Member Info for snoopz

@birdbrain

Who cares about the profit and loss on your arbitrary numbers? What would actually be interesting is what you put into a stock you now call a basket case — and how much you lost when you bailed out. It might even explain why you’re so obsessed that you keep creating new accounts every time you get kicked off this board.

Only trolls allowed these days!

@Bigtimebilly

Offensive and incomprehensible!

@Fleccy

Trolls don't really mind "looking obsessive and idiotic". On the contrary, that's the whole point of the game - to wind people up! He knows very well that there is zero possibility of a takeover and that most experiened investors on here also know that. So, it's a perfect topic for an annoying troll!

Incidentally, such a bid would not be what you want anyway given that you are investing for the long term. Right now most institutional investors would be very happy with an offer of about £2.50. Would you be OK with that? Personally, I'd be very miffed if I was forced to sell for that!

@clued

The real reason this genius says that "The natural value is £1.50 '' is because he sold all his shares for £1.46 a couple of years ago and been feeling sore about it ever since. He pops up on here every time the share price drops to list all his reasons why BT is a basket case and why he was so wise to bale out!

Aus3009

EE has the largest number of mobile subscribers in the UK (i.e. real people not fridges), and their customer base has increased over the last few quarters. O2 is losing a significant number of customers every quarter - just like alwaysaprofit said!

I still have NO idea what this has got to do with BT!

Has this got anything to do with BT?

@bidboy

Nope - fleccy thinks Bitcoins are worthless - I just think they ought to be worthless!

This deal makes no sense at all if you look at the figures in the article — and that’s before considering the many numbers it doesn’t mention, especially debt. We’re talking about a reported £2 billion valuation for a company that, as of Q1 2025, had passed 2.32 million premises but signed up only about 310,000 paying customers. That’s a take-up rate of under 14% (BT's is almost 40%) — admittedly better than many of its peers, but still weak given that most analysts reckon break-even requires somewhere around 25%-30%.

The article also rightly points out that many of those customers could abandon ship if they were forced onto Virgin Media O2’s higher, non-loss-making tariffs. Netomnia claims to have made a small “profit” last year (on an adjusted EBITDA basis), but that’s merely an operating-expense measure: it excludes the company’s massive capital-expenditure burden — digging, ducts, fibre, civils, PIA rentals — not to mention interest payments on its heavy debt load.

Add to that the extensive overbuild between Virgin Media O2/nexfibre and Netomnia’s own network in urban areas, and the numbers simply don’t stack up. In my view, this takeover is highly unlikely to happen — it looks more like Virgin Media O2 is merely sniffing around — or floating the idea — to stir up a bit of competitive noise in an already overheated market.

In the USA, Starlink’s Direct to Cell service is focused on texting and limited data in remote or uncovered areas.

In New Zealand, the service currently supports basic messaging and satellite-connected phones, with voice and data capabilities to follow.

In Australia, the rollout remains limited — restricted to certain devices and plans, requiring clear-sky outdoor use, and still in its early stages. A full national rollout (including voice and data) has not yet been indicated publicly.

In Japan, there is an active Direct to Cell offering, but it’s still at an early stage and likely limited in device support and service breadth.

Overall, this remains a very immature service, aimed mainly at remote areas with no viable terrestrial alternatives beyond other satellite providers. In Australia and Canada, it could prove quite successful, given their vast, sparsely populated regions where mobile and fixed networks are often impractical. New Zealand and the USA are less clear-cut cases.

In the UK, however, it’s all a bit of a non-event — population density here is more than 50 times that of Canada or Australia, so there simply aren’t many truly remote areas to serve. It’s the kind of thing BT could easily join in with when (and if) it suits them.

In the meantime, BT will push ahead with their FTTP rollout, and we will see the 20 million premises passed milestone announced in the next couple of weeks.

@Aus

That’s a lot of words to say ‘I once read a Wikipedia article about VoIP’ - just cut and paste the URL next time!

@expatwelsh

New York, New York, so good they named it twice.

Still, worth emphasising this weird share price behaviour as today's movements bear out exactly what you predicted. Down over 3p when you posted and then a steady recovery throughout the afternoon.

Strange they did not list BAE Systems as a takeover target - the Chinese might be interested in getting there hands on them?

@bidboy

Actually, Fleccy’s numbers are very credible — he even says he’s negative on Vodafone. That’s far more sensible than extrapolating losses from when BT shares were at their peak of around £4.50 a decade ago. I’d like to think you were foolish enough to have invested back then — it would explain why you’re such a bitter troll, endlessly recycling the same figures.

So it’s clear that BT is doomed. Our experts have spoken this morning, and the mood is decidedly bleak. With Samsung’s new wonder system, Starlink’s super-satellites, and Rachel Reeves sticking the boot in, BT are surely finished.

And let’s be fair — our pundits have a point. Why would anyone pay a pittance to be connected to FTTP when they could subscribe to an inferior alternative for double the price? All they need to do is stick a few antennae on their walls and rooves, hope nobody else is using the same network, pray for a sunny day — and they’re all set.

Almost makes one feel sorry for those silly billionaires who piled into altnets without doing any due diligence — which would surely have flashed a red light against any “FTTP-only” bets.

Strange, though, that while the FTSE is down over 100 points today, BT’s share price has nudged up a penny or so. No doubt it’ll all change when those astute New York investors wake up and read the wise words of caution about BT on our board.

Nice, too, to see that our resident troll has once again raised the prospect of Sunil Bharti Mittal launching the “Magic Bid.” OK, he’s been droning on about it for years — but maybe now the time has finally arrived. Though perhaps warning Sunil in advance about all the reasons BT is finished wasn’t the smartest move — it might just result in a lower price. At this rate, he’ll probably be able to mop up enough shares for a takeover if he offers 50p.

@fleccy

What...you think this guy has a job?

@Aus3009

fleccy has explained for the 50th time why he’s so heavily invested in BT. He might be right or wrong, but at least his views are honestly held.

You, on the other hand, claim to own loads of BT shares, yet you seem to spend most of your time digging up far-fetched “threats” to prove what a basket case the company is.

Then you act surprised that only a handful of trolls agree with you.

AND you still have not learned how to spell "debt".

Aus3009

It’s doubtful you even see the irony of complaining about Fleccy repeating himself, then immediately saying, “At the risk of me repeating myself…”

@Aus

"All my own words, nothing copied from another source." Ah come on don't be fibbing now. Magically you've transformed from posting rambling incoherent messages into being a "mumbo-jumbo" technocrat. Nothing wrong with running your posts through AI for accuracy - but at least give the poor girl some credit for her efforts!