The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Freedom, can you post a link to it
why down today
we weren't ex divi, so should not have followed BATS
myloverly, how many people are members of the BT pension scheme. By how much does that change every year as the older members pass away ?
She's not wanting to go up is she
the bars and clubs which do survive will see much less competition. So could be ok in the long run for RB
is she going up on the AT&T results now
fleccy, I'm positive on BT too. Lamtree doesn't really have much to say other than he has observed the sp going down. He can put no value on the SP.
I would say BT has rehit the lows because the market is pricing in a divi cut and there is uncertainty around this issue. However if BT cuts to a still reasonable level, I would easily expect a return to the 130s too.
Toff "Does that include EE?"
Yes it does Toff, it means the whole company good and bad. But let me remind you of the debate , it is "better placed than most"
So 550 stores shut for a few months, when you can renew online anyway , well if that is the downside I'll take that anytime. And then there is real upside for BT in this shutdown, so all in all the statement "better placed than most" seems utterly logical
its says at the bottom "All told then, BT is probably sitting on somewhere between £2.5bn to £5bn of copper."
still it's a great leftfield consideration. I had never heard before the copper could be worth so much. Mind you the article is from 2011
lamtree "BT and Telecoms in general is better placed than most other sectors....I've never understood what you mean by this statement"
Bricks and Mortar retailers for example have been decimated as their customers have dried up overnight. On the other hand , BTs customers are increasing their demand for BTs services.
I can testify to that directly. I upgraded my line when I was forced to work from home, and so have colleagues.
It's surely not that hard to understand., lamtree
zebbo, think about the amount of people installing and upgrading their broadband as they now work from home.
I would have thought BT is relatively better placed than most businesses for C-19
is this the reason for the sharp rise today. IMB might be developing a Covid vaccine, lol
Fruister, what price do you see RMG closing at today ?
From yesterday
Analysts at Citi said 2020 dividend payouts from the world's largest tobacco companies were safe.
"Philip Morris, Altria, British American Tobacco, Imperial Brands and Swedish Match" will definitely be able to pay their interest bills, their maturing debt, their MSA fees plus their dividends in 2020, the analysts said in a research note sent to clients.
JEFFERIES CUTS IMPERIAL BRANDS PRICE TARGET TO 1900 (2100) PENCE - 'BUY
I don't see why we should necessarily go down tomorrow. Of course the Capital Day would be cancelled. Boris said it simply can't go ahead.
But never say never.
"Oil production from the Lancaster EPS continues in line with previous updates, at approximately 20,000 barrels of oil per day."
Can't get better news than that really. Positive RNS.
are they allowed to pull it , it's already declared isn't it. Heard someone say it is legal to do so.
Shareprice weakness is disappointing. Thought it would have held up more and for a time it did.