Member Info for MJS1

Just reading through the recent posts, I notice that one of the frequent posters opinion has changed from strong sell on the 20th September to strong buy today. I was wondering what in their honest opinion has dramatically changed??

It's like having our very own Polo Tang on the forum, always negative

PRK1, "They have similar brand perception problems to M&S. Deeply unfashionable." Wish they were like M&S, 2 years ago their share price was £1.30. It's now £3.25, the highest it's been in the past 5 years.

Https://www.sharecast.com/news/broker-recommendations/jpmorgan-stays-positive-on-bt-downplays-sky-deal-with-cityfibre--17297608.html

I'm only amazed it's taken Sky this long to bring on another wholesale provider. I was always going to happen as is the consolidation of the smaller Alt Nets. Long term they'll be 2 or 3 infrastructure providers and fewer ISPs.

Looks like market expectations were met, so the market drops the share price by 3.5%, you couldn't make it up.

Not looked at the forum in the last 20 hours, if my maths are correct I see 17 filtered messages sine I lasted looked, how can a single person post the same message so often, it's boring. We know they want a bid, many of us don't, but we don't feel the need to remind everyone on the hour every hour, tedious is putting it midly.

No doubt Polo Tang will have something equally negative to say

Three things have made me happy today, the increased dividend, the increased share price and the thought that the shorters will make a loss, actually 4 things, Pollo Tang looks even more foolish after todays market reaction.

FTSE at (or near) an all time high, BT near an all time low, sums up the stock market, corrupt and manipulated.

Loss making companies worth multiple billions, profitable companies unloved and undervalued.

Https://news.sky.com/story/new-bt-chief-dusts-off-plan-for-sale-of-irish-corporate-unit-13117200

Are we following other UK Telecoms companies in selling off our overseas assets?

Think they'll follow Voda and reduce

@IP3LY, you bed and ISA them (sell and repurchase), sell them from a trading account, transfer the cash into your ISA and repurchse the shares. You normally get less than you sold.

FTSE, pretty much flat, BT down nearly 3%, what's happening???

I don't want a bid for the simple reason we may get 50% upside on the current price, but long term I believe there is much more value in the company. We've all taken pain over the past years with the majority of us paying much more than the shares are currently valued at by the market, why take a short term upside and let the new owner reap all the long term benefits. Thanks but no thanks. I'm certain there will be significant job cuts in the near future and then the true value of the company will be seen.

I guess the price has been dragged down by the negative response the the VOD numbers released today, hopefully will pick up later this week

So BT has currently had over 40M shares traded, more than double the usual market leader for trades Lloyds, any thoughts why or is it down to Fleccy's divi reinvestment ;-)

Good to see the CFO has enough spare time to pick up another role, personally I'd rather he focussed on BT and turned the pitiful share price around.

"Simon Lowth, Chief Financial Officer of BT Group plc, will join the Board of Smith & Nephew plc as an independent non-executive director and a member of the Audit Committee and Nomination & Governance Committee with effect from 1 January 2024."

So you have to ask, what are DT doing so differently to BT. Are they not as regulated as BT are, is their pension in surplus?

The BT bashing seems neverending

https://www.ispreview.co.uk/index.php/2023/07/numis-report-warns-bt-underplaying-the-risk-from-uk-altnets.html