Member Info for fleccy

Whenever you increase the frequency of your negative posts, BT's share price climbs proportionally. On behalf of long term BT holders, we thank you. 🫡

Where have all the Crypto related posts gone? Was it because I said a Bitcoin token is less useful than a handful of sand?

UBS have bashed BT for years, churning out negative updates based on the slightest speculation, like the recent Octopus speculation mentioned in the article, they have form. Because they're releasing updates with ever increasing regularity, there's likely an ulterior motive that's increased in urgency as the price has risen. UBS appear desperate to inflict as much damage on BT's share price as they can, why might that be? I don't trust anything Proactive investor release, I've watched their coverage on other stocks and in my opinion they're paid to release content, so I suspect their articles are more akin to advertisements than serious financial media.

🥱😴💤

"Just for you Fleccy !!"

I did see the recent publicity around Wall St and Banks looking at producing their own Stablecoin, to allow seamless Financial transacting, but Stablecoins are usually proof of stake rather than Proof of Work. If I'm understanding it correctly, the Banks will come to an arrangement to invent their own Stablecoin and transact between them using the newly invented token. The banks/institutions involved will likely fix the value of the token by arrangement, rather than having a floating value like Bitcoin; I've always said that proof of stake commodity backed tokens will likely happen, this is just a variation on that. I'm not against Crypto where it makes sense, I just don't see any sense in Bitcoin and other unbacked decentalised invented Crypto tokens.

If BT was a target for takeover then it would have happened when the price was teetering around £1, I have no doubt that private equity would have been sniffing around back then; I suspect any potential suitors would have quietly been told to back off via the backdoor channels. I think the Government probably pull the strings of who can and can't bid for certain companies, BT is likely one of those companies.

Keep it up Candid. The more negativity you post, the higher BT's share price flies.

"Rinse & Repeat springs to mind"

What new things are you expecting? BT are only enacting the plans telegraphed as far back as 6 or 7 years ago.

Open your mind, surely it's plain to see.

Onward and upward 🐎

https://www.youtube.com/watch?v=HNHhwUyr38g

Before the rising sun

https://www.youtube.com/watch?v=1u9TBXx6ltg

https://www.youtube.com/watch?v=oppRL_mkEgY

https://www.youtube.com/watch?v=1u9TBXx6ltg

"Analysts anticipate revenues around £5.12 billion for FY25, with consensus estimates pointing to an EPS of 14.2 pence. These projections reflect the company's gradual transition toward a more focused business model prioritising connectivity services"

https://www.ig.com/en/news-and-trade-ideas/vodafone-and-bt-earnings-preview--restructuring-efforts-under-sc-250519

Is it me, or are IG confusing 4th quarter revenue with FY revenue?

Why no mention of the exchange closure program and PSTN switch off, convergence associated savings from a fully converged network and move to FTTP, with associated staff reductions, power savings from previously mentioned and reduction of capex which is already starting to show? Candid you've missed the obvious narrative, that BT is a cost cutting and Net Income growth play rather than a revenue growth play, I suggest you look a bit deeper with your research.

"I don't think he knew how difficult this all project would be?"

I seem to remember pointing out that QBT would find it difficult to commercialise their products in my early days of posting on here. The miners likely use their own bespoke front end hardware and software, QBT's products would have find a place within the miners bespoke configurations; It may also be the case that miners have developed their own software to minimise the Nonce ranges fed to their rigs.

Vodafone is massively undervalued, as is BT.

I still don't get the point 😕

"And yet 130 buy on Vodafone today"

Downgraded from 140p to 130p. Vod would remain a buy at 130p since it's currently sitting around 71p.

Deutsche Bank has been a consistent BT bear, just less so than UBS.

That's from the 12th April, out of date news.

"My time time horizon is before I am dead. But now would be good"

You're being paid to hold Dan, just wait until the share price goes up. I have no idea how old you are, or if you're still working, but you have the choice to spend your dividends or reinvest. Admittedly Vodafone has been a huge disappointment, but the market will rerate Telecom stocks on its own timetable, not ours.

"Good morning dan, do i think your crazy buying more vod shares?, well you don't have to be crazy to invest here, but it helps if you are?"

It depends on your investing time horizon, whether you like the 5.3% dividend yield, and whether you consider Vodafone to be undervalued. In my opinion Vodafone is undervalued and at some point the stock will have to appreciate to realise fair value, I have no idea when that might happen though, in the meantime we'll just keep collecting the dividends.

Rolls Royce was under 39p in October 2020, look at it now, up over 2000% since then. The market seems to value companies more on narratives than valuations these days, it makes little sense to me how RR went up 2000% after massively increasing the number of shares in issue, especially since manufacturing carries higher geopolitical risk than service providers. If and when the market elite decide to rerate telecom sector stocks, I expect Vodafone will see big gains.