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The following slide deck was published by BT Group plc in conjunction with their 2020 Q4 earnings call. For further details see: BT Group plc 2020 Q4 - Results - Earnings Call Presentation
I estimate the Openreach network to be worth £22bn. BT's entire market cap right now is £15bn, so Openreach is trading cheap with the rest thrown in for free. I am not buying as I doubt BT's management quality and remain concerned about its pension liabilities. Nonet...
Quantum cryptography, as a generalized technology, offers the potential of secure communication beyond the reach of classical methods. At least one forecast predicts a market size of $20B by 2035. Toshiba and NEC have been researching quantum cryptographic technologies for decades...
BT Group has suspended its dividend for now, but some investors hold out the prospect of juicy future yields. For all its strengths as a business, the company has a consistent record when it comes to cutting dividends. I also show that the underlying business challenges mean divid...
Vodafone has returned to profit, but there are still uncertainties due to travel restrictions resulting from second and third waves of COVID in Europe. Still, analysis using a performance indicator covering different operational regions helps to identify positives. Also, despite f...
Poor historic management performance has meant that BT has squandered much previous opportunity. Shares have also been pushed down due to the large debt and pension liabilities it holds. BT now trades on a favorable valuation and looks a strong takeover candidate. For furthe...
BT (BTGOF -4%) has signed a deal to use Ericsson (ERIC -3%) radio access network equipment in its 5G upgrade. That will allow the incumbent British telecom to ditch China's Huawei as a vendor, ahead of a government ban prohibiting new Huawei installs after year-end. As is standard, Ericsson w...
Toshiba (TOSYY) is expecting to draw $3B in revenues from its quantum cryptography operations by 2030, it says. Its work on quantum key distribution (using quantum physics to generate cryptographic keys for remote parties) looks to tap a global market the company expects to grow to $12B in 10...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Stitcher and Spotify. Differing visions over path to prosperitySeptember has already seen some volatile moves for markets and tonight's highly anticipated debate between Preside...
Liberty Global has been very active on the M&A front recently. Shareholders however have been disappointed by a declining share price. Stronger positions in fewer markets might allow Liberty Global to grow. For further details see: Opportunity In Liberty Global After...
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