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Fleccy , well done.

Your Bill Shut detector is well tuned 😉

Agree Fleccy,that’s a fair assessment of some of the business decisions that would need to be considered but doesn’t change the fact that BT can do what they choose regardless of current distribution of assets.

The existing allocation of assets means absolutely nothing . Talking about today’s organisations and who owns what means nothing. If they choose the BT board can choose to sell any combination of what they own regardless of existing asset allocation. Those in this board who say “ openreach don’t own anything “ have never looked at corporate takeovers and partial sell offs . I spent a life in financial management and if you choose to you can slice and dice your company assets and business entities any way that suits current opportunities. BT may or may not sell off any part of its business but you can be sure that if they do having to reallocate assets won’t stop them.

Many people in the town I live say VM is good until a problem happens. My experience with BT has been that their fault management is much improved. Wonder if the survey compares apples to oranges and FTTP with FTTC? The numbers don’t look right.

Think that was the number of the original mess in Italy. I wouldn’t give much credibility to anything Motley Fool say either positive or negative their hacks are all paid by the word and contradict each other regularly.

Someone is positive on BT. 125 million shares purchased at 17.47 for 157.45.

Thanks for posting, interesting article. The backers of the alt nets made a very big bet that they could ramp up revenues quickly enough to start servicing the debt before it became unmanageable.Once they started rolling out their networks the analyst community often also bet that they would succeed in gaining huge market share from established players . The losses in BT appear to say it’s not happening quick enough to save all the altnets and if they start failing BT will regain many lost customers as a supplier of last resort. Is it possible that people controlling billions of investments could just be wrong?

It would be great to understand what motivates some people to post de ramps or ramps on here as they will make no difference at all to the market.

PRK1 is busy de ramping today , to what end who knows. Looking at the history he’s an ex employee ( sounds like disillusioned employee) who is always negative BT and always positive Voda . It’s either trying to hit out at an ex employer or fond belief anyone is listening. Another add to the block list along with with his fellow serial de ramper SK.

Terra, A little research will show you many large companies broken up and sold in parts that bear no relationship to the organisation that they were in before the sale was set up. As BT Group would be doing the selling to maximise shareholder value they can do as they choose to suit their objective in the disposal of any part of the existing company.

I don’t dispute that a sale may be unlikely for all sorts of reasons but you really don’t understand business acquisition and disposal if you really believe that the present structure would prevent a sale. I speak as a person who has been involved in acquisition and disposal of parts of a larger company on a couple of occasions .

Understand your attachment to BT but it’s not unique in this respect but as you say unlikely to be sold for other reasons.

Correction “the absence of an asset allocation to include networks to Openreach currently is fairly easily resolved.

Terra plane,

There maybe all sorts of reasons why Bt can’t be sold in whole or part.

The absence of assets in the Openreach current set up means nothing and isn’t a block to a sale.

It’s only required to make some financial adjustments and all the network assets can be assigned to a reconfigured Openreach entity.

It’s not rocket science, the myriad other things stopping a sale are real .The absence of current assets allocation to Openreach relatively easily solved.

Blowme….yesterday was up a similar amount . People assumed that was good news coming now it’s down it’s bad news coming. Can’t believe that a ftse 100 company swings about by so much on no news. Retail investors just tag along whilst the big players play games to what end who knows.

Desperate for cash ? Or just signs of the CEO executing on her strategy to focus on the core UK business.

Refreshing to see management actually doing what they promised to do.

In November 2021 Rolls Royce shares were 136 they are now 538 …… a fourfold increase.

Let’s all hope that BT do a Rolls Royce !

Finger’s crossed.

Hear hear. The sooner BT is the topic of discussion the better. Sharing the positive numbers now should help that happen sooner. I’ve wondered if the decline this last few days is a bit of a tree shake because some big players know AK is going to give good news next week and they are mopping up cheap shares

We’ve all got our own political views fair enough, but let’s not rewrite history.

Gordon Brown didn’t mention life expectancy when he removed dividends tax credits for pension schemes.From memory he claimed that removing them would increase companies investments. The reality it was about tax take of course.

US markets are up.

So if I understood correctly after the interim results it may go down or it may go up!

Clever stuff this charting 😉

Yes of course, I know how the indices work, I was asking how your theory that makes you think BT will drop 15% from recent highs will apply to the main index. The 250 will probably have a higher dependence on sales within UK so do you see that dropping to 17700 because of issues you’ve outlined?

If BT goes to 130 using that logic would the FTSE 100 drop to 7100 or so? I don’t see the very close correlation that you do but of course the FTSE 100 does have a reasonable number of international companies. If world events are rocked by the Middle East companies with a focus on the UK market selling essential services could possibly out perform the market?