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According to catGPT
'The value of telecom shares, like any other investment, can be influenced by various factors, including the economic cycle and interest rates. When interest rates are at or near zero during an economic cycle, it can have both positive and negative effects on telecom shares and the stock market in general.
Here are some potential implications for telecom shares at the end of a zero interest rate economic cycle:
Positive Implications:
Lower Borrowing Costs: Telecom companies may benefit from lower borrowing costs when interest rates are low. Reduced interest expenses can improve their profitability and financial position.
Investor Appetite for Yield: In a low-interest-rate environment, investors might seek higher-yielding assets, including dividend-paying stocks like telecom companies. Telecom stocks that offer attractive dividends may become more appealing to income-seeking investors.
Negative Implications:
Market Bubbles and Speculation: Persistently low interest rates can encourage speculative behavior in the stock market, leading to potential bubbles in certain sectors, including telecom. If telecom shares become overvalued due to excessive speculation, there is a risk of a correction when market sentiment changes.
Market Uncertainty: A prolonged period of low interest rates may create uncertainty about future economic conditions. Investors might become cautious and reevaluate their investment strategies, leading to market volatility.
Regulatory and Competitive Pressures: Telecom companies may face regulatory challenges and increased competition during uncertain economic times. This could affect their profitability and long-term growth prospects.
As an investor, it's crucial to consider these factors and conduct thorough research before making investment decisions. While a low-interest-rate environment may present opportunities for telecom shares, it's essential to assess the individual company's financial health, competitive position, and growth prospects. Additionally, diversification across different sectors and asset classes can help mitigate risks associated with any single investment.
Remember that investing in the stock market always carries some level of risk, and it's advisable to seek advice from a qualified financial advisor to tailor an investment strategy that aligns with your financial goals and risk tolerance.
User
is the telecoms sector a good investment at the end of zero interest rate cycle
ChatGPT
Investing in the telecoms sector at the end of a zero interest rate cycle can present both opportunities and challenges. As with any investment decision, there are factors to consider:
Opportunities:
Dividend Yield: Telecom companies often pay dividends, making them attractive to income-seeking investors during periods of low-interest rates. The steady cash flows generated by established telecom companies can support dividend payments.
According to chatGPT:
'Predicting share prices when they are disconnected from financial fundamentals can be exceptionally challenging and often considered speculative or driven by market sentiment and other non-fundamental factors. In such cases, stock prices might be influenced by emotions, news, market momentum, or even speculative behavior.
When stock prices become disconnected from their underlying financial fundamentals, it can create bubbles or significant price fluctuations that are not in line with the company's actual performance or valuation. This phenomenon is often referred to as a "market irrationality," and it's a common feature of financial markets.
Various factors can contribute to such situations, including:
Market Sentiment: Positive or negative market sentiment can drive stock prices in the short term, regardless of the company's financial health. For example, positive news or hype surrounding a company or sector might lead to a surge in stock prices, even if the company's fundamentals don't justify it.
Speculation and Momentum: Sometimes, stocks can experience strong momentum due to speculative buying, leading to a self-fulfilling prophecy, where the price rises solely based on the expectation that it will continue to rise.
Herd Mentality: In some cases, investors may follow the actions of others without necessarily understanding the underlying fundamentals, leading to large price movements disconnected from reality.
Manipulation: In rare cases, stock prices can be manipulated by a small group of investors or traders, leading to artificial price movements.
It's important to understand that predicting share prices under these conditions is highly risky and not based on fundamental analysis. As an investor, it is essential to exercise caution and make informed decisions based on thorough research and analysis of a company's financial health and long-term prospects.
Professional financial advisors often advise against trying to time the market or make speculative investments, as they can expose investors to significant risks. Instead, a prudent investment strategy typically involves diversification, a long-term perspective, and a focus on companies with solid financial fundamentals and growth potential.'
'He said it would go down, and it went down...'
According to chat gpt
'If someone made a prediction that Vodafone's share price would go down, and it indeed happened, it implies that their prediction turned out to be accurate. Predicting stock prices can be challenging and is subject to various factors like market conditions, company performance, industry trends, economic indicators, and geopolitical events.
It's important to note that stock prices can be volatile and influenced by multiple factors. While some individuals might have insights or analysis that lead them to make accurate predictions, it's also essential to remember that the stock market is inherently unpredictable, and not all predictions may turn out to be correct.
If you're interested in learning more about Vodafone, their stock performance, or any related financial topics, feel free to ask, and I'll be happy to provide more information!'
Advocat 321 - He said it would go down, and it went down...
Right with what? Should it ever get to 50s, then, and only then will he have been right.
Looks like jaxi50 was right again.
Doesnt really make sense except the last 5 years have been disappointing and everything elsewhere gravitating to vods level. Drahi and Altice might be weighing on sentiment
"Lots of ego's here.. Put your trade on long, short, whatever you conclude. everyones entitled to an opinion and trades accordingly"
Always deemed as ego's when they're right and others are wrong, and opinions are like clitorises' in my experience - every C(nut) has got one. How's that correlation looking today , FTSE down 0.3%, VOD down 1.7% ?!
Interestingly TD shares are off a further 7% today with Reuters calling yesterdays agreement between 1&1 and Vodafone a ‘black swan’ event equating to approx eur 600m annual revenue. Vodafone’s share price doesn’t seem to reflect the new deal though!
'anyone know what regulatory permissions e& is getting for VOD country by country over the next 3 or 4 months.'
I asked chatGPT and the answer it gave was:
'As of my last update in September 2021, the regulatory approvals required to acquire a company like Vodafone would depend on the specific countries and regions in which the acquisition takes place. Since regulatory environments can change over time, it's important to note that the information below may not be up-to-date for 2023.
If a company wants to acquire Vodafone, they would need to go through various regulatory processes and approvals in the countries where Vodafone operates. These approvals typically fall under competition law and antitrust regulations to ensure that the acquisition does not create a monopoly or significantly reduce competition in the market.
Additionally, companies might need to seek approval from relevant telecommunications regulatory authorities, particularly if Vodafone operates in markets with stringent regulations on telecommunications services and infrastructure.
The specific approvals required can vary based on the countries involved and the size of the acquisition. Large cross-border acquisitions might also require clearance from international regulatory bodies.
It's essential for the acquiring company to consult with legal and financial experts familiar with the regulatory landscape in each relevant jurisdiction to navigate the complex process successfully.
Keep in mind that this information may no longer be current, and I recommend checking the latest regulatory requirements and updates related to any potential acquisition as of 2023.'
'Maths is hard'
Lol, 126p will be good enough for me
" '5 years -60%. FTSE -2%'
58% upside from here at least?"
So it will still be 37% down on the FTSE.
Maths is hard.
I think the point is that shares, sectors and markets are linked in movement, but individual shares will also move on there own merits. Lots of ego's here.. Put your trade on long, short, whatever you conclude. everyones entitled to an opinion and trades accordingly. If your'e short now your'e winning and in time the longs may also win. It's all about timing and down to the individual judgement.
Just loaded up on a buy at 0.72788. downside risk is low from now on IMO. looking for 130 Q1 2024.
Dont worry, the chart says it all.
Https://www.google.com/finance/quote/VOD:LON?sa=X&sqi=2&ved=2ahUKEwitiOCUmcCAAxV0QvEDHVSGB1cQ3ecFegQIMBAh&comparison=INDEXFTSE%3AUKX&window=1M
'maybe even a major deal with e& if they keep going..'
anyone know what regulatory permissions e& is getting for VOD country by country over the next 3 or 4 months. When they have them, is that just to increase to 20%+ holding or is there really a prospect of a bid having got regulatory approvals. If they bid, the BoD and shareholders wont accept 73p
'5 years -60%. FTSE -2%'
58% upside from here at least?
Looking at the definition of correlation, I hate to defend jax as he's a complete c0(ck), but his assertion is less spurious than your defence
The point is there is a correlation between FTSE movements and VOD movements, whilst JAX claimed there was none.
5 years -60%
FTSE -2%
Your point ?
Https://www.google.com/finance/quote/VOD:LON?sa=X&sqi=2&ved=2ahUKEwitiOCUmcCAAxV0QvEDHVSGB1cQ3ecFegQIMBAh&comparison=INDEXFTSE%3AUKX&window=1M
Isnt there Jax??
LoL yep. Ex div again in November. Think there will be more good news eg Spain, maybe even a major deal with e& if they keep going..
Avo what makes you think Vod follows the FTSE
There’s no comparison whatsoever if you look at the chart beyond the end of your nose.
Sold yesterday on the nonsense spike and bought back again today.
Trend is still down and the market has a lot further to fall.
Not many of the high fiving "don't forget the dividend" longs topping up here - I thought you all would if it was that compelling ??!
Have you seen the FTSE100 Jax. ALL shares suffering today.
Nothing to do with VOD.