Register
Login:
Share:
Email Facebook Twitter


#AST: Board changes and new strategy for Ascent as Hutchinson looks at new projects
EXCLUSIVE: Petro Matad announce fully funded 4 well Mongolia campaign


Vodafone Share Chat (VOD)



Share Price: 149.34Bid: 149.54Ask: 149.58Change: 0.00 (0.00%)No Movement on Vodafone Grp.
Spread: 0.04Spread as %: 0.03%Open: 147.70High: 149.78Low: 146.84Yesterday’s Close: 149.34


Share Discussion for Vodafone


Thread View

Please login or register to post a message on Share Chat.

Posts per page:

Longish
Posts: 239
Opinion:No Opinion
Price:149.34
Vod weekend brain ache
Today 11:19
Vod must be the best current example of the repricing of risk between equities and bonds. Both prices decline at the prospect of interest rate rises. However Vod pays 8%+ div for higher risk of holding an equity (including compensation for capital erosion)
Not much difference between the 2 asset classes respective capital values! But both imo give a better (riskier) return than buying an annuity while interest rates are low and to hold (live..) for 33 years to get your money back.....holding cash does that if you are disciplined :-)
Next week Draghi will give a hint when the QE reinvestment proceeds in fixed interest securities will be offset by interest rate rises. The recent Vod zero rate bond auction gave 50:50 results on risk between the 2 asset classes. Draghi may tip the balance and imo Vod will move higher. I think balance sheet qe unwind in US is rationalising (macro) liquidity flows that underpin US/ EU technology trade deals. EU in turn require real economy companies like Vod who have an 'EU technology footprint' to underpin a pan EU trade deal that can be monetised in real world domestic economies like Germany in need of next generation technology investment.

It all takes time, but Vod Q3 update is due shortly, our interim div is paid on 1st Feb for our pains ;-), a good H2 outlook and Liberty deal on the horizon, and DT broker forecast (and others) over £2...
Vod is an investment not a day trade. If a recession is coming, value will prevail and will be underpinned by well regulated EU markets.

The era of creative destruction/ disruption now needs to be monetised against the wider economic issues of zombie companies and non performing loans.

IMO Vod has a portfolio of assets that does and will perform.
 
Gerry557
Posts: 3,863
Opinion:No Opinion
Price:149.34
RE: Divi and a holiday
Today 06:41
H-hi "Gerry the GOD" forgot about that and who said it. Also forgot about the update next week, my how time flies.

Tend to agree on the capital and find a divi cut hurts me more although sometimes it's for the best, if things are done the right way. I don't want to start the divi v no divi argument again. A forced cut tends to be a double whammy with SP going down too and it can take a few years for that to flow through to some sort of improvement.

I still like my flow of divi's coming in as it means cash is always just around the corner and ready to invest in the next bit of income bring opportunity especially when the market it down. Your stuffed if you don't have any income.

As for crossing the road with shoelaces tied, some of us like a challenge and it's a great sense of achievement when you complete. Just pick a snowy day when the motorway is blocked, try not to slip
Jandialbi
Posts: 340
Opinion:No Opinion
Price:149.34
RE: Divi and a holiday
Fri 21:29
....paid four quid for my first tranche...so you’re long long time holder since 1999 / 2000
GL
H-hi
Posts: 4,195
Opinion:No Opinion
Price:149.34
RE: your view
Fri 18:52
Falcan,

It all depends on VOD’s next update, the market wants growth stories (revenue & customer), engaging more millennials (crap), increasing profit margin (gross would do), launch of new products (hype, blockchain based), cost cutting (back office / execs) and improvement in EM units!
Falcan
Posts: 772
Opinion:No Opinion
Price:149.34
your view
Fri 18:28
brought at the close for 149.5. was waiting for it to go to 146 but it never touched that and was trying to enter 150s band. believe it will manage that next week and believe in upcoming positive news.
What about you guys? Do you think the report will be any good or do you expect it to send it down to the 125 mark that a couple of brokers are expecting.
Griff15
Posts: 15
Opinion:No Opinion
Price:149.34
RE: Divi and a holiday
Fri 17:45
It's certainly a holder think I paid four quid for my first tranche. then 2.45, then 2.06. quite depressing really
H-hi
Posts: 4,195
Opinion:No Opinion
Price:149.30
RE: Divi and a holiday
Fri 16:19
Gerry the GOD,

I am glad you agree with me on one thing...........VOD is a pension that you shouldn’t cash out but take income from. It’s more like annuities.......give up the capital for a steady income! NR as a financial engineer can maintain divi if he wants but may slash payout to improve balance sheet. 7p annual divi is still generous so we should all bulk up here and never sell.
char333
Posts: 486
Opinion:No Opinion
Price:149.56
RE: Divi and a holiday
Fri 15:35
Yes, all shares are a gamble, but as for crossing the road, Vodafone shares are like trying cross spaghetti junction with your shoe laces tied together over the last 6 months.
Gerry557
Posts: 3,863
Opinion:No Opinion
Price:148.00
RE: Divi and a holiday
Fri 12:31
BoomerBower. All shares are a risk, like crossing the road.You have to evaluate how much risk your willing to hold and how long for.

Why did you buy the shares? What has changed? Normally your expected to hold for the medium term, 5 years or so. Markets have ups and downs and having just got back from the shops it looking like an up date today for the PF but not Vod.

I see it as a double edged sword. If your buying its better to have low prices for longer (and higher yield) and compound those returns. If you bought for a quick capital gain .... well thats not worked out and a backstop limit should have been set.

Unlike most, Im glad the SP has dropped it allows me to add more cheaper but Im a buyer. If I wanted to sell well Id be worried. Still you could have bought at 240!

A pension it is
char333
Posts: 486
Opinion:No Opinion
Price:148.02
RE: Divi and a holiday
Fri 11:52
Yes the dividend is great, but the problem is one guy on here states he bought at £1 70 , Divi 4.4 p, vod sp £1 47 . Your shares are hugely down, so it's Avant rewards.
Longish
Posts: 239
Opinion:No Opinion
Price:148.20
RE: Divi and a holiday
Fri 11:21
Maybe the conditions for Vod UK ipo or sale to Hutch
H-hi
Posts: 4,195
Opinion:No Opinion
Price:148.00
RE: Divi and a holiday
Fri 11:18
VOD is behaving like a pension.......just take your divi and don’t even think about SP rally. If you sell out, you lose 20% average. TW and BDEV looking good......nice rally there while I’m stuck in a pension stock at a young age.
H-hi
Posts: 4,195
Opinion:No Opinion
Price:147.96
House builders doing better!
Fri 11:12
You would think VOD was safer than TW, the market knows something that we don’t.
boix
Posts: 347
Opinion:No Opinion
Price:147.48
RE: Vod
Fri 10:53
European sector weakness.
Telecom Italia down over 8%.
Unfortunate timing give general strength in the overall market
Slugworth
Posts: 3,490
Opinion:No Opinion
Price:147.38
Vod
Fri 10:12
This suddenly recovered very nicely - Has something happened? Did I miss something?
downbutnotout
Posts: 10,219
Opinion:No Opinion
Price:147.38
in auction
Fri 10:11
?
BoomerBower
Posts: 927
Opinion:No Opinion
Price:147.58
RE: Divi and a holiday
Fri 09:54
Is this company doomed and should I sell. I bought 170 being clever but have I just caught a falling knife here?
Gerry557
Posts: 3,863
Opinion:No Opinion
Price:147.14
Divi and a holiday
Fri 08:19
Well Just a couple of weeks to the divi so take a holiday from all these Brexit woes and world shenanigans and Bob's your auntie, the dosh will be sat in your broking account.

I suppose the question is what to do will it when its in your sticky mits. I have an eye on a couple of things but suspect I might sit on my hands pending whatever happens with UK politics.

If the £ sinks more divi if it rises more beers on your jollies. One thing the market doesn't like is uncertainty and there is plenty of that about.
Mikeyh68
Posts: 142
Opinion:No Opinion
Price:147.32
SP
Fri 08:07
Ok Dow was up - nasdaw was up - futures are up - FTsE is up - VOD Nasdaq was up - VOD uk down as usual - piece of ****
Longish
Posts: 239
Opinion:No Opinion
Price:148.32
RE: IBM and VOD - new European venture
Fri 00:12
Organic service revenue growth reported in H1
•Europe consumer fixed and mobile
•Emerging market consumer
•Vodafone Business segment
H-hi
Posts: 4,195
Opinion:No Opinion
Price:148.32
RE: IBM and VOD - new European venture
Thu 23:33
Yawn, IBM is stuck in the 90s..............still wondering where organic revenue growth will come from! Targeted adverts popping out of our phones without opening any apps?
Longish
Posts: 239
Opinion:No Opinion
Price:148.32
RE: IBM and VOD - new European venture
Thu 18:38
Perfect. Macquarie look like they erred forgetting the Cloud is not just physical infrastructure Good for Vod
Pokerchips
Posts: 6,246
Opinion:No Opinion
Price:147.60
IBM and VOD - new European venture
Thu 14:57
IBM and Vodafone will launch a new $550 million venture aimed at boosting Europe's 5G, A.I. and cloud capabilities.

The announcement comes as Europe lags behind the U.S. and China in many so-called next-generation technologies like 5G.

https://www.cnbc.com/2019/01/17/ibm-vodafone-launch-5g-ai-venture-in-europe.html

Working out of London, the new business will begin operations in the first half of 2019.
char333
Posts: 486
Opinion:No Opinion
Price:146.78
RE: Broker rating
Thu 13:03
Hi, well I seem to recall saying on here 3 years ago brokers are thickos + being told by many they know more than you + I. They don't. Ask yourself where are all the thickos broker who called this going up £3 + over , 3 years ago. It's just 1 persons opinion. The other thing people quote is dyor . Well for all the people who have bought this share over the last 9 months did they dyor, probably yes. But where as it got them. It's a game of chance, a gamble. Your just bang lucky if you get the timing right. Personally I wouldn't recommend buying this or any other share until after the 29th of march, when the Tories will just keep kicking the can down the street. All major British companies saying it will be doomsday if theres no deal, but can't tell you how this doomsday will play out. Have they done their own research + based on what. Perhaps I'm wrong + the footsie will flourish after the 29th as the stock market realizes there's no Brexit + Carries on regardless. But of course DYOR.
char333
Posts: 486
Opinion:No Opinion
Price:146.76
RE: Broker rating
Thu 13:03
Hi, well I seem to recall saying on here 3 years ago brokers are thickos + being told by many they know more than you + I. They don't. Ask yourself where are all the thickos broker who called this going up £3 + over , 3 years ago. It's just 1 persons opinion. The other thing people quote is dyor . Well for all the people who have bought this share over the last 9 months did they dyor, probably yes. But where as it got them. It's a game of chance, a gamble. Your just bang lucky if you get the timing right. Personally I wouldn't recommend buying this or any other share until after the 29th of march, when the Tories will just keep kicking the can down the street. All major British companies saying it will be doomsday if theres no deal, but can't tell you how this doomsday will play out. Have they done their own research + based on what. Perhaps I'm wrong + the footsie will flourish after the 29th as the stock market realizes there's no Brexit + Carries on regardless. But of course DYOR.




Share Price, Share Chat, Stock Market news at lse.co.uk
FREE Member Services
- Setup a personalised Watchlist and Virtual Portfolio.
- Gain access to LIVE real-time Regulatory News (RNS).
- View more Trades, Directors' Deals, and Broker Ratings.
Share Price, Share Chat, Stock Market news at lse.co.uk









Datafeed and UK data supplied by NBTrader and Digital Look. While London South East do their best to maintain the high quality of the information displayed on this site,
we cannot be held responsible for any loss due to incorrect information found here. All information is provided free of charge, 'as-is', and you use it at your own risk.
The contents of all 'Chat' messages should not be construed as advice and represent the opinions of the authors, not those of London South East Limited, or its affiliates.
London South East does not authorise or approve this content, and reserves the right to remove items at its discretion.