Member Info for NigeCo

https://www.bloomberg.com/news/articles/2020-08-22/bt-group-board-on-alert-for-takeover-approaches-sky-reports

"I'd make a big profit at £3 a share, but i'd make a huge profit at £4 a share."

My average price is 187p, I would also be in the same boat as you Fleccy I think.

I guess it all comes down to what price you paid for BT shares? I would be happy to take £3 per share.

It would make sense if potential acquirers of Openreach have been knocked back, to make a move for the entire BT Group, at this very low valuation who could blame them.

Fleccy...... "We should start a competition for the level of bids. should the smoke clear revealing a fire.
Put me down for £45 Billion"

I'll go lower at £35 Billion. I will be interested in Toffs bid?

"The rumour claims that one of the Altice companies Drahi controls – perhaps Altice USA – has secured financial backing from heavyweight bankers at JP Morgan with a view to paying £20billion for the unit."
"But City gossips claim Drahi could even be weighing a hostile approach if BT isn't willing to negotiate."

Just to remind you guys of the above taken from a TMF article on the 2 Aug.

"But City gossips claim Drahi could even be weighing a hostile approach if BT isn't willing to negotiate."

Thanks Fleccy.

"In summary, i don't believe 6G will replace 5G, as 6G will be be used in very highly populated open space specific locations, where multiple users have high bandwidth requirements and 5G will be used everywhere else."

Hi Fleccy, with respect mate you're the nearest we have to a telecoms expert on these discussion boards. Thank you for your in depth explanation that I don't mind admitting went a little over my head. Lol.

I was just after conformation really that 6G will use the same infrastructure as 5G and not need another infrastructure as the poster on ADVFN thought it would. Cheers.

The worm will turn at some point.

Out of the 34 weeks so far in 2020 the BT share price has only had 11 up weeks against 23 down weeks.

BT Market Cap stands today at £10.22B with a P/E of 5.85.

How low will the share price go is anyone's guess, we must be near the bottom now, although I thought that at 217p my entry point in to BT.

Lostsoul....... "Is he or you getting confused"

Lostsoul, I'm in little doubt that 6G will use 5G's infrastructure going forward, but like I say I'm no expert, this is why I'm asking expert in Fleccy.

NDN........"Nige. I would ask him what the New Infrastructure will be made from and weather he is the founder of some SiFi foundation............."

NDN, Yes I did have a chuckle to myself with the last reply.

Fleccy, I enclose a conversation that I've had with a poster over on the ADVFN below. Can you please confirm that what you've said previously regarding 5G & 6G. Cheers.

loganair 21 Aug '20 - 13:37 - 37202 of 372080 2 0
BT is a highly indebted company which needs to spend £2bln per year to roll out 5G. Then 6G will come along which will cost BT c£4bln per year to roll out. BT are also highly regulated when it comes to the amount of money they can charge other operators to use their infrastructure. Therefore BT is being run more like a public service company. And why, because we all want cheap as chips internet services.

Nige Co 21 Aug '20 - 13:50 - 37205 of 37208 Edit 0 1 0
Loganair, I'm no telecoms expert, far from it, but there is a poster on LSE who has worked in telecoms all his career, he says that there isn't much needed after 5G, apparently 6G will only be required in large places like big shopping centres, so less outlay going forward for BT after 5G and Fibre build.

loganair21 Aug '20 - 14:08 - 37206 of 37208 0 0 0
NC - I've heard the complete opposite that 6G will be expensive to roll out as will need completely new infrastructure as it will be running at a speed as high as 1 Petabyte. At this speed, humans will be able to start to directly connect themselves into cyberspace. 7G, at 1 Terabyte humans will be able to start to fully integrate themselves into cyberspace.

https://www.asktraders.com/analysis/heres-why-itv-share-price-gained-on-friday/

5eights............."For anyone who has information about the missing 9.9% stake in ITV shares or approx. 400million shares that was previously held by Liberty International. A further reward is also on the table for any additional information with regards to the whereabouts of the ITV shares sold by Capital Partners some weeks ago."

I think that Liberty must still own their 9.99% ITV shareholding, they would have issued a RNS by now if they had sold out.

Hi Synic,

I would be interested to know if you have you had a reply yet from your 11 Aug letter to ITV investor relations? Cheers.

Vindy..... "Well a vaccine would be great. I prefer to stick with the facts. There is not one at the moment. Basing your portfolio on an of is a bit risky. There will be a big rally when a vaccine is found but is it not better to be outside and waiting. The market will not go up 30 per cent within an hour of the news. My comments presupposes the market will go down . Many may disagree and claim it will go up from here with the virus and all that entails. It’s a lottery"

I hear what you're saying and agree, but I'm also reporting the facts regarding the vaccine being at very advanced stage in phase 3. On news of the vaccine being approved BT could move maybe not 30% but I wouldn't be surprised to see 10% to 20% in the opening price on the day. It's a risk being out of the market too especially undervalued shares like BT in my opinion. BT share price has almost halved in value this year, BT have reported that revenue will be down 5% to 6%, does this justify the fall in the share price? Crazy valuation.

But if there is a vaccine to cure the virus? The Oxford vaccine is currently at phase 3, next phase could be a pass. This would obviously be a game changer that could lead to a massive rally in stock markets around the world. We could be looking at a very good year for 2021. JMO

https://www.nytimes.com/2020/08/19/health/coronavirus-fishing-boat.html

https://www.nytimes.com/2020/08/19/health/coronavirus-fishing-boat.html