Member Info for Mylovelyhorse

I think Drahi wants Openreach but wont be able to get his hands on it until the fibre roll out is completed in 2026. I also think DT will want whats left for a Pan European telecoms outfit.

I believe it’s just a case that his blood sugar levels are down, may I suggest he tries some crackers or bananas or maybe even some fruit cake perhaps? There’s a good lad!

Full year results in May! Could a pension buy out happen sooner than we think?
Will BT finally lose the moniker of a pension scheme with a telecom business stuck to it?

https://www.xpsgroup.com/news-views/press-releases/pension-schemes-high-after-unprecedented-gbp400bn-improvement-funding-over-2022/

Article from the ft on pensions.

https://www.ft.com/content/23936304-4c6c-4273-8a56-faf3a948f05f

I believe the full year results in May will give us a better understanding of future dividend policy and integral to that is the pension deficit standing and the triennial review which starts in June 2023.....Interesting times!

It will be interesting to see what happens in the coming months with this higher interest rate environment - cheap money may be drying up.
https://www.lightreading.com/broadband/fttx/whatever-bt-boss-thinks-his-fiber-rivals-are-going-nowhere-fast/a/d-id/783911

I think this is political - A bit of a delay and Ofcom can say they have done all their due diligence as they know acceptance of Equinox 2 will ruffle some feathers.

This could help BT for the remainder of FTTP rollout.

https://amp.theguardian.com/uk-news/2023/mar/08/jeremy-hunt-may-give-uk-firms-tax-relief-on-capital-investment

https://www.proactiveinvestors.co.uk/companies/news/1008713/bt-could-the-stock-double-in-the-next-year-1008713.html?rel=scroll

Hi Phatkatzout it sounds like the shares you are getting will be part of a sharesave, in which case you generally have 90 days to transfer the shares directly into an ISA without the need to sell the shares before hand to realise the funds. If this is the case I suggest you use IWEB online they are part of Lloyds a banking group and have low costs. I have just maxed my sons ISA for his birthday.

I will be interested to see the final results in may as we will get an update on the pension position. Also we have the start of the triennial pension review in June. Will they hit the full year profit forecast? will the divy be increased? will DT give any updates on their intentions? Interesting times.

Yea I think it was quite a shrewd move tbf . Setting aside £1.5Bn for bad loans and making it all sound rather gloomy. The resulting depressed share price means that we may get more shares bought for the buyback and if the bad loans don't come to fruition....more Jam for later!!

I believe the supertanker is beginning to move into calmer waters. Morningstar stock of the week!

https://www.morningstar.co.uk/uk/news/231484/stock-of-the-week-bt.aspx

Openreach strategy and economic woes beginning to bite.

https://biz.crast.net/bt-rival-cityfiber-blames-struggling-economy-as-it-cuts-400-jobs/

Market Cap of BT is £0.5Bn less than it paid for EE?????...Mental!
My nipper is 18 shortly so will be maxing out his stocks and shares ISA with BT.
With Equinox 2 I think its going to be carnage for the Altnets sadly but a boon for BT. Cost cutting, lower building footprint,pension deficit reduction, FTTP accelerated build/take up.
This isn't going to happen overnight though its like a supertanker - slow and steady, typical utility. I think the drops after results happen (always) because of some ridiculous expectation that massive changes are going to happen on a quarterly basis ffs??????

I suspect some of the infantile bickering carried out by the double hard keyboard warriors may have put people off discussing BT. It will be interesting to see the results on the 3rd of Nov to see how the fibre ramp up is going and if there is an update on the divi.

More charismatic turds…..multiple crying emojis.

https://www.instagram.com/reel/Cj-Z6bgqTgE/?igshid=YmMyMTA2M2Y=

Market cap is now lower than what BT paid for ee. Just keep holding way undervalued.

Yes Poker the link was out of date that’s why I stated “it is very old” possibly too cryptic. The main point was that I believe DT still wish some sort of tie up.

Like all the posts on here, it’s just an opinion…..And you know what they say about opinions don’t you! “Opinions are like ar$eholes, every fookers got one”

Grinning emoji.

I think Draghi wants openreach as soon as he can or put a bid in or get the Vampire Kangaroo to counter in order to make a killing. I think DT want some tie up with BT (why was their preference for a share of bt instead of money for ee?) for a Pan European telecom but only after the majority of an all IP network is installed.

This link is very old but all IP is very much the way ahead.

https://www.lightreading.com/ethernet-ip/new-ip/deutsche-telekom-plotting-bt-takeover---report/d/d-id/716171

This is all conjecture of course and nobody has the right answers probably apart from messers Drahi - Jansen - Höttges.