The next focusIR Investor Webinar takes places on 14th May with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
“I specialise in Vodafone”
There are a few “special” people on here alright, that’s for sure.
The numpty shorties here will soon go long, ignore their re-ramping and see you all at £1 soon.
Vod closing Sp 30th June
Robleo 71p
Tars 81.5p
Forensic 81p
Added to list
Entries by 12pm Mon
Atb
Gutter, i will just copy what tars just said, things can only get better, unless? well i think i will leave that bit out, it's just a case of keep collecting dividends until the share prices do get better, as for vod, i would like to think it will be back to a pound by xmas, but let's just wait and see
don't want to sound doom and gloomy here it's only money, and nothing a nice holiday in the sun can't sort out
gla
Robleo - I would not be able to advise on your other shares, I only specialise in Vodafone, I have no idea why, maybe because it's gets a bit lively on this Vodafone chat thing.
81.5p for me please. As Joseph Heller once remarked: Things can only get better unless of course they get worse.
Left out dlg the biggest dropper of all, glad i got funds which seem to holding quite steady
Gutter, put your money in a good savings account, you can't lose any money that way, most of my shares have been dropping lately, that includes vod/lgen/aviv/psn/mng/lloy the big question i wish i had an answer too is when they will stop dropping and start rising
difficult times at the moment guys, need something good to happen now
81p for me please.
Yes, i sold last August for 1.21 and haven't had any since
So have you sold your stake yet gutter?
She arrived late on stage at Glastonbury and got cut off like a PAYG Vodafone customer.
I once had a Vodafone PAYG deal and it emptied my phone credit quicker than any other.
I would never sign up for a Vodafone deal now.
Once bitten, twice shy.
Surely we’re not at the motley fool level on this board are we!
Have you sold up yet Jax?
“Jax is a loon, IMO.”
“Old news that.”
😀
Old news that. Here you go
https://www.fool.co.uk/2023/06/25/is-it-time-to-buy-vodafone-shares-at-72p/
“Noveck many thanks for your insight”
Not at all insightful. Another numpty trash talking Vodafone when the Uk markets are down. No insight here. Jax is a loon, IMO.
What insight is next? That people with mortgages will be paying more this year? 🙄
Ignore the trash talking numpty Vodafone shorties here, who are now buying Vod and going long, after their shorting and trash talking nonsense on here.
See you at £1, shorties 😀
I know Motley Fool is not the most inspiring, but the article is interesting
https://www.fool.co.uk/2023/06/19/3-reasons-to-buy-vodafone-shares/?mc_cid=358c276f43&mc_eid=0ce2195e80
"Pound coins for sale — 51 pence"
71 for me please roofer, but hope it's a lot more
Vod closing Sp 30th June
Newsid 74.1p
Izstar 75.3p
Beo1 74.25p
DarkBlue 73.91p
Added to list...atb
74.1 for me please Roofer. Thanks
75.3 please
74.25 please
Roofer 73.91 for me please.
👍🏼
Mesh
Fair points.
The revenue number you are referring in FY23 is definitely after the elimination of discontinued business activity.
The analyst projections maybe a full year impact of discontinued business activity or it maybe the handset lifecycle or something else. I imagine the mix of propositions are moving toward data only and consumers using handsets for longer. There is ultimately a handset replacement cycle when things wear out or become obsolete (5G etc).
Not sure how they feather in price increases but its likely they look at prior periods and are behind the curve.
On net debt, you referring to the range. The consensus is the mean net debt reduces
Net Debt €41.6Bn FY22
Net Debt €33.4Bn FY23
Net Debt €32.9Bn FY24 outlook
Re DAB platform, I agree its an enabler and VOD particularly expects to capitalise in the Business segment. I think Mpesa is an Africa product and is scaled differently to Europe. Africa certainly can generate stellar growth rates if thats what the analsysts have in their models.
Telcos are looked at through a legacy lens and regulated in that way. A positive is only licensed regulated operators can provide services and as long as they are not creating consumer harm and are competing efficiently etc, thats a barrier to entry and therefore the cashflow projections are probably more reliable than other industries looking ahead at the macro.
I dont know anything about algo analysts but I can imagine AI beating many at a game of chess.
In the meantime, we have to wait and see H1. JPM may have presented Spain options in that timeframe too. 9c div for FY24 is my guess
Vod closing Sp 30th June
Exil 73.5p
Roofer 73.41p
List so far
Noveck many thanks for your insight
Atb