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They obviously made my purse strings grow, but I also suspect as the shorties now go long, they too will end their nonsense de-ramping posts and we’ll begin to see more ramping posts here instead.
GLA
Telcos, and in particular Vodafone, battered over the last year - but it will come roaring back. Everyone and everything needs a connection and Vodafone is in a prime position. The way I see it:
UK - Merger with 3, with option for buyout, No 1
Germany - this will stabilise but it's the Altice JV that I feel will provide it a back to growth story;
Italy - likely merger with Iliad, with the owner also building stake in Vodafone
MENA - big growth and I will be surprised if Etisalat and Vodacom don't come together to dominate.
Spain - offload / JV.
Then, I imagine, with a dominant Europe and MENA position with over 500m subscribers, the likes of Amazon, Google, etc will swoop in to takeover on the cheap.
Focus on fundamentals......
Seems obvious here that Jax is a day trader. He made me money, as I added and got in even cheaper yesterday. Jax’s de-ramping when he wants to buy back in. I’m just glad that he bought back in yesterday and now I am hoping an end of his nonsense here.
Let’s see!
I hope he’s got a decent stake here as he’s put about 10k worth of effort into this board alone.
Jax, that is just your opinion. You have zero backup to this claim. Maybe thats what you did. Doesnt mean others did the same.
Still waiting to hear why you are still a shareholder here.
So you think they took a break from the mortgage to preserve cash, with the associated risk of a mortgage holiday showing on there credit profile and then they went out and bought a hot tub at an inflated price. Mmmh.
“The deferred mortgage holders weren’t the spenders in Covid”
Wrong. There were tons of mortgage holders taking a break from their financial commitment for a few months and using that cash to do out their garden and installing a fancy new hot tub. These items were stupidly expensive at the time.
The deferred mortgage holders weren’t the spenders in Covid.
The meeting will be about interest only and term extensions both of which will amount to a more expensive product in the long run. You can count on the bbc to find someone who’s ‘in a crisis’.
Don’t worry guys as I’m sure VOD will come good, I live in a remote part of West Wales & the only company which gives you quality signal is Vodafone, I also work for the local government & Vodafone is our only provider. I know this is only small scale in grand scheme of things but with technology moving fast needing app’s & signal for just parking the car I believe the future is bright for us VOD, let’s hope I’m right so add when you can GLA
Jax any response as to why you are still holding here.
I cannot believe he is demanding lenders to offer mortgage payment holidays - surely this goes against their mantra that charging working class more in mortgage repayments reduces inflation.
When every Tom dick and Harry took mortgage holidays during covid when they didn’t need to just to buy luxury items is not what we need again.
He and Bailey are clueless
So my dream last night involved Mr Putin withdrawing his troops & hostilities ending. Then almost immediately Mr Sunak & Mr Bailey announced inflation had been halved to 4%.
Unlikely I hear you all cry but not totally out of the question & just think what either or both would do to share prices.
Come on fellow posters let’s stop the animosity on here, power of positive thought & all that.
Oh & if Putin took a bullet or three would that be all bad?
Jax, then why are you a holder. You expect div cut and sp collapse....but you are a holder. Something wrong with you?
11% div until the SP rises. Look what they did to SLA, IMB, BATS and so on. Just let the market churn it out. VOD is a licensed operator and operates in a walled garden
Yeah I get that too jax..thats why I've started this thread...going to be interesting re dividend...the jury's out I feel thx gl
For balance I too am a holder but I expect a significant dividend cut.
Thanks avocet..gl
Personally I think VOD is a cash flow monster, that's clear from the figures. Debt is reduced also. I think div will at least be maintained for the foreseeable.
I don't post on this bb often but it seems little confidence in the share atm and tbf I'm not totally sure either...at aroundx10% yield I'm going to keep my shares for the time being...whats the general consensus re the dividend being maintained going forward...tia..gla.
Hey guys, just calm down. Its the macro thats driving things. If there is any untoward influence and its illegal, the police or some other body can pick up the tcp ip addresses and work it out.
Show me this disinformation
I’ll talk Vod up when they deserve it
Jax you are a paid employee whose job it is to fill the BB with negative disinformation.
Everyone except you knows vod is going to pop. Go figure
Nobody cares what the obvious and mostly open de-ramper shorties here say. A blind man can see this downtrend will soon reverse.
Shorties get burned 😀
Why do you care?
Research brought me here in the hope Vod would not appoint MDV and the 3 merger was something a little bit noteworthy- neither materialised so the sp deservedly tanked
I can talk this down if I wish - it warrants a talk down - and hold shares - it makes no difference - as I’m long still hoping for something
* and tomorrows Friday. No reputable ii trades on a Friday. Only rogue traders knockingon elderly investor doors to try an con them out of their savings,. Jax and Avo, you are a disgrace and nearly prosecutable