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BT Group (BT.A)

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idpickering
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BT Group (BT.A)

#208598

Postby idpickering » March 19th, 2019, 12:44 pm

This from TMF by Peter Stephens;

BT is a FTSE 100 dividend stock I’d buy for my Stocks and Shares ISA today

With the Stocks and Shares ISA deadline looming, there appears to be a number of FTSE 100 income shares that could be worth a closer look. One of those is BT (LSE: BT.A). The telecoms giant has a yield of 6.8%, which is 250 basis points higher than the income return from the wider FTSE 100.

Of course, the company faces an uncertain outlook. However, with what seems to be a low valuation, it may offer high total returns over the long run alongside another dividend share that released results on Tuesday.


https://www.fool.co.uk/investing/2019/0 ... isa-today/

idpickering
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Re: BT Group (BT.A)

#210164

Postby idpickering » March 25th, 2019, 4:43 pm

More from TMF, written by GA Chester;


Is the BT share price primed to smash the FTSE 100?


Man for the job

I’ve long believed BT hasn’t made the most of its scale and competitive advantages in key areas. I also think it’s yet to really exploit the potential of its acquisition of EE. However, I’m very optimistic that new chief executive Philip Jansen could be the man for the job, and I rate the stock a buy today.

Previously, as chief executive of payment processing company Worldpay, Jansen led an overhaul of its technology infrastructure and invested boldly in a number of key areas for growth. Following the company’s merger with US peer Vantiv, he led the integration of the two businesses, before being poached by BT.


https://www.fool.co.uk/investing/2019/0 ... -ftse-100/
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Re: BT Group (BT.A)

#210311

Postby Walrus » March 26th, 2019, 8:40 am

idpickering wrote:This from TMF by Peter Stephens;

BT is a FTSE 100 dividend stock I’d buy for my Stocks and Shares ISA today

With the Stocks and Shares ISA deadline looming, there appears to be a number of FTSE 100 income shares that could be worth a closer look. One of those is BT (LSE: BT.A). The telecoms giant has a yield of 6.8%, which is 250 basis points higher than the income return from the wider FTSE 100.

Of course, the company faces an uncertain outlook. However, with what seems to be a low valuation, it may offer high total returns over the long run alongside another dividend share that released results on Tuesday.


https://www.fool.co.uk/investing/2019/0 ... isa-today/


I think BT could be an interesting one. I have enough in Vodafone though which prevents me adding this to the HYP.

I am interested to see how a conviction dogs portfolio of income shares such as

BT
Centrica
Vodafone
IMB
Petrofac
GVC
Lloyds
Kraft
IG

would do.

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Re: BT Group (BT.A)

#210331

Postby starquake » March 26th, 2019, 9:40 am

Personally I've got (long) positions in both Llloyds and BT.

BT as they own the infrastruture majority of UK broadband, and many other rival mobile networks even operate under, and also run the largest (by spectrum) network in UK. The TV play does worry me, as does the Pension debt - but otherwise, it's a share I see will recover in the LONG term. Short-term I expect volatility.

Lloyds I don't see as that distressed or a dog personally - thats a shorter term play for me... maybe 1-2 years.

idpickering
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Re: BT Group (BT.A)

#210343

Postby idpickering » March 26th, 2019, 10:13 am

Walrus wrote:
I think BT could be an interesting one. I have enough in Vodafone though which prevents me adding this to the HYP.

I am interested to see how a conviction dogs portfolio of income shares such as

BT
Centrica
Vodafone
IMB
Petrofac
GVC
Lloyds
Kraft
IG

would do.


Cheers for your input Walrus. Of the above I have more than enough of BT.A, VOD, and IMB. All long term holds for me, but not buying any more currently. I'm not interested in the others tbh.

Ian.

idpickering
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Re: BT Group (BT.A)

#210381

Postby idpickering » March 26th, 2019, 12:47 pm

This from TMF, written by Kevin Godbold;

Is BT’s almost 7% dividend yield safe?

Are you looking for reliable dividend yields? Let’s look at telecoms company BT Group (LSE: BT.A) to see if the firm can keep up that mighty almost 7% yield.

I reckon businesses are only really worth the cash they can generate from trading and from assets, whether that happens immediately or in the future.

It also takes cold, hard cash to pay a dividend, and that’s a good reason to focus on cash-generation when trying to work out a firm’s ability to deliver a dividend income for its investors.


https://www.fool.co.uk/investing/2019/0 ... ield-safe/

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Re: BT Group (BT.A)

#210421

Postby Breelander » March 26th, 2019, 3:47 pm

Walrus wrote:I am interested to see how a conviction dogs portfolio of income shares such as

BT
Centrica
Vodafone
IMB
Petrofac
GVC
Lloyds
Kraft
IG

would do.


So am I, particularly as the top three in your list were three of my five recent top-ups here: viewtopic.php?f=15&t=16662

idpickering
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Re: BT Group (BT.A)

#217690

Postby idpickering » April 27th, 2019, 10:39 am

This from TMF, by Roland Head;

BT’s share price and 6.5% yield make it my buy of the decade

If you want your portfolio results to beat the market average, then you have to do something different.

Today, I want to explain why the BT Group (LSE: BT-A) share price looks like a buying opportunity to me at current levels. I’m also going to take a look at a FTSE 250 stock that’s fallen from grace. This business looks very cheap, but the outlook is rather uncertain.

Number crunchers are worried

The BT share price has fallen by more than 50% from its 2015 peak of almost 500p. One of the main reasons for this is the firm’s lack of growth. Even the acquisition of mobile operator EE hasn’t reignited sales growth. Revenue has fallen since 2017, a trend that’s expected to continue this year. As a general rule, if sales are falling, it’s very hard for a company to deliver reliable profit growth.

A second concern is that the group’s financial obligations might force new chief executive Philip Jansen to cut the dividend. Although the group’s net debt of £11.1bn isn’t excessive in itself, it’s more of a concern when added to the group’s £5bn pension deficit and hefty spending commitments.


https://www.fool.co.uk/investing/2019/0 ... he-decade/

idpickering
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Re: BT Group (BT.A)

#220301

Postby idpickering » May 9th, 2019, 7:08 am


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Telcos award (BT and VOD)

#223308

Postby UncleEbenezer » May 21st, 2019, 1:32 am

Does today's news of the court's ruling in favour of the telcos against Ofcom's unlawful spectrum charges merit mention here?

£82m to EE (BT) and £54m to Vodafone. Telefonica and Hutchison also in the money.

https://www.oeclaw.co.uk/images/uploads ... _Ofcom.pdf

idpickering
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Re: BT Group (BT.A)

#231783

Postby idpickering » June 24th, 2019, 5:24 pm

Deutsche Bank downgrades BT Group to 'sell' on expected rise in capex

Analysts at Deutsche Bank cut their target price on shares of BT Group on Monday and cut their recommendation from 'hold' to 'sell', telling clients that rising capital expenditures threatened the recovery in the telco's earnings before interest, taxes, depreciation and amortisation.
The target was slashed from 217.0p to 175.0p.


https://www.hl.co.uk/shares/shares-sear ... rdinary-5p

BT.A down 3.2% on market close. I am tempted to top up in my HYP.

Ian.

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Re: BT Group (BT.A)

#241205

Postby idpickering » August 2nd, 2019, 7:08 am


idpickering
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Re: BT Group (BT.A)

#252251

Postby idpickering » September 16th, 2019, 5:00 pm

BT.A up nearly 4% today! I hold and have topped up recently, but not as much as the CEO Philip Jansen, who bought 584,000 of the company shares, at an average price of 171.0p each today.

https://www.hl.co.uk/shares/shares-sear ... rdinary-5p

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Re: BT Group (BT.A)

#252256

Postby monabri » September 16th, 2019, 5:17 pm

idpickering wrote:BT.A up nearly 4% today! I hold and have topped up recently, but not as much as the CEO Philip Jansen, who bought 584,000 of the company shares, at an average price of 171.0p each today.

https://www.hl.co.uk/shares/shares-sear ... rdinary-5p



He's averaging down ;)

7th June 2019 1,484,413 shares bought at £2.02 (£2,998,514).

Here's an article from 14 September which may be of interest.

https://seekingalpha.com/article/429139 ... ent-thesis

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Re: BT Group (BT.A)

#256782

Postby idpickering » October 9th, 2019, 1:48 pm

BT LAUNCHES NEW PROGRAMMES TO BOOST UK'S POTENTIAL

· BT Group launches an unprecedented range of new products, services and skills programmes to help create a better connected and more competitive Britain

· New converged BT Halo products for homes and businesses to keep Britain connected with the best networks, services and support including unlimited voice and data at home and on the go, as well as access to 5G

· Creating the UK's most personal and local customer service: launching a new team of 900 Home Tech Experts to help people with digital tech in their homes, as well as support in the workplace; returning all customer contact centres to the UK & Ireland 12 months earlier than planned from January 2020; bringing the BT brand back to UK high streets in over 600 stores and 24/7 customer support for businesses around the world

· Introducing 'Skills for Tomorrow': a new online and community training programme designed to provide essential digital skills training for 10 million school children, families and businesses across the UK

· Boosting customer connections: BT Group is investing to help build full fibre to four million premises by March 2021 with an ambition to reach 15 million by mid-2020's; while BT is upgrading 700,000 of its home and business customers to superfast broadband by June 2020 at no extra charge, launching 5G on BT, and will be launching new Full Fibre plans in November

· New Partnerships: BT is now the lead partner to all UK Home Nations Football Associations; launching a new and unique partnership with Apprentice Nation to inspire more apprentices


https://www.investegate.co.uk/bt-group- ... 00012764P/

idpickering
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Re: BT Group (BT.A)

#261196

Postby idpickering » October 31st, 2019, 8:04 am

Interims for general chat here; https://www.investegate.co.uk/bt-group- ... 00047069R/

Also on HYP Practical for HYPer chats.

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Re: BT Group (BT.A)

#262584

Postby ayshfm1 » November 6th, 2019, 2:16 pm

https://www.theregister.co.uk/2019/11/0 ... unce_mvno/

Virgin changing it's MVNO from EE to Voda. Be interesting to see how they sell that to their customers the EE network is superior. Not happening until 2021 so time for Voda to improve.

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Re: BT Group (BT.A)

#262607

Postby idpickering » November 6th, 2019, 4:03 pm

ayshfm1 wrote:https://www.theregister.co.uk/2019/11/06/virgin_and_vodafone_announce_mvno/

Virgin changing it's MVNO from EE to Voda. Be interesting to see how they sell that to their customers the EE network is superior. Not happening until 2021 so time for Voda to improve.


It's not done a lot for BT.A shareholders, of whom I am one, with the share dropping 5% as it stands right now, on this news I guess.

Ian.

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Re: BT Group (BT.A)

#262621

Postby Dod101 » November 6th, 2019, 4:48 pm

I have no idea except for the dividend and (misplaced) hope why anyone would buy BT. I have bought and sold several times over the years and each time just when it looked as if it might have turned a corner, it disappoints once again. I sold in January 2018 at 2.5878. Today? Around £2, admittedly with a good yield.

As Archie Norman is discovering with M & S, culture is very difficult to change, especially with a still very large work force such as BT has.

Dod

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Re: BT Group (BT.A)

#262755

Postby ayshfm1 » November 7th, 2019, 11:46 am

I hold them and Dod's got a point. Still I will continue to hold.

Networks though are a built thing. VM is circa 3 million customers, EE network is better than Voda's now, with that 3 million on it, presumably VM are switching because they can get a much better deal cost wise. Anyway take 3 million off one and the capacity is freed up, put 3 million on another and it is consumed.

The VM customer is unlikely to see any cost saving, but they may well get a worse service if Voda don't build out enough additional capacity between now and 2021.

The networks also use different spectrum EE mostly uses a frequency that lacks range and penetration, Voda's is better in that respect. However that sword has two edges, EE was forced to build a lot more cell sites to get coverage. Intrinsically then it has more capacity and is less susceptible to coverage holes. If I was a VM customer I would want to see some sharing of the cost saving.


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