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69.69 for me please. Many thanks
So you're working on a 40 year time frame for them to reduce rheir debt.
71.76
83.14 please Monsieur Roofer
I'll go 75.6p please, Roofer.
Vod closing Sp 12th Jan
Jesteh 73.5p
MaryB 83p
Added to list Entries by 12pm Mon Atb
Good job fleccy!
83p
Fleccy, you left out the investor choice to simply HOLD and use the time in the market approach.
73.5p pls
Vod closing Sp 12th Jan
KiwiTwo 72.45p
Roofer 69.25p
List so far Entries by 12pm Mon Atb
Well Rob investors have a choice, they can either sell up and invest a different stock they think will do better, sell up and give up accepting a loss to their capital, or top up and average down. Personally I've decided to top up and average down, whether or not that's the correct decision only time will tell. I know people who've invested and panicked when the price dropped, selling out and turning a paper loss into a capital loss. The reason I choose the companies I do, is because they pay dividends that can be reinvested should the price drop, if the dividends are subsequently suspended or stopped, well I cross that bridge when it happens. There's only two events that matter when you're looking to invest, they are the price you buy at and the price you sell at, anything in between is just noise.
Can I have 72.45p next week please
Fleccy, whether you need the money or not is not the point, i don't need it either as i have own my own home and a comfortable lifestyle, but i don't think anyone here is interested, the reason for investing in the stock market is to try and get a better return than you can get in a bank or building society, if you lose more money on your capital than you get back in dividends then it's obviously not working, just about everyone who's invested here has lost money and the longer they've been invested the more they have lost, can it get better and if so by how much, we will have to wait and see, this truly has been a dog of an investment, but like other longer term holders i'm hoping i can reduce some of my losses here, hopefully we will see some improvement this year
Rob, I don't think I'm funny. If I wanted to take a return on my invested capital, I could simply spend the dividends as they come in, but since I don't need to, I reinvest them. I live in an amazing house next to a country park and fields full of horses are a hundred yards from my doorstep, so I don't really have that much to spend any recovered capital on. In the event of anything happening to me, my wife could use the dividend income to supplement the widows pensions she'd receive from my DB pension schemes, or alternatively the children could inherit any shares when we both pop off. I'm in no hurry to cast off my mortal coil, or sell my shares, but everyone's situation is different and you shouldn't assume you know mine.
Fleccy, you are very funny mate, if i said to you 5 years ago the share price would be 70p or less, you would have laughed at me, The number one rule in investing has to be, to avoid losing money, at some point you will need to see a profitable return for your investment so you can enjoy it, and depending on your age and personal situation you need some sort of time limit to achieve your goals, because at some point in your life you will be wanting to take out and enjoy life while you can, hopefully this share can make some gains from it's current level in the not too distant future, but by how much i'm really not sure, there are no guarantees as everyone knows, fingers crossed though
With Ref to the 50m trade , thought crossed my mind , wonder if its shares been moved around market ready for those reinvest there dividends at register, brokers eg , all spectative of cause , time to get back on my fence , Great rocket Robleo....plenty of fuel in the tank
Vod closing Sp 5th Jan 70.40p
SteveBT 70.25p winner
Doyen Dan 71p
Aspers 69.95p
MaryB 72.87p
KiwiTwo 78p
Talatum 70p
Tars 83.14p
Exil 69p
Newsid 66.4p
Sam 74p
AbjectP 70.10p
FredRubble 69.69p
Malkis 70.76p
Enjoy your weekend..atb
The first chart shows debt and maturity dates. The Blue bars are the Hybrid Bond Next Call dates and amounts, I thought it appropriate to use the Next Call rather than maturity date in their case. The two Bonds due on the 16th Jan 2024 have now been removed and I'm showing the Hybrid Bond with the 3rd October 2023 Next Call date in a different colour, as I believe Vodafone have already deducted this Bond from their figures and they'll remove it from the list soon, due to "the Group announced that on 3 January 2024 it will exercise its call option to repurchase and cancel outstanding capital securities of €438 million due on 3 January 2079. This follows a previous bond buyback exercise completed in June 2023 for €1,562 million of the original €2,000 million securities issued":
https://docs.google.com/spreadsheets/d/e/2PACX-1vSNxkKmgR2PzSL1NH5uvhJAIl6TyUm-PpH2hChEFWELeB8mLB-V562E7qRdDL0lOSa8NyAUBbokBjVp/pubchart?oid=17624073&format=interactive
This second chart shows the amount of debt maturing in each calendar year:
https://docs.google.com/spreadsheets/d/e/2PACX-1vSNxkKmgR2PzSL1NH5uvhJAIl6TyUm-PpH2hChEFWELeB8mLB-V562E7qRdDL0lOSa8NyAUBbokBjVp/pubchart?oid=1681133451&format=interactive
And the third chart shows debt reduction if Vodafone paid off debt as it matures with no further refinancing. Highly unlikely in my opinion, but fun to chart:
https://docs.google.com/spreadsheets/d/e/2PACX-1vSNxkKmgR2PzSL1NH5uvhJAIl6TyUm-PpH2hChEFWELeB8mLB-V562E7qRdDL0lOSa8NyAUBbokBjVp/pubchart?oid=197388719&format=interactive
If anyone see's any obvious mistakes let me know and i'll check. I'll also try and keep the charts updated as debt matures or added.
Rob what's so special about RR over VOD, as far as I can tell RR share price took off because the market kings decided to pump it up. I have nothing against RR, but to see a massive rise after a massive dilution tells its own story. RR has much lower revenue than VOD, lower earnings per share and arguably less potential to cut costs; The amount of VOD Debt is the only real problem I can see, and as long as they can ensure there's enough cash to pay down debt as it matures, without re-financing, the problem could go away. I don't want to upset Dan, but to highlight my point I'm going to repost some charts in a new Vodafone Debt thread.
Hi Dan, glad your still Bullish about Vodafone, just a thought about that, maybe if we stopped being Bullish when this got to 140, accepted it was a dog and unlikely to return back to £2 anytime soon, sold up and cut our losses then, we would be in a better place today, all crystal ball stuff of course, or Maybe we should have listened to Mole_man ? let's hope he starts to get it wrong some time soon
90p would be a good starting point for me, so i can offload my last 86p top up, those thinking this could be another RR is pure fantasy, but let's hope we can see this climbing those ladders this year, good idea taking advantage of those high interest rates, my wife has been getting quite a few wins on the premium bonds, not huge ones, and still asks me how are her Lloyds shares doing that i advised her to buy at 60p lol
Accolade this week and first of the year goes to SteveBT, well done
Vod closing Sp 70.40p
Speech Speech SteveBT and thoughts on Vod
Full list will follow, enjoy your weekend..atb
Fleccy. Perhaps Mark has a graph predicting R.R. will go up by another 187% this year? Good luck though with vod, because at end of the day we are both on the same side, the only differance is, you know??, I just hope!! I am just off to night school now to learn about spread sheets & graphs. Have a good one.
Oh rob, you are such a bully. Me I am just bullish. At least we are still in the 70's. Not sure about your graph! I think you need to go to night school, or have lessons from fleccy, but from 2.33 in 2018 to todays price is terrible of course, so you don't need to keep reminding me you big bully. Have a good one Amigo.
The 50m trade was an OFF-BOOK and OFF MARKET trade ....so...could be just a transfer from one fund to another
I dont think it will affect the market price, as such
You can see it at the time stamp 15:02:18
://www.londonstockexchange.com/stock/VOD/vodafone-group-plc/trade-recap