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Vodafone Group PLC (LSE:VOD) should avoid several hundred million euros of extra spending after the proposed postponement of a German mobile spectrum auction, according to analysts.
Germany's utility regulator, Bundesnetzagentur (BNetzA), has proposed extending the 800MHz spectrum to existing mobile network operators rather than hosting an auction.
"We see the news as a notable positive for most players in the market in terms of avoiding a potentially expensive spectrum auction," said UBS in a note to clients on Thursday.
Analysts at the bank had assumed €800 million of spectrum costs in 2024 for each of Deutsche Telekom (0.8% of its market cap), Vodafone (3.3% of its value) and Telefonica Deutschland (15.2%) but said "costs could have been double that in the event of an expensive auction".
The 800MHz spectrum was due to expire in 2025, but the BNetzA is proposing an extension to 2030.
"While there may be annual levy for this, the costs are likely to be modest (tens of millions of euros) relative to significant one-off spectrum cost," the UBS note said.
The BNetzA is conducting a consultation on its proposals running to 6 November and UBS said it would expect a final decision by early 2024.
For Vodafone, where the bank has a 'buy' rating based on a 100p target price, UBS noted that declines in Germany "appear to be easing".
https://www.proactiveinvestors.co.uk/companies/news/1026564/vodafone-off-the-hook-for-at-least-800m-as-german-spectrum-auction-deferred-1026564.html?rel=scroll
Vod closing Sp 22nd Sept
Kiwitwo 84.6p
Added to list
Entries by 12pm Mon
Atb
Good luck with that!!
84.6p for next week please.
My short term target VoD £1.10 and BT £1.70
Dyor
Topped up in both BT and Vod , defensive stocks , won’t give big returns but can expect a decent return especially may perform well when market is volatile against blue chip and regular dividend! Vod may outperform given its business across EUrope and Africa, a few asset sell can reduce debts and improve margin as well room for expansion and growth into the region outside UK. Other hand BT is a solid business with leading EE mobile network !
Dyor
"Nice buy-in trap this week for this pos - value trap anyone?"
---
I actually believe behind the veneers of a banter and a laugh etc., you are more clued up than you let on ;-) I personally like your presence here.
Anyhow, on the technicals, the weekly candle looks menacingly bullish, while the monthly is gearing up to reverse the multi-year bear trend.
On the fundamental side and pure asset basis, vod should be at around 1.8- ish. I posted my calculations a while back - have a look if you have time to kill😄 Against peers, vod is also falling behind undeservedly. Its a beast of a global operator and one where its true value will soon become very clear to all market participants a s agents in this market.
I know you are/were waiting for a "bottom" to top up heavily and I am fairly confident we are at the early stages of a massive multi-year bull run so any pullbacks should be bought. I topped up heavily in the low 70s (by 200%+) and will keep adding. For disclosure, my holding is on the outlier side compared to the average shareholder in vod.
All the best to all of you.
Vod closing Sp 22nd Sept
Doyen Dan 87p
GeOrge 83.75p
Tars 83.14p
Raffles 88p
Garonne 86p
Robleo 83p
Roofer 80.5p
Entries by 12pm Mon
Atb
Vod closing Sp 15th Sept. 79.81p
Garonne 80p. Winner
Izstar 76.1p
Doyen Dan 76p
Juyamall 77.8p
Kiwitwo 75.3p
Beo1 72.7p
Jax05 61p
Newsid 71.8p
Tars 83.14p
Talatum 74p
Roofer 73.95p
Enjoy your weekend
Atb. Penman
Jax, I think your wrong this is still very under valued at it's current price, but you will need to be very patient it won't go up in a straight line
In these troubled times, taking a look at my portfolio my 8 funds are all in profit and most have returned between 45 and 60 percent over the last 5 years and most of my shares are in loss apart from 2, at my age I'm thinking the best option is to greatly reduce my number of individual shares and increase my funds, but i expect it will be a long process waiting for some of my shares to get back to near the top of their trading range before i can sell them off or reduce them, but investing is a personal thing and everyone is different
just my thoughts
83.75 please Roofer
Cool off time
Next week
Nice buy-in trap this week for this pos - value trap anyone?
83.14 for me please Monsieur Roofer.
88p for me. Its like a penny per day ish
What can I say! Beginners luck maybe but TBH I did have a feeling in my bones that the SP would go up this week to around 80p! I just hope it continues Northward next week. To keep with the optimistic theme, I'll go for 86p for next Friday please Roofer!
ForensicBloo. "like a kindergarten again" But we can rise above it. Just try to be possitive, difficult sometimes, but it works for me. Just don't let the idiots grind you down. Can we have another great week, next week ? Lets hope so.
I will go for 83 for next Friday please roofer, let's hope it can hold on around the 80p and another push up later on
have a good weekend all
Absolutely thrilled that I lost badly with my prediction. 😎
Accolade this week goes to and his maiden visit to the rostrum
" Garonne " well done
Vod closing Sp 15th Sept. 79.81p
Speech Speech Garonne
Full list will follow
Enjoy your Weekend....atb
I will go 87p for next Friday please Roofer. Have a good weekend all vod shareholders.
4 posts today.
Not surprising, like a kindergarten again.
Bit early to call it on rates peaking. They should, but central banks are not being logical. ECB just raised again.
Yes Jax, something is up, very bad for you. We still wait for your 60's....yawn.
Very surprised you show your face today.
Where is your friend gutter and his constant dross?
How are Porsches PUTS? They must have gone ballistic now, ballistic losses.
Short term emotion giving way to long term fundamentals
?