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The last dividend will be the last one this company pays for the next few years, possibly ever, terminal. Even by dog index of the world brexit basket case ftse 100 terminal decline standards this is a shocker, for shorting purposes only, buy 2024 in the money PUTS, once this breaches .70 this will print.
The SP hasn't been this low since 1996. I wasn't even born then, so it could be a good time to buy, or not, who knows?
I think it will bounce around here until the 3 merger is decided upon next year.
The way it’s going you will get your wish .
Come on, get into the 60s, I want to top up on the cheap!
He's not talking about the bond holders wanting a spread of 5%, he's saying equity holders want a 5% spread as opposed to putting them in bonds themselves. there is some sense to that which is why the ftse tanking as people are leaving the Equity markets. But there is more to a SP than pure div Yield. EG NAV will have some play on it as too low SP vs NAV and takeovers become more likely
this **** share doesn't have a bottom, she should be sacked for what she's done to this share
6s sharks circulating
Every day is the same. Sack those trying to run the zoo and start over
How can they survive an AGM
If eps remain the same and they cut the dividend to preserve cash or pay down debt, then this would be even more attractive if the share price dropped due to people leaving the stock.
'VOD cut the div in half'
The BoD have indicated 9c div for the foreseeable based on lower future commitments than historic run rate. They are able to support that with data/ published reports etc. Equity demands higher risk return than debt. Vod debt service cost is fixed for a few more years at 3%
"So interest rate lolops on to 7%, the market demands a 5% risk excess for holding VOD"
That would have to have been written into the Bonds when they were issued, and since Bonds are issued in different currencies, at a fixed rate, which country would the interest rates have to go to 7% in. Posts such as yours just play on peoples fears and are just plain wrong. I'll agree with you if you can show me any Vodafone Bonds where a condition like that is written in. If there are any conditions written into the bonds, they'll more likely be contingent on rating downgrades by the ratings agencies, not interest rates.
But it's also possible he is correct. VOD is not safe as houses.
So interest rate lolops on to 7%, the market demands a 5% risk excess for holding VOD so div yield needs to be 12%. VOD cut the div in half. SP is 33p.
It can happen. There is always risk. Not selling doesn't magically protect you from losing money. That's just a gamblers fallacy.
'big mental problems'
It's possible he is a schizo, with multiple monikers. Who can tell on this anonymous BB? But you havent lost anything if you dont sell. You get the div and 10%+ yield at these prices. VOD is safe as houses imo
I think Jax has big mental problems. Gets off from losing money or something. Like has a small dick but wants other people to tell him him it's microscopic, and he enjoys it.
Jax, dont think of the negatives. That route leads to alcoholism, drug abuse, gambling and loose women, I know. Listen to someone who has already succumbed to those hedonistic excesses. Sure, the alcohol, drugs and beautiful woman are a distraction, but MDV has massively reduced debt and likely another 1Bn this year too . MDV said debt is no longer a problem, so why you worrying about it. Me personally, dividend on 4th August and I am investing that in more coke, women and alcohol (I dont get this compound reinvest the dividend winky w*nky thing). Also, there is a major investor with their middle eastern slippers under the table and expanding their footprint on behalf of a government wanting to avoid any fall out from super oil profits. Chill man.
Jax, so i take it you are shorting vod? you can do whatever you like, but it would be nice if you could just be honest with us
GS the more you think about the negatives - massive debt, Germany, MDV, Three merger not happening, and then we not get the external pressures of a recession, interest rates, inflation then one cannot attribute a MV of £19bn to this turd.
Jaxi50 - Ow deos u knows dat Vodafone will keap on goin down?
I is of the same oppinion tbh but had too stop sayin so cos Danny boy keaps getin mad at me.
Natturaly I has not come hear to make enemy's although I stil finks it will go down, altho I canot say dat hear cos of Danny boy...
No no actually I would love 30p. If only. We can't even get to 60 unfortunately.
Avo my position is safe I guess you’re long and losing hard
Wow Jax, 30p now?
Why not 20p or 10p? What would your loss look like at these levels?
Problem is Vod has been in a bear market for over 5 years but that won’t matter it’ll join the rest of the debt laden uk lot and tank to 30p.
MDV will wish she never took the position unless she likes to be known as the CEO that finished Vod.
This is starting to feel very much like the start of a Bear market.
"you had this turd up today lol"
Another lie Jax.
Unlike you I dont make predictions as I dont pretend to know.
I find that much better that constantly being wrong like yourself.