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Anyway market is closed and Vod finished down over the day, month, year, 5 year…..
Totally as expected - MDV needs booting out
Why are you defending Vod Avi - serious question
It’s on a death spiral mostly thanks to MDVs incompetence over the years and now she’s in the driving seat will almost certainly seal Vod’s fate.
Vodafold
I will go 74p please roofer.
Jax, I must have touched a raw nerve because your response is nothing short of rubbish.
No substance, but my expectations were low to begin with.
Oh Avi you have lots to learn
The fact is that Vod is on a ski slop for the sole reason that it’s a dinosaur company with huge debts.
Nothing good coming out of Germany either.
Accolade this week goes to "Beo1 " well done
Vod closing Sp 25th Aug 71.28p
Speech Speech Beo1
Full list will follow
Enjoy your Bank Holiday weekend
Atb
Avocet123
Right now ...all the market cares about is whether interest rates are going to rise and whether inflation if going to come down further ..and the the effect of those on GDP and employment
only the return/earnings the assets provide are of much interest to the analysts and Investment bankers and Option dealers
This normally doesn't bode well
DYOR
GLA
Don't eat yellow snow
Don't put off a ruby doo
Don't get stuck in the plastic annus
Jax, just for you below.
And dont forget, market cap is a mere £20 billion, for a business that takes in EUR 45 billion a year.
The debt is not really a big issue compared to revenues, and assets.
(EUR) 2023 Y/Y CHANGE
Revenue
45.71B
0.28%
Operating expense
10.39B
7.83%
Net income
11.84B
429.19%
Net profit margin
25.90
427.49%
Earnings per share
1.15
3.81%
I’m looking forward to the next TA when dopey MDV will slash the divi and the SP will tank
Vod will get there
£30bn net debt
The interest charges on that bad boy will be destructive
Don’t forget declining revenue
Jax, FTSE and VOD have trended down in tandem since 13.30 today if you cared to look at charts.
VOD going is not going to happen in your lifetime I am afraid.
Hell we cant even get to the 60's you keep promising us, let alone 40's.
ftse is up today avi
and about square over the 1 and 5 year chart
where is dog ****e vod in the same periods
bust
"The high EPS includes proceeds from selling assets. "
yes and they are fooling some investors who think they are getting a "dividend" ...when in fact the "dividend" is partly coming as a result of returning money from asset sales and isnt fully down to making money from the company performance which it should be ...( asset sell dividends should be extra ,on top of normal business performance dividends)
FTSE and VOD wobble a bit and look who is back straight away. Welcome back to the board Jax, we have all missed your tripe.
"Debt gets paid down if assets are sold so less debt cost."
but then revenues are lost from the asset sales and earnings can be impacted..... as can be seen with VOD who have reduced their cash flow expectation as a result of selling assets ....with the implications that the lower cash flows then have
Vod losing all its minuscule gains over the last few days
Vod is a pos and going bust
Debt gets paid down if assets are sold so less debt cost. Prices increases are happening and layoffs will start to appear in cost savings. There also no value on the balance sheet for non tangibles eg brand, customer base etc. if you think it’s not worth it, don’t buy it or short it!
The high EPS includes proceeds from selling assets. They are one-off events so can be misleading when trying to judge the financial strength of a company. That is why FCF is also important.
FCF shows you what cash is being created or burned on an ongoing business basis.
VOD are projecting 3bn adjusted FCF 24, so when the adjustments that you do have to pay for are added back, FCF may be less than 1bn. From this they plan to pay over 2bn divs, so sell more assets or increase borrowing to cover.
You see the issue?
"VOD needs to get their act together before the likes of Project Kuiper"
Too much is made LEO Satellite's competing with Terrestrial communications. For example look at Starlink, they're looking at having the highest density satellite coverage of any provider, yet home users need a phase array antenna for broadband access. OneWeb satellites orbit around twice the altitude of Starlink satellites, but require far less satellites and rely on providers dealing with the local connectivity and using the satellites for backhaul; The OneWeb business model is far more sensible in my opinion. There are also other technologies like High Altitude Platforms that can also provide 5G services from a far lower altitude than satellites. I'm not worried about LEO's or HAP's, they have their uses and their limitations.
VOD needs to get their act together before the likes of Project Kuiper threatens some of their revenues
Hope this will rise soon
Key acquisition for Vodafone Ukraine, yes the good news just keeps coming and £1.40 will be well within reach soon.
Looks like one of the children's posts has got taken down & it was nothing to do with me.
Jax, one of your last posts:
"Means 30% minimum for Vod the dog - 40s likely"
Hardly neutral. But you are very quite when VOD is up. Cant take the heat I guess.
You cant even get your 60's, how are you ever get to the 40's?