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I just noticed that the Results Presentation and Live Q&A Transcript is now available
https://investors.vodafone.com/sites/vodafone-ir/files/2023-05/Vodafone%20Group%20FY23%20Results%20Presentation%20and%20Live%20QA%20transcript.pdf
Is 3.70% --> implied vod sp to reflect such a yield ~ 2.11 ; [a yield of 5%]-->sp ~ 1.56
Mulder
of course they are irrational....you have Investment banks across Europe, US, Asia etc competing against each other on a daily basis , all trying to out flank each other , on top of all the other players predicting the future on the massive amount of data that is now thrown out to try and confuse .......and then you have a media that creates both bull and bear stories to bring in the maximum number of readers
what do you expect ? ...it is a trading venue... you are a tiny, tiny, amoeba in a huge,huge ocean
It has regulation but if you want to deal with any breaks in rules then you have to prove them and you need a large amount of money and resources to do it..the FCA doesnt have enough to do all the necessary investigations and see each one through to whether anything is then likely to achieve a prosecution/fine whatever ...
The Government needs the taxes ..so they are happy to have as many transactions as possible ....so they want bull and bear, short and long to do that
not a case of justifying anything...more a case of seeing what monster has been created and the realities of monitoring it on a daily basis
Do not try to justify everything poker. You have always had a bad habit of doing this.
We all know markets especially the UK are highly irrational, UNregulated and rogue as ****.
'registered in the Cayman Islands'
I see recently even high court judges are using these schemes and ruling on them. Capital markets are destructive..
But Tesco themselves announced a £6.3b loss for 2014- 2015.....
So Bt is currently worth 2/3rds of Vod
Unbelievable
Go look it up.
Caused quite an uproar when the news was finally broken by the FT.
Arch-Brexiteer Nigel Farage has admitted that leaving the EU has “failed” as he sought to blame the government for what he described as its inability to take advantage of being outside the trading bloc.
The former Brexit and UKIP Party leader, who refused to rule out a political comeback, said the UK had not “benefitted from Brexit economically”, claiming that government policy had deterred businesses from investing in the UK.
That’s now across the media…well he did promise to leave the U.K. if it failed…so..bye bye Nigel. How are you feeling about it all now you brexit morons? What a bunch of fkn 🤡🤡🤡
Etisalat are in it for the mid-long term ... and judge their investment over that period...not over a few months or one particular year
Mulder...hedge funds bet both ways across sectors and companies...hence being called "hedge" funds ...
I suppose here they have hedged that recession may come in Euroland .which would affect VOD ...that bet hedges against any long positions I would imagine.... a few have bet against VOD for some time
'probably registered in the Cayman Islands - that has been relentlessly shorting this for a while now.'
Could it be E& building their position. UK offshore is popular with middle east, secrecy, governments dont pay tax etc . Since Camerons time I have been suspicious this kind of deal making. Unregulated rather than illegal. Agree FCA should look at it but not like SEC did into Madoff
Would Etisalat and others have invested billions here without doing due diligence?
There isn't a director buy listed for Vodafone on LSE since April 2022, this my friends speaks volumes.
Some would say that directors know a thing or two about their company (some though may disagree on here).
Meanwhile the lambs keep buying, the SP keeps dropping & the value of purchases diminishes.
VODAFONE has the best balance sheet of any telco.
I have posted this before but VOD's debt to equity is around 1.4 & improving while VZ/AT&T/TEF are around 3. As I said before there is a hedge fund not showing on short tracker - probably registered in the Cayman Islands - that has been relentlessly shorting this for a while now.
As we all know in the UK stock market a hedge fund opening a short position = an automatic drop and suppression of any rise regardless of news.
FCA do **** all. Go figure what they are even here for.
FED Chairman Powell is speaking today....markets overall will listen to any comment he makes ....general opinion is he will stick to tough stance on beating inflation ... he is probably going to hint that the FED is not for turning, until the job is nearer done !!
ECB may have to do the same, having come to the rate rises quite late
VOD could just be a bet, for now, on how Euroland and UK does in the next few months ... with VOD internally just working away at doing their own cost cutting and efficiency moves
Or because it’s the Vod way
The worm will turn
I suspect the recent selling may be as a result of the liberty global's derivate vod holding and potential margin call.
Just added another 7.7% to my holding.
Who would have thought it.
Tick up on opening
Good to see LSE's newly added emoji function being used for informed posts.
As for VOD there must be one or more significant buyers in the background given we hit a 21 year low the other day and only sitting just above atm. Breakup value is worth considerably more than current SP, so open season for any PE outfit/s to cherry-pick our assets and strip-out unwanted.
Have a look at their financial performance: https://s201.q4cdn.com/262069030/files/doc_earnings/2024/q1/press-release/Earnings-Release-2024-Q1.pdf
Check out their EBIDTA, cashflow and PE ratio😅 Compare that to Vod. I know I know, I am comparing different sectors, but the argument here is valuation multiples. If you don't believe me, look up Verizon, AT&T etc. Verizon is loading up on debt consistently to pay dividends. In Deutsche Telekom's case, their debt to EBIDTA is 3!
We absolutely live in a multi-polar world. Just sit tight as the tide is bound to go out. The likes of Vod are seriously undervalued relative to the rest of market.
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Hi Dan, yes you definitely need a sense of humour here mate, not a place for the easily offended, was hoping 2023 would have been a good turning point for the shares, but looks like we may have to wait a bit longer, as another poster once said events can change everything, let's hope we get some good events then hey, a lot more patience needed here i think
best of luck all
Hopefully some of the luck I have had in my MAST investment today will rub off here tomorrow.