BCE Inc BCE

Primary Symbol: T.BCE Alternate Symbol(s): T.BCE.PR.A | BCPPF | T.BCE.PR.B | T.BCE.PR.C | BCEPF | T.BCE.PR.D | T.BCE.PR.E | BCAEF | T.BCE.PR.F | T.BCE.PR.G | BECEF | T.BCE.PR.H | T.BCE.PR.I | T.BCE.PR.J | T.BCE.PR.K | BCEXF | T.BCE.PR.M | T.BCE.PR.N | T.BCE.PR.Q | T.BCE.PR.R | BCEIF | T.BCE.PR.S | T.BCE.PR.T | T.BCE.PR.Y | BCEFF | T.BCE.PR.Z | T.BCE.PR.L

BCE Inc. is a Canada-based communications company. The Company provides wireless and fiber networks. The Company operates through one segment: Bell Communication and Technology Services (Bell CTS). Bell CTS segment provides a range of communication products and services to consumers, businesses and government customers across Canada. Its wireless products and services include mobile data and voice plans and devices and are available nationally. Its wireline products and services comprise data (including Internet access, Internet protocol television (IPTV), cloud-based services and business solutions), voice, and other communication services and products, which are available to its residential, small and medium-sized businesses and large enterprises customers primarily in Ontario, Quebec, the Atlantic provinces and Manitoba. This segment includes its wholesale business, which buys and sells local telephone, long-distance, data, and other services from or to resellers and other carriers.

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BCE Inc

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Post by BlueDawnon Nov 17, 2024 1:39pm

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Post# 36317214

Future projections pt 2

Based on the assumptions below including the Ziply assumptions. This is the thesis for the Ziply acquisition.
2025:

debt 43B
Revenue 25.5B (24.5 + 1 for Ziply)
opex 13.5B (13 +.5 for Ziply)
ebitda 12B (11.5 + .5 for Ziply)
margin 47.06%

capital intensity 16%
capex 4B
dep / amortization 4.8

tax 1B
interest 2.2B
earnings 4B
free cash 4.8B

dividend 3.8B

Dividend is 95% of earnings
Dividend is 79% of free cash

(I want to see that opex shrink even more though and really show productivity gains, I think 12B is possible if they can optimize with AI, 16 billion dollars is a huge amount of money to run and grow the business)

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