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Once the rebuilding starts, there'll probably be some good opportunities to build businesses in Ukraine.
https://www.broadbandtvnews.com/2023/08/24/key-acquisition-for-vodafone-ukraine/
Good start today but I don't think it will get to £1.40 yet maybe 85p . !!!!
Absolutely Avi
Makes my blood boil these derampers come and go like a fart in the wind
Glad I take a neutral position with this one
Funny thing is the children don't show up here when the sp is going up. This means they will soon be permanently disappeared.
Their frustration with VOD is very clear, and they are showing it.
TimeMachineUser re Gutter Snipe. Looks like the school children are back on this forum again. One day you will grow up!
Might be shares suspended, limit down.
Whatever that means.
20% overall
Means 30% minimum for Vod the dog - 40s likely
Jaxi50 - Yes, definitely a blip.
Seasonal drop of 20% for the entire stock market is just about to start.
Thank heavens for someone normal instead of all the usual squares.
We all know today was a blip
Normal service to resume shortly for Vod the dog
woof
Desperate Dan seems to have stopped reacting to GS. I remember the time GS alleged that Dan had a plastic a n u s sex toy, Dan was going quite mental that time, very funny.
Sorry Dan, i couldn't resist the wind up, i was waiting for you're reply
Don't think he's taken his medication today
Nice up day today will be happier when it gets closer to 80p that will be a good start
Fleccy, I am, indeed, aware of the communicated cfc for FY24, but I do believe the actual number will be much higher. Also the hike in prices will have kicked in properly by then.
MDV is lowballing in my book. Also never underestimate an Italian woman😉
Rob. now you really are worrying me. You will be calling him your Amigo next. Or could you be the same person? If he is your patient though, you need to try harder, because it is clearly not working. How many times now has he come up with his N word comment/joke. I think he may have a memory problem (constantly repeating himself). He is still trying to wind up fleecy, time he gave up that one I think. Let's hope your well derserved holiday will help you with all those points I have made, & we can all return to sanity.
Wacism - according to left wing academics and folks like Jeremy Corbyn, wacism is learnt and does not come naturally to children.
Wiv that in mind I has decided that my 5 year old niece will have to be taught the N word.
Any advice on how to approach the parents will be much appreciated 👍.
Gutter , not going until Monday, you look after my friend Dan while I'm away, and no upsetting him please, tell him you think the share price will go up that should make him smile
Fleeces - you is always ramblin on about stuff that you or anyone else don't understand like you has been reading the annual reports.
All you need is the bottom line, the annual profit an weather it is better or worse than previously.
Robleo - is you on holiday yet or still hear in England?
If you was able to get desperate Dan to put up his email address I would be alright to contact him direct so he don't get mad when you is away.
He seem to trust you cos of your medical expertise in phychiatric and brain soothing techniques.
Don't worry, I does not intend upsetting him.
Jaxi wrong again!! As usual
Of course total return is what matters, that is the whole point of my original post. No good good paying a big divi if the sp is falling by the same, or more than the divi. I just think this free cash flow thing is just confusing the issue. With all due respect to jedclampit, I don't think he has a clue, & nobody can call me a de ramper! Divi cover needs to be above 1.5 to be ok, so hopefully vod can achieve that. By all means be possitive, but not blinkered please.
Dan, i don't know about free cash flow, but what we need here is increasing cash gains, there is one thing i can tell you is total returns is all that matters as an investor, not just dividends, if you look back at the previous total returns it's enough to make you cry, we just need the share price to rise mate, we don't want to be losing our capital
"I expect FCF to be in excess of 5bn this time next year."
Mesh, Vodafone are forecasting Adjusted EBITDAaL broadly flat and Adjusted Free Cash Flow of €3.3 billion for FY24. I prefer your figures.
Dan, this is a business, where at times heavy investments are required to ensure a competitive edge in lock step with evolving technologies. Vod has in the past few years made heavy investments in 5g, fiber roll-outs etc., which have weighted on the free cashflow. Add to this the spectrum auctions, of which no more big ones are planned for a foreseeable future. Should the 3 merger take place, the new entity can sell redundant bandwidths to competition or to simply use it as a competitive edge.
Sadly, prior to that they were bogged down with the write-downs as a result of Colao's idiotic acquisitions. The Indian government also screwed Vod royally and this is something the UK government should bear in min in their future negotiations with these crooks and they should definitely recognise the hit Vod has taken. Write-downs/offs affect profitability and not cash flow for those who want to know.
Anyway, moving forward, I foresee less capital investments in system upgrades such as 5g, spectrum, but fiber investment will continue until the desired coverage is achieved - Germany in particular. The debt schedule is also favourable as no major refinancing is required for another 4-5 years, before which enough cash has been generated to take of that. IoT and business services unit will generate tons of cash in the coming years. Its just started revving up.
The new CEO is lowballing the FCF like Tufan did with RR. I expect FCF to be in excess of 5bn this time next year.
It's not all about free cash flow it's also about earnings per share, and VOD have EPS down as 11.45c so more than enough to cover Divi's.
Safaricom, which is part owned by South Africa’s Vodacom and Britain’s Vodafone, launched its voice and data network in the Horn of Africa country last year and has signed up more than 2 million active users.
VOD continue to take over /cover the world to drive business
The combined business will invest £11 billion in the UK3 over ten years to create one of Europe's most advanced standalone 5G networks, in full support of UK Government targets.
VOD & 3 have already signed the deal and it will go ahead but will take a few months to get sorted. By having a best-in-class 5G network in place sooner, the merger will deliver up to £5 billion per year in economic benefit by 20304, create jobs and support digital transformation of the UK's businesses. Every school and hospital in the UK will have access to standalone 5G by 2030.