The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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62.89p please for Friday.
DarthT...Top speech
Vod closing Sp 19th April
Unlucky9 120p
DarthT 68.35p
Tars 73.14p
Robleo 70p
BarnsleyB 67.12p
Added to list Entries by 12pm Mon
68p + close on Monday.
67.12 please
70p for me please roofer
thank you
73.14 for me please Monsieur Roofer
It’s gonna be up, but it could be down
....68.35p for me please Roofer.
I wonder if Monday will be a down day.. quite a bit going on globaly and the cpi data in the US.
120p please
Speech? ...all I can say is it's been emotional, to my family & friends, I couldn't have done it without you, their patience & love. To my fellow VODers...thank-you...a constant source of inspiration & fortitude & dogged determination in the face of uncertainty. May any losses turn one day to wins...
...Amen.
Vod closing Sp 19th April
Exil 68p
Talatum 69p
Roofer 66.6p
List so far Entries by 12pm Mon Atb
69 for me please
68p for me please Bob
* Roofer 69.75p
Vod closing Sp 12th April 67.22p
DarthT 67.8p winner
Doyen Dan 71.4p
KiwiTwo 71.67p
Unlucky9 120p
Talatum 70p
HopeSo 73.95p
Lawrence 71.26p
Jesteh 72.5p
Newsid 66.3p
Tars 73.14p
Exil 68p
Curtin 71p
Goatilcious 67.98p
Enjoy your weekend...atb
Accolade this week goes to "DarthT " , its another new face to the podium, well done
Vod closing Sp 12th April 67.22p
Speech Speech DarthT
Full list will follow Enjoy your weekend..
Garonne, words fail me
I hope it lives up to your expectations, whatever they may be
When I watch the Vodafone update Videos, for some reason Punch and Judy pops into my head.
Poker I don't like the way seekingalpha want my details, I assume this is the same?
https://investors.vodafone.com/sites/vodafone-ir/files/2024-02/vodafone-q3-fy24-trading-update-live-qa-transcript.pdf
https://investors.vodafone.com/sites/vodafone-ir/files/2024-03/Vodafone-Investor-Update-QA.pdf
And for people who can't read:
https://www.investis-live.com/vodafone/65b1392abacfa60c00c24f21/rgtjn
https://www.investis-live.com/vodafone/65e73dfddca7a6120026de81/qraa
Oh no garonne is back in. Here we go again. He is going to moan everyday VOD goes down, because in his mind it should be going up everyday because he's bought some.
Garonne, please stop demanding that the CEO buys VOD shares. She does not need to. Its not her obligation to do so.
So, negative German growth for the first half of fiscal 2025 with a bit of mitigation thrown in but "decent" growth in 2026.
This big old tanker ain't turning anytime soon it would appear but I guess if the SP is suppressed the billions of buy backs will be greater. Have a great weekend everyone.
KevRow
The Analyst Call is worth reading in full.....
https://seekingalpha.com/article/4667556-vodafone-group-public-limited-company-vod-q3-2024-trading-update-call-transcript
The director buys are definitely a good thing but it doesn't sound like they expect a quick return on their investment:
https://www.digitaltveurope.com/2024/02/05/vodafone-sees-return-to-negative-growth-in-germany-from-mdu-tv-rule-change/#close-modal
"Mucic said that the impact, “regardless of where we end up in the range, will still be quite sizable”, with the expectation that growth in Q4 in Germany will be “roughly flat” and that there will be “a return to negative growth” in the first half of fiscal 2025. However, he said he expected this to mitigated by growth in business revenue and the impact in the second half of the year of a roaming agreement with service provider 1+1.
He said he expected a return to “very decent growth” in fiscal 2026."
It's possible things have changed since the above article, so perhaps 2025 is looking better than expected.