Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Danielh = Pr@t - but a nice finish in the end
Another entertaining spat between the two big brains (ha!) on here, but is Mikey right or is Danny boy?
Results soon so we will have an idea of the short term trend here.
As for brokers we have Deutsche (DB) against Jefferies (M) ... Deutsche is maintaining a buy rating with a lowered target price of 195p. Jefferies’ outlook is more pessimistic offering a target share price of 85p and a hold rating due mainly to revenues which are seriously declining on the continent
Furthermore, Jefferies’ full-year guidance is below consensus, with EBITDAaL forecast at €14.85bn on the upside €14.48bn and cash flows of €4.95bn on the upside.
Is Jefferies’ pessimism justified? We’ll find out when Vodafone faces shareholders on Wednesday, February 1.
My money is on Mikey I'm afraid, VOD is currently a giant rudderless ship drifting towards the rocks.
ok but you have to take into account that I've bought back so the sp is going to go down from here.
Haha
Cheap, good to be back here by the way
Idiot!
Ready for the 2.30 drop when America opens
First time since mid June last year at circa 125p...Good signal that the downtrend is running out of steam. Whilst the 50 dma is providing price support, the near term target is the 200dma currently at circa 110p
I never re-invest dividends but that's because I'm more active on the technical side of things than some fundamental investors.
More cash equals more trading opportunities
Who will re-invest dividends in VOD?
I'm only topping up when dividends become available now, I've reached the limit of adding new capital to any of my holdings. My last Vodafone top up was a while ago, with my more recent adds in BT and Lloyds. I've been a bit wary of adding more to Vodafone, as I'm unsure about the dividend; Ironically, Vodafone was the only stock that continued paying dividends during the pandemic. Until the new CEO arrives and telegraphs their strategy, I'll just continue holding.
Fleccy. I am not desperate to sell, just desperate to buy. I don't have unlimited funds though, or unlimited I.S.A. allowance. Do you just keep buying?
It appears Vodafone Group, and Aditya Birla Group, don't want to put any more of their own cash into the company, which probably makes sense in view of their treatment by the various Indian authorities.
BusheyTailed. Just unlucky I think. I would add, but need to wait until April & add to my I.S.A.
Vodafone Idea board to discuss Rs 1,600 crore debenture issue for ATC on January 31. Government must be close to converting to equity?
https://www.msn.com/en-in/money/other/vodafone-idea-board-to-discuss-rs-1-600-crore-debenture-issue-for-atc-on-january-31/ar-AA16M5jV
I added to the rise this morning, more fool me lol
"Heading for a red finish after another promising start"
It's only a problem if you're desperate to sell, it's an opportunity for those looking at buying or topping up.
Heading for a red finish after another promising start
Not really surprising, the markets stamping on the Telecom sector. If you look at the US AT&T and Verizon demonstrate the market treatment of the sector.
https://www.google.com/finance/quote/VOD:LON?window=5Y&comparison=NYSE%3AT%2CNYSE%3AVZ%2CINDEXDJX%3A.DJI%2CLON%3ABT.A
Mikey, that made me laugh!
Here comes the afternoon ski slope
Back to £1 plus within 2 weeks. & still a buy after that. Don't miss the boat.
Media sentiment getting more positive on VOD.
' This company is overall qualitative. This company is fundamentally safe/conservative & well-run. This company pays a well-covered dividend. This company is currently cheap. This company has a realistic upside that is high enough, based on earnings growth or multiple expansion/reversion.'
https://seekingalpha.com/article/4572154-vodafone-stock-undervalued-buy-here
'Vodafone down sizing headquarters'
Saudi interest is aljazira capital..
https://realty.economictimes.indiatimes.com/news/commercial/vodafone-sells-british-headquarter-rents-part-instead-amid-downsizing/97302757?redirect=1
I guess these bits of info are what is helping to keep the SP a bit comatose when people look under the bonnet...
VOD has c €10Bn hybrid bonds maturing out to FY41+
https://investors.vodafone.com/debt-investors/financing-strategy
'Hybrid bonds blend debt- and equity-like characteristics in a single security, and they crucially get classed partially as equity by credit rating agencies. They have proved popular with investors as they offer more yield than traditional corporate bonds.'