The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Jump aboard...?
So CNA experienced an approximate 400% share price increase from the 2020 COVID plunge lowpoint, the share price is Still Up over 30% over 1 year.
Will Thursday's results reverse the more recent SP declines..not sure on that one.
It is meaningless referring to the market cap as a proxy buy metric, when net debt nears £20 billion and is Still rising.
The enterprise value - net debt Plus market cap is a much more accurate measure.
I did not want a landline and told BT this at the start of my current (about to end contract).
I was told I needed one for a broad band connection at the time, which now apparently is not the case as in a full fiber area.
I hope that was the correct information at the time, might look in to this ..
Tbf I've not experienced other issues while with BT, but as I'm paying £100 a month, would not expect to!.
I upgraded to SKY's fastest broadband speed (I did not see a faster one available) for a small amount extra.
I'm still with BT until early March, unfortunately.
And that is being very kind btw, as the quality of their call centre staff is a shocker, going on my recent customer interaction.
Twice I called BT to see what they could offer and twice
I was told ...no system available, or the system is down.
Neither of the people I spike with offered a call back.
SKY offered broadband of 500 Mb/s for £33 a month
and a £60 cashback through my partner's work.
IF my customer experience is typical, it might go some way to explaining the current share price.
If my experience
The former has £2.7 bn in net cash on the balance sheet,
the later nearly £20 bn of net debt.
Even allowing for CNA earnings to fall significantly,
say down to an EPS of 15 pence - that leaves CNA trading on forward 9 X earnings, with a dominant domestic energy market share and other profitable divisons
Is BT the bargain that some think ..
First destination 70 pence...?.
* academic achievement is a narrow measure of ability Only.
One of my relatives left school at 15 and ended up owning over 50 rental properties - all without a mortgage in the end.
All aboard...
It's a Buy for me because so much now looks priced in.
N/m
Oh dear....
N/m
I don't own any BT shares, I've been bearish on BT for years as per my posts here, I usually only post here every few months.
Everything has a price etc...but very difficult to see much upside until more clarification is provided on the FY.
Will have a look back here then. Good fortune.
Upfront cost, £5 for SKY activation which is deducted from the first month's bill.
My other half also gets a £60 cashback through work.
Staying with EE for mobile.
I did give BT ab opportunity, but they were ..having problems with their systems..
The guy who answered UK (North East) was as good as clueless and neither did he offer a call back.
Off to SKY, £30 a month for their ultrafast broandband.
Well on a personal note I will call BT today to see what they
offer on my March 18 month contact ending.
As I'm paying £100 a month (which includes 2 mobiles)
I want to reduce that outlay significantly.
Before the recent bout (understatement) of inflation I
never paid much attention to bills, fortunate position I'm aware.
I can't be the only one who will seek to reduce what they shell out to BT - or other providers.
Makes no difference whether someone agrees or disagrees with me, I'm reiterating the numbers in BT's financial statements.
How you view those is subjective, my opinion is their debt trajectory is unsustainable and equity markets may see it in a similar light.
The SP