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Yeah hopefully announcement tomorrow morning
Fleccy, what is your own opinion on this and where it's going from here
do you think this decline will stop anytime soon
Well tomorrow is another day
And the terminal decline will more than likely continue
Mr long - Wait for what exactly?
I’m holding loads. It’s my biggest holding now and I can and will wait!
Danny boy finks I'm a moron, but that ain't so because i ain't holding any Vodafone.
You know wot i mean? 🤣😹
"Why will they need a capital raise?"
Just one of his scare tactics to promote a response, there's no reason why they would.
"CW went down like that to 20p before VOD picked it up for £1"
It was 38p per share offer.
'An outsider was clearly needed.'
An outsider would have taken longer. But by longer I mean she has do a big deal soon otherwise it's back to revolving door execs. CW went down like that to 20p before VOD picked it up for £1. But it didnt have any ebitda like wot VOD does
Why will they need a capital raise? VOD have over €11b in cash don't they, since the disposal. Plus over 1.5b free cash flow this year with lower spectrum due they year, so more of the operation free cash flow will drop down.
Let's just have a nice shiny new C.E.O. & a 3 merger shall we? That would be nice?
Ignore the noise and don’t get emotional. Took me a long time to learn that if you know what I mean.
"Ironic, seeing as you named yourself after an overpriced German car."
He hates VOD and will say anything to add to the negative sentiment of holders on here, just ignore anything he spouts.
She was the CFO. An outsider was clearly needed. Not sure what kind of deal she has cut with the major shareholders to get the CEO job....
My play here was a brand new shiny ceo and three merger
Failed with the first play
Of course she has no control over the short term share price. Vod's demise has nothing to do with the current C.E.O. We might have been better off keeping Nick? but that is history. What we should learn, is that just sacking C.E.O.'s, doesn't work.
"RE: No holdings RNS still...Today 19:11
....... Good to see Liberty losing money on this shxt after stitching up Vod with an overpriced German business."
Ironic, seeing as you named yourself after an overpriced German car.
Bond holders will want a capital raise and suspension of dividend, this is why the sell off gathering lace, last ex dividend won’t be paid, expect this sub .50 as soon as capital raise announced. Good to see Liberty losing money on this shxt after stitching up Vod with an overpriced German business.
'If anything, it may be a play by some market makers to force the hand of Liberty Global as he got a 5% stake on leverage'
Think options will rollover until merger is confirmed. Then liberty said it will sell its non core assets to buy
It’s amazing that people on this thread seem to think they’re qualified to determine if a ceo is any good within a few weeks of them being in the role. Shall we give her a chance at least. She may very well be what this firm needs. She wasn’t at the helm in her previous role and it’s a different ball game now.
“She has no control over the share price, ……..”
I completely disagree with this comment.
Something terribly bad is cooking and it’s going to be quite destructive to VODs future imo. View/comments and an actual position do not need to align. So glad I’m long lol
"The daily drip drip down on low volume is the classic sign of a short selling attack, probably by multiple overseas hedge funds and so not declared by the FCA short tracker."
--
No hedge fund worth their salt would short vod at these levels.
If anything, it may be a play by some market makers to force the hand of Liberty Global as he got a 5% stake on leverage. If you look up their accounts you will see their cash position isn't that terribly strong. So a few margin calls may trigger a forced sell. I would not be surprised if we see an RNS shortly saying exactly that - Liberty has sold out.
You know something ain't right when Vodacom is trading at 50% of Vod and Vantage towers at almost 100% of Vod.
Liberty Global and Emirates the 2 most important in that list.
The last post was according to Simply Wall St.
According to Market screener the top 10 add up to 41.7% and is slightly different to Simply's top 10:
Emirates Investment Authority (Investment Company) 14.60%
BlackRock Fund Advisors 8.18%
Liberty Global plc 4.95%
Norges Bank Investment Management 3.15%
The Vanguard Group, Inc. 2.87%
BlackRock Investment Management (UK) Ltd. 2.04%
Clearstream Banking SA 1.86%
Legal & General Investment Management Ltd. 1.52%
BlackRock Advisors (UK) Ltd. 1.40%
State Street Global Advisors Ltd. 1.13%
Total 41.70%
"Ditto Etisalat. Have they done a runner?"
I haven't seen an RNS suggesting so, have you?
"What on earth is Margherita up to? I hear she does not care about the SP"
She has no control over the share price, so it'd be pointless worrying about it.
Currently, the top 25 shareholders own 54% of the company
Ownership Name
14.61% Emirates Telecommunications Group Company PJSC
7.96% BlackRock, Inc.
4.13% The Vanguard Group, Inc.
2.86% UBS Asset Management AG
2.31% Norges Bank Investment Management
2.08% Legal & General Investment Management Limited
2.04% State Street Global Advisors, Inc.
2.01% Barclays Bank PLC, Securities Investments
1.36% abrdn plc
1.15% Thornburg Investment Management, Inc.
1.13% Vodafone Group plc, Share Incentive Plan
1.07% Aviva Investors Global Services Limited
1.06% HSBC Global Asset Management (UK) Limited
1.04% T. Rowe Price Group, Inc.
0.98% Amundi Asset Management
0.97% Columbia Management Investment Advisers, LLC
0.95% Schroder Investment Management Limited
0.81% Northern Trust Global Investments
0.79% Dimensional Fund Advisors LP
0.72% DZ Bank AG, Asset Management Arm
0.70% Merrill Lynch & Co. Inc., Banking Investments
0.68% Renaissance Technologies LLC
0.67% Hotchkis and Wiley Capital Management, LLC
0.66% Natixis, Investment Banking and Corporate Banking Investments
0.66% Credit Suisse, Investment Banking and Securities Investments
53.40% (Total)