Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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I assume bargain hunters came in there just above 85 with a view that that represents value. I'm not that convinced and I think we could see 85 come and go on this drop alone. Voda would appear to have a lot of work to do. I'd also say that this is a massive and popular market that will make those of us who are patient a good bit of money. Trick is, be patient.
Well if that happens it won't be until next results as this divi payment has already gone ex Divi date, so have to wait another 6 months for any savings there.
Sell some more assets, cut dividend, and make up a masterplan. Back to a quid in no time!!
Indeed, both a divi cut and a rights issue seem very plausible. If I was in charge, I'd be pretty actively looking at addressing the debt. For anyone thinking that's unlikely, I'd say don't forget RR! I'd not carry too much Voda if I had the choice.
I'm in for a few just under 86p.
Will buy a few more when dividend is cancelled...
maybe there will be a rights issue to address debt some point. The debt is almost double the market cap
I'm looking at the longer term charts and with the SP in decline, it doesn't seem out of the question that the price goes to the 78-81p area. 45 billion is a lot of debt to service.
Yes looks like the spike has gone and we could be heading for 85p ish
I started trading VOD after the results and it's low spread and high volume made that good, until it wasn't and I entered when I'd have been better to wait. But yesterday the price rose up and got me out at a profit (very, very small profit) on a limit. What caused that rise? We're at 85.9 as I type and for spread/liquidity reasons it remains interesting (although I've not yet entered again). I was out at around 91, that's big pull back on the back of nothing I can see? Anyone?
Bought in @86.63 this morning...will add on/if further weakness....gla.
Added this morning at 87p - for me the outstanding debt has been more than reflected in the share price
gla dyor
"verizon has too much debt and its share price has been falling. No merger. imo"
Time will tell. Colao going back onto the board of Verizon and Read's rapid exit from Vodafone, a month later, hints at the prospect. From what I've read, it was a bit of a surprise when Verizon elected Colao back onto their BOD. As far as Verizon having a lot of debt, it's meaningless, Vodafone took over Mannesmann with an all share deal in 2000.
You cannot go wrong to buy either BT or Vodafone at the current price especially when the whole sector is near lowest price.. To me both of them are strong buy!
DYOR
All the best
verizon has too much debt and its share price has been falling. No merger. imo
Look for 90 plus soon (Hopefully today!). Lot of pending potential good news for Vodafone . As the share price now reflected all the bad news, any good news will shoot up the share price rapidly.
All the best
Verizon and Vodafone merger is still my guess.
getting nearer.
I am a customer and so fear not.
Also, be thankful not to be DDDD or JOUL investors.
"Just to add, the Goodwill portion of the Net Book valuation is €31.884 and the definition of "Goodwill":"
That should read €31.884 Billion, now you've got me making stuff up too, lol.
Just to add, the Goodwill portion of the Net Book valuation is €31.884 and the definition of "Goodwill":
"Goodwill arises when a company acquires another entire business. The amount of goodwill is the cost to purchase the business minus the fair market value of the tangible assets, the intangible assets that can be identified, and the liabilities obtained in the purchase."
So, Goodwill is important when assessing the value of a company and is part of the Net Book value.
Those towers are well over priced lol
"If a company did close and pay off it's debts, it could only do it with real things, so all the goodwill and intangibles should not be considered. Cautious value investors looking for true value will look at net book. VOD's net book is €0.13 per share. It's a goodwill giant."
More b0ll0x. Honestly, I don't know about the profanity filter on here, they should also add a talking 5h1te filter too. How do you figure €0.13 per share?
With 28,818,256,058 issued shares and your valuation of €0.13 per share, that would value all of Vodafone's assets at just €3.746 Billion, so all of Vodafone's UK and Worldwide assets. If you're going to post a figure like that, you should back it up with calculations listing the relevant asset values. If you read it somewhere, it's pure fantasy.
Vodafone's Net Book value, stated in the 2022 Annual report came in at €53.244 Billion, which is approximately €1.84 per share.
another common mistake is to lose sight of the Brand when thinking about Goodwill. Brand is valued at $19.51Bn. EIA I am certain will be interested in the Brand which sits well with the Africa partner markets model. How it all gets sliced and diced is beyond me but I am sure EIA and Niel know exactly what they want and now 13.5% of the stock.
https://www.statista.com/statistics/500110/vodafone-telecom-brand-value/#:~:text=Vodafone%E2%80%99s%20brand%20value%20fell%20by%20slightly%20more%20than,billion%20U.S.%20dollars%20to%2021.83%20billion%20U.S.%20dollars.
Mikey and Dan gone AWOL. Are they the same person.
Ha ha
So by that logic, you'd expect them to hold 50 billion in cash "tangible" before you'd invest?
You special tnuc