The new DRIP has lowered the dividend payout ratio to below ...
The new DRIP has lowered the dividend payout ratio to below 100%.
Ziply generates FCF itself that can be 100% plowed back into its expansion. This deal will not be closed till the second half of 2025. By then, BCE should have some cash socked away to supercharge the Ziply expansion if it choose to. Remember, fibre expansion is BCE's expertise. BCE knows how to do it efficiently and cheaply.
BCE has already decided to keep the dividend constant for 2025. I don't see BCE would destroy its reputation because there is a $78M per quarter FCF deficiency for the dividend as you stated in this article. Totally insane to even suggest a possible 50% cut in dividend.
All analysts claims the sky is falling because the dividend is not growing. Not one analyst has the ability to do a business review on the Ziply investment. I suppose they will all come out to upgrade after the facts.
Ziply generates FCF itself that can be 100% plowed back into its expansion. This deal will not be closed till the second half of 2025. By then, BCE should have some cash socked away to supercharge the Ziply expansion if it choose to. Remember, fibre expansion is BCE's expertise. BCE knows how to do it efficiently and cheaply.
BCE has already decided to keep the dividend constant for 2025. I don't see BCE would destroy its reputation because there is a $78M per quarter FCF deficiency for the dividend as you stated in this article. Totally insane to even suggest a possible 50% cut in dividend.
All analysts claims the sky is falling because the dividend is not growing. Not one analyst has the ability to do a business review on the Ziply investment. I suppose they will all come out to upgrade after the facts.
Market Chatter: To Cut Or Not To Cut the Dividend? That Is the Question for BCE
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