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Vodafone Share Chat (VOD)



Share Price: 126.10Bid: 125.86Ask: 125.90Change: 0.00 (0.00%)No Movement on Vodafone Grp.
Spread: 0.04Spread as %: 0.03%Open: 124.58High: 126.96Low: 124.00Yesterday’s Close: 126.10


Share Discussion for Vodafone


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Longish
Posts: 538
Opinion:No Opinion
Price:126.10
RE: Just received
Fri 20:00
Thank you TLW.

'Australia's competition regulator earlier this month said it would oppose the A$7.7B deal as it would "substantially" reduce competition, since it would preclude TPG becoming a fourth player in wireless.'
==========

The number 4 seems to be popular with competition regulators in many markets. While 3 have operated in markets like France.

3 key principles of economic regulation are:
1.) Wholesale regulation before retail regulation: the best protection of consumers is the freedom to switch between providers
2.) Ensure that market players' decisions are based on economic merits, not on artificial conditions created by regulation
3.) Allow for maverick behaviour from new entrants: there is no abuse of non-dominance

In the UK 3G market, 3 mobile was the maverick and the incumbent licensed owners of spectrum were Vod, O2, Orange, T-Mobile.
That became 3, Vod, O2, EE and then through competition and lobbying, 3 shared network with EE (MBNL) while Vod shared with O2 evolving to 4G LTE (+) we have today. EE now 'converging' in BT...

The regulatory process starts with a consultation leading to the market definition and an assessment of significant market power eg market power over a customer (citizen). A customer (citizen) takes service from more than 100 regulated markets within the UK telecoms market definition so its a complex process with final determinations taking 4 or 5 years to be reached through the courts, competition advisory tribunal et al . Along the road, remedies to relevant parties are made eg disposal of business to rebalance market power.

Also of interest, following Brexit, the UK will have a free hand how it regulates the UK market (before Brexit OFCOM was an EU institution and governed by pan EU regulations)
 
TLWilliams.
Posts: 1,806
Opinion:Hold
Price:126.10
Just received
Fri 19:12
I have opted to receive brief updates by e-mail on all the stocks in my portfolios. This arrived very recently:

1. Australia's TPG Telecom has filed proceedings with the country's federal court looking for orders that a proposed merger with Vodafone Hutchison Australia won't lessen competition. Australia's competition regulator earlier this month said it would oppose the A$7.7B deal as it would "substantially" reduce competition, since it would preclude TPG becoming a fourth player in wireless.

2. The European Commission took a 10-day extension to its review of Vodafone's acquisition of assets from Liberty Global. That moves the new deadline to July 23. (This was posted earlier, as was the HSBC upgrade to Buy, which was also included with the update).
Longish
Posts: 538
Opinion:No Opinion
Price:126.10
RE: 5G Event canceled
Fri 18:46
Hi Pokerchips
Standard Chartered forecasts the top 3 countries in the world by purchasing power parity GDP in 2030
1. China: $64.2 trillion
2. India: $46.3 trillion
3. US: $31 trillion

Food for thought
=========================
That's interesting. In the time frame Vodafone is currently positioned to benefit from Vodafone Idea in India and Vodafone US. The Huawei debacle influencethe china relationship, +ve or -ve

Over the same timeframe there will large population migration from Rural to Urban areas bringing more users into fixed mobile converged catchment on all continents except Africa. There will be an overall increase in population living in rural African areas by 2030. I guess the current initiatives with Vodacom, Safaricom and M-Pesa capitalise on this, particularly the benefit of mobile over fixed in rural areas. Ethical investment too as it supports economic growth in some extreme poverty areas.
Pokerchips
Posts: 7,264
Opinion:No Opinion
Price:125.88
RE: Sp
Fri 16:50
"Reasonable day for Vodafone"

Indeed, especially when you look at BT .... and a Friday before a bank holiday weekend .....

Nasdaq Vod : up 2.5% as I type

One to clearly watch from Tuesday

Could see 130p next week ..
AW100
Posts: 114
Opinion:No Opinion
Price:126.10
RE: Sp
Fri 16:45
Reasonable day for Vodafone
Mikeyh68
Posts: 274
Opinion:No Opinion
Price:126.22
Sp
Fri 15:53
Here we go - DOW is falling - will we finish in the blue lol
Longish
Posts: 538
Opinion:No Opinion
Price:126.46
Mobile Economy 2019
Fri 15:37
GSMA intelligence (weekend reading)
'By the end of 2018, 5.1 billion people around the world subscribed to mobile services, accounting for 67% of the global population. 5G is now upon us, bringing with it the promise of a host of exciting new services and new telco business opportunities: IoT, media convergence, AI and new milestones in connected devices. Over the coming years, these new opportunities have the potential to provide an uplift to mobile operator revenue, with an expected annual average growth rate of 1.4% between 2018 and 2025.

https://www.gsmaintelligence.com/

https://www.gsma.com/r/mobileeconomy/
Mikeyh68
Posts: 274
Opinion:No Opinion
Price:126.24
Liberty Global deal
Fri 12:51
EU regulators extend Vodafone, Liberty Global probe to July 23.

Bloody hell how many times are they going to extend this deadline

Mike
Lunchalot
Posts: 7
Opinion:No Opinion
Price:126.08
RE: HSBC buy note
Fri 12:05
Thank you TLWilliams. That makes good sensible and conservative reading which this stock desperately needs at the moment.
TLWilliams.
Posts: 1,806
Opinion:Hold
Price:126.16
RE: HSBC buy note
Fri 11:39
HSBC analysts, in a note to clients on Friday, noted that the fall in Vodafone's share price since the dividend cut has brought the yield on the stock down to 6.4% and presented “an attractive entry point” for new investors.

Keeping its share price target at 160p - implying a 4.9% yield in-line with sector peers - and even though the analysts expect Vodafone to trade at a discount, they “see reasons for this gap to the sector average to narrow”.
They added that the dividend reset and the recent New Zealand disposal indicate a “welcome” proactive approach by management of the balance sheet, while other key catalysts should be improving revenue trends and the immediate benefits to cash flow from the Liberty deal.

Following recent comments from Vodafone's management, HSBC believes the tone of the company’s commentary “should get progressively brighter”, starting with the first-quarter statement in July and “likely” approval of the Unitymedia acquisition.

Making it clear that “material risks remain” as Vodafone’s markets stay highly competitive and performance “must improve and missteps be eliminated” in a sector that “remains resolutely out of favour”, the analysts said the near 50% fall in the shares since the start of last year and removal of the dividend-related overhang have now created a sufficiently attractive opportunity to lift their rating.
TLWilliams.
Posts: 1,806
Opinion:Hold
Price:125.98
RE: Vodafone UK Unveils 5G Plans
Fri 11:25
The following facts from Vodafone’s recent announcement suggest that the heavy investment in 5G technology might augment its current multiple revenue streams - if it offers a high quality service with a competitive pricing structure. I haven’t researched the equivalent facilities offered by its competitors, but the early launch should put the company alongside its rivals, who are also targeting an early launch, in order to provide some competitive advantage. Hopefully all this bodes well for an interesting summer ahead?

Vodafone key facts:

1. Vodafone has announced its launch 5G phones and pricing alongside a partnership with the Hatch game streaming service to showcase 5G's low latency.

2. Vodafone is still talking about 5G in terms of a 4x speed increase, even though some users will get faster speeds in certain areas.

3. The launch handsets are the Galaxy S10 5G - available now to pre-order - and the Xiaomi Mi MIX 3 5G which is available online and in store immediately.

4. Vodafone was originally supposed to range the Huawei Mate 20 X 5G but, like EE, it has decided not to stock the handset for now. And it seems it postponed its 5G launch event because of the situation. Vodafone UK’s consumer director said : "Huawei are a great partner of ours, but given recent news we felt it was best to put the launch of that device on hold."

5. The Xiaomi is available on pay monthly plans starting at £50 per month, while the Samsung plans start at £58 - Vodafone says the S10 5G's pricing is "promotional" - in other words, it will go up after the pre-order period. These plans are for 5GB of data and require an up front payment of £99 and £149 respectively. 15GB of data will cost £4 extra per month.

6. Vodafone's 5G network will be live on 3 July in Birmingham, Bristol, Cardiff, Glasgow, Manchester, Liverpool and London and will be in a total of 19 towns and cities by the end of 2019.

7. Hatch will be free for three months on 5G plans after which it will cost £6.99 per month.

8. 5G customers will be able to benefit from the same Red Entertainment offering as on 4G.
Lunchalot
Posts: 7
Opinion:No Opinion
Price:125.98
HSBC buy note
Fri 10:54
Morning, Has anyone seen the HSBC note and the basis for their buy recommendation?
Pokerchips
Posts: 7,264
Opinion:No Opinion
Price:125.90
RE: 5G Event canceled
Fri 10:04
" a relationship with the US is important."

US GDP is c$20.5 trillion and growing at c.2.5% a year
China GDP is c$12.5 trillion and growing at c.6.5% a year

Standard Chartered forecasts the top 3 countries in the world by purchasing power parity GDP in 2030
1. China: $64.2 trillion
2. India: $46.3 trillion
3. US: $31 trillion

Food for thought
m_wall
Posts: 459
Opinion:No Opinion
Price:125.66
HSBC upgrade of VOD
Fri 09:55
They've made their money on the downswing, so the upswing must start.
Longish
Posts: 538
Opinion:No Opinion
Price:125.86
RE: 5G Event canceled
Fri 09:51
scoobyrex, I wonder if Teresa May will here to meet him.

Hope Vod lawyers are not putting on their comfortable slippers. A nice crisis to take the pressure off performance. But in the end, a relationship with the US is important. Maybe Vod can sell the UK to a US interest. Wouldn't want Huawei being in the way then.
scoobyrex
Posts: 86
Opinion:No Opinion
Price:125.44
5G Event canceled
Fri 09:34
Looks like the event was heavily centered around 5G based home broadband using a Huawei device. so they event got canceled and they went ahead announcing a couple of non-huawei 5G handsets.

Trump strikes again.

http://telecoms.com/497517/vodafone-cancels-uk-5g-launch-event-at-the-last-minute/
Pokerchips
Posts: 7,264
Opinion:No Opinion
Price:125.54
RE: Vodafone UK Unveils 5G Plans
Fri 09:30
Sport always has a big influence on personal/home tech purchases ..Olympics,World Cups, etc all boost sales
Next year 8k video will start to be around ...especially in the Olympics and 8K will start the re-purchase cycle for even better video and picture quality experience ....8k and 5G will collectively boost sales next year and beyond

I thought i didnt need 4k TV until I got one and it will be the same with 5G....you wont think you need it.

..until you get it and experience the difference ..

Clearly it will be, say Christmas 2020 when the prices are better and boom the sales go sky high
jackdawsson
Posts: 3,430
Opinion:No Opinion
Price:125.54
RE: Vodafone UK Unveils 5G Plans
Fri 09:06
Rxdav,

Many people will share your view. All the research done so far (other links say as much) suggest that global 5G ownership will reach over 25% only by 2023. Over 70% of smartphones will still be 4G by 2023 & some even 3G. This is the crux. Huge investment by companies like VOD now, increased debt, but optimum profit rewards unlikely for a number of years.

This tech will be embraced more so by certain businesses, but not for a long time by general consumers. GL. Catch up later.

https://venturebeat.com/2019/03/06/idc-5g-phones-will-grow-from-0-5-market-share-2019-to-26-in-2023/
Longish
Posts: 538
Opinion:No Opinion
Price:124.42
RE: Vodafone UK Unveils 5G Plans
Fri 08:00
Hi rxdav,
I dont disagree with your choice or views. In an earlier post I said evolution, not revolution.

There will always be early adopters and both EE and VOD clearly marketing to them.

Its textbook stuff for an operator to buy and hold spectrum just to stop another operator or entrant dominating. The data networks we have today are built on the back of very expensive 3G then tailored with 4G LTE etc as well as better and more efficient performance of continuing operations etc.

VOD and EE ont manufacture smartphones so probably profit on volume sale discounts etc. VOD does profit from data consumption and data service revenues are growing. Early adopters of 5G, like previous generations of handsets, get access to an incomplete but emerging portfolio of data driven/ data hungry services. Overtime, the retained and acquired base uses more 5G services.

Governments and countries are seriously moving forward with the industrial internet, smart factories, iot etc and consumers, businesses, enterprises who want to interact will need 5G devices...evolution, not revolution...The SP is currently priced like a utility as a consequence.
All imo gla
rxdav
Posts: 2,075
Opinion:No Opinion
Price:123.32
RE: Vodafone UK Unveils 5G Plans
Fri 07:02
Longish: I actually just bought a new phone - and didn't even consider 5G (and I live in Manchester - so will have 5G asap if I wanted it) - maybe a few years from now - unless you are one of these tech geeks who simply have to have the latest thing because it's, well, the latest thing? I just paid £100 for a PAYG Vodafone Smart X9 - which gets excellent independent reviews (and would never pay a cent more for any handset - in fact that's the most I've ever paid - and that was only because my previous Vodafone hadn't got adequate memory anymore (but I got three years out of it for £60)). My new phone has 32Gb, is as fast as anything I (like most) will ever need 99% of the time.
I think the companies have hugely overpaid for 5G - and it will be many a year before they see their money back (see SP for a clue). Unless 5G has some serious industrial and commercial functionality that 4G doesn't it sure isn't going to set the world on fire from a domestic/personal handset perspective - it will just be a slow gradual changeover as folks old phones start to fall apart or become obsolescent (as mine did) - it isn't going to cause any races to queue at the Vodafone shop at 0500 to ensure you get one for sure.
IMO
Jm1973
Posts: 18
Opinion:No Opinion
Price:123.32
RE: German 5g Auction
Fri 00:20
It's like groundhog day, I remember vodafone getting hammered in the 3g auctions. Uk govt made an absolute fortune out of vodafone.
Longish
Posts: 538
Opinion:No Opinion
Price:123.32
Vodafone UK Unveils 5G Plans
Thu 20:12
As a customer buying a new phone,I would choose 5G over 4G

.....5G ready handsets have landed in Vodafone stores and online.

Customers can now pick up the Xiaomi Mi MIX 3 5G, which features a 24 megapixel and 2 megapixel dual camera system, 6.39-inch full screen display, plus an incredible 960 frames per second recording. Pricing will start from £50 per month.

The new 5G ready Samsung Galaxy S10 is a bigger, better and faster S-Series device, boasting a huge 6.7-inch Cinematic Infinity-O display, six cameras with 3D Depth Sensor, a long-lasting battery and super-fast 25W wired charging. Promotional pre-order pricing will start from £58.

The new 5G ready devices are similarly priced to high-end 4G smartphones. All 5G devices will come with 24 months warranty and there is no premium for the 5G service over 4G. Vodafone’s Red Entertainment plans are the perfect companion to a 5G ready device and give customers a choice of four entertainment partners – Spotify Premium, Sky Sports Mobile TV, Amazon Prime Video and a NOW TV Entertainment Pass. Customers will be able to stream and download content faster and more reliably than ever before thanks to Vodafone’s 5G network – even in busy or crowded areas.

Vodafone is the UK’s best network according to Trusted Reviews and will switch on its 5G network in Birmingham, Bristol, Cardiff, Glasgow, Manchester, Liverpool and London on 3rd July, followed by 12 more towns and cities by the end of the year. 5G ready smartphones can initially be used over 4G, and will use 5G when the network is switched on and all manufacturer software updates are completed.

Vodafone is already the UK’s best network for roaming over 4G and in a world first, announced 5G roaming last week. Customers will be able to use their new device to stream, download or game over 5G in Italy, Spain and Germany, starting this summer.

https://www.lightreading.com/mobile/5g/vodafone-uk-unveils-5g-plans/d/d-id/751693
Longish
Posts: 538
Opinion:No Opinion
Price:123.32
RE: Dividend rate going forward
Thu 19:00
'What would be the indictive dividend percentage going forward …. 9 eu cents = say 7.94p ..'

If the SP recovers to 150p (7.94/150) * 100 = 5.3% or
If the SP recovers to 180p (7.94/180) * 100 = 4.4%
Pokerchips
Posts: 7,264
Opinion:No Opinion
Price:123.24
RE: Dividend rate going forward
Thu 15:40
9 eu cents = say 7.94p ( or whatever exchange rate )

( 7.94/120) *100= 6.6%




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