UK Stocks Recommendations

Black rock just bought a chunk

Hmmmmm

More recently than the 10th Sept? You getting that from Fintel?

ASI, JPM and Kames are also strong managers.

But is it a red (maybe amber/yellow) flag if the largest shareholder is the CEO…? Or maybe not a flag but just an indicator that interest isn’t that great?

Yep 11th, check team17 site.

Where are you getting that info from Joey?

I wouldn’t say it’s a red flag, maybe they see the potential themselves and don’t want to sell?

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I presumed their high share holding was due to the fact they are staff and CEO, same way your bog standard dev probably has a few hundred shares as a benefit.

But the FMs have decent sized stakes and the ASI fund listed there isn’t a tracker, so these are conscious choices by the FMs and not default obligations.

In fact having looked at a couple of other stocks for validation, this isn’t unusual. Musk is still majority holder at Tesla, Bezos the same at Amazon. It’s not like that in every case but it’s certainly now makes my question seem silly. :smile: Of course they’re the majority shareholder!

You think I can wipe out my tracks of the last few messages and no one will notice?

That info is from Stockopedia.

BT looks like a good buy to me. A concern is why they performed so well in 2016 etc comparatively to just before Pre COVID.

I need to do some more research, my main concern would be that they lose the monopoly on the infrastructure. It’s a really strong dividend though, and a service we will need indefinitely.

Potentially but I think its a bit of an old beast. You would think even with a relatively new product like bt sports, they would make it easy to sign up - NowTV, Disney+, Hulu, Sky Sports you can subscribe and have access in minutes. I signed up earlier this year to watch the football when it was back on, and it took over a day before I could access my account.

They are in a good position and with the right direction could have a lot of growth, but I think the leadership needs to change.

I have quite a lot on BT. Simple economics would tell you the price will rise when they reinstate the dividend. Price history would also suggest it’s time for a rebound. Future prospects, internet is taking over and all forms of telecommunications.

One thing I fail to understand about this market. Why is tech booming but not the telecoms that supports the tech and has literally kept us going through covid.

I personally think broadband is seriously too cheap. If sky can charge 120 for a bag of poop TV channels a month, ISP should be charging more and people would pay it! I’d rather have my BB than TV poop.

P.S. they might also sell openreach one day (or part of it) which would be another share price booster.

My biggest problem with BT is that the UK has an ageing telecoms infrastructure, one which financially can not be upgraded quickly enough but at the same time is becoming increasingly costly to maintain.

I just struggle with BT doing anything that excites me as an investor.

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It’s a similar case with NG also, the grid needs some major expansions. Particularly if the infrastructure is to be upgraded due to the rise of EV which is impossible to diversify, therefore you need modulating EV charging systems which almost render the charging useless at points because the final connection point may only be operating at a 10% trickle.

I also think that more people are just using their mobile phones rather than the landline plus BT costs are expensive.
I only use my mobile phone, I don’t have a house phone.

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Agreed - I have a fair few alternative energy supply companies but like you say NG is the lynch pin.
I think during some research I watched a video about meeting future demand on a national level, can’t remember much but hey ho.

BT own EE (5G) leading network in UK.

Phone lines are still used for broadband. BT are in the process of rolling out FTTP.

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Tell you one thing I don’t get, why is Boohoo dropping after posting those earnings, wtf…just a casino this. Buy zoom and Tesla , it’s ridiculous lol.

@Gfclappah,

Yes I used to be with BT on broadband and I looked to go on their fibre for more speed, this was ages ago and still there is no fibre where I live.
I then looked a cable but being on a pension and reading other peoples complaints I left it, but I then went on Plusnet just for the cost, it isn’t fast but I can live with it, then I read Plusnet is owned by BT lol.

Col.

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I haven’t lived outside London so not sure about the answer for this but is broadband over copper really common? Is it not shrinking everyday?

I’ve got two providers for fiber at the same time virgin + hyperoptic (for redundancy reasons, I can’t afford to be not being online)

Hahaha you beat me too it. I’m on plusnet they’re good.

Because the market is currently flooded - FLOODED - with stonkers, who are buying the rumour and (more importantly) selling the news.

It’s the fecking wild west at the minute with mindless selling as soon as a candle whips up a notch.

Sooner they get stonked and clear the market, the better.

The flip side is they are making positive reactions surge even greater, but if you’re not selling with them then it really doesn’t benefit.

But why would you sell boohoo on that growth?

To take profit before it drops :roll_eyes:

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Really with Christmas coming…and lockdown still in play. Seems dull.