Member Info for H-hi

True, div is a joke unless you are Apple. BT needs to grow its fibre quicker to knock virgin out.

selling medical cannabis derivatives, covid treatment is a moonshot.

300p is the minimum........inflation is good for Telcos debt.

fleccy,

Drahi is not dumb, he wants to buy at lower price. Retail holders will get rinsed out. DT’s chunk is in its pension fund so no need to sell. I believe Drahi is after all those weak hands before making a case for BT to be broken up.

BT is getting bought and the lower price is great for the buyer! Even with the open secret of huge holdings by DT and Drahi, the naked short strategy is working just fine. Stops being hunted, holders being tested and frustrated to dump. Glencore and Anglo were too indebted blah blah blah back in 16. Only fools listen to analysts working for buyers to buy at lower price.

This dog always follow market downwards never to recover but waiting for the next nosedive.

BT doesn’t even need to make profit from this new unit. All we need is buzz and participation in the bubble economy. Fintech next?

Cna is always happy to share bad news quickly but spirit stake sale update is just too good to share. Also they hedged beyond winter which means they bought at low price during covid lockdown. Ofgem needs to back its price cap with some gas reserve of forward contract swaps.

BT is a joke and count drahi smells blood. He’s just gonna pay Goldman Sachs to push the price down just to load up at lower price. DT must have an option to sell at higher price since they are not bothered. BT is gonna get bought at rubbish price then broken up into 2 or 3 companies then re-floated.

The rns along with sky news headline means O’Shea works for MMs. There is no reason for the second paragraph. Well hedged through winter and beyond is all we need and yes go ahead with the capital market event. Also how about .............Spirit energy is doing so great and bids would have to go higher.

If forward hedging was done properly, Centrica should go aggressive with renewables and take on new customers. Spirit Energy stake must be looking good now so why not gain back lost customers while getting into renewables.

“New products” - you mean hydrogen generator for business / domestic use! That would be awesome!

Can AFC add electrolyser to its product lineup to complete the offering. Nothing special with ITM power as they outsource most of their components anyway.

Oracle,
Telcos always carry debt and we all know it pays for the fibre roll out, airwaves, 5G, network upgrade & maintenance. Ofcom slowed BT down.

Not sure it will be good for PR......making money while people are suffering. The press and left wingers will attack Cna if they make huge profit. Best thing to do is to invest the profit in renewables instantly.

Retail investors need to hold strong, someone is buying at these low prices. BT is not just BT it includes EE and Openreach so 300p PT is reasonable.

Brand is great for now!

Centrica has been losing money, forgoing profits and reducing workforce just to satisfy Ofgem and the government. I expect Ofgem to become a wholesaler of gas at fixed cost relative to the price cap.

Ofgem cap didn’t reward forward price hedging and discouraged need to invest in storage solutions.
Ofgem is an uneducated regulator.........I just hope that Centrica bought loads of gas contracts during lockdown.

Centrica and other big player need to play hardball here, I mean they should just say sorry we are going green and waiting for sunshine, wind and hydrogen.