Bullboard - Stock Discussion Forum BCE Inc T.BCE

Alternate Symbol(s): BCE | 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... see more

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TSX:BCE - Post Discussion

BCE Inc > Future projections pt 2

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Post by BlueDawn on Nov 17, 2024 1:39pm

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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