group to 'buy' ('hold') - target 218

Waiting for the inevitable rise as the market always reacts when they’re downgraded 😂😂😂😂😂

Foobar, capex hits cash flow not profits. They will be hit on the profit and loss by the amortisation of the capital but not the initial spend.