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Can someone tell me next ex div date
Thanks
Thats what the analysts thought of that call . !!!!!
Seems to be gathering steam downwards now - surely not below 80p today
Free fall
.
Oh dear…😂🤣😂🤣. ..as I said, screaming short. 11000 job losses will make no difference, they need to dump half the useless workforce and use AI. See you at .50p. Dividend will be cut or suspended at bondholders request in next few months, terminal, like U.K. plc in general. The ftse full of this crxp.
My number one rule is "Don't make things worse". I've seen the hatchet men come in at the last company I worked for. They decided that they didn't need anyone in my role anymore and that they would split my workload amongst others to save money. That means that people who are already stretched to do their workload have to take on additional work. What is more, they are not trained to do the work, so somehow have to find time to learn the extra skills needed to do the task on top of doing the extra work. You can probably predict what happened: people just left. The company seem to have compensated by increasing debt. Share price soaring right now. Will be considering taking out a short. It's not rocket science. Are we all heading for the mother of all adjustments?
Dividend in August a good opportunity to lower sp cost average.
" Bought out Mannesmann for £105 billion "
well they did sell Orange to France Telecom for $46 billion at the same time , an excellent deal, which you conveniently missed out of your message
'why so negative'
I suppose as interest rates rise and VOD average coupon c2.5%. Who wants that?
EPS expected guidance for 2023 for 10.3c and reported was 11.45c. P/E of 9. Div yield of 9%. Book value around 200p/share. why so negative
One wildly optimistic punter here has high hopes that Ms. DV "will restore Vod to its former glory." What glory?
Vod engineered the greatest value-destruction in the 21st century so far. Bought out Mannesmann for £105 billion and twenty years later the entire group is capitalised at just £23b.
The entire annual report can be summarised in just two words, "Woof! Woof!"
We live in a world where ..if you dont get the attention immediately then the moaning and whining goes through the roof... everywhere has "customer complaints" .... everyone expects a perfect world and it to be fixed the minute something breaks
you want me to tell you the story of having a frozen chicken delivered instead of the eggs I ordered ...no.... who ..cares ..life isn't perfect
'Customer services at Vod sucks.'
MDV already launched a fix to the people problem by introducing TOBI woof woof. Any issues you still have are your own problem.
Don’t be too hard on the ppl you are talking to on the phone. The cs systems in vod were a nightmare. CS have to wait for the software to load, the pcs were slow, no cohesion to the systems they use.
If your like me, where it took 3 days to get a phone switched back on after it was wrongly switched off Im glad to see these staff cuts.
I just hope its all these foreign call centres that take the hit. In my case they were: 1. worse than useless, 2, could not get through to them and 3. I could not understand most of them.
In the end I cancelled 4 contracts and took my business elsewhere and got a much better deal.
Customer services at Vod sucks.
I think this could be a bargain LT Bargain at 60p a share
For me its what didn't we know and therefor effectively priced in.
Negatives, Germany decline has sped up since Q3 and we aren't at the bottom of that yet it seems. Guidance for next year is flat, so they aren't expecting any quick turnaround. Somebody mentioned the 15% increase and seeing how the call plays out, but if some areas are seeing 15% rate increases and yet the immediate outcome is flat then that means its only offseting other drops and/or offset by severence costs.
Postives, net debt down materially with other strategic options in play to reduce this further, Dividend maintained with no mention of it being culled. Free cash flow is strong, taking profit as the dividend cover in isolation implies the dividend is too high, but with free cash flow of £3b to £4b its not unsustainable. The fact we still hold a majority interest in the towers business but was able to recognise a large gain and net cash consideration, whilst still able to recognise a decent amount of future profits as the margin on this business was highly accretive to the EPS is positive too. (albeit with a minority interest deduction).
Still seems a hold but any returns to 120p + are some way off for me unfortunately
For me its what didn't we know and therefor effectively priced in.
Negatives, Germany decline has sped up since Q3 and we aren't at the bottom of that yet it seems. Guidance for next year is flat, so they aren't expecting any quick turnaround. Somebody mentioned the 15% increase and seeing how the call plays out, but if some areas are seeing 15% rate increases and yet the immediate outcome is flat then that means its only offseting other drops and/or offset by severence costs.
Postives, net debt down materially with other strategic options in play to reduce this further, Dividend maintained with no mention of it being culled. Free cash flow is strong, taking profit as the dividend cover in isolation implies the dividend is too high, but with free cash flow of £3b to £4b its not unsustainable. The fact we still hold a majority interest in the towers business but was able to recognise a large gain and net cash consideration, whilst still able to recognise a decent amount of future profits as the margin on this business was highly accretive to the EPS is positive too. (albeit with a minority interest deduction).
Still seems a hold but any returns to 120p + are some way off for me unfortunately
'If you are subsidising the dividend using asset sale money...then in real terms you already have reduced the performance dividend'
I think MDV is expert at balancing cashflows. I expect the cash guidance to be beaten in her 1st year. She will be out if she doesnt
Around ten years ago I had cause to complain about a phone I bought in store. Hours on the phone sitting in a queue, not being called back, talking to different people all the time and being lied to were just some of the problems I had, which only got partially resolved when I blanket bombed board level management directly. The upshot was I cancelled eight business contracts with them and moved them to another provider, who I am still with. With customer care like I received, it is no wonder they are making 11,000 people redundant. Statistically, mot of them will be useless anyway judging by my experience. The sooner this bunch of jokers goes broke the better.
I won’t be buying, debt is too high for me and will stay better off elsewhere.
GLA
IMHO the sp could drop below 80 when we go ex-div in June, in which case I will top up. I don't think 70 is likely.
70s lol
Wait and see what happens after the Q&A this morning. If I was an analyst I would want to know 1) what impact on profit has the 15% price rise had in April 2) which businesses are you thinking of selling and what will you use the cash for?
The main question is, if we break up VOD what is it worth?? Far more than todays share price
We’ll be back up into the 90s later, that wouldn’t surprise me at all