The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Sold those Puts too soon, looks like this dogshyt is heading to about 42/45p….dividend will be suspended and a capital raise to pay down debt, this and BT terminal, as is ftse/sterling and stagflation brexit basket case uk in general.
“ Should have been an outsider like Seivert.”
Or even Fred Goodwin
"Nick Read all is forgiven. MDV should never have been appointed. Failed as CFO.
Should have been an outsider like Seivert."
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Scientific studies don't support your assertion. It's the opposite. The most successful CEOs are recruited internally.
Jim Collins and his research team conducted an extensive project (5+ years) on the topic. Look it up.
I kind of understand the Consumer Price Index (CPI) indexation added mid-contract even though this is a new thing as a contract used to be a contract with a fixed price.
However what I don't get is the additional fixed +3.9% increase. That's a nonsense for the consumer IMHO but we are free to shop around and don't sign long contracts!
However what OFCOM is proposing is not the removal of the CPI+ mid contract increases it it just that the consumer needs it spelling out to them in pence how much additional it will cost them i.e. £30 per month for 2 years but in March24 CPI 6.7% + 3.8% will result in £33 per month from April 1st
I'm a buyer here this is still the 30th biggest company my market cap on FTSE100
Nick Read all is forgiven. MDV should never have been appointed. Failed as CFO.
Should have been an outsider like Seivert.
Makes sense, you never really know where it will turn. I think it will though, just have to wait.
Not going to wait for the dead cat bounce. Probably will have to wait until it hits 40's, lol.
Luckily, I only bought very few just for fun. So, only about £200 hit, not so hurtful, lol.
RR has tons of huge gaps leading to the current SP. Vod the opposite.
Gaps almost always get filled.
It seems more about Ofcom wanting any price increases to be shown more clearly, in a way that customers can understand it better.... their example shows that ...
They aren't proposing banning any mid term price rises...they are proposing banning mid-contract price rises linked to uncertain future inflation, which the customer doesn't appear to understand
https://www.ofcom.org.uk/news-centre/2023/ban-on-inflation-linked-mid-contract-price-rise
I sold half my holding. Got this one wrong. We move on. 10k hit, but you can’t win them all.
...gla..
Https://www.tradingview.com/x/OW6laX8p/
I posted the above chart Nov 15 with a price target of 65.25 with a view of getting long.
It's now reached that but we could do with a decent bounce before getting in. If it carries on down I'll be on the sidelines.
https://www.tradingview.com/x/GLAoBOPO/
'There isnt much out there to suggest the Quarter performance for VOD could have drastically changed for the better'
Telcos/VOD track to GDP so either another recession being priced in here 1st or CMA/ OFCOM et al recognise the challenge of ROCE in a high interest rate environment.
Google et al dont work if telco dont work
@ danielh,
Don't say you haven't been told, now wake up and smell the coffee! JMO
Yes Justafew, multiple 400p price targets for RR !!
Is anyone with me on emailing our new CEO everyday to complain about the share price and ask what she's doing about it ? No point just one or two doing it but hundreds every day may turn the lights on eventually !! Her emails are: margherita.dellavalle@vodafone.com & margherita.valle@vodafone.com.
It must surely be the Option traders who are pushing this down to get their Put Options more in the money, before the quarter end ...decide if they then roll them over or not ...
There isnt much out there to suggest the Quarter performance for VOD could have drastically changed for the better
As a dir who only earns when pritable orders secured and paid, i am super jelous of blue chip ceo s who earn obscene ammounts.. even tho performance DOWN.....
Very strange my couple of speculative aim shares greatland gold oxford bio do better than big blue chip vod.
Oh well, ltes have a nice big further drop so a chinese buyer cant resist buying a huge uk bluechip
'What’s the highest ftse 100 recorded div yield'
The tobacco companies did something similar before 50% rise. Of course BAT now writing down legacy. But vod legacy 1g-5g still needed for different products. Surely cant be the Brand as E& want that.
Must be the latest broker worries about fcf and sustainability of continuing businesses. So many vod companies in so many countries, the remaing profitable ones have to be more than 65 sum of the parts. Perhaps this weeks contract expiry is a watershed.
Only other thing is maybe E& are selling as others did after looking under the bonnet.
What’s the highest ftse 100 recorded div yield
This has got to be up there.
Could be 15% soon
Mr long.. vod has declined for 30 yrs.. 230 to 65.... at some point if it drops more it will be an irrisistable bid target.. or onve it starts turn n rise many jump in and big rise imo.... anyway unless div cut while wait 11pc, and no cap loss unless sell.
.. Annoying tho rolls has tripled in a year and oxford bio huge rise n more to come.
Down 15.32% in 4 weeks, 7.72% in last 5 days. It's really taking a beating for a FTSE100 company. And it's still falling ....
I thought the same thing many times, that I should buy more. Glad I didn't as it just goes lower and lower....How low can it go? 😅 I'm sure the dividend will be lowered soon and then it will drop more. My worst performing stock by a long way....sadly. 😫
The underlying company still needs to do something positive for the market to reward it with an increasing sp. Sit and hope is not a strategy.
VOD are selling assets and shrinking to try to pay down debt whilst maintaining an unrealistic divi. Until this strategy changes, the market won’t want it.
"RR has a long way to go yet, I’m guessing you haven’t got any."
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Based on what?
I got in at high 70 and sold out at 198.