BT Group (#BT.A) – FY adj. EPS -3%, DPS unchanged, ‘updates’ strategy
- 2018-05-09 23:26:20
UK 20:17 Saturday, 3 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
Looking down my shopping list for dividend munchers in the wake of our mini-crash (see HERE) I see fully listed BT (BT.A) on a yield of 6.82%. I’m no expert in these large-caps (so this is NOT a tip!), but that seemed pretty tasty to me and worth a bit of a look – my first port of call being what the ShareProphets large-cap professor, Chris Bailey, had to say (see HERE).
I had a bit of a rant yesterday about three FTSE-100 behemoths that were dividend-heavy but consensus buys and not offering - in my opinion - value. I don't think BT Group (BT.A) is in this grouping however despite being dividend-heavy and suffering a falling share price today because basically it is very out-of-favour.
Even large, FTSE-100 shares can go through periods where seemingly every piece of news brings about a decline in the share price, and the company seems to be hit by one negative revelation after another. But as long as there isn’t anything wrong with the underlying business, then often these are just temporary blips and can offer the sort of recovery opportunities, and potential returns, that you don’t see often with outfits of this size.
Hello, Share Twangers. A share which has given me a lot of pain, though (thankfully) I don’t think I’ve recommended it to you very much, is a telecoms giant which has seen better days. In fact, under two years ago the shares touched a fiver. Nowadays, they are less than three quid. But analysts at Barclays have just repeated their fairly long-standing target of 450p, which would cancel a big chunk of my loss.
Last week it was the Sunday Times' chat through on personal debt which induced my breakfast coffee to be consumed in an unorthodox fashion. Today it is pension deficits - that quiet corporate horror show.
Hello, Share Pushers. You can, like my colleagues on this illustrious website, be among the best share experts in the world, but some brickbats you cannot see coming. One such example is the big wobble of BT (BT.A) stock when it was announced in January that something was not quite right about the company’s Italian operation.
As the part of rural Wales I was staying in during a good chunk of the Bank Holiday weekend apparently is intermittently covered by the leading mobile network recently purchased by BT Group (BT.A), I had to return to England to surprisingly wax lyrical about the telecoms giant, as the dearth of WIFI forced me to buy an antiquated media device called a newspaper. Within its grubby pages I read that shock-style headline that 'BT threatens fatal blow to final salary pensions'.
Whenever you get a big drop in the share price of FTSE350 companies it can represent a buying opportunity, depending of course on what caused the drop in the first place.
Hello Share Nibblers. I took a big block of shares in BT (BT.A) on the recommendation of Alan Green of Brand Communications about four years ago. The stock rocketed soon afterwards, nearly doubling my stake. Pretty impressive for a Footsie member, I think. Then about a year ago, it dived for some reason I forget. And as usual when a ship wobbles I was still aboard. Never mind, I still enjoy a bumper paper profit on the stock, just not one that’s quite a chipper as it used to be. But things are changing.
Hello Share Sippers. One of those dynamic companies which is never out of the news for long is BT (BT.A). The reason is obvious, the country relies on it not just for telephone land lines but for access to the internet. It’s an odd situation for so many companies to be reliant on another one for a service nobody can do without. And BT, if its rivals are to be believed, has taken advantage of the fact.
Hello Share Plasterers. Before the Brexit result, I opined that shares would topple, but then make a quick recovery. I didn’t realise then how the bounce back would be much more than a recovery. Shares reached an 11 month high. And yet the BBC continue to broadcast doom and gloom comments that the British economy is now in a perilous situation. The healthy Footsie belies that sort of talk.
Hello Share Twitchers. BT (BT.A) made a big announcement this week. It is going to spend, spend, spend on improving broadband and phone coverage. It probably had to do it because the watchdog of the industry has thought about splitting it from its big money spinner, Openreach, unless BT makes improvements for the public. The rivals, like Talk Talk (TALK) and Sky (SKY) are not likely to be impressed by this initiative, though.
