Member Info for foobar20

The pub!

There is probably a good chance that the pricing mechanism / contracts are going to be revamped...strongly reducing the average energy price.

It keeps cropping up in articles.

https://www.telegraph.co.uk/business/2025/02/21/wind-farm-was-paid-65m-cut-power-output-three-quarters/

July 5, 2022

Https://www.theguardian.com/environment/2025/feb/06/what-are-small-modular-reactors-and-why-does-uk-want-to-build-them

Https://www.ft.com/content/b19d93cd-43ca-41bd-9794-1518cd3a4c6a

Https://www.theguardian.com/environment/2025/jan/15/a-viable-business-rolls-royce-banking-on-success-of-small-modular-reactors

Surely the investment case in BT at this price is that £3B capital expenditure is going to roll off the balance sheet by the end of 2026?

If you think BT are going to loose 2/3 of their profit from competition then the current price is still fair.

I think billions in capital expenditure is going to roll off the bottom line in 2 years time.

I like the stock!!

SMR cropping up on WSB?

https://www.reddit.com/r/wallstreetbets/comments/1g4ys3l/amazon_signs_agreements_for_innovative_nuclear/

Https://www.telegraph.co.uk/business/2024/09/20/south-yorkshire-britain-first-mini-nuclear-reactor-factory/

Https://www.telegraph.co.uk/business/2024/09/19/dithering-britain-rolls-royce-mini-nukes-czech-republic/

It's a bot...

Https://aviationweek.com/mro/safety-ops-regulation/cathay-inspects-a350-fleet-after-engine-component-failure

AKO Capital LLP BT GROUP PLC GB0030913577 0.69 05/08/2024

BlackRock Investment Management (UK) Limited BT GROUP PLC GB0030913577 0.57 08/02/2024

Canada Pension Plan Investment Board BT GROUP PLC GB0030913577 0.81 25/06/2024

Use FireFox with NoScript plugin installed to read Telegraph

Https://www.theguardian.com/politics/live/2024/jul/25/labour-great-british-energy-keir-starmer-conservatives-ed-miliband

Keir Starmer said nuclear power was “very much part of the mix” as he gave a speech in Runcorn on the government’s energy strategy.

Nuclear is very much part of the mix as we go forward. And we will be pushing hard on it.

I’ve already had discussions with the energy secretary about how we can speed up when it comes to nuclear.

He said he was “pretty appalled” at what Labour is discovering about the previous government’s decisions in terms of the speed of projects and the funding put behind them.

He added:

We will clear them up and we will move this on because nuclear is very much part of the energy mix as we go forward. And the task I’ve set the energy secretary is to take such steps that are necessary to make sure this is delivered faster and more efficiently and to do that as quickly as possible.

...

While Altice is experiencing pressure in debt markets, the four banks behind the BT margin loan are not particularly concerned about their exposure, according to people close to the lenders. This is because the loan is well covered by the value of BT shares — a large and liquid stock that is in the FTSE 100 index.

Https://podcasts.apple.com/gb/podcast/the-secret-to-a-contrarian-investors-success/id1654809850?i=1000662702258

@42:40