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I'm curious, after 3 years of me droning on here about debt and divs, do long term believers still think paying out divs and doing buybacks is a good strategy for the cash is does generate?
This seems to still be the strategy. How long does it fail for before it changes? 10 year total return including dividends is -11%.
I think you can just flip a coin on which direction this is going at the moment, with inflation still out of control looks like another year of disappointment for the stock market in general
I posted here before the market opened after the latest RNS. Most on here thought it was positive and the price would rise - which it did for an hour or so. I suggested it would drop into he 70's.. Until they really start to get a handle on looking after their customers properly and invest in treating them with respect rather than purely focussing on just trying to upsell this will continue to drift. There are massive structural problems and far too much debt in an expensive to service it environment. This will turn, I will start to invest but not until the next inevitable market sell off (imminent) which I suspect will push this towards 70p. Time will tell..!
Thanks also, please note it was just a guestimate. I currently could not see a reason for the sp to rise just yet. The way everything is causing sp to go down at the moment I don't think we have seen the floor yet so when guesses are required for next week I will be looking for about 75p to 70p
It’s generated revenue of €45b macap €22b+ debts €30b EV €52b; EPS €.11 with 8% dividend; as WB said its transfer of wealth from impatient to patient investors !
Those buying now will be the gainers
Dyor
Wisebear that does not seem like a very fair or regulated market to me? Stock market is all rogue as **** isn't it.
Is Vodafone going bust?
Yes and no
The business imho will be merged with another provider as times goes by this event will eventually happened just like stars get born and dies slowly time is constant vodafone is not end rip
Big players pay other entities to buy stock at a agreed overall price. Then they buy the bulk from that entity when amount of shares achieved. This way they don’t need to notify every % increase to the market otherwise market will increase the sp.
I believe this is what’s happened. Just don’t know at what price they agreed. Hope it’s not much lower than it is
Scary how much the market has rejected the update. But… I bought more again today at 78.7p. Seems cheap to me. The market’s going to do what the market’s going to do.
Obviously a bad move if the company is in real trouble, but I don’t think so. And I’ll take my chances this close to ex div.
I would like to see much more dynamic leadership than this though.
GLA DYOR
E& are of course buying.
Who remembers BT sticking around 100/110 while Drahi was loading up another 7%. BT was held back to facilitate his buying price. BT was unleashed once he completed the buys
Is Vodafone going to bust? The market has sold this off like they believe it is which is frankly nonsense.
Vodafone only floated in 1994 at around 60p. Are the so called experts saying the company 30 years later is worth the same as it was back then?
Did Etisalat not say they would be increasing their stake to 25%? What are they waiting for...
Just had a conference and the word is go long GSK and short Vodafone.
Although i got no idea how to go short obviously.
"Porsche1964 must be a very wealthy and successful trader as he knows everything and always seems to be the right side of a trade."
He makes stuff up and spouts nonsense most of the time. He comes across as a bit mental when he blabs on about Brexit, which is just old news, he must be really sad.
I will definitely pay him 25% of my profits if he can guide us sheeps
Porsche1964 must be a very wealthy and successful trader as he knows everything and always seems to be the right side of a trade. I wonder why he spends so much time here! Why don’t we just pay him 10% of profits for his info?
Thank you roofer, it's a great privilege for me to be awarded joint winner of this weeks prediction challenge
And thank you for all your hard work
but wow does anyone know where this is heading ? it's not about how much you can afford to invest here, but more about how much you can afford to lose, oh dear
let's hope it can start climbing those ladders again from here on
GLA
Accolade this week goes to Grand Master Robleo and KelBoy ...Joint Winners Well done
Vod closing Sp 26th May 79.47p
Speech Speech Robleo n KelBoy
Full list will follow
Enjoy your Bank Holiday weekend
Atb
"So predictable"
If it was... We'd all be millionaires 😜
Confirms MDV interest in expanding business/ enterprise sector. Could capitalise on vodafone investors sick of the SP
https://totaltele.com/vodafone-launches-dedicated-healthcare-unit/
Decided to add some more at 78.6p -
gla dyor etvc
Well I've missed it for now. 81 to 81.5 looks like the next decision point. For me there would be very good reason to believe that the 78 area is/was the bottom. I'll leave it now until Tuesday I think.
Suck in a few more then watch the inevitable decline once the US opens
So predictable
Depends on the starting point. Germanies economy motored ahead while I'm was stagnating, made a slight pullback more likely. Their inflation is a lot lower than ours.
Check out DAX vs FTSE performance and you will see how far behind we are, largely because of the Brexit disaster.
Hey Porsche, what you say about the recession in Brexit Germany?
I think it’s bottomed ; it should go back up at £1+ range, still cash generating profitable business with large international network
Dyor