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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
SteveBT, usually when large buys like this gone through, Sp dips a good penny it's how the weighting works with these MM's , time will tell see what happens Mon
Roofer, the way this has been trading today with a 50m buy, surely it must open in the 71p range tomorrow?
Someone bullish , huge buy just gone through 50m buy , source cnbc rolling captions
Oops, Sorry I meant I am not bullying anybody. Good luck to everybody on here.
Mikey. It was meant as a joke, & I can assure you I am bullying anybody, so get over it.
My dad is invested in CPX despite my warnings. But yes, they have a high R&D cost that is killing there profit / cash burn, even though they get a government rebate back its still a net drag on performance, and they can't even protect there patents, losing a case in the US (nearly 25% of there demand). So if this guy is in there then we can take his advice with a pinch of salt
RR is riding on pure fluff right now. Sure money was sub 1.00.
Tufan is busy at work stripping the company by cutting costs left and right which will soon show up in quality issues and less happy customers.
PS BP did that with the rigs in gulf of Mexico.
And CPX's Income statement looks pretty dire too.
Mark, good luck buying RR at the current price, after it's just risen by 187% in the last year, what could possibly go wrong buying in now?
U know and I know every one on this page is losing money on this share. Number one their is to much competition in this sector and I feel vodafone is worth no more then 0.50 a share and this time next year it will have hit or be in and around that price, not saying its cheap at the price it is now. but they need to go back to basics like RR did and moved for a 6-1 split at in and around 0.40 a share and now 3.00. The management needs new blood and they cant keep the dividend the same, it doest make since it being so high. thats because dinosaurs run the company and dinosaurs buy the stock. in 2025 it will start showing better profits because of the Africa market and debt coming down. when the debt is down more, then comes the take over, but i feel it will be 4 - 5 years before a take over.
Connor Knows Best!
That didn't quite come out rite on here, but we need a bit more of this
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Here's a nice easy chart for you Dan
2018 £ 2,33
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2024 £0.70.41
Time to take profits maybe
Or cut losses
I holding for the next TU - it’s a 50/50
No hint of bullying at all Daniel - just a question - not like your bullying of people on here constantly
For every share that was sold 2 shares were brought, maybe shares will start heading north.
Mikey. Much as I am no fan of jax, he is only doing what you were doing a year or so ago. Be careful, he might accuse you of bullying him, as you did back then. But it is nice to see that you are possitive about vod nowdays. good day today, back in the 70's
Jax - are you ok - getting worried as you havnt posted today - oh yea vodafone finished up so you wouldnt would you ?