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BCE241220C26000
- 0.90
- -0.35-28.00%
15min DelayClose Nov 26 15:59 ET
1.05High0.80Low
1.04Open1.25Pre Close76 Volume129 Open Interest26.00Strike Price6.86KTurnover17.64%IV1.01%PremiumDec 20, 2024Expiry Date0.63Intrinsic Value100Multiplier23DDays to Expiry0.27Extrinsic Value100Contract SizeAmericanOptions Type0.7328Delta0.2769Gamma29.59Leverage Ratio-0.0107Theta0.0119Rho21.68Eff Leverage0.0221Vega
BCE Inc Stock Discussion
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This study points to the BCE growth strategy in Digital Services, also demonstrated by the two following acquisitions. Dividend seeking analysts don't care for growing the base for dividend and FCF growth for the future, speaking of shortsighted. So they trashed BCE valuations.
BCE, through its subsidiary FX Innovation, acquired HGC Technologies (HGC) in October 2024. HGC is a ServiceNow Elite partner based in Montréal, with operations in both Canada and the United States.
Then in Nov 2024, BC...
BCE, through its subsidiary FX Innovation, acquired HGC Technologies (HGC) in October 2024. HGC is a ServiceNow Elite partner based in Montréal, with operations in both Canada and the United States.
Then in Nov 2024, BC...
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looking forward 5 years performance$BCE Inc (BCE.CA)$ $BCE Inc (BCE.US)$
"Verizon Communications Inc.'s acquisition of Frontier Communications, announced in September 2024, this deal is valued at approximately US$20 billion. The acquisition will add 2.2 million fiber subscribers to Verizon's network, extending its reach to 25 million premises across 31 states and Washington, D.C"
Frontier is about 35% of the 25M extended reach, or 8.7M.
Compares to BCE paying ~US$5B for 1.3 existing fibre locations and more...
"Verizon Communications Inc.'s acquisition of Frontier Communications, announced in September 2024, this deal is valued at approximately US$20 billion. The acquisition will add 2.2 million fiber subscribers to Verizon's network, extending its reach to 25 million premises across 31 states and Washington, D.C"
Frontier is about 35% of the 25M extended reach, or 8.7M.
Compares to BCE paying ~US$5B for 1.3 existing fibre locations and more...
$BCE Inc (BCE.CA)$ $BCE Inc (BCE.US)$
"Transaction enterprise value is
approximately $7 billion Canadian, which includes Ziply Fiber's debt that will be rolled
over and remain outstanding at closing. This equates to a multiple of 14.3 times Ziply
Fiber's estimated 2025 adjusted EBITDA, when taking into consideration both the net
present value of tax attributes and cost synergies. Assets like Ziply Fiber transact at
premiums to legacy telco multiples given th...
"Transaction enterprise value is
approximately $7 billion Canadian, which includes Ziply Fiber's debt that will be rolled
over and remain outstanding at closing. This equates to a multiple of 14.3 times Ziply
Fiber's estimated 2025 adjusted EBITDA, when taking into consideration both the net
present value of tax attributes and cost synergies. Assets like Ziply Fiber transact at
premiums to legacy telco multiples given th...
$BCE Inc (BCE.CA)$ $BCE Inc (BCE.US)$
"BCE Inc. paid approximately $3.95 billion to privatize Bell Aliant in 2014. For Bell MTS, BCE paid around $3.9 billion in 2017."
"put Ziply Fiber size into better perspective
for you, their fibre footprint is, in fact, larger than that of Bell Aliant and Bell MTS
combined."...BCE ZIPLY call transcript.
BCE paid C$5B, plus assuming C$2B debt in 2025 dollars. So BCE is paying l...
"BCE Inc. paid approximately $3.95 billion to privatize Bell Aliant in 2014. For Bell MTS, BCE paid around $3.9 billion in 2017."
"put Ziply Fiber size into better perspective
for you, their fibre footprint is, in fact, larger than that of Bell Aliant and Bell MTS
combined."...BCE ZIPLY call transcript.
BCE paid C$5B, plus assuming C$2B debt in 2025 dollars. So BCE is paying l...
Analysts who only understand and like uninterrupted dividends and FCF growth, and debt reduction, with this type of short term thinking, they don't have the fiber optics operation core competency to understand the long-term objectives of the Ziply investment, which is to provide a long term base to grow dividends and FCF.
Those who said they don't like the deal are one-dimensional.
Those who said they don't like the deal are one-dimensional.
$BCE Inc (BCE.CA)$ $BCE Inc (BCE.US)$
Analysts are good at crunching ratios. No way they know the fiber business as much as BCE does, which is BCE's core competency.
Analysts are good at crunching ratios. No way they know the fiber business as much as BCE does, which is BCE's core competency.
Bell Q3 2024 earnings conference call is scheduled for November 7 at 8:00 AM ET /November 7 at 9:00 PM SGT /November 8 00:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Bell's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for information and educational use only and is n...
Beat or Miss?
What do you expect from Bell's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for information and educational use only and is n...
BCE Q3 2024 earnings conference call
Nov 7 07:00
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李白的李 : Based on the trend of macroeconomics, there is no hope left.
SoundOfMusic OP : BCE, through its subsidiary FX Innovation, acquired HGC Technologies (HGC) in October 2024. HGC is a ServiceNow Elite partner based in Montréal, with operations in both Canada and the United States
Key Capabilities and Potentials of HGC Technologies:
ServiceNow Expertise: HGC specializes in ServiceNow implementations, offering a comprehensive suite of capabilities including application development, HR service management, and customer service delivery. This expertise allows them to provide customized integrations of the ServiceNow platform into their clients' ecosystems, accelerating business results.
Process Automation and Cloud Technologies: HGC brings strong capabilities in process automation and cloud technologies, which are essential for digital transformation. Their solutions help businesses streamline operations, improve efficiency, and enhance customer experiences.
North American Talent Base: HGC has a robust talent base in North America, which supports their growth and service delivery. This talent pool is crucial for expanding their reach and providing high-quality services to clients across the region.
Strategic Alignment with FX Innovation: The acquisition of HGC strengthens FX Innovation's position as a leading ServiceNow partner. It enhances their ability to offer end-to-end ServiceNow-related services, AI-driven automation, and insights, helping clients drive business transformation.
Expansion into the U.S. Market: HGC's existing U.S. customer base aligns with FX Innovation's strategic plans for expansion into the U.S. market. This provides immediate access to a new and growing customer segment, furthering BCE's growth ambitions.
This acquisition marks another significant step in BCE's transformation journey from a traditional telecommunications company to a technology services leader, leveraging advanced digital and AI capabilities to support mission-critical business outcomes