Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Roofer, low cost means low profit and an amazon warning signal imo and maybe why they are distancing themselves. They might try only using wifi, but why bother, a microphone can do that. Mobile operators have a walled garden which already has a regulatory 'burden'...hotting up or just an article to support changing a position?
Nice of Amazon to finish off what has been a disappointing week for Vod
One can only assume next week will be no different
What it shows is how much the share price is being played here.
Not only does VOD no longer operate in the US (after the sale of its stake in Verizon) but Amazon have denied they have any plans to enter wireless at the moment.
Finally I am very surprised there has been no new holdings RNS from Etisalat...what happened to their plans for a 25% stake here? Same applies to Liberty
8/6/23 is the ex div date. The SP will drop another 7p by then. Early trading on the 8th we should hit 65p during the morning as some point. Hoping for bounce after that and some support. if not we are heading to low 50s and a good entry point for a long term hold.
Accolade this week goes to "Newsid " well done
Vod closing Sp 2nd June 75.63p
Speech Speech Newsid
Full list will follow
Enjoy your weekend...atb
Yep, easy to think Kodak but the reality is nothing digital works without fixed and wireless networks. A few timed disposals from the 'rest of Europe' bucket will chip away at debt, maintain the div and ensure the capital reinvestment cycle. The real win will be when country gdps pick up and the 'telco utility cash flows' rise with tide of increased traffic
It is crazy...but that is a plain and straight forward message to the BOD..... to get a grip ....
as the Telegraph suggests ...VOD looks to be a jack of all trades and master of none as they spread themselves too wide across countries and take their eye of their key market ...a market where they have invested huge amounts of money acquiring assets ..why buy up customers there in 2019 only to lose some of them recklessly ?
MDV is right to own up to the own goals ..but now the market wants ACTION ....show the market results ..lowering FCF is just another OMG moment
They have the assets ... make them work for you !!!
Over sold as per chart. RSI14 = 23.79
https://stockcharts.com/h-sc/ui?s=VOD.L
Exactly
What a load of ****
Green finish?
.
As in life, timing is everything. The patient will be paid.
Lol The market cap is now almost equal to the value for Vod's german business. What a crazy world we live in.
Putting things into perspective - EQT paid ca 5x net asset value for the company. Dechra has been burning cash in the past 3 years with an annual revenue of ca 700m vs buyout price of 4.5bn.
This looks well oversold. QIA will be buying again at these low levels for sure
”What a dog share this really is"
It's only a dog of you timed your entry wrong
Gary
I cant say I think VOD customers in Germany have much interest in Brexit when choosing their operator ...but VOD are indeed being punished for taking their eye off the ball in terms of looking after their key market...mis-managed the change in rules there ..especially after buying Liberty’s assets in Germany in 2019.... I mean ..WTF have they been playing at there... watching Spain and Italy and thinking Germany was a taken-for-granted cash cow it seems
They're about to discuss Amazon on CNBC.
"Oh look the SP is down again today when almost everything else is up"
Gary are you stupid,? You should read what's been happening today before you use your throw away remarks. The reason for todays drop is no reason at all, it was caused by speculation about Amazon offering mobile services in the US, through MVNO's, with the market proving it's as thick as mince too.
I don't see how Amazon offering a mobile service hurts the US Telecom companies, as the Telecom companies benefit through Wholesale business and the UK are doubly unaffected anyway, since the headlines don't even apply to the UK. It's just another excuse to knock Telecom stocks so big players can mop up stock on the cheap, from weak retail.
'but competition is intense and fighting to keep low-cost customers isnt going to be their focus'
Not fight over low/ no profit customers, but aggregating all in a wholesale MVNO model could be attractive for VOD. I imagine Amazon would want to offer the range of devices and appeal to high and low end customers in which case pricing would need to be commensurate. The rest of the market that has invested in network and spectrum has to handle the end to end obligation and wont handle their calls for free..
Correct Poker & the "churn" of customers leaving VOD in Germany is now reaching major proportions, the CEO must be eternally worried. Our German friends are as nationalistic as some are here & the very fact that VOD is deemed a British company & the Brexit factor doesn't the retention of customers there one bit ... fact!
The major loss of revenue in Germany is one of the reasons that so many staff are being axed so g od help the next set of results.
Oh look the SP is down again today when almost everything else is up.
What a dog share this really is
Android101
well judging by the performance of Italy and Spain where there seems to be the biggest number of low-cost product customers with VOD ..it doesn't look like they are making too much profit from each of them anyway..... and the CEO has said she wants to focus on developing the business sector opportunities and investing more in their best areas for growth...
...the future of VOD in Italy and Sapin is up for question anyway I guess ...but competition is intense and fighting to kepp low-cost customers isnt going to be their focus
'cant see Amazon doing anything in Europe'
Would be mad to build a network, invest in spectrum and then sell access to Amazon at lower than cost+ something. In the case of VOD, cost + something that improves ROCE
The UK is awash with MVNO's, my SIM only contract is under £7 with Plusnet, and many other SIM only deals are available. If Amazon wanted to offer free mobile to UK consumers, they's still have to pay the mobile providers. When 5G rollout's completed, more options will open up for MVNO's through network slicing, but again it wont be free.
" Vod is ripe for a takeover! "
judging by most of the forums ..every UK company facing a share price drop....is ripe for a takeover ...!!!
seems many a private investor lives on the hope that the likes of the US would buy up most of UK PLC !!
would that just be a great final finale to the Brexit idea of going out into the world and being Great again !!!