Member Info for NigeCo

https://worldinsport.com/bt-sports-dazn-reach-deal/

"Think you’re right Larry… the sp of DT shares was about £4.50 at the time of the EE deal… also Nige I’m long on this and think that BT in 4 or 5 years could be back to the heady heights of 1999 and £15…

I might sound pessimistic on a Drahi deal only because I think we could be much much higher in a few years than we ever thought possible."

Zibrahimovic, I agree with a lot of what you've said mate regarding the obstacles Drahi faces getting any takeover over the line with the government. That's a bold share price prediction mate re £15 per share? I hope that you're right. Drahi certainly sees value in BT, I believe his main objective is Openreach. Others may well join the potential bun fight.

After reading the two articles in the Sunday The Times & Telegraph, plus the report that last week that the BT BOD have already taken steps to defend a potential bid, this makes me think that the BOD strongly believe that Drahi has already taken steps to increase his BT shareholding.

Interesting times ahead that may well be a good Christmas party for all BT holders. I see BT as a long-term buy and hold until BT have completed it's fibre build. So I would say it's either jam today if we receive a bid, or jam tomorrow if we wait for the fibre build, either way I see BT being worth a minimum 300p per share. I will hold for whatever we have in store. JMO.

"He better make it quick then lol he’s already lost half a billion of his investment.."

It's currently only a paper loss that he (Drahi) is in control of. He can move the share price above £2 again come December 10th if he wishes. IMO.

https://www.fool.co.uk/2021/10/30/bt-share-price-heres-what-might-happen-next/

"I’m expecting the business to confirm that conditions have remained strong when third-quarter numbers are released on 10 November. This could give its share price a fresh injection of jet fuel."

https://www.fool.co.uk/2021/10/30/2-ftse-100-stocks-with-big-dividends-to-buy-in-november/

https://simplywall.st/stocks/gb/media/lse-itv/itv-shares

aviduser........"Looks like Christmas will be good for ITV. We will see 130 before then."

I hope so. Confirmation of the H2 dividend would give confidence to the market and attract new investors to the bombed out share price.

Simply Wall St have updated their fair value on ITV to 188p 42.7% undervalued. Wow.
https://simplywall.st/stocks/gb/media/lse-itv/itv-shares

Agreed Larry, Drahi may be waiting to raise further funds too before he makes his next move. I do believe that something will happen, I just don't know when, but you have to be in it to win it.

"Altice seeks to lure MasMovil, others for $7.3 billion Portugal sale - sources"

https://www.reuters.com/article/us-altice-portugal-m-a-masmovil-idUSKCN2DL29F

Agreed, nothing can happen until December 10th at the earliest. More than likely next year.

I wonder if the weekend press are going to all over BT regarding a potential takeover.

Yes I remember reading that back them.

Maybe a sign that Drahi is clearing the decks.

"So far the CEO's reign has been an unmitigated disaster for the ITV share price. In 2 months time we will be 4 years in to her tenure at ITV. Our share price is so under valued. Time for a change. Brighty"

While the facts speak for themselves Brighty, you have to also look at the circumstances. We have had years of Brexit uncertainties and a global pandemic to contend with? I'm not sure anyone else could have done any better under these circumstances. Let's see what happens when results are announced on 10th November.

Agreed Davilad, I haven't checked the date of Drahi's purchase RNS, but the Sky article the other day said that the 6 month expiry date is 10th December. From memory I think Drahi's average price paid for BT is 181p. I'm surprised that the share price hasn't held above this price. I can only think that the market doesn't expect a bid from Drahi, but market don't always get it right.

Yes good point Ally. If Drahi could acquire 12.1% once behind the markets back he can do it again. I would have expected the market to move the share price up in anticipation of this, so I'm lost for words why the share price is not above 200p.

https://www.campaignlive.co.uk/article/record-uk-adpsend-2021-set-reach-29bn-exceeding-early-predictions/1731677

https://www.stockopedia.com/articles/why-quality-and-value-could-drive-the-itv-share-price-higher-247395/

BT..... "I will be off enjoying the oil and gas party over the next few days. Record prices and bumper payments. Just got to dodge those windfall taxes but it feels great to be in a company making huge money whilst everyone else is having to go without dividends."

Not too bad profits only down 25%. PMSL

LONDON (Reuters) -Royal Dutch Shell (LON:RDSa) set a new target for its direct operational greenhouse gas emissions on Thursday, reporting third-quarter profit down 25% to $4.13 billion from the previous quarter, below expectations.

Sky report........ "BT bolsters defence against potential bid from tycoon Drahi"

https://news.sky.com/story/bt-bolsters-defence-against-potential-bid-from-tycoon-drahi-12445093