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To be fair to read, Vodafone UK has been voted worst telecommunications providers for the last 8 years, I believe. So read as only been in the hottest for 10 months, so Victor calao + others must accept responsibility. If he ever stops from counting his money. On the positive side, let's hope Vodafone performs better, post Brexit. Only trouble is there is no Brexit.
Vod can’t be that bad but one would expect them to do better, when execs are overpaid, performance will always suffer! Base salaries need to be slashed, bonuses and pension should be in shares only and linked to real cash profit and SP performance.
Thanks for your input guys. @ Daniel H, no I didn't buy any more on Thursday but I will be buying next week if the price starts falling again. My plan is to get as many as I can afford and hold until June for the dividend. My weakness however is selling the winners far too early but to be honest that's done me some favours recently
Motley fools are paid to draw you in with there foolish tips, so they can advertise something else, which they get paid for doing. Read them, yes, Some good?, Some bad. but take all of them seriously? no. Unless you are a SUCKER!!!
OFAH. I think the fools talk nonsense most of the time(clue is in there name) But many say, even with a 50% divi cut, is still good??!! Not for those like me who bought at £2 plus. The whole point of buying vod a year or so ago was the divi, so a 50% cut would be very bad. The fools of course just talk rubbish to lure you into a "better investment" In theory a divi cut might work, but it would spook the market, so not for me. Did you top up on Thursday?? Good luck.
Motley Fool “analysts” are the investment word’s equivalent of football pundits, although I have known one or two to give sensible advice. Royston Wild and Malcolm Wheatley are two contributors in the latter category.
I worry more about growth, regulation and intensive competition in the sector. The debt is manageable if prices can be increased without losing a big chunk of customer accounts, regulators back-off and other companies stop driving down prices just to gain customers. I am not too sure about the cable tv business but Comcast paid a lot for sky so there must be some value left. One thing that baffles me is that even though online streaming, gaming, social media use has exploded......the telecoms sector that supports this huge growth has declined.
It's a concern for me because of how huge debt is perceived by stock markets & funds.
Huge debt can seem very manageable for years. If targets are met, revenues & divis increase, etc. all seems rosy. But as soon as fundamentals dip, markets soon get spooked. Fear becomes dominant. Then we often see the usual sharper sell-offs, including from investment funds. It always happens when there's too much debt. Huge debt is ALWAYS a negative whenever fundamentals deteriorate. So next results in May will be particularly important for VOD.
As you'll know, VOD's debt will also increase for a while with $22 billion Liberty Deal - assuming it goes through. We'll know for sure by early May. So, IMO, it's vital that VOD produces decent results to market in May, including a convincing blueprint for reducing debt. But such is the uncertainty that we have a low SP despite high yield.
I hope we see a rise & consolidation at higher levels than this before results on 14th May, if only to give us a cushion. If they're lousy, I shall consider other courses of action to simply getting beaten down here every week.
I think vod's total asset value is about 140 billion,so after 77 billion debt, that leaves 63 billion, far more than the market cap of about 37 billion. I THINK?? But please correct me on these figures if I'm wrong, because I do find them allusive & confusing.
Hi Johnson, I would be if it was non performing debt. But Vod has corresponding business assets generating cash to service interest and built/ building a portfolio of business assets that can be utilised as required on a 30 year+ debt repayment glide path.
TLWilliams. Thank you for your positive post, makes a nice change. Of course we all know that vod has not been a good investment lately, but moaning for the sake of it has become a joke. As for, you know who,( scaremonger.) lets face it, he got a lot of it right, so I can see how it might have put you off. However I think we all need to be positive going forward now, as the sp, in my opinion is at a bargain basement price. Good luck.
The Vodafone share price is gradually rising. A number of blue chip equities, whose share price suffered a significant decline at different times for various reasons, are now recovering, although Centrica, which has been on my watch list for months, continues to fall towards sub-pound levels. I continue to be optimistic about Vodafone’s recovery to 190p - the one time support level, (my view, DYOR) by the end of the current year, although there are a number of “headwinds”, which will need to be overcome before that valuation is attained. The preliminary results for the year ending 31 March 2019 will provide investors with an update. These are due on May 14, and I expect the share price to continue with its slow steady increase until then.
I considered re-investing at around the the 130p level, but was spooked by the comments of the knowledgable scaremonger, who plagued this board with an onslaught of comments on many occasions, and may yet re-appear. However, I am content to be fully invested at my current level, and hope to see some serious growth as the year progresses.
A word of advice to investors on this board, who are continuously expressing frustration at the perceived lack of progress. This is a long game; patience is needed, and it will hopefully be rewarded with sustainable growth before the year is out. In my view, the dividend will probably be held at the current level, and if the Liberty Global acquisition goes ahead, the market response should eventually impact positively on the share price, once the benefits are quantified.