George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
i personally would buy more bt shares if i had the cash, page 40 on the attached shows arpu growth. jansen called openreach "an unstoppable machine"
so i fear for the talktalk retentions advisors job saying "a lot of calls going to youfibre" to customers, given that all calls are recorded and monitored (i hope he/she doesn't get a **********) .
this is a good read - just look at the revenue (table 3 page 49)..........interstellar, 55000 job cuts in the whole of bt by the end of the decade. results on the 16th may, openreach will shine again lets see what the other parts of bt do.
https://www.openreach.com/content/dam/openreach/openreach-dam-files/new-dam-(not-in-use-yet)/documents/regulatory-compliance/investor-brief-2023-online.pdf
Sobering thoughts on Altnets, very similar to Jansen's analysis.
At worst I think the dividend will stay as it is. If it’s cut then Allison Kirkby will look a complete bell end because she was part of board that that reduced the divvy then said “from now on the dividend will be progressive”. All that and old Drahi isn’t in the humour for reducing his incomings or Deutsche Telekom for that matter!….just an opinion 🤷♂️
Its only a small area but this is where the cost cutting will ramp up in BT.
https://www.impartialreporter.com/news/24198256.almost-half-bt-staff-opt-voluntary-exit/
Yep - fully aware of John Malone part owner of TNT sports (that bought BT sport). I think the cable industry is quite incestuous really when doing deals.
When Colin Jones (Sky UK COO) gives a speech during Openreach Business Update I think they are pretty much in bed together.
Obviously where VM have no footprint then Sky will stay with Openreach, the thing is Sky gets an improved financial outcome from Openreach the more customers they have.
If you look at page 18 on the attached, it make for grim reading and you can see why CityFibre are in trouble £500 per premises with only 10% take up.
I still think there's only going to be 2 players out there in 5 years. That's just my opinion and you know what they say about opinions (opinions are like ar$eholes every fookers got one)
https://www.openreach.com/content/dam/openreach/openreach-dam-files/new-dam-(not-in-use-yet)/documents/regulatory-compliance/Investor-Brief-2023-online.pdf
I can only see 2 providers long term VM and BT they are the only ones with enough scale.
Cityfibre are “pausing” or stopping work everywhere and doubling losses this year? They can’t find a buyer for the price they want.
Equinox and equinox 2 has basically pulled the rug from all altnets. It will be utter carnage now that the money is being turned off.
97,000 properties…..Just under a week and a half at Openreach current build rate. I think BT will bid where they see value.
If you’re posting excessively on this or any other platform then please read this. There is help out there. I’m being genuine, there’s quite a bit of sneering about this forum lately 🙁
https://www.bbc.co.uk/bitesize/articles/zk4jdp3?utm_source=google&utm_medium=cpc&utm_campaign=loneliness&gclid=Cj0KCQiAzoeuBhDqARIsAMdH14HU8eTWOWvaYqp5TegDOmd5oqYUBsSN_xX7TMd03h--beYMM04molMaAohaEALw_wcB
This and other news seems to suggest that CityFibre are trying to hit their 8 million premises target via acquisitions and build but the numbers don't add up.
Once again the comments are fascinating - Andrew G, who has a strategy and corporate planning background paints a very dim picture indeed.
https://www.ispreview.co.uk/index.php/2024/01/cityfibre-target-five-uk-altnet-acquisitions-over-next-2-years.html
As Jansen called it, this may end in tears! Sad for the workforce.
https://www.ispreview.co.uk/index.php/2024/01/delays-as-cityfibre-suspends-more-uk-fttp-broadband-builds.html
I find the comments very interesting.
I think this is going to be a slow car crash, so sorry for the people of yet another "altnet" losing their job. I don't think all will consolidate, some have already gone to the wall.
https://www.ispreview.co.uk/index.php/2024/01/job-losses-as-uk-full-fibre-isp-fibrus-start-redundancy-process.html
Openreach hoping to ramp up to 1,000,000 properties per quarter passed soon at a rate of £250 per property - Industry leading.
He made me laugh a couple of times, wish him the best and hope all is well.
Quarter 3 results on the 1st February, openreach are hoping to ramp up to 1 million fttp passes per quarter by end of 2024 which is eye watering. I wonder how near they will be to that.
So was the film one of the following adult remakes of popular family films?
1) Pile driving Miss Daisy
2) Shaving Ryan’s private’s
3) The Boobyguard
4) Good Will Humping
5) Saturday night beaver
6) An orifice and a genitalman
Happy weekend 😂
never invest more than you can comfortably afford to lose don’t get emotionally attached to shares really basic stuff, it’s just a stock. you follow the rules you never **** off or say a stock is great. dont get emotional
https://www.thisismoney.co.uk/money/share-investing/article-9864399/are-emotionally-attached-shares-endowment-effect-explained.html
Well said Mandy....You are a Scallop and a Genitalman 😀
Halifax do bed & share from stocks and shares account to the isa account so you can transfer shares easily. Dodl are quite cheap also.
Openreach business briefing states fy 28 £1bn reduction in capex pg 50’s but revenue seems to be exploding.
https://www.openreach.com/content/dam/openreach/openreach-dam-files/new-dam-(not-in-use-yet)/documents/regulatory-compliance/Investor-Brief-2023-online.pdf
Net financial debt £14.6bn page 5.