George Frangeskides, Exec-Chair at Alba Mineral Resources, discusses grades at the Clogau Gold Mine. Watch the full video here.
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It’s interesting Unite is against the merger, I wonder why really
Can I have 71.9p please for friday
I love the fact that so many investors participate here, this in itself is a proof Vodafone is a hot stock
Mole LEO's will never be good enough to provide direct, at volume, service to large numbers of mobile users even in semi rural areas; What LEO's would be capable of doing, is providing backhaul services to terrestrial cells serving a larger numbers of customers over a given area. They can put high gain phased array antenna's on LEO's, but they'd have to use most of the gain to serve individual calls and there isn't much they can do to increase the gain on the mobile phone antenna. I can see where LEO's are useful for ships and aircraft where micro cells could talk to the satellite, while providing services to the Crew and traveler's, but again that's more about the LEO's providing backhaul services while terrestrial cells provide the access services.
The more satellites they put into orbit, the greater the probability of the Kessler Syndrome:
https://www.youtube.com/watch?v=VP-OwOc1AFQ
https://www.youtube.com/watch?v=48szkCZYseM
* Unlucky9 120p
Vod closing Sp 22nd March 68.43p
Exil 68p winner
KiwiTwo 75.8p
Lawrence 78.75p
Newsid 66.3p
Darient 77p
Tars 73.14p
Garonne 90p
Robleo 72p
Talatum 69p
Jesteh 74p
DarthT 74.75p
George 73.45p
Suiris 72.5p
Shan999 73p
Curing 73.1p
Davef 63p
Forensic 78.3p
Bobrad 70p
Roofer 70.95p
Atb
Some interesting info on Starlink Direct to cell below. It's not going to be restricted to some remote school in the Amazon. They are partnering with telco's to use their LTE spectrum, so maybe some hope there for VOD.
2024 and there is still no cell signal in my mum's house on edge of major town. There's got to be a better way.
https://api.starlink.com/public-files/DIRECT_TO_CELL_FIRST_TEXT_UPDATE.pdf
Appreciate comment on Vodafone CFO who bought 2.5million shares at 69.64p each today.
Accolade this week goes to Exil, Well done two on the bounce
Vod closing Sp 22nd March 68.43p
Full list will follow
Enjoy your weekend Atb
Remote areas within the African Continent is where LEO service's are a good possible solution, but only if the authorities allow it.
Another possibility is HAP's, which wouldn't need the upfront Transceiver/Dish equipment costs and could easily facilitate services direct to standard 4/5G receiving equipment's and mobiles; The main issue with HAP's is the flying time and maintaining services during rotation and maintenance periods.
https://www.youtube.com/watch?v=62tIofxb6v4
Tesla Autopilot powered by Starlink is the future. ;-)
Eafster...thanks for sharing your well constructed insights......what would we all do without someone like you?
The flip side is that the capability should hopefully provide some reassurance to the CMA that the Vodafone/3 merger still leaves consumer/businesses with options that they may not have had even a few years ago and that consolidation is no bad thing.
"Don't get me wrong, Starlink is a great niche product but can we please stop pretending it can scale to compete with Telecoms. If technology existed that allowed the scale necessary, don't you think Telecoms would be deploying it right now instead of spending billions on 5g and fibre."
Low Earth Orbit satellites look more than capable of grabbing market share in areas such as IoT etc. In mature markets where the telcos have tight margins and are starved of growth opportunities that they can monetise, it's competition, that seems to be improving leaps and bounds year on year, they could do without.
It maintained high speed link with Starship travelling at Mach 25 too, beaming down first ever re-entry images. Just incredible really.
Thanks-I do admire Starlink though and it must get used when required in inaccessible terrain so perhaps could be selective for national parks or low population areas so preserving nature. Link with EE seems a good idea to me in order to utilise new tech as it comes out in affordable way.
For a communications company, Vodafone is remarkably bad at communication!
"The number of customers of Starlink worldwide has reached 2.6 million as of March 2024."
"Vodafone is the third-largest mobile network operator in the United Kingdom, with 18.5 million subscribers as of February 2024"
Don't get me wrong, Starlink is a great niche product but can we please stop pretending it can scale to compete with Telecoms. If technology existed that allowed the scale necessary, don't you think Telecoms would be deploying it right now instead of spending billions on 5g and fibre.
Why not do a deal here and have no infrastructure on the ground.
I think the merger will go through but I didn't think it would ever go through after a light touch Phase 1 investigation. It clearly raises competition concerns that will need to be addressed.
The CMA is just another failing institution in the UK. It waived through Tesco buying Booker, despite the warnings about the power this would give Tesco to do over independent retailers, now it wants to look more closely at Vodafone/3 merger. Yes it might reduce competition and increase prices for consumers in the short term, but where do the CMA think the massive investment required for new telecoms infrastructure will come from? Vodafone are certainly not making excess profits so they don't have the money to invest. Do the CMA expect the taxpayer to foot the bill? Don't make me laugh please. The only people who are going to pay are telecoms customers, that inevitably means higher prices, and if the UK wants modern telecoms infrastructure consumers will end up paying less for it with a bigger player like a merged Vodafone/3 than if the existing telecoms firms have to do it all individually.
https://www.theguardian.com/business/2024/mar/22/tesco-accused-of-using-cash-and-carry-arm-booker-to-squeeze-village-stores-out-of-business
I would be very careful believing anything IC says (especially ST). I have been badly bitten in the days when I subscribed to it. .
I personally have zero experience of this, but nice rise on the back of CMA announcement. Not sure if 5 day period to respond means its tentatively approved with some caveats or absolutely going to phase 2 but it looks like market likes it. Lets just hope it can weather US open in the afternoon.
Would be interesting from anyone here who is familiar with how CMA works to give their view on the announcement.