The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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The downward pressure is so immense that the sp is going up!
I think these will slowly come up trumps going into the autumn, after all we all need mobile phones..
'The downward pressure here is immense'
'You in the toilet jax'
Now that is funny
Jax, Mole and the rest - the same 2x+ gain will happen to Vod before you know it.
Vod is THE most udervalued UK large cap on FTSE.
"Look at RR joke of a company nearly at pre covid levels and mcap closing in on Vod. What does that say about Vod - avoid imo"
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Lol just booked over 100% gain over at RR.
The old fool's cliche; whether to pick up a $100 note from the pavement
'The downward pressure here is intense'
You in the toilet Jax?
The downward pressure here is intense
A return to the 6s and even lower is on its way imo
'Look at RR joke of a company '
Took profit on RR and bought more VOD 10.4% yield!! SP cum div 4th Aug I think. Market starting to work as risk is being priced better imho
Wow - have to say was shocked when i saw the VOD price recently, held these for many years but decided to sell up last year as already taken a big hit, what has caused this big drop to 70p? the good old days of 220p are long gone it appears,
But Jax, you are always wrong?
The market clearly doesn’t believe the Vod recovery
Look at RR joke of a company nearly at pre covid levels and mcap closing in on Vod. What does that say about Vod - avoid imo
There are different ways to get to the figure. VOD are taking EDITDAal which has depreciation and ammortisation added back in (or not deducted), and then adding/deducting further movements from there to get the FCF.
Table Page 20 of the report.
https://investors.vodafone.com/sites/vodafone-ir/files/2023-05/Vodafone-FY23-Results-Announcement.pdf
Gary. It was a joke! Have a good week mate.
Which country has the highest ARPU for mobile contracts as per Vodafone's latest quarterly earning's report?
Mole, you realise amortisation and depreciation for the period was almost 14bn? This figure is subtracted from operating profit used for FCF.
Gutter, i think your enjoying winding these guys up, i would be to scared to talk to Dan after you've put him in a bad mood
I'm not brave enough for that lol
As long as the share price keeps on rising here it won't bother me what anyone says, let's hope it continues climbing and we will all be happy here
Robleo - You is good talking Desperate Dan down when he is raging, I was wondering if you works with people in government mental asylums?
Although you is probably independent wealthy so don't need to work.
Dan works with shopping 🛒 trolleys I believe.
Gathering momentum for a sell off.
69 pence by the weekend.
'Mole - Vodafone Group annual free cash flow for 2023 was $12.395B (Dollars)'
Gary, I think you are looking at some American site that is compunding the shares for the ADR's. Divide that figure by 10 perhaps.
Page 3 of the company report,
Free cash flow was an inflow of €1.4 billion (FY22: inflow of €3.3 billion) partly reflecting a lower adjusted EBITDAaL,
higher licence and spectrum payments and tax phasing. Adjusted free cash flow was €4.8 billion (FY22: €5.4 billion).
Well at least it didn't drop by 4% as jax and gutter predicted
I don't need to filter anyone here as nobody ever wants to talk to me anyway :-( just hope Gary doesn't jinx this share by buying back in
Danielh - By not filtering me does that mean I don't annoy you, never my intention.
Yes, I did have a buy order running for a week or so a while back at 68.1p if I recall, it almost got there when it briefly hit 69.7.
I know we are only talking pennies here & it doesn't really matter in the grand scheme of things but in my humble VOD is heading in the right direction to a certain extent so I'm happy to pay a little more (haven't brought yet though)
I especially like that debt is being reduced albeit funded by sales, at least there seems to be a realisation that this topic is one the markets have high on their "don't like list". The focusing on the business division is also encouraging news.
All the wages being saved over the next three years & the increases in charges will have an effect in the near future so these are a buy for me.
Gary. "Just filter the one's that annoy you" Gary, If I filtered you, I would have missed your good posts today!?. I thought though you were going to wait for the 60's to buyback? Change of mind perhaps?
Mole
FCF = net operating profit - capital expenditure; per definition, no, dividends and other financing activities won't be covered in this metric.
FCF can be misleading as amortisation and depreciation is baked into net operating profit. Best to review the cash flow statement and to monitor debt levels as a result of financing acitivites segment in this statement.
Total movement of cash include any dividends paid and received.
Trickytree. The newish C.E.O. was just stating facts. Nothing glib about it. What do you think she should say? Why is raising prices bad for the sp.? Please come with something more constuctive.
The newish CEO should avoid making glib statements - explaining the declines in customers in Germany
and then raising contract prices.
This does not bode well for SP