https://seekingalpha.com/article/4354361-bt-group-oasis-of-value EE was bought for £12.5 billion in 2016, maybe for a cheap price. EE's smaller competitor, O2, under a planned and recently announced merger deal with Virgin Media, has been valued at £12.7 billion. O2 had operating income of £784 million and revenue of £6.0 billion in its 2018 accounts. EE, with an operating income of £1.46 billion and revenue of £7.15 billion, should be worth more-between £12.5 billion and £15 billion, in my view.
RE: What I'm looking for tomorrow Thursday as a minimum05 Jun 2020 08:11
"The world already can't operate without Telecoms, in 5 years with IOT and connected services, telecoms will dominate every aspect of life and that tells me that telecom has value way beyond what the market currently indicates." Well said Fleecy
It's not a fixation with BT's copper asset and its worth should not be ignored. Back in 2013 when the Chinese economy was booming the amount of copper cable being recovered was helping to boost the BT share price.
RE: Johnson Bows to pressure to remove Huawei by 202323 May 2020 14:35
If the reason for Huawei equipment being removed from the network is for National security, then surely the government will have to foot the bill. Bringing things in line with Trump could pave the way for a future merger with any of American Telecom companies. Just a thought.
Openreach boss Clive Selley said in an internal message: "I spoke to (BT CEO) Philip Jansen last night after the story broke in the newspapers. "He is very clear - the story is inaccurate. Openreach is staying in the BT Group." Why not deny this as pure speculation rather than "inaccurate" I believe BT are involved with some sort of deal with the local network that keeps Openreach workforce under the BT Group..