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"Despite the lost billions, Höttges vowed he “will get that money back”, saying he had a “clear understanding” of options, including increasing the stake further in the hope that BT’s fortunes would improve or partnering with another big shareholder, without specifying what action they might take.

“I am not nervous, I will stay quiet, and do the portfolio transaction when I’m ready to do so. There will be a time when we will do a deal,” Höttges said, adding that BT is the “cheapest telco” and has a lot of potential to increase its value.

“Patrick Drahi is one of the smartest cats,” said Höttges, referring to the stakebuilding in BT. “He is sitting in front of the hole waiting for when the mouse is ready, to catch it.”

Hi Larry, I've just been reading February's 26th FT article again. I would say the most interesting quote from DT CEO Tim Hottges is "partnering with another big shareholder". Drahi by any chance?

Would you expect any takeover bid for BT to involve DT shares? Possibly 50% cash, 50% DT shares.

I've also been checking DT' balance sheet below.....

Cash €10.91b

Equity €98.69b

Total liabilities €205.11b

Total assets €303.79b

Https://www.hl.co.uk/shares/share-research/202307/bt-price-rises-give-performance-a-boost?utm_source=Silverpop&utm_medium=email&utm_campaign=E00RN&utm_content=Share%20research&theSource=E00RN&Override=1&utm_campaign=E00RN_Share%20Research_Holders&utm_source=AdobeCampaign&utm_medium=email&theSource=E00RN&e_cti=509126&e_ct=T&Override=1&deliveryName=DM112155

"so 75% plus. On whether it happens this year Sept onwards 65%"

Larry, thanks for your reply. Wow 75% plus, coming from a well respected poster. Maybe I should increase my opinion from currently 60%.

Larry, yes I agree that Drahi did build his stake behind everyone's back, but he did have to disclose this after the event. I can understand the potential reason why DT haven't increased their BT holding in case it moved the share price against them, considerably higher.

Are you of the opinion Larry that time is against any potential predator with a general election expected next year, also an expected Labour win would not help the deal's chances of being successful IMO.

What percentage level would you put on a bid happening?

I hope that you're right Rod, the doubts that I have about DT is, I would have expected them to have increased their holding before now, that would have been reported. DT have let Drahi build a sizable stake where he could demand what he wants for his 24.5% holding. Unless DT & Drahi had a deal before Drahi started his stakebuilding.

With Drahi increasing his BT share holding in May, he will be excluded from making a takeover bid until November unless someone else makes a move.

"I wont be selling BT unless I see a price getting on for three times the current price and possibly more."

With respect Fleccy, will we likely ever see three times that current share price in our lifetimes? Debatable. I can see the expected potential returns once FTTP is completed. But as I've said before, there always seems to be something to knock the share price back, be it bad press or something else. Give me a takeover bid of 250p and I'm out of here.

Just had a look to compare S4 Capitals 2018 full year results against expected 2023 results.

2018............................Latest Expected 2023 Earnings

Revenue......... £94.020M.............£1.110B

EBITDA........... £22.4M.................£146M

Earnings........-£13.903M............-£30.767M

FCF............. ....£2.889M...............£106.8M

Net Debt.........£20.6M.................£184M

Cash From Ops... £5.419M..............£85.733M

Share prices 2018... 109p...........Today 108p.

S4 Capital today is almost 12X the size it was in 2018 trading at the same share price. Can't say the same valuation because there will be a lot more shares in issue today than back in 2018. But still a crazy under valuation. Once the debt is gone by YE 2025, S4 will be valued correctly by the market IMO. Patience is needed.

27 Jul, 13:38 121.90 GBX −4.60 (3.64%)

Is someone taking this down to below 110p, with next weeks expected 5.39p Ex/Div.

According to ADVFN data........

Buy volume 6,693,324......... Sell volume......3,607,561

Not sure how accurate this site is.

The share price started off strongly up, how most people would have expected on decent results, 30 mins in and algo trades take charge and down we go.

"For me it is apparent that accumulation on a significant scale is/has been occurring here as the SP continues its decline, that's for one reason only imo."

We can live in hope, because watching decline in the share price is depressing to say the least. Come on Drahi & DT, make my day, year, decade.

Decent Q1 results, share price down. Ridiculous.

The only thing that going to move this share price is if we get a takeover bid IMO.

Hi Solley, hope you are well mate.

I very rarely visit this site now, better things to do than read the same old TomTit trash.

Good luck mate.

TomTit, EAT YOUR WORDS.

Time for you to do the walk of shame Tom..... You should come with a serious health/wealth warning. Anyone listening to this fool needs to give his/her head a wobble.

At the current share price of 104p S4 Capital trades 35% below NAV @148p. I'm thinking that SMS regrets floating S4 Capital on the FTSE All-Share UK index, the USA Nasdaq would have been a far better fit IMO. I won't rule out a management buyout if the share price continues to fall from this level, followed by a IPO on the Nasdaq once S4 is profitable next year. JMO.

Interesting comment Larry.

I would expect DT to have increased their BT shareholding before announcing a takeover offer to BT shareholders which would result in saving them money. But I wouldn't expect to find this out until after the offer is made. I would be happy with 250p, delighted with 300p offer. I can't quite believe the low BT share price with the possibility of a takeover around the corner. This wouldn't have been the case in the 1980's. IMO.

I think that the market will value S4 Capital more favorable when S4 is profitable, which is expected to be in 2024. Cheap as chips IMO.

Https://www.youtube.com/watch?v=0xVU-UL2qCs