Member Info for snoopz

@farticus

Do you really keep pencils in your crayon box?

So our troll has opened a new account as "Farticus" – suits him, I suppose! He usually does this when he gets suspended, but Bidboy seems to still be posting, so it's just an extra handle so he can make multiple posts, the 2nd agreeing with the 1st. Classic Schizophrenia... posters should remember that there is little point in engaging in debate, as he's mentally sick!

@snakeman

Good analysis!

You might well be right about that fleccy. But this is just the process...in the end I think the takeover will be approved. Otherwise the whole "consolidation" concept collapses!

@Carrington

"Ofcom will have to tell the general public that they could have had cheaper, more cost-effective broadband via BT, but instead they chose to restrict price reductions in the middle of a cost-of-living crisis."

Don't be silly — hell will freeze over before any quango admits responsibility for anything!

My guess is that this takeover will be waved through and Ofcom will simply cross its fingers that "altnet consolidation" will save its bacon. In my opinion, that's pretty unlikely.

PRK1

On the contrary, I understand perfectly well. You bought shares in Cornish Metals on the hope and a prayer that they will be successful and their price will increase tenfold. OK, why be such a pessimist? Let's say 100-fold.

It could happen that they do make a profit and that you make some money. However, 90%+ of these ventures end in total failure. There are a load of unknowns which could scupper your company even if they do start mining in a few years' time. How much economically recoverable tin remains? What grade is it? What will it cost to extract? What will tin prices be when production begins?

But the prospect of imminent bankruptcy is only one cloud circling over your investment. The real problem is that private investors will not see much of the profits. A company like Vision Blue can use numerous financial instruments to siphon off money before it gets anywhere near you.

All stock investments are a gamble, and just like betting on the horses, it's essential to weigh the odds before handing over the dosh. In this case, they are significantly stacked against you!!!

PRK1

A bad day for the BT share price so up you pop again! Did you invest all the £1.35 you got from bailing out of BT a few years back on Cornish Metals. That was a stroke of genius - investing in a company whose only asset is a floded tin mine!

"Bharti Bros, are like the cavalry, ready to come in and bid at the last minute." - sooo a bit like General Custer?

Silly and incoherent!

Aus3009

Usual long rambling nonsense with made-up “facts”, idiotic claims and negative conclusions.

Made-up “fact”: “In fact BT are telling us most are moving to competitors for better speeds etc, it’s fair to think these will be altnets, maybe 5G maybe satellite broadband.”

BT said no such thing so you just invented this to support your own opinion. The consumer broadband market remains highly competitive, but BT’s comments were mainly about pricing pressure, competition and legacy customer movements — not some mass exodus because competitors offer vastly superior speeds. In many areas Openreach FTTP is now among the fastest and most widely available networks in the UK anyway, so your invented “fact” doesn’t stack up.

Idiotic claim: “Even if they move to a BT supported business the income between a BT retail and a BT wholesale arrangement is less much less.”

That is completely backwards. BT’s Consumer broadband ARPU is about £42, while an Openreach wholesale line to a huge ISP customer like TalkTalk may only bring in roughly £10 per month.

So a direct BT/EE retail customer is worth massively MORE than a wholesale-only arrangement — not “much less”.

Negative conclusion: “The other glaring part of this is record fibre connections but a drop in revenue. Posters saying this cannot continue are absolutely right.”

That ignores the fact that BT is already implementing the solution strategy. BT has spent years rolling out FTTP at enormous scale, expanding 5G infrastructure, driving fibre penetration higher and preparing for major cost reductions as the build phase matures. They have also announced significant workforce reductions as part of the efficiency programme. So posters claiming the current pressures “cannot continue” are not revealing some hidden problem the market has missed. BT management is already addressing those pressures through infrastructure modernisation, automation and cost transformation.

That is precisely why the market has become more optimistic about BT over the last couple of years and why the share price has materially recovered from its lows.

You are treating the current pressures as if BT has no response strategy, when in reality the response strategy is already well underway.

@bidboy

BT losing 800,000 broadband customers in a year is completely in line with company projections. There’ll likely be another 800,000 next year too, so stop harping on about it every time BT releases their results. It's almost as tiresome and idiotic as your incessant posts regarding the invisible magic bid!

A business can absolutely cut costs faster than it loses revenue - companies have been doing that for years. If the market thought the strategy was unsustainable, the share price wouldn’t have been rising over the past few years.

@PRK1

You sold your BT shares a while back for about £1.30. Ever since then, you’ve popped up every now and again whenever the share price falls... then crawled back under your rock again when it continues its inexorable rise.

So yesterday, the price fell, and here you were telling us all what a basket case BT is. Well, the trend has turned positive again today, so hopefully we won’t be hearing from you for a while!!

Aus, our troll AND fleccy all in agreement on something...the world's gone mad!!!

@fleccy

There were a few reports along these lines last week. Personally, I hope they stick to nice gradual increases in the dividend, along with an effort to reduce the debt. Once the socialists get kicked out at the next election in a couple of years, BT should be in a good position to reward its investors for all their patience.

@AbjectPerformer

Capex cuts are a very significant "long term fundamental improvement"!

My Prediction: In a month or two, UBS will still have a "Sell" rating of £2

This is an interesting extract from the Polo article:

"UBS reiterated its 'sell' rating on BT alongside a 12-month price target of 175p, compared with a last closing price of 236.2p."

Factually correct as that is exactly what they said, but what UBS have actually been doing for ages now is recommending that investors sell while at the same time repeatedly raising their price target. Sooo, at some stage the shares will inevitably fall back a bit and they can then claim that their forecast was right all along.

Here are some numbers to illustrate what I mean:

⬜ Apr 2026

Rating: Sell

Target: 175p

⬜ Apr 2026 (previous target)

Rating: Sell

Target: 140p

⬜ Apr 2025

Rating: Sell

Target: 120p

⬜ May 2024

Rating: Sell

Target: 110p

⬜ Late 2023

Rating: Sell

Target: 100–105p

@fleccy

The point being, that this article just reflects what you've been posting on here for years. So maybe you have a new job writing for them?

@davidphilips

Yes I know...and my quote was just an imitation/rephrasing of a conversation between Oscar Wilde and James Whistler. Do try to keep up!

@davidphilips

"I wish I had said that"... But i suppose one day I will!