BCE Inc T.BCE

A well written perspective

[BlueDawn]

https://seekingalpha.com/article/4726618-bce-3-5b-mlse-sale-and-lower-rates-are-catalysts-for-rebound

this is analysis is pretty good and hits a lot of good points, however the 71% increase call is very much on the optimistic side :)

[Ocalaman]

digital revenue (tech to techo the articles premise) represents a tiny portion of bce total revenue.2024 year to date it represent only 12.2% of bce total revenue. ( cts 10.7 B$, media 1.5B$) surely you can't think this small portion of revenue is going to right the ship against all the headwinds its now facing. the vast majority of people think bce is now struggling to keep its dividend

[BlueDawn]

The righting of the ship is: Reduce Opex: 1] close the loss invoking source retail footprint 2) Sell off the low revenue small market media outposts 3) Consolidate talent spend in media have reporters and personalities cover more things to optimize productivity 4) Take the heat and layoff other people who don't fit in the leaner organizational structure   Reduce CapEx: 1) the

[Ocalaman]

Interesting points, I am very curious to see if they follow Rci Lead in moving assets of the balance sheet, doesn't seem it was well recieved but it will take some leverage off the table. "Sizing up the full NAV impact of $7B structured equity financing will require additional disclosure, but clearly a meaningful de-levering event. Rogers announced that it has entered into an agreement

[gisellekronk]

1 , other thing i would like to see , is mgmt say no div increase , but they are using the extra money they would have paid out for debt reduction