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Could be options etc from iberty Media liquidating. They havent bought shares outright.
Well that quickly turned to red after the US open.
I guess market is saying cut or suspend dividend and reduce debt much more. Maybe down to 25b.
The big city buyers are more concerned with cash flows to put into the discounted cash flow models, and in this respect Vodafone are guiding to lower cash flows in 2024. That is probably what worried them and outweighed any decline in net debt.
If cash flow becomes an issue then the cash in the bank can decline rapidly which will lead to an increase in net debt. They still carry total debt commitments to €66bn.
Value will be realised in the end. But when is the end?
The large city buyers missed the reduction in debt to 33 billion this is a 25 percent drop and deserves a large increase in the share price
Good boy longterminvestor keep up the great job of proof reading the whole of the internet. Giving up your life for this important job was definitely worth it.
P46
''Most of the posters on here need to go to an adult learning centre, thick''
''That lack of intelligence''
'' I guarantee''
'' net cash is vaporising''
Your 11:38 post regarding Vod lacks any intellectual foundations.
Providing they are able to maintain their dividend payments this share is probably worth holding as an income stock. I have been a long time holder, probably should have sold some time ago, but the income after a number of years reinvesting the dividend is now most welcome. The new CEO has already taken decisive action on staff numbers. This may be the turning point for the Company.
Fleccy. I think Porsche may be shorting Vod to make money, to pay for an adult training course in how to make freinds & influence people.
This time next year we'll all be millionaires
Such passion Porsche1946, why are you so desperate for people to sell their Vodafone holdings?
'big growth potential'
Yes, some growth numbers in the FY.
Africa and Turkey are 23% of the group
South Africa service revenue +2.6%, EBITDAal +1.7%
Egypt service revenue +21.1% EBITDAal +10.2%
Turkey service revenue +47.6% EBITDAal +49.8%
Internationals service revenue +5.3% EBITDAal +1.5%
UK is 9% of the group..service revenue +5.6%, EBITDAal ex energy +4.1%
Other Europe is 11% of the group..service revenue+2.8%, EBITDAal +4.7%
Plenty of growth to work with and Germany 36% of group, scale action plan in flight to restore service revenue and flows through to EBITDAal.
Simple!
Iggypop. Both. But I hope I can.
Most of the posters on here need to go to an adult learning centre, thick, they don’t seem to know the difference between their there and they’re. That lack of intelligence is probably why they keep buying this dogshxt in the belief that the generous dividend is safe and the share price will recover. Haha, every support level with this has been breached over three years, the only trend for this is down, .64p by Dec. I guarantee you the dividend will be suspended or drastically cut as bondholders demand it as the debt is so high and net cash is vaporising. Watch this space you dipstick losers. Short it on IG.
"What is the rationale of holding vodacom? Its best to sell it off at a premium and reduce the debt or merge with etisalat in africa."
Didn't you suggest the same in February? I don't understand why you'd want Vodafone to sell off a business with big growth potential. India appears to be a write off, so Vodafone need Africa to bulk up their growth portfolio; If someone came along with a ridiculously high offer, I might take a different view, but it would have to be massively higher than the Book Price. As far as a Vodacom merger with Etisalat Africa, much would depend on the terms of the merger. Obviously things are happening in the background between Etisalat and Vodafone, time will tell how this may develop.
Https://www.ft.com/content/c044ab24-da61-4c9d-ac77-1b8d3af97441
23 March Deutsche Bank 185 if only.
Check out the last question of the analyst in the Q&A? a very weak answer by the ceo.
Aspers, I've been sitting back waiting for 10 years....
What is the rationale of holding vodacom? Its best to sell it off at a premium and reduce the debt or merge with etisalat in africa.
When will people see that it is the lack of any plan for growth that is the point here. Vodafone still have massive debts to service, the main market Germany is suffering & parts of the group are being sold off hence exacerbating the lack of future growth prospects. The BOD have a tough job here and a major worry is that they had to recruit from within again, no one else of any calibre seemingly wanted the job and who can blame them.
" A beakup and sell off the assets is what market expects "
depends what you get offered for them....and at present the market is weak in terms of looking for any decent valuations .. a buyers market, not a sellers market ...
Lets see if she sells of italy, spain and gets merger with three. From the Q&A her answers were weak.
A beakup and sell off the assets is what market expects.
'There are 131 countries'
VOD network signaling is to over 190 countries, fixed terrestrial, submarine and wireless