Member Info for Savage_KeyboardR

Absolutely! 🎅 Santa Rally!

1msn - totally agree, a helpful buying opportunity as the new rules will apply to all the operators so absolutely no difference to profitability. In fact it'll just make it easier to shut down a proportion of complaints lodged via contact centres... there may well be a small net efficiency benefit!

Darn fleecy, you beat me to the mark haha! UBS downgrade is a strong buy signal to me as its a significant outlier when compared to the bigger picture landscape... elevated inflation will continue supporting healthy revenue generation and the floor for the SP has already passed by... £1.60p soon enough.

100% Agree Dimitry - interim divi soon, lots of recent good news for BT & telecoms continues to have insatiable demand from user base too. We'll be seeing SP of £1.60+ pretty soon imo.

A buying signal it seems!

Sorry, another typo correction!:

Shave... What if US Economy is actually delivering real tangible growth here? i.e. completely eliminating widely held/assumed beliefs for rate cuts (their only needed if the economy needs support or if inflation undershoots). After all, USA is now the worlds biggest oil producer, and exporter. Plus it's cut it's unemployment rate, gradually the gap between rich and poor is reducing too, which gives better support for domestic demand! -- Okay, so yes inflation will no doubt remain elevated, from tailwind/legacy of QE... However, what if Fed rates only end up only needing holds? Or a small and maybe temp cut? Has anyone considered the USA economy might now be so strong, that within the next 2-5yrs or sooner, Fed rates simply return to their global norms of 5-8%?

Shave... What if the US Economy is actually delivering real tangible growth here? i.e. completely eliminating widely held/assumed beliefs for rate cuts. After all, USA is now the worlds biggest oil producer and exporter, it's cut it's unemployment rate, gradually the gap between rich and poor is reducing too which gives better support for domestic demand -- Okay, so yes inflation will no doubt remain elevated, from tailwind/legacy of QE... However, what Fed rates over end up only needing holds, or a small and maybe temp cut? Has anyone considered the USA economy might now be so strong that within the next 2-5yrs, or sooner, Fed rates simply return to their global norms of 5-8%?

Shave there's detail you missed out.. 'annual wage inflation, as measured by change in Av Hourly Earnings, held steady at 4%'... That's a really positive situation for the US to find itself in. More people in work and yet no uptick on the inflation front. Meaning Fed can just hold the line on rates, already priced into markets. Granted it means inflation is not falling but... with globally elevated inflation from all QE the past decade plus that's hardly surprising news. The elevated inflation I've mentioned lots, supports ongoing healthy businesses revenues in servicing/paying down their debts.

Nonfarm Payrolls (NFP) in US rose by 199k in Nov, US Bureau of Labor Statistics (BLS) reported on Fri. Reading came in above market expectation of 180k. This may well get things moving!

Typos corrected:

With the bull run that's currently forming, and is about to get them running legs going imminently, I think we'll observe how the closing of this short will help lift the SP (as this short, and other smaller ones not required to be reported are bound to be open too, has acted to hold SP down slightly up until now).

With the bull run that's currently forming, and with is about to get running legs going imminently, I think we'll observe how the closing of this short will help lift it (as this short, other smaller ones not required to be reported are bound to be open too, has held it down slightly up until now).

Quote from that article:

"Goldman predicts that BT’s share price could more than double in the coming year to as much as 290 pence per share, up from a price of about 136.65p at present, representing an upside of about 112.2%"

I'm not sure I'd wholly agree with that forecast but.. £2.25-50 definitely within realms of achievable, esp so with increasing inevitability of Lab Gov which has to back telecoms in a big way to lock in long term economic growth.

NFP data may get a seasonality specific lift? Also perhaps it could benefit from undershot in Oct (which conversely can mean Nov being slightly more likely to overshoot, as MoM is subject to greater volatility of variance compared to QoQ).

Just spotted GLP made a miniscule reduction in their short position on 6th Dec... Surely the recent great results and the SP boost have got to be hurting their large wallet by now?! - This stock will rocket as their short position gets wound up!

Interesting read, though we've no idea what SP those ii's purchased their holdings at, given we're still in the 10yr lows for the BT SP i'd suggest perhaps they paid far more than current SP for much of the holdings? - just examined Blackrocks short.. opened on 21st Sep when SP was ~£1.20... keeping that open is really going to start to cost dearly?!

Seen_it_done_it - it's interesting observing a little resistance around the 620p mark... as previous peak in the summer was around 630p I think? So selling earlier than this price point may indicate some additional lack of confidence to earlier this year... however, if there's heavy selling here I'd imagine there will also be some other investors only to happy to purchase them! Because we're 6 months onward and lots more has been revealed about the forward trajectory in these full year results... I don't envisage we'll be stalled here for very long.

I'm unsure the class action lawsuit will deliver quite as big a payouts as it may at first glance seem... all major mobile companies have comprehensive details in their contracts which customers sign to agree with, EE and other operators send reminders and offers ahead of and once you exit the fixed deal period. EE also apply an 'out of contract discount'... I've had a couple of EE fixed contracts which at the end have been cheaper than renewing was at the time - sometimes I've benefitted by a good sum from not switching (not usually but it has occurred on at least 2x of my EE contracts).

Fair point on drivers for ongoing support to SP... I think it'll land from a combination of: reduced retail festive spending (fewer people buying stuff with ever greater trend towards activities/holidays), backpay landing in accounts (from long delayed paydeals finally being made), and also support where some diligently saved in fixed term accounts (as rates upped) who come to realise a year later down the line their money is actually worth less, with inflation having eroded some of it, upon this realisation some will decide its time to spend it!

WackWack - I suppose that is true and it's certainly seemed to be a year with biblical scale events! Each throwing the markets and TUI SP wildly fluctuating all over the place! Nothing is certain as life is like a box of chocolates!

Currybelly - I agree with GreyLady and you appear to be assuming debts are bad (the current narrative widely peddled)... in reality the whole business/capitalist world functions because of debt... debt is not something to be irrationally scared of. Correctly managed debt is the provider of investment, growth and opportunity! We do not celebrate the benefits of debts enough!!... Contemplate for a moment all the good things that come from well managed debt... a loan to buy a tool to do a job more quickly, to buy a phone, a laptop, a machine to make the food we buy from the supermarkets... debt is actually a wonderful thing. TUI have managed debt very well in a tough climate in my opinion.