We would love to hear your thoughts about our site and services, please take our survey 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.
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.
🤡🐸🤡🐸🤡🐸🤡🐸🤡🐸🤡🐸🤡🐸🤡
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.
Who is offering?
With the dividends of last 5/10 years, am sure all institutions holding will break even or gain at 150 p/s
I wonder if the bod would accept £1.50 a share.
"Both the CFO and CEO would have to agree on that, hang on the CFO is the CEO, problem solved. "
😃
"Any thoughts?"
Both the CFO and CEO would have to agree on that, hang on the CFO is the CEO, problem solved. 😉
Appreciate I've probably jinxed us but a US open that has us up :-0
Could auction the low coupon debt at a discount. must be bondholders who want out
I thought 3 would exit the market if the deal didnt go ahead as they cant make a return. MDV says UK roce is not good enough. Talks clearly progressing beyond the original stance of exiting the market or has Finnegan spoken out of turn?.
https://www.marketscreener.com/quote/stock/CK-HUTCHISON-HOLDINGS-LIM-1412574/news/Hong-Kong-s-CK-Group-never-withdraws-from-any-markets-chairman-43886491/
Considering the ROCE is below the coupon values then it would make more sense to pay them off.
Given vod's substantial cash pile, I would not be surprised if they spent 20-30% of it to settle a few of the long list of outstanding bonds with the highest coupon rates. That would be a prudent measure.
Looking at the list of various bonds, by buying back the top three most expensive ones to the tune of 4billion, cash flow would improve by at least 240m/year. Still leaving 7billion in cash at hand. These bonds carry a coupon of 7.86%, 7% and 6.25% .
Any thoughts?
Ouch when the US opens
Welcome back. Been dreaming about me then?
I'm always here in the background Danny boy...
Oh, come on rob, surely I can throw the occasional insult at you? As for what type of poster I am, same as you I suspect, don't know. What I do know is, you need to have a sense of humour to survive this share chat forum nowdays. Beware the GutterSnipe has risen from his sleep. (no insult intended). Have a good week mate.
DZ Bank cuts Vod to SELL and fair value to .75 (80 ) 😂😂🤡🤡😂😂
82p has been tested 4 times on the 5 day chart, the SP should go through it soon
I hope you’re right Aspers
This is painful - just cannot hold any sort of gain.
The lead up to Ex divi may be a negative one
If you read the announcement, the number includes not using third party contractors after the fibre upgrade is complete and needing less network maintenance ..the actual BT employee number reductions will likely come largely from natural retirement jobs and leavers not being replaced on a year by year basis
It was obvious BT were going to see massive job cuts in the coming years. There's the PSTN switch off at the end of 2025, Convergence to cloud meaning all legacy services will move to IP and FTTP access networks needing less staff to maintain. There will be jobs lost to AI, maybe in monitoring and network operations and some front and back office staff, but the majority will go due to the end of legacy services.
Wisebear……….at these low prices sentiment will soon change. At these present prices the dividend equates to about 9%.