Member Info for PRK1

Fleccy I don't underestimate BTs cost saving plan. It'll work. But the issue is that they only have one product coming through and it's not additional to what they already sell, it's a replacement. They've nothing else to attach. The only services they could attach are TV and firewall/antivirus, both of which have been tried and failed. They've got EE but that's a competitive market and even there the trend is towards SIM only, killing revenue and taking away a valuable source of profit. Look at what's happening in business sales. They are in serious decline. All the things they used to sell into that space have gone. The Altnets have grown and Vodafone are offering a viable flexible service that reduces the need for Open reach to maybe one single broadband. BT have no other markets. I think there is some idea that they can hook up with India, but as Vodafone Idea have found out, that ain't easy. Ask yourself this: how come a business that has no growth can double in value? It's all on the flawed assumption that BT are 'the" network. In fact they are just"one' network in one country. Boxed in and circled forever by predators

Kums, BT SP makes no sense. Theyve risen on the basis of cost savings, which is a slow way to die They are unable to grow and their market share is long term stagnant. Altnets and mobile competitors will continue to nibble into them. They have no new markets to explore, they have nothing to sell apart from connectivity, and the houses they are connecting with fibre are just the same houses that are already connected with copper. Where does that leave them? The same revenues they had before

The Vodafone sp has been given the kind of sceptical rigour that BT should have had all along. There is a good momentum behind Vodafone. Nice snide comment Snoopz. Stick with BT.

I believe BT can cut cost and stay profitable, but their revenues will shrink. I agree with Citi and DR. How the SP has risen so much is a mystery. It's almost entirely on bread today and jam tomorrow. It has a lot of downside. Thursday will be interesting

85p please,

Garonne it's coming up to Q1 and we don't know where Vodafone are against their target for the year. It is probably already has "on target" priced in, so if Vodafone reiterate guidance don't expect it to jump. I'd take that. It opens the gates for another rise leading up to Q2. Buying and selling based on that I reckon. Highly unlikely it will break above the current price until after results

Mole Man, were you in the cast of Dad's Army by any chance?

Up 6% in a month, up 17% in six months. All sorts of strong signals. Next quarter probably priced in to start at 82p, but a decent report should open the door for a quarterly rise to 90p. I think £1 by Christmas is a real possibility. I don't know what people are seeing that makes them predict flat or downwards. I know Vodafone has been in a dark hole but they look to be emerging strongly from where I stand

Motley Fool is drivel written by home counties somethings with English literature degrees, dabbling in journalism because they don't know what to do with their lives

Fleccy i meant to reply to your defence of BT. At the end, you said "Sure BT's revenue will drop temporarily for a while, but what really counts is how much BT can grow Net Profit and free cash flow, by becoming a much leaner business. It isn't about what they sell, it's about how much BT can bring down their operating costs." This is exactly the problem. BT's market share is eroding. Not just to alt nets (admittedly small scale) but also to mobile networks. Have you noticed the uptick in Vodafone retail business sales? Strangely similar to BT's decline in retail business sales. BT has so much less to sell now, so few upsells. One national market, one product that isn't being used so much, and f*ck all to attach to the basic sell.

82.5p for me please

Fleccy, yes I get that BT will streamline and rationalise. Their cost base will reduce. But that's not a good thing if there is no forward direction to grow markets. Cost base reduction is universal in telecoms. What are they expecting to sell? That's the question. You say the business model is easy to understand. Ok. What are they expecting to sell?

Me? I'm not. Fat fingers. I've got 55k shares that I'm viewing as long term. Bought average 76p. I think full value will take 2-3 years. Hard to tell what that will be but a resurgence over that term could be £2-3

Fleccy a simple message isn't always a good one. Yes they can cut costs, but that's something all telcos can do. They have a very limited proposition, just one market, and their retail sales are not impressive. Open reach will always make money, but even that's under pressure from altnets, especially in London. All I can see is a company shrinking back. Quite a few brokers are pessimistic about the BT SP and there are a few sell ratings. But yet it seems like it can do no wrong. I like Vodafone a lot more. They have restructured successfully and they have unique growth markets in Africa, the Middle East and soon to be the first pan-European satellite to smartphone service. It seems strange that they are treated with such caution when BT, simple and clear though they are, diminishing that they definitely are, get such positive investor sentiments

No need for conspiracy theories. The share price rose on no news, probably meaning some institutional investor raises the bar a bit and that caused a limited stampede. Confidence is rising but it's quarterly results, several good ones in a row that will cause this share to show its worth

Yep, Vodafone only please.

So why do people think the BT share price has done so much better over the past 12 months? I just don't see the value. I do understand why Vodafone have found it difficult to shake off the scepticism, but I think they have a much more promising future than a one horse wonder that can only see profits from cost savings

Never mind Goldman Sachs. Just some public schoolboy with half baked notions that he thinks are clever

Looking around the Internet, the future of tine is 3.5% compound growth per year to 2035. That's demand. Supply looks interesting. Most production comes from China and South East Asia. Some of this chain is vulnerable to political instability, some is vulnerable to earthquakes. Cornwall is the best bet for European supply. I think there will be moments when global circumstances force the tin price to spike. That's when a fully productive Cornwall will be at maximum value. I don't know what that is but I remember when Mick Davies first came on board he made mention of £1/share. If that's the mature value, then a short term spoke could be £1.20. That's my hope for a sell price. It might take a few years but I'll wait.

82.5p for me please. SP has done it's rising apart from maybe some buying from America. . Need Q1 results now to move it again. Strong results could push it on to high eighties

Https://www.businesswire.com/news/home/20250629113482/en/Vodafone-and-AST-SpaceMobile-Choose-Luxembourg-as-Joint-Venture-Headquarters-to-Drive-European-Wide-Space-Based-Mobile-Broadband-Coverage

Exciting wholesale proposition.