Added to YB: 2026-10-07
Pitch date: 2026-10-02
BT-A.L [bullish]
BT Group plc
+5.19%
current return
Author Info
No bio for this author
Company Info
BT Group plc provides communications products and services in the United Kingdom, Europe, the Middle East, Africa, the Americas, and the Asia Pacific.
Market Cap
GBP 19.0B
Pitch Price
GBP 1.97
Price Target
N/A
Dividend
4.32%
EV/EBITDA
5.72
P/E
17.85
EV/Sales
2.02
Sector
Diversified Telecommunication Services
Category
special_situation
Theodosian Capital | Stocks Update 2/10/2026 -BT/A – It’s good to TalkTalk
BT-A.L (update): BT’s upgraded network could make additional customer volumes highly accretive as indebted UK telecom rivals consolidate. TalkTalk’s £1.5bn debt pile and potential sale may create an opportunity for BT to take control of its wholesale arm if BT rejects a requested £300m waiver, although competition hurdles remain. The shares trade at 10.3x consensus FY2028 earnings and yield 4.5%.
Read full article (2 min)