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Vodafone have kept stum so far for the last 3 months , It may be now that the news is out that they intend to merge with 3 a bid emerges quite quckickly , interesting to see the share price moved quickly from the lows once Emirates raised it share holding to 11% stake in Vodafone- Dec 2022.
Liberty Global aslo acquired a 4.92% stake in Vodafone, saying it believed the shares were undervalued in Feb 2023.
Article - Is Vodafone about to become a takeover target? The once-mighty giant is in danger of becoming a sitting duck for overseas buyers, says ALEX BRUMMER - Dec 2022.
Talatum
"Me cautiuos, "In the UK it seems all telecom service providers are going to increase prices in unison." If true is this not against law"
Annual CPI rate plus 3.9% for Vodafone and not solely limited to telecoms as (usually) a basic principle of initial agreement if term greater than 12 months and applied each April.
Me cautiuos, "In the UK it seems all telecom service providers are going to increase prices in unison." If true is this not against law
the merger with 3three should hopefully be good news and improve on share price which is an absolute joke. cant believe VOD trading at under pennies. couldn't make it up.
Hi
I was thinking the same. Net equity after deducting all liabilities is still around £55b. Currently market pricing it at £27b. I think bid is coming around 40/45b….
Morning , I was wondering if anyone had any thoughts on the 3 Merger , also the large share stakes purchased in the last few months by Emirates telecoms , could there be a full blown takeover bid , there is also Liberty who bought a large chunk of shares recently?
Vod closing Sp 17th March
AbjectP 101p
Exil 97p
Roofer 98.1p
List so far
Entries close 12pm Mon
97p for me please Bob
Next Friday close 101
Vod closing Sp 10th Mar 98.56p
Kay101 98p winner
SlartiB 107p
AbjectP 104p
Wisebear 103p
Android 97p
Doyen Dan 101.41p
Newsid 100.3p
Exil 96.5p
BushyT 103.2p
Roofer 101.4p
Alb and enjoy your weekend
Accolade this week goes
"Kkkkkkkk101" Well done
Speech Speech Kay101
Vod closing Sp 98.56p
Full list will follow
Enjoy your weekend
Here comes the America open drop into the Red
This deal is almost certain to happen…..past mergers have seen mistakes by OFCOM / CMA and unbalanced the mobile market in favour of EE and O2.
My guess is the regulators will impose open access to MVNOs - that has gone badly for 3 and VOD in Italy where Illiad has been taking market share off both…..but that pain is far better than living with two sub-scale networks gradually losing to the current big two.
The alternative is two lame duck networks.
Looked good earlier - looks like we are dropping back again
I think endgame is an IPO and 3 get a return on their investment.
Shares suspended
Probably not earnings accretive as VOD are reducing their share of UK market. To get a larger share 3 are taking on some VOD debt effectively in the 51:49 JV
Like a stealth selling off of assets. New CEO will arrive too late to stop it.
My view is its a very American style strategy ie take out the competition/increase market share. It shouldbe very beneficial in the medium term thts assuming they get the numbers right !
This is Australia ? In the UK it seems all telecom service providers are going to increase prices in unison. I have already seen this from Sky and Plusnet and it was predicted by a Bloomberg analyst some time ago. so if you still want to use mobile or BB services in the UK you won't have a lot of choice. It always annoys me as a retired telecom professional how well EE do whilst VOD always had the better quality network IMO.
Is the tie up esxpected to be earnings adcretive and/or boost the share price?
Any views?
Thanks, Cheap
https://www.bloomberg.com/news/articles/2023-03-09/vodafone-three-are-said-to-put-final-touches-on-uk-tie-up
Vodafone, Three Putting Final Touches on UK Tie-Up
Deal to create UK mobile giant could be announced this month
Companies working to address potential antitrust issues
The point is that I, a 24 year customer and ex employee could have an amaysim , a toddler vno with 600 employees about 32 quid for suoerb coverage and calls to the uk. My wonderful vod with 100000 employees wanted £360. If they think hiking prixesxwilm work they are mistaken
Was looking like we may actually finish positive today - but oh no the last 5 mins put paid to that - like watching paint dry
'Your phone bills are almost certainly going up at the end of this month'
H1 slide 29 shows the price increase progression.
At the end of H1 there were 7 markets in UK/EU with CPI linked pricing.
https://investors.vodafone.com/sites/vodafone-ir/files/2022-11/vodafone-h1-fy23-results-presentation.pdf