Member Info for expatwelsh

On the topic of the Mittal holding. Does anyone know enough to understand if the late RNS concerning 150 million shares is just shuffling the existing holdings or a n additional 1.5 % ?

I’m not equipped to join the which technology will win out debate but I’d just chip in another variable that should make a difference on Marketing,selling,delivery strategies, financial management and just all round business and growth focus for revenue ,cash and profits as well as relationships with government and the regulators . AK has been dismantling and rebuilding her management team over the past year or so and with her track record of managing successful Nordic telcos hopefully she’s increased the abilities of the exec team to handle the challenges and headwinds they face. Add to that the two Mittal non execs and surely we have a team that is going to manage through changes successfully rather than one that docilely sits and lets it’s business be taken wholesale by all and sundry. That maybe naive but a strong leadership team can make the difference between success and failure.

Interesting to see Friday Was largest daily trade value for a couple of months.

Could it be the Mexican taking profit and withdrawing now the Indian involvement is increasing?

Maybe an RNS in the next week or so will confirm.

Snoopz , certainly agree second paragraph. This share seems to get gamed more than you’d expect for a FTSE 100 company.

Snoopz , good theory but I think Corbyn’s Jezbollah party is going to split the Labour vote and usher Reform into power which on balance would probably help big business. I suspect your point about brokers in the last sentence is the real reason for the drop. You can bet someone somewhere in the city is looking forward to a good lunch to celebrate making a packet this morning.

Nobody seems to have a clue why adding these non execs is a good reason for A seven pence drop.

Is that because there’s another reason about to come out.

Retail investors are always last to know.

Regulators have never acted to ensure a level playing field between institutions and retail so anything is possible.

If anyone can produce a logical case for the drop on what is known it would be good to hear it.

Paramount to take over Warner Bros……..should mean that the JV sale gets completed soon before that deal gets done.

£13.6 million trade at 15.03 today.

Could be a good or bad sign when trades that size happen.

Let’s hope we find out soon.

Heading for ten percent down in a week on no news.

FTSE100 company behaves like an AIM listing.

Never seen it questioned by the financial press but how does it make sense?

Really! She won’t stay long if she doesn’t start showing some confidence in the bosses plans

A sign of another senior manager heading for the door soon?

Possibly but Any ratio in isolation doesn’t mean much I don’t think. They all are arithmetic and it’s expectations and sentiment that drive valuations at the end of the day regardless of whatever favourite ratios say . At the end of the day BT sees its strategy working, they are strengthening their management to challenge the altnets campaign to take their customers. AK seems to have support of major investors. Only time will tell whether optimism or pessimism is the best place to be.

That’s from Motley Fool. A source even less reputable than assorted analysts. As the article acknowledges nobody really knows. Could go up or down. Not worth arguing about . If you feel it’s got more to do then buy if it’s going to fall sell. If only any of us had opinions that were always proven correct. I’m holding on as I think it got another 25% or so in the next couple of years.

Good overview but all the truth about resources available to Polo Tang also applies to the other analysts that disagree with him including JP Morgan with a target of 286. None of the analysts deserve a better hearing than their peers.There are occasional items in the press about the most accurate investment banking analysts and I’ve never seen Tang mentioned but even a stopped clock is correct twice a day. Nobody knows but one thing that I always think about is the altnet version of your analysis looking at installations costs, penetration rates progression, debt servicing and estimated break even dates for each altnet. However deep their pockets I’ve no doubt whatever that most would look like they’re doomed to bankruptcy. Some will survive and as the country coverage of fibre is extended OFCOM will need to let BT compete. If BT placidly sits and lets its business slip away they deserve to be at 120. Every sign is that they aren’t prepared to do so. I agree with your conclusion and am surprised that the financial media or an academic institution hasn’t modelled the likely future of the industry to add some substance to understanding of how it will look in five years time.

Agree. As another famous investor said to make money it’s TIME IN the market that makes the difference over a long period not TIMING the markets.

The Mexican Took some profits end of last week. Could be that becoming clear with today’s RNS is the cause

India leader Modi is with Starmer at Chequers signing a trade deal.

Maybe he’s reassuring him that BT would be in good hands with an Indian Billionaire as majority shareholder 😀

No Abject I didn’t say I expect a dire outcome I referred to the Telco analysts at Deutsche, Citigroup and UBS who all predict a massive drop in share prices following a period of continued revenue reductions. None of us know what is ahead but I am of the view that they overstate the risk.

Yes they are down a little. More interesting for me is that when their Analysts forecast such a dire future for the BT share price you’d think that Citigroup,Deutsche and UBS would have taken a big short position if they believed their own “experts “. They haven’t done so . So much for belief in what they’re telling their clients.

Oops, sent early

If the rate is increasing it will be clear next week.

The thing I never understand about these negative analyst outlooks is that they always seem to assume that BT management will sit back and allow their business to be taken without any attempt to retain it.

If OFCOM didn’t prevent it as BT has the biggest installed base and coverage of fibre laid it has very many options to be the most competitive in the market.

It’s not in the interests of government to let BT go into terminal decline.