The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I said minimum 2% today
Market has no faith in management. Freefall.
Down already?
Just bought in.
People said the same when rolls royce hit 67p and now look at it. Buy low sell high
Great kick a man when he’s down
My pension savings taking a hit as well then
This share is held in every major pension fund in the uk and generates consistent revenue. I wouldn’t panic too much.
Think this tank heavily this afternoon
Maybe a trading halt for this pos
Is that a 20% prediction a drop from today’s prices? Vod has already dropped that in the last month.
I have given up trying to time the market, a long time ago.
I drip feed constantly and I never sell. When a stock tanks like VOD has, I stop drip feeding until I see a sustained improvement, but I never sell.
Seen a lot of post mentioning the monster debt VOD carries. Everyone realizes that the debt has reduced a lot, even if its still big, its a lot better than it was when the sp was a lot higher.
A new 52 week low
Get out and fast, did tell you despite the muppets on here constant abuse….. The markets are going to tank over the summer, the only positions I now have are three short ( puts ) positions. Liquidity will drain from the markets, as the US floods market with T Bills post debt agreement, core inflation up everywhere is a disaster and rates will keep rising as they can’t allow core to get out of control, markets could tank 20 pc plus with emphasis on plus, get into cash, will be able to buy in the autumn bargains everywhere, the blow off top in a handful of tech names the poster child of the market rolling over. As for Vod, the business model is in terminal decline and monster debt, there is nothing to salvage. It was curtains for this shxt 5 years ago. You just sell it and avoid U.K. dividend stocks, they are capital destructive rubbish.
New downgrades. Now 83p target price. Drowning and no talent on board the company to save it.
Lessons not learnt
VIKING - me too bruv! thinking of trimming back which could back fire , but I might cut losses and move on.
What’s gonna happen when it goes ExDiv I’m not just underwater I’m drowning, I cant bear the think were its gonna end up.
Why was Mr. Reed fired?
another downgrade. this idiot ceo has completely killed this stock and now we are heading into the 60s. what i can't work out is why the **** if this is so cheap no one is making an offer for the company?
52 week low about to hit
Priced to fail - ceo needs to go
Not really, on their own they can't get to a decent Return on Capital. but as part of a merger that Return on Capital would be better, EG its not x2 investment but broadly speaking its x2 Earnings, so the ROCE becomes materially better than the cost of capital.
The debt is just a big anchor now that is forcing them to do things the market clearly does not like.
Selling prime assets and shrinking market share with a JV that only exists as they can’t make necessary investments on their own, due to too much debt already.
Seems it can only go down
Torturous this
Going down
Any rise just gets beaten down
And look at BT motoring along nicely
If only it was that easy, you can only increase revenue by more than your competitors if you can offer something more or better. Vodafone does neither so it will lose more customers and offset most of any increase in tariffs. The debt costs more to service too..
Here's an example of how (5h1)t they are. 17 months to get a broadband contract cancelled and refunded and I'm sat here toggling off of my iPhone as they also cancelled another contract that they shouldn't have. Hours every month and it comes to this. Avoid them avoid the shares, it will continue to decline until they can take their responsibilities seriously..!!!