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Vodafone Share Chat (VOD)



Share Price: 142.56Bid: 142.44Ask: 142.46Change: 0.00 (0.00%)No Movement on Vodafone Grp.
Spread: 0.02Spread as %: 0.01%Open: 143.78High: 0.00Low: 0.00Yesterday’s Close: 142.56


Share Discussion for Vodafone


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H-hi
Posts: 4,502
Opinion:No Opinion
Price:142.56
RE: Debt
Today 09:44
I worry more about growth, regulation and intensive competition in the sector. The debt is manageable if prices can be increased without losing a big chunk of customer accounts, regulators back-off and other companies stop driving down prices just to gain customers.
I am not too sure about the cable tv business but Comcast paid a lot for sky so there must be some value left. One thing that baffles me is that even though online streaming, gaming, social media use has exploded......the telecoms sector that supports this huge growth has declined.
 
jackdawsson
Posts: 3,327
Opinion:No Opinion
Price:142.56
RE: Debt
Today 07:48
Johnson,

It's a concern for me because of how huge debt is perceived by stock markets & funds.

Huge debt can seem very manageable for years. If targets are met, revenues & divis increase, etc. all seems rosy. But as soon as fundamentals dip, markets soon get spooked. Fear becomes dominant. Then we often see the usual sharper sell-offs, including from investment funds. It always happens when there's too much debt. Huge debt is ALWAYS a negative whenever fundamentals deteriorate. So next results in May will be particularly important for VOD.

As you'll know, VOD's debt will also increase for a while with $22 billion Liberty Deal - assuming it goes through. We'll know for sure by early May. So, IMO, it's vital that VOD produces decent results to market in May, including a convincing blueprint for reducing debt. But such is the uncertainty that we have a low SP despite high yield.

I hope we see a rise & consolidation at higher levels than this before results on 14th May, if only to give us a cushion. If they're lousy, I shall consider other courses of action to simply getting beaten down here every week.

Here's hoping all here have a VG Easter!
danielh
Posts: 1,302
Opinion:Buy
Price:142.56
RE: Debt
Thu 22:51
I think vod's total asset value is about 140 billion,so after 77 billion debt, that leaves 63 billion, far more than the market cap of about 37 billion. I THINK?? But please correct me on these figures if I'm wrong, because I do find them allusive & confusing.
Longish
Posts: 443
Opinion:No Opinion
Price:142.56
RE: Debt
Thu 21:59
Hi Johnson, I would be if it was non performing debt. But Vod has corresponding business assets generating cash to service interest and built/ building a portfolio of business assets that can be utilised as required on a 30 year+ debt repayment glide path.
johnson36
Posts: 2,910
Opinion:No Opinion
Price:142.56
Debt
Thu 21:35
Is anyone worried about the £77 billion debt ?
danielh
Posts: 1,302
Opinion:Buy
Price:142.56
RE: Share price trend.
Thu 19:34
TLWilliams. Thank you for your positive post, makes a nice change. Of course we all know that vod has not been a good investment lately, but moaning for the sake of it has become a joke. As for, you know who,( scaremonger.) lets face it, he got a lot of it right, so I can see how it might have put you off. However I think we all need to be positive going forward now, as the sp, in my opinion is at a bargain basement price. Good luck.
TLWilliams.
Posts: 1,728
Opinion:Buy
Price:142.56
Share price trend.
Thu 18:29
The Vodafone share price is gradually rising. A number of blue chip equities, whose share price suffered a significant decline at different times for various reasons, are now recovering, although Centrica, which has been on my watch list for months, continues to fall towards sub-pound levels. I continue to be optimistic about Vodafone’s recovery to 190p - the one time support level, (my view, DYOR) by the end of the current year, although there are a number of “headwinds”, which will need to be overcome before that valuation is attained. The preliminary results for the year ending 31 March 2019 will provide investors with an update. These are due on May 14, and I expect the share price to continue with its slow steady increase until then.

I considered re-investing at around the the 130p level, but was spooked by the comments of the knowledgable scaremonger, who plagued this board with an onslaught of comments on many occasions, and may yet re-appear. However, I am content to be fully invested at my current level, and hope to see some serious growth as the year progresses.

A word of advice to investors on this board, who are continuously expressing frustration at the perceived lack of progress. This is a long game; patience is needed, and it will hopefully be rewarded with sustainable growth before the year is out. In my view, the dividend will probably be held at the current level, and if the Liberty Global acquisition goes ahead, the market response should eventually impact positively on the share price, once the benefits are quantified.

Regards to all; have a good Easter break.
danielh
Posts: 1,302
Opinion:Buy
Price:142.32
Moandy Thursday
Thu 15:51
Come on you moaners, you can do better than that!
Mikeyh68
Posts: 224
Opinion:No Opinion
Price:142.24
RE: SP price
Thu 15:46
Whats the betting finishes on lows of the day
Djones21476
Posts: 1,082
Opinion:No Opinion
Price:142.18
RE: SP price
Thu 15:20
Vod only share that falls on a positive broker rating.!!
Djones21476
Posts: 1,082
Opinion:No Opinion
Price:142.48
SP price
Thu 15:12
Vod U.S. and Vod U.K. will just keep dragging each other down.
Djones21476
Posts: 1,082
Opinion:No Opinion
Price:142.46
SP price
Thu 13:09
Credit suisse 210 outperform.
danielh
Posts: 1,302
Opinion:Buy
Price:142.50
Moaney Thursday
Thu 12:58
As there will be nothing to moan about tomorrow (Good Friday) as market closed, you all have my permission to have a good old moan today, just to get it out of your system, I hope. Come next week I predict the vod sp will rise from the dead. So please be positive.
OFAH
Posts: 244
Opinion:No Opinion
Price:142.56
I've worked out that....
Thu 12:17
The SP will only fall after I buy (I have proved this hundreds of times). I'm gonna buy some this afternoon folks so get ready, either short them now or wait till later today before buying.
OFAH
Posts: 244
Opinion:No Opinion
Price:142.66
RE: SP
Thu 11:46
In my experience, Friday is always the worst day, I know this because so many times my weekend is ruined because of a bad Friday.
Mikeyh68
Posts: 224
Opinion:No Opinion
Price:143.14
RE: SP
Thu 09:02
Yea would just be nice to actually finish a week on a positive day for a change - oh well .
Djones21476
Posts: 1,082
Opinion:No Opinion
Price:143.16
RE: SP
Thu 08:58
Relax Mikey Ftse taking a hammering.
Mikeyh68
Posts: 224
Opinion:No Opinion
Price:143.50
SP
Thu 08:56
Here we go - usual last day of week claw back - no doubt MOANING Daniel will be on later !!!!!!!!!
Longish
Posts: 443
Opinion:No Opinion
Price:143.72
RE: Cap
Thu 01:38
Hi Dan, €68.6Bn was after offsetting the debt. The accounts were prepared on a 'going concern' basis.

If Vod was a takeover target, the SP would rise [to >£2?] and the equivalent of €68.6Bn. Lots of different valuation methods in that scenario. All methods would probably be appraised with reference to the net assets (equity capital). An acquirer might go after the auditors later on if the net asset values where over stated
PwC and EY will be worrying about that on our behalf for 14 May.

In the end, the BoD recommends to accept or reject an offer noting their previous published declarations supporting the net asset valuation (€68.6Bn).
danielh
Posts: 1,302
Opinion:No Opinion
Price:143.72
RE: Cap
Thu 00:01
Thank's longish, I must confess I am still a bit confused about how much vod really is worth? If vod sold all its assets, & paid of all its debt's, would that be the net asset value? 68.6 billion euro? or does the debt come out of that figure? Of course allowing for adjustment on the 14/may. I think it is fair to say, there is a lot of confusion here? Or is it just me? Thanks for any help here.
danielh
Posts: 1,302
Opinion:Hold
Price:143.72
Bloody yanks
Wed 20:30
Vod on nasdaq only up 0.17% since l.s.e.close. Bloody yanks.??!! Durr!!! Where did I put my brain??!! Yanky shorters!!
Longish
Posts: 443
Opinion:No Opinion
Price:143.72
RE: Cap
Wed 20:26
Net assets reported at the end of the last FY were €68.6Bn (ie net of debt)

There were some write downs at the end of H1 this year for discontinued operations and things like purchase of own shares in H2... also a change of auditors at 31st March this year which can influence accounting policy..

We will have to wait for the FY to be reported 14 May for a current balance sheet
danielh
Posts: 1,302
Opinion:Hold
Price:143.72
Sneaky filterers
Wed 17:24
What's worse than a filterer? One who pretends to filter! "Thanks God for filters-what a **** & nobody else is allowed to post on here " You crack me up!!?? Crazy or what? Are you for real??
Mikeyh68
Posts: 224
Opinion:No Opinion
Price:143.72
filter
Wed 17:08
I take it from my filter showing danielh has decided to respond to my post as nobody else is allowed to post on here

Thanks god for filters - what a ****

moan moan moan moan moan moan and especially for daniel - another moan
danielh
Posts: 1,302
Opinion:Buy
Price:143.72
Good finish today
Wed 17:00
Except for the moaning moaners.




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