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People have been saying its a no brainer all the way down from £2 :)
Added 9% to my holding at 90.47. Will keep adding if sustained at these levels. A no brainer.
If you look at the full text of his statements, clearly his words were taken out of context.
" “There is only going to be one national network” was part of a broader discussion about the truly national ambition Openreach has – both urban and rural – and the progress they’re making towards that. It was not in any way a comment about other builders.
“Why do you need multiple providers?”, was preceded with (but not reported): “If you are a CP, you would probably prefer one wholesaler with one technical solution, if they can give you the geographic coverage you want...” It was therefore about potential CP preference, not the broader market.
“No one else has got a machine anywhere near ours. It’s?.?.?.?unstoppable.” This was in answer to a question on the scale of ambition and my confidence in Openreach’s ability to deliver a truly nationwide network.
When asked about the likely future shape of the market, I said I believed there would probably be two players with major footprints – BT Group and VM-O2 – and then a number of alt nets who have built strong businesses. I then gave the example of [?] which has five builders, to say that inevitably that this kind of overbuild could “end in tears” for some. Again, it was not a comment about the whole market and does not reflect the wider context in which it was delivered."
https://www.ofcom.org.uk/__data/assets/pdf_file/0027/255528/letter-philip-jansen-to-melanie-dawes-060223.pdf
It's open house on BT bashing by the Altnets, but as soon as BT says something they don't like, they throw their toys out of the pram.
This delay is political theatre, I'll be gob smacked if OFCOM prevent Openreach from competing on pricing. Clearly Openreach have been extremely careful in designing the Equinox offers, I doubt OFCOM would have any justification to block the offer.
Fleccy,
The market is acting like a headless chicken. Vodafone just increased their broadband prices for all customers by 10% in the Netherlands. The ramifications of such price hikes are massive as perviously noted. so happy to accumulate. A 10% increase of prices for 50% of annual revenue will result in additional 2.5biilion pure cash. Happy to keep adding at these ridiculous levels cause once the repricing comes, it will leave many in its dust.
Back to the 80’s we go - no wonder nobody has been appointed as the new CEO - nobody wants the job at this pile of ****
I'm out and walking away, more or less flat for my four months effort.
It's all gone Pete tongue out there, anything with long dated debt is foooked for the foreseeable.
Just averaged back in at a tad under 94p. See another trading opportunity once CEO announced. Thinking 102/103 achievable then sell into the news, again!
I like to trade a basket of high yield stocks coz if you get the wrong side there is usually a divi or you can play one off agains the other to escape. It’s something that I have ended up discovering rather than by design. E.g had MNG from 179 and sold from 220 down to 206 and out and didn’t wait for the xd. Then put some of the money in here.
Fingers crossed!
Usual caveats
Trek
Geo, at 94p you are doing a whole lot better than most on here that are seriously under water & I wish you good fortune. Your figures as quoted are dependent of course on the dividend not being cut & I hope that it isn’t, but it is in danger. There are a lot of people here that have watched VOD decline year on year so prepare for grumpiness & don’t take it personally. Never get too attached to a share as a lot here have become.
"can a new ceo turn this company around I'm not sure, but hoping this will move out of the pound shop soon"
Does anyone else find it strange that there's been no news around who'll become the new CEO? Read's consulting position finishes at the end of this month and It was back in January that Vodafone apparently hired recruitment consultants Egon Zehnder, but it's gone very quiet. You'd think there would be some big names who'd want to become CEO of a company like VOD, but even the rumours appear to have stopped. I'm still mildly suspicious that a big merger may be in the pipeline and I don't mean the Vodafone UK/Three merger.
@Porsche question:
In your highly regarded expert technical analysis, are there any companies which are not “dogshxt?”
as much as i would like to stay positive, Its very difficult when the share price is still below a pound ? i don't take any notice of Porsche as we all know he goes around all the boards when any shares take a hit, but you can't deny what's happened here in the last six years you only have to look at the charts, can a new ceo turn this company around I'm not sure, but hoping this will move out of the pound shop soon, would be nice to see some gains here before the next results
Dan, it's about time you got back here to motivate us ?
"so whats ur postive spin? how will share price recover to what it was 5 years ago?
how is vodafone not going to cut dividend. its at 8.5% plus today"
Vodafone may, or may not cancel the dividend, but that subject has been flogged to death. The price will go where the market decides to send it, but the stock is good value at the current price, taking into account the cash flow and the assets. Clearly Liberty and E& see something you don't and maybe even know something you don't. Just because VOD is currently sitting at under £1 now, doesn't mean it wont be £2 in a couple of years, which would be far more likely than it dropping to 30p as someone else mentioned recently.
Now this looks like a good top up price.
stay positive guys
@geo….that’s 5 pc return a year before tax haha, may as well leave the cash in the bank….and of course, Vod shares will be about 30p by then and the dividend vaporised. Look at the charts for this, the future writes itself. Dogshxt.
so whats ur postive spin? how will share price recover to what it was 5 years ago?
how is vodafone not going to cut dividend. its at 8.5% plus today
mehmehmeh and Mikeyh68, it doesn't bother me, but don't you get bored of constantly posting negative spin day after day? Everyone's entitled to an opinion, but the content of your posts aren't even convincing. By all means carry on if you wish, but it's only your own time you're wasting.
And, in 2040 I'll have received £1.36 in divi's from my 94p investment in VOD.... yep Gaz, your glass is really half-empty mate.
Fast forward to the year 2040 & if the lord wishes we will all still be here.
What won’t have changed will be Mikey posting about his ski slope, only with global warming there won’t be much of that about. Other holders will be saying, I’ve a feeling this is the year for VOD & they will be wrong … AGAIN
Think malone used derivatives to get his %. He's probably a chunk of this move.
I'm going to give it another 10 years and then I am out
I'm sure they probably regret it and have dug themselves in a big loss.
I wonder how long before Liberty and e& realise they have made a big balls ip and start reducing their holdings . Pointless just watching their investment drop on a daily basis
Maybe Vodafone should delist in UK and relist in frankfurt
Struggling to stay positive already :(
Thats sad news - Vinod is a great leader for Vodafone Business , probably one of the best of the executive committee .