Member Info for jakeandelwood

Have to agree ITT particularly as again most of of it is in the public domain. One assumes CC are paying Hardman to essentially research on the Internet and pull the info together in a word document.
Let's have some proper figures and an update. Personally ,as I suggested a while back I wasn't expecting any real movement on orders until Q2/3 2023 knowing how long the procurement process takes in the UK.
Bearing in mind this is India, any earlier would be a bonus.

Loonies.......hmmmmm

9Haggy. Shall we copy the whole paragraph for a true reflection of the situation?

"Openreach broadband base down 89k in Q2 (Q2 FY22: net adds of 29k) due to reduced broadband market growth and c.40k impact from industrial action, with competitor churn in line with our expectations; average monthly rental ARPU grew by c.£1 year on year due to continued increase in fibre-enabled broadband"

BTree. "37% of the electorate voted for it at the time"
If that is the case, why did the UK leave?

Hi Tony.
With the general state of the markets currently I doubt the SP will move far without a very substantial piece of news/order.
My top up for the kids looks hopefully well timed. Broke my golden rule of of topping up above my average which was very very significantly below what I paid this time, hence the small buys. Money would have made 5od in a savings account anyway lol.

Has anyone considered the strikes by the CWU is just being used as a tool by BT to guage how many staff they actually need to support the company and network? Maybe BT are just being smart.
We had the pandemic which you could argue was the ultimate test, we now have the intermittent strikes which gives further data on a lower level. How many customers have experienced any impact on either of these occasions outside the norm. Just putting it out there.

Hi ITT. Me neither but it does sound positive.
Thanks all for the various updates. Struggling for time with other commitments currently so it is appreciated.

Hi ITT. This link worked for me on Android device.

https://www.esyasoft.com

Anyone who believes anything Porsche says deserves to lose money. His ignorance knows no bounds.....but he is humourous with his strange view to investing. Numerous user names , numerous posts on various boards. The only commonality is the nonsense. Just click on his user name.

All I can confirm is to say it wasn't me lol. Maybe explains some of the unusual share share price movement. I agree Colour if they are that desperate bigger to come. Perhaps the would be better controlling cash flow and getting the money from debt in. Remind me ,what accountancy school did Heather attend? Still my small buys were at least timed at around the same price it seemed......until the next raise......

Hi ITT.
Out at the minute. Had some spare cash so bought two lots this morning for the younger generation. Don't mind confirming mine were the two at around 10am. Let me know if you check I'm tied up at the minute.

Morning ITT. I don't bother with trades reported on here. I know for a fact at least two have been wrongly reported in the last week or so....they were mine.

BBC and general media panic mongering again. All NG have done is there usual annual risk forecast. You could argue that in any winter or worst case scenario there would be an issue. Depends what the worst case scenario is deemed to be. We've had covid when the whole world was going to die, Brexit when the country would go bankrupt and everything would come to a standstill etc . No doubt next year will it will be something else. Bad news is what the media loves

You could always change employment to a company that pays so much more in your world? Nobody's a slave to one employer. Go on gjzza job.

Morning Colour. Sadly the days of cheap debt has gone. In the new world I think they would struggle to raise the requisite funds therefore shareholders are the only option. Or a buyout of course. Let's see where we are in a few months time

Hi Colour good to hear from you ,hope you're well.

Hi Tony . Just two thoughts from me. If the share price should be well above 30p why are the directors not wading in , after all they know far more than us. Secondly if the chip price drops through the floor I'm not sure where or not it will make a difference? I would guess the price per chip would be at a fixed price and number when the contract was signed at the peak price point?

Hi Tony I also appreciate your honesty. Like you not impressed. CC need some confident enough to sell the company as a whole to investors not a salesman which for me is how JC comes over. Sadly, he's simply not "corporate" enough.

Hi ITT. I got about half way through JC talking became bored. All he was doing was reading of the usual PowerPoint presentation, after all this time he should know the script backwards. I've dealt with and spoken to many CEOs and directors and the biggest thing is they can hold and audience without prompts. One of the best was one from Amazon I saw at a symposium,brilliant guy and I came away believing everything he spoke about, never used one note or prompt and took questions on the hoof as they say.
Anyway I digress. As far as I watched it was as I suspected the same old theme. When JC compared a football crowd leaving the game and the cell going down due to the data levels compared to CYANs offering it was embarrassing, he is comparing apples with oranges. The level of data CC manages will be next to nothing compared to a mobile phones normal usage.
JC alluded to an 80USD price point for end to end per provision? .That's about £90. Now if he truly means end to end, making the meter, delivery and connecting , setting up the meter, cost of building the data infrastructure etc etc that seems very low. While I understand there is a level of cost v quantity I hate to think what CC is getting for their piece. Even at 10% of overall delivery it's only about £9 per unit. Hopefully the licence revenue will produce a bit more.
India is and will continue to screw suppliers down with promises of big numbers. Incidentally I cringed when JC said, "happy to take crumbs that fall off the big boys table" maybe put JC on a lead and sit him at the feet of whoever sits at "the top table" and awards the contracts.
Top CEO JC is not, probably why he's hung around so long. Less than impressed.

Cheers ITT.