Member Info for Mylovelyhorse

Openreach has been valued a lot higher, what about consumer?

https://www.thisismoney.co.uk/money/markets/article-10248943/amp/Private-equity-firms-send-value-BT-cable-arm-40BN.html

Sorry we're not there yet Lad 😊

Barclays cuts BT price target to 205 (215) pence - 'overweight'

That's a good well balanced article, I read another article stating that current BT investors are like kids in the back of a car on a journey "ARE WE THERE YET" too impatient to wait for the jam tomorrow.

My own personal belief is that when the fibre is rolled out there may be a tie up with Deutche Telekom to produce a pan European outfit and that Openreach will be sold off. The attached article is old but still makes a bit of sense to me.

https://www.lightreading.com/cloud/bt-dt-tie-up-holds-all-ip-cloud-promise

This is just my opinion (and you know what they say about opinions!)

Don't worry I'm not going to spout this opinion ad nauseam, that would be silly 😊

Just listening to the half year results AK defiantly wants rid of Global and keep the business only in the UK

Some great discussions on immigration guys. I was having difficulty sleeping last night…..5 minutes on here - went out like a light. Much obliged!

Positive outlook

https://www.fidelity.co.uk/markets-insights/investing-ideas/shares/5-stocks-to-watch-in-november/

The interim dividend will be 2.4p - calculated as 30% of previous year total dividend of 8p. Them's the rules!

More of the same on Altnets.

https://uk.finance.yahoo.com/news/bt-rivals-losses-surge-1-153910666.html

Community fibre are in trouble, just like the rest. The torygraph hate BT

https://www.ispreview.co.uk/index.php/2024/03/london-isp-community-fibre-cuts-more-jobs-outsources-support.html

Couple of articles showing how Cityfibre are slowing their build.

https://www.ispreview.co.uk/index.php/2023/09/cityfibre-pauses-multiple-uk-fttp-builds-linked-to-kier-group.html

https://www.ispreview.co.uk/index.php/2024/01/delays-as-cityfibre-suspends-more-uk-fttp-broadband-builds.html

This was put out when she joined, I note she previously worked for Bharti Airtel……Mmmmm

https://newsroom.bt.com/bt-establishes-digital-unit-to-accelerate-next-gen-services-for-customers/

Poor journalism, the next dividend is 30% of full year (8p) which is 2.4 pence. Clowns 🤡

https://www.fool.co.uk/2024/07/08/heres-my-2024-25-dividend-forecast-for-bt-shares/#:~:text=This%20bodes%20very%20well%20for,the%20dividend%20yield%20to%205.9%25.

Hopefully get an update on the potential sale of BT’s Italian arm soon. Normally gets let out on the Sunday broadsheets.

If my aunt had balls, she'd be my uncle?? Imho, Ahem.

He appears to really really like Deutsche Telekom...............I wonder why he dislikes BT given that DT have a 12% holding?

https://markets.businessinsider.com/news/stocks/deutsche-telekom-0mph-gets-a-buy-from-ubs-1033662806

It used to be good on here - people would share thoughts on BT strategy, results,news etc (with respect to others). Its ruined now with only one subject discussed, I previously looked in at least twice a week. Now i have a note in my diary to "look in on the nutter board" once a month.......So here's a thought, If there's no bid for BT by this Christmas can we unofficially sack off the bid talk? See you all in 2025, have a happy Christmas🎄🧑‍🎄

Labours 2024 pledge

https://www.ispreview.co.uk/index.php/2024/06/labour-sets-out-uk-broadband-and-mobile-plans-in-2024-manifesto.html

Lazy Alt-nets getting the screw turned.

https://uk.finance.yahoo.com/news/bt-threatens-cut-off-broadband-183622711.html

"The present objective is to make 55,000 redundant by 2010 is not soon enough or a large enough reduction in headcount." Fair play - its never too early for the top shelf 😊