Member Info for Zibrahimovic

Karak, seriously if that’s what you really believe then you know nothing about BT and OR…

I’ll say it once again OR has no that’s NO NIL NADA ZILCH tangible assets… nothing apart from the work force.

There will be no takeover. Once the FTTP roll out is complete OR workforce will be decimated in pay offs from 35,000 to around 10,000 via redundancy.

Then BT will reap the rewards of a hugely profitable and reliable network that they have never experienced before due to age and metallic make up.

Drahi, nor anyone will cough up circa £30 billion plus fund the FTTP roll out on top which is another £15 billion unless they can pay it in cash and Drahi cannot. He’s skint.

The anti-zaza lol

but at the same time not helping BT / UK with the urgent support it needs to leveling up it's infrastructure.

Tbf they offer grants and tax breaks for the FTTP build and through OFCOM and equinox have allowed BT to set prices to guarantee their investment is repaid within 10 years…

No wonder the alt nets are fuming lol

Oh and on BT Sport it’s nowt to do with OFCOM. It’s more to do with BT retail broadband customers leaving BT if the free sport option is no longer available.

BT sport was initially to encourage customers off ADSL to VDSL and on to the new FTTC network. As well as other new consumers.

DAZN is a streaming service that can use any platform and could be considered hostile if say once the deal is done they prefer Virgin or CF for delivery rather than BT… that’s the fly in the ointment.

If selling BT sport was easy then it would be done 12 months ago when first mooted.

Raymondo, not a whim, but in the advice of the experts at the funds who still keep saying OR own the network… if he’s taken their advice and bought in then he’s made a huge mistake. He won’t run the rule he will consult the experts of course but despite him getting 12% these experts have still not done their DD and are still spouting crap about OR being worth £40B which is ridiculous in the extreme. OR owns nothing. NOTHING network related of value.

In my opinion he took their advice as fact and they are still going with it. He though, after talks with BT, OR, HMG and the CWU will now realise he has 12% of a great growth business but not right now but in 5 years time.

He’s pretty skint up front. He’s a loan shark debt deal junkie… his only interest will be to wait the 5 years and get a great return or sell his stake.

HMG won’t allow him to leverage BT right now. There aren’t enough profit to pay the interest and pay the £15 Billion infrastructure bill.

That’s why after the initial rise post Drahi, it’s fallen and struggling in the window of a takeover imo.

greatraymondo.. why has Drahi invested? I think he didn’t do his due diligence correctly in the first place. I think he thought like most of the funds and pundits do that OR is the network when it really isn’t…..

Just look at the cobweb of problems that the sale of BT Sport is throwing up and times that by 10 for the company as a whole….

We all want the SP higher but a takeover isn’t going to take it to record highs, transition to FTTP will and no loan shark required thanks.

I’ve said it before on here that there is no chance OR is sold as you and notakin rightly suggest. OR has NO tangible assets other than workforce and vehicles… nothing network related. BT owns it with HMG.

In 5 years the transition from copper to fibre will be completed by Openreach and then I can see OR Ltd being sold off as a maintenance and installation company with a long term contract to look after BT’s full fibre network.

BT will have no engineering costs only profit from their retail and wholesale customers. Win Win for BT.

There’s a very big reason City Fibre are shii’ting it and crying foul… you would too if u were building a network no one will use.. once again BT with equinox has scuppered their plans and OFCOM has agreed.

Stop thinking short term trader and long term dividend and pension contributer. Cash cow is BT in the next few years and we’re right at the teat of the udder milking it…

Lol Fred :))

Sorry to hear that Bkk

Thanks Tigra for your reasoning, I’m just deal weary now and want it over with…

Is it though? All these added deals complicate matters. Just sell it ffs that’s the only deal RNS we all want to see!!!

https://www.the-saleroom.com/en-gb/search-results?searchterm=binoculars

Try here u can get high quality opticals for a knockdown price ..

Cheers Looed for your efforts mate, it’s appreciated by all of us..

RE: First production is today! Calculations!Today 18:03

Who saw that late RNS dropping! Boom!

Bladey at 16.25 lol

Also the late RNS regarding voting rights….are Ben reminding someone that they may have to register their holding ?

Probably Freeatlast lol

Hope u took my advice and jumped onboard that power boat…

This one has run-aground sadly (well it feels like it) divest a little for some near term excitement and leave the rest for the deal..

Fleccy, I think some of the remotest exchanges that used to be fed via microwave links may now be closed or phased out early as FTTC was rolled out, but I stress the most remote..

(Sharecast News) - Potential suitors including private equity outfits CVC and Apax, and infrastructure investors including Brookfield and Macquarie, have conducted fresh analyses to determine the value of BT's Openreach unit, which owns the infrastructure that connects most homes in the UK. The cable division might fetch £40bn

Except it doesn’t lol ffs… these are paid analysts. No wonder Lehman brothers etc happened.

I also think the government will allow a take over / break up as new owners will invest more money into infrastructure
But time will tell

I doubt it. Plus BT have already set aside the funds for the roll out and because of the savings recently they don’t need a partner anymore for the last £3B as announced in the latest results.

The thought that a hedge fund or loan shark can afford to buy Openreach and fund the £15B rollout is fanciful in the extreme.

Add to that then to make OR attractive then BT would have to include all the wholesale infrastructure then it’s a no go.

None of these fluff pieces mention that OR has no tangible assets of worth apart from the workforce. More diligence is required.

It might excite private investors but the ones with the big money know that OR is basically a sub contract workforce only.

Let’s just hope Star Rage doesn’t start a thread called

Bend Over lol